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Product Ideas

Chart of accounts: Update system linked accounts

Experienced Cover User

15Posts

7Kudos

0Solutions

15 Posts
Experienced Cover User
Australia

We often upload a chart of accounts into our essentials files and then map our accounts to a few of the commonly used system accounts (pad locked acccounts) I have found when mapping these accounts the original account is not deleted. Because you are mapping them, you are saying they are the same account so once an account is mapped to a system account wouldn't it make sense to have the software automatically delete the other account (merge them rather than 'move' the lock)

 

"Map to System Accounts - Locked Accounts"

 

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Current Status: Done
Last Changed: June 2021

Hi Everyone


Users can now specify their own linked accounts through Accounting>>Manage Linked Accounts.

 

Note: This change is available for the new MYOB Essentials platform. Existing (original) MYOB Essentials platform users will be migrated across to the new platform in due course based on the complexity of their MYOB Essentials product level. At the time of posting, migrations are already underway.

4 Comments
amandacc
Experienced Cover User
15 Posts
Experienced Cover User

We often upload a chart of accounts into our essentials files and then map our accounts to a few of the commonly used system accounts (pad locked acccounts) I have found when mapping these accounts the original account is not deleted. Because you are mapping them, you are saying they are the same account so once an account is mapped to a system account wouldn't it make sense to have the software automatically delete the other account (merge them rather than 'move' the lock)

 

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Steven_M
45,180 Posts
Former Staff

Hi Everyone


Users can now specify their own linked accounts through Accounting>>Manage Linked Accounts.

 

Note: This change is available for the new MYOB Essentials platform. Existing (original) MYOB Essentials platform users will be migrated across to the new platform in due course based on the complexity of their MYOB Essentials product level. At the time of posting, migrations are already underway.

Collins329
Partner
3 Posts
Partner

Not all accounts are listed in Managed Linked Accounts. There are several accounts that are linked that are not listed in this area and we can't remove. Makes setting up the chart a very time consuming task. Would be much easier if we could import and replace all codes.

Doreen_P
MYOB Moderator
3,168 Posts
MYOB Moderator

Hi, @Collins329

 

Thanks for your post.

 

We know how this feature will lighten your workload. We haven't received any updates regarding this concern, but rest assured, we will keep you posted once there is an update. We're always looking for ways to improve our software.

 

Best regards,

Doreen