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Product Ideas

Recurring Transactions: Record on due date, not when file is opened

BA
Trusted Cover User
Trusted Cover User

38Posts

52Kudos

3Solutions

38 Posts
Trusted Cover User
Australia

The functionality of MYOB AccountRight offers to record Recurring Entries automatically on a due date. However,  if the file is not opened on the due date next time the file is opened the system date is used instead of the nominated date.

 

Can a fix be considered please?

Current Status: Done
Last Changed: March 2023

Hi Everyone

An AccountRight recurring transaction will be recorded between 7am and 9am on the due date of the recurring transaction for online company files. Offline company files will continue to have the transaction recorded when the file is opened.

More information on recurring transactions can be found on Help Article: Setting up recurring transactions

23 Comments
MurCW
5 Posts
User

I think the recurring transaction can only save as a template and pop up reminder to user, then user need to record the recurring transaction manully. 

Steven_M
45,180 Posts
Former Staff

Hi Everyone

An AccountRight recurring transaction will be recorded between 7am and 9am on the due date of the recurring transaction for online company files. Offline company files will continue to have the transaction recorded when the file is opened.

More information on recurring transactions can be found on Help Article: Setting up recurring transactions

YPK
Experienced Cover User
60 Posts
Experienced Cover User

That's fabulous! Glad we finally got there!


Thanks.