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Contributing User mmyyoobb
42 Posts
Contributing User
mmyyoobb
Contributing User

42Posts

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to do list

hi all,

 

see attached, in the to do list , some are overdue , except the AR and AP, how can i delete the recurring transactions?

 

thanks 

ar.PNG
1 REPLY 1
MYOB Moderator Neil_M
10,206 Posts
MYOB Moderator
Neil_M
MYOB Moderator

10206Posts

1129Kudos

1444Solutions

Accepted Solution Solved Solution

Re: to do list

Hi @mmyyoobb

 

If you are wanting to delete the recurring transaction itself, this is done by going to Lists >> Recurring Transactions then highlighting the transaction and selecting delete. This will delete the recurring transaction template, however it will not delete any transactions created from that recurring transaction.

 

To delete the transactions themselves you would need to open the transaction itself and then go to Edit >> Delete Transaction. Note that transactions can only be deleted if they are in the current year, haven’t had a payment applied and haven’t been included in a subsequent transaction like an Electronic Payment.

Regards,
Neil

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