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AccountRight

Please can you delete jobs in bulk rather than individual - every year end I need to delete over 6,000 takes days doing it individual

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10 Comments
Ultimate Partner Mike_James
4,358 Posts
Ultimate Partner

Hi @ElaineTimbs , I read a suggestion from one of the moderators recently:

- back up your file

- Add a header job called Deleted

- Export your Jobs List to a text file then open it in Excel

- Add "Deleted" to the "Sub Job of" column for all jobs you want to delete

- Save this as a new text file

- Import this file to AccountRight, matching the job number and "Sub Job of" columns only, updating the jobs

- Review the jobs list to ensure you are only going to delete the jobs you don't want

- Edit the "Deleted" header job and select Edit, Delete

 

A message asking you to confirm deletion of all sub-jobs and job allocations will appear, click OK to confirm, and wait a moment.

Partner Della
6 Posts
Partner

Hi Mike,

 

Just trying to do this and when exporting it only has a choice to go to a TXT file, then I'm unable to open it into a Excel doc.  Is there another way to save this into a Excel document firstly or open in excel?

Ultimate Partner Mike_James
4,358 Posts
Ultimate Partner

Hi @Della , exporting to a txt file is correct, and tab-delimited. Then in Excel, select File, Open, and browse to the folder. By default Excel will look for workbooks, so choose Text Files from the Files of type field. Then the text wizard will open - make sure you choose Delimited, then click Next, and select Tab, then Finish.

 

Once you have made the changes, choose File, Save As, and give the file a new name. 

 

Then back up your AccountRight file and import the new file. You only need to match the job number and the "sub-job of..." field.

Partner Della
6 Posts
Partner

Hi Mike,

 

I have now managed to find a way to upload the txt file into excel, and followed your steps, all jobs were skipped in the upload so didn't work.

 

Is there a missing step maybe?

 

I've attached some snips of the files.

Skipped.PNGImporting.PNGDeleted Sub Job.PNG

Thanks again

 

Della

Ultimate Partner Mike_James
4,358 Posts
Ultimate Partner

Hi @Della , did you look at the log file to see the error message? Did you create a job called Delete before importing?

Partner Della
6 Posts
Partner

Hi Mike,

 

The error message states duplicate job number which is not correct..  have attached snip to show that all names are different and yes there is the new job deleted.Skipped1.PNG

Ultimate Partner Mike_James
4,358 Posts
Ultimate Partner

Hi @Della , you need to use Delete or Deleted, you have a job called Deleted but the text file uses Delete. 

 

Also when importing change the relevant option to update the job, not ignore duplicates.

 

Also remove the job Deleted from the import file by deleting that row before saving the text file. 

 

I'm going offline here now.  Good luck!

Contributing Cover User MalKleenduct
6 Posts
Contributing Cover User

Would be great to see a bulk delete option for Sales too! We accidentally invoiced 30 sales and know i have to dleete one by one!

Partner Della
6 Posts
Partner

Hi Mike,

 

We have finally after a few weekends of uploading the file completed the jobs to go under the DELETED jobcode, but when it came to deleting the DELETED JOB HEADER, which we did have to stop it as from Friday to Monday it still wasn't completed, but the ones that were done only the Income and Costs went to NIL, and the job still remained there.

 

Why didn't the job itself delete, as the size of the file did not change either?

 

Daily.PNG

Ultimate Partner Mike_James
4,358 Posts
Ultimate Partner

Hi @Della that's an unexpected result. All I can think is that there are too many jobs to delete in one go. But have you closed or refreshed the list? Also maybe the AccountRight cache needs to be deleted, see https://community.myob.com/t5/Tips-and-Tricks/Clearing-the-AccountRight-Cache/td-p/592973 for instructions.