Payroll - Prepare Electronic Payments - Showing Years of Historical Data

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Contributing Cover User M_Moar
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Payroll - Prepare Electronic Payments - Showing Years of Historical Data

Hi I have recently started working with a business. The previous bookkeeper, bless her, recently retired aged 82. The service had been using AR desktop for many years and upgraded to AR2018.4 in late 2018 due to Single Touch Payroll. The previous bookkeeper told me that once this upgrade was completed, thousands (I mean, literally, thousands) of 'pay employee' entries appeared in the 'Prepare Electronic Payments' screen dating back to 2003 (which I guess is when they moved to MYOB originally). These arrows beside these entries are greyed out. Please can someone advise the best way to remove these entries from the 'Prepare Electronic Payments' screen. Thanks.
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MYOB Moderator Steven_M
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Re: Payroll - Prepare Electronic Payments - Showing Years of Historical Data

Hi @M_Moar 

 

What I would do is cut my losses and do the following:

Note: If you have transactions that you wish to keep in the Prepare Electronic Payments window, do process these first before completing the following tasks.

  1. Go to Accounts>>Accounts Lists>>New
  2. Give the account a number, name, set the account type to be Bank
  3. Once that account has been created, go to Setup>>Linked Accounts>>Accounts & Banking and set the Bank Account for Electronic Payments to be that new account.

The system will look at transactions recorded in that Bank Account for Electronic Payments option to populate the Prepare Electronic Payments window. By setting that to be a new account, there will be no transactions thus that Prepare Electronic Payments window will be blank.

 

Do let us know how you get on and if you require further assistance.

Kind regards,
Steven

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Contributing Cover User M_Moar
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Re: Payroll - Prepare Electronic Payments - Showing Years of Historical Data

Hi Steve

 

Thanks for your response.  I’ll give that a shot and let you know how it goes.

 

Regards

 

Michelle

MYOB Moderator Steven_M
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Re: Payroll - Prepare Electronic Payments - Showing Years of Historical Data

Hi @M_Moar 

 

How did you get on with that situation? Where you able to clear those transactions from the window by changing the linked account?

Kind regards,
Steven

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Experienced Cover User JacqW
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Re: Payroll - Prepare Electronic Payments - Showing Years of Historical Data

Steven

 

I had the same problem, but happy to say your advice fixed it.

 

Thanks! Smiley Happy

 

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