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Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

AccountRight

Recurring Transactions: Bulk update of User ID

MiAccounts
Cover User

1Posts

2Kudos

0Solutions

1 Post
Cover User
Australia

We have approximately 600 recurring transactions, which I would like to transfer from one user ID to another, prefereably NOT one at a time, apparently that is not possible - although it should be.

 

The other solution I had for this problem was to change the user ID name to the other staff member so that all of the recurring transaction reminders would go to them, but this is apparently also not possible.

 

Perhaps even if I could print a list of WHO the recurring transaction reminders go to, it would make it easier to go through all 600 transactions one at a time and, transfer them across and mark them off, but there doesn't seem to be any way of getting this information either.

 

Epic fail MYOB - particularly after I had to spend 30 mintues on hold before I could get through to support to be told that none of this was possible.  Waste of support fees.

 

 "Recurring Transactions - User ID"

Current Status: Open
Last Changed: February 2015

Hi @MiAccounts 

Thank you for your idea in regards to recurring transactions in AccountRight.

As a recurring transactions is not 'transaction' until its recorded you wouldn't be able to export out so you can update the recurring transactions in bulk.

I would encourage other users that would like to an option where you can update a recurring transaction schedule in bulk to vote and comment if required for this idea 

3 Comments
MYOB Moderator Steven_M
27,550 Posts
MYOB Moderator

Hi @MiAccounts 

Thank you for your idea in regards to recurring transactions in AccountRight.

As a recurring transactions is not 'transaction' until its recorded you wouldn't be able to export out so you can update the recurring transactions in bulk.

I would encourage other users that would like to an option where you can update a recurring transaction schedule in bulk to vote and comment if required for this idea 

Contributing Cover User marki
21 Posts
Contributing Cover User

WORKAROUND

 

do a dummy run-(fake)

export out

prepare all you need from exported file

 

cancel the dummy run transactions or import negative of dummy run to clear it.

MYOB Moderator Steven_M
27,550 Posts
MYOB Moderator

Hi @marki

Thank you for your feedback and possible workaround.

In theory your workaround would work. However as you are unable to export out the recurring part of the transaction i.e. the recurring schedule you would manually have to save the transaction as a recurring transaction and reset that up after importing the recurring transactions.