ScottTaylor's avatar
ScottTaylor
Experienced Partner
12 years ago
Status:
Open

Jobs: Purge (delete) Jobs no longer in Use

We run tens of thousands of jobs in MYOB and refer to the Job Number in our Invoices and Purchases for Cost tracking.

Some Jobs run for less than one day, other jobs run for a number of years.

The Job list became so full that it totally slowed our whole system down a couple of years ago and we had to start a brand new file just to get rid of the long job list. This meant importing and exporting customers, suppliers, employees, accounts etc and this became a significant task.

 

Can there be a way to purge jobs without having to close them off by looking at how long ago the last transaction was? I would like to see a facility where I can say Purge all jobs that were not used within the last x number of days and I have the flexibility to select what x equals such as 365 days, 900 days or possibly for some companies 60 days. Sure, I understand that if I select the wrong number of days, I may lose a few jobs that I didnt want to loose but if the process asks for say, two confirmations to proceed, then the risk would be all mine.

 

I really do not want to have to keep creating a brand new file just to get rid of my long job lists every couple of years

 

Thanks

Job Lists
Jobs
Purging

33 Comments

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  • HMS_001's avatar
    HMS_001
    Cover User
    11 years ago

    We have a lot of old jobs which are still active but not in use - numbering hundreds. I have tried to delete them but can only do this one by one. It would be great if I could do a batch delete - just tick the ones I want and then delete them in one go

    • GDK's avatar
      GDK
      Super Partner
      11 years ago

      Would not be better to mark these jobs inactive

       

      This can be achieved by exporting job information to excel, changing all jobs to inactive and then import the excel data back into myob making sure that you set the setting that allows existing duplicate records to be updated

    • Nic-acc-addons's avatar
      Nic-acc-addons
      Super Partner
      11 years ago

      Hi Hms_001,

       

      We at Accounting Addons have provided service in the past ot bulk delete CARDS or ITEMS out of MYOB. We may be able to tweak our systems to bulk delete jobs out of your MYOB data file. This currently would only work with AccountRight 19.9 or lower. It possibly could be converted to work for AccountRight 2013.

       

      If interested, feel free to drop us a line.

       

      Best of luck.

       

      Nic.

       

      http://accountingaddons.com.au

    • HMS_001's avatar
      HMS_001
      Cover User
      11 years ago

      I noted that the last update still hasn't dealt with batch deleting of jobs. We have tried the above suggestion of exporting the data to excel, deleting the jobs and then importing the data again but this didn't work. When the data was re-imported, MYOB used all the numbers in a four digit format where as our numbering system uses 5 digit format with the first digit being a zero. The end result was we finished with twice the number of jobs as when we started!!

      Surely it can't be that hard to have a check box in the jobs list to allow the user to delete or make inactive multiple files in one go. Even to have the ability to use the shift / ctrl buttons in conjunction with teh mouse to highlight multiple jobs at the same time such as used in all other windows based programs. Then right click and go delete

       

  • Bravo's avatar
    Bravo
    Experienced Cover User
    8 years ago
    Hi. Can we please archive old jobs no longer needed? I know we can tick the option to say inactive but 1) amounts can still go against it for eg imported timesheets in payroll) 2) the list of jobs are really long cause of inactive jobs. Any way to condense/hide?
  • ElaineTimbs's avatar
    ElaineTimbs
    Cover User
    5 years ago

    Please can you delete jobs in bulk rather than individual - every year end I need to delete over 6,000 takes days doing it individual

    • ElaineTimbs's avatar
      ElaineTimbs
      Cover User
      5 years ago

      Please bring back the purge data feature , my file is now too large 900MB

      • sweisz's avatar
        sweisz
        Cover User
        5 years ago

        I used the deletion feature for many years because I would copy the previous years file and start the new year with all the the old transactions.

    • Mike_James's avatar
      Mike_James
      Ultimate Partner
      5 years ago

      Hi ElaineTimbs , I read a suggestion from one of the moderators recently:

      - back up your file

      - Add a header job called Deleted

      - Export your Jobs List to a text file then open it in Excel

      - Add "Deleted" to the "Sub Job of" column for all jobs you want to delete

      - Save this as a new text file

      - Import this file to AccountRight, matching the job number and "Sub Job of" columns only, updating the jobs

      - Review the jobs list to ensure you are only going to delete the jobs you don't want

      - Edit the "Deleted" header job and select Edit, Delete

       

      A message asking you to confirm deletion of all sub-jobs and job allocations will appear, click OK to confirm, and wait a moment.

    • Della's avatar
      Della
      Partner
      5 years ago

      Hi Mike,

       

      Just trying to do this and when exporting it only has a choice to go to a TXT file, then I'm unable to open it into a Excel doc.  Is there another way to save this into a Excel document firstly or open in excel?

  • Nicole_Brand's avatar
    Nicole_Brand
    Former Staff
    11 years ago

    Hi Scott, 

     

    If you were not already aware, you do have the ability to manually delete jobs that you are no longer using.  Understandably this is will be a lengthy task if you have 1,000's of jobs.  

     

    For others experiencing this issue, vote for this idea!!

     

    Thanks

  • jenniek's avatar
    jenniek
    Ultimate Partner
    11 years ago

    Yes please - I have several clients wanting this - manually deleting jobs is NOT an option, there's way too many and time prohibitative. The same is needed for card files and items.

  • Super_Hag's avatar
    Super_Hag
    Trusted Partner
    11 years ago

    I have a client in Premier with loads of jobs going back 10 years.  We found that if you open up header jobs (eg OLD, LAST YEAR, 12-13 ) & include the jobs under the headers, it freed up some of the index having to go through all the jobs and seemed to speed things up.  If you export the jobs to excel & add the header job in the right column, then import them back in, asking to UPDATE, then it is much quicker than doing it individually.  Good luck!

  • Carwil's avatar
    Carwil
    Cover User
    9 years ago

    Yes I need to get rid of 1000s of old jobs too before I can use Calxa (add on partner software).   Big vote for this!!!

  • LFW02's avatar
    LFW02
    Trusted Partner
    7 years ago

    Hi there

    Is there an updte on the ability to remove Jobs.

    All the jobs have been removed however when I try to Combine Accounts I am prevented - the message is that a there are Job Transactions.

    It appears that even though all jobs/transactions have been deleted, V2017 still believes they are there