Old Electronic Payments

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Experienced User
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Experienced User
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Old Electronic Payments

Hello,

 

When I go to Prepare Electronic Payments, I have a heap of old items in my list from between 2008-2012, how do I get rid of these from the list??  I'm over scrolling down to the bottom to the relevant payments Smiley Happy

NB: They are in light grey, they are purged transactions

 

Thanks,

 

Shilo

3 REPLIES 3
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MYOB Moderator
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MYOB Moderator
MYOB Moderator

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Re: Old Electronic Payments

Hi @Shilolilo 

 

Thanks for your post. To remove old transactions from the Prepare Electonic Payments window you can create an ABA file without saving it or reverse/delete those transactions. However, both of these methods will affect General Ledger accounts and bank reconciliations.

 

Your other option, and the one I would choose, is to create a new Electronic Clearing Account in Accounts>>Accounts List>>New. Then you will need to go to Setup>>Linked Accounts>>Accounts & Banking accounts and change the Bank Account for Electronic Payments to the new account.  As the Prepare Electronic Payments window pulls it's data from that linked account, changing the account effectively hides those transactions without making any changes to GL accounts. Just make sure you record any current electronic payments before you link the new account.

 

Please let me know if you need further help.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Cheers,
Tracey
Previously @bungy15

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Contributing Cover User
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Re: Old Electronic Payments

Hi I tried your preferred solution of creating a 2nd electronic clearing account to clear up old electronic payments. However, when I tried to change the Bank Account for Electronic Payments to the new account, I cannot find it in the list. It is there in my accounts list.

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MYOB Moderator
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MYOB Moderator
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Re: Old Electronic Payments

Hi @Stormyweather 

 

You will need to make sure the Account Type is set to Bank for that new account to appear in the dropdown list for selection as the linked account. 

 

bank.PNG

 

Please let me know if you need further help.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Cheers,
Tracey
Previously @bungy15

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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