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Delete Imported Client File

sh2260
1 Post
User
Australia
sh2260

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Delete Imported Client File

Is there a way to delete an imported mye client file in client accounting?

Thanks

 

1 REPLY
MYOB Staff Post Shals
8 Posts
MYOB Staff Post
Australia
Shals
MYOB Staff Post

8Posts

4Kudos

0Solutions

Re: Delete Imported Client File

Hi @sh2260

 

Thank you for your post. Really sorry for the delay in responding to your post.

 

If you want to delete MYE file transactions in Client Accounting, click on Launch AE Ledger/ Launch AO Ledger. This will take you to cashbook.

 Capture.PNG

 

In Cashbook, Click on Journals Tab, that will give you a list of Journals Posted or imported in the Ledger. Click on the Small Triangle to the Journal, that has been imported. Highlight the transaction and delete them one by one.

 

If you imported the MYE file and have summaries transaction to Monthly or annually basis, you have to delete 12 transactions or 4 transactions from Cashbook, however if did not summaries the transactions, then from Cashbook, you need to delete all the transactions one by one.

 

 

Do let us know, how you go with the solution. Happy to help if you need further assistance.


Cheers,

Shals
Client Services Analyst - Practice Solutions
MYOB Australia Pty Ltd
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