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AccountRight

Recurring Transactions: Reminder Window - manually record transaction removal

Contributing Cover User

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8 Posts
Contributing Cover User

Hi There!

 

When you frist open MYOB, any recurring transactions that have fallen due since you last started MYOB are posted and then displayed in a Notification window.

 

The Notification window has a Green Ciricle Arrow at the top right that allows the contents of the window to be refreshed.

 

Each Transaction line has a blue arrow on the left hand side that allows you to edit the transaction.

 

If you edit a Transaction that is showing in the Notification window (change date***) and save that transaction, the edits are not reflected in the list of Transactions in the Notification window.

 

If you sellect the Green Cicrcle Arrow to refresh the contents of the Notification window - the Transactions still show the old (now incorrect) information.

 

Either:

 

Remove the Green Arrow.  It doesn't seem to have any effect on the contents.

 

Or:

 

After selecing the Green Arrow - Update the contents of the window to reflect the actual transacations that are being posted.

 

 

Thanks for your help.

 

 

*** This is only a problem because if you don't open MYOB for a while - recurring transactions are not recorded on the "due date" - but they are recorded using the "today's date".  So you could just fix that underlying problem instead.  Mentioned here: http://community.myob.com/t5/AccountRight-Idea-Exchange/Record-recurrent-transactions-with-due-date-...

 

"Recurring Transactions  Notification Window not updaring"

 

 

Current Status: Done
Last Changed: December 2016

Hi Everyone


With AccountRight 2016 when a recurring transaction is recorded manually the transaction will be removed from the Reminder List window.

 

Do note that if you do only have the one transaction in the list you will have to adjust/record the transaction and select the Close option on the Reminder List window

2 Comments
MYOB Moderator Steven_M
33,465 Posts
MYOB Moderator

Hi @hughesg

 

Thank you for your sharing idea in regards to AccountRight and the reminder window.
I would encourage other users that you would like to see this idea as a possible future updates to vote and comment if required for this idea.

MYOB Moderator Steven_M
33,465 Posts
MYOB Moderator

Hi Everyone


With AccountRight 2016 when a recurring transaction is recorded manually the transaction will be removed from the Reminder List window.

 

Do note that if you do only have the one transaction in the list you will have to adjust/record the transaction and select the Close option on the Reminder List window