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How do I delete a line from a Spend Money transaction in MYOB Essentials?

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Contributing Cover User fiveofus
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fiveofus
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How do I delete a line from a Spend Money transaction in MYOB Essentials?

I have incorrectly split a few Spend Money transactions and now need to go back and edit, including to delete a line for these transactions.  This will not change the total amount of the transaction.   These transactions include reconciled and unreconciled transactions.

 

How do I delete a line?  I can't seem to find this covered in the Help section.

 

Thanks

 

2 REPLIES 2
MYOB Product Team Haydes
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MYOB Product Team
Australia
Haydes
MYOB Product Team

6147Posts

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Re: How do I delete a line from a Spend Money transaction in MYOB Essentials?

Hi @fiveofus,

 

The answer to this can be different depending on how the Spend Money came to be in Essentials:

 

If the Spend Money transaction was created from allocating a Bank Transaction:

When there are more than 1 lines on an allocated Bank Transaction, this creates a Spend Money with the split. To edit this, you can open the relevant Bank Transaction and click the cross on the right hand side of the relevant line you wish to edit:

temp.png

 

 

If the Spend Money transaction was entered manually:

When attempting to backspace any line of an already entered Spend Money transaction, there is currently a limitation where the Tax Code field keeps pre-populating this field and forcing you to enter an Allocation account to complete the line.

 

You would need to either:

Enter a $0 line, or, Delete the Spend Money transaction and re-enter the corrected transaction for the same date.

 

I have requested an update from our Product team to see if I can get any information on this limitation for you. I will update this thread for you once I have the information.

 

Cheers,
Hayden
MYOB Partner/Social Support



Cheers,

Hayden
MYOB Product Team
Contributing Cover User fiveofus
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fiveofus
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Re: How do I delete a line from a Spend Money transaction in MYOB Essentials?

Thankyou Hayden.  I had to delete the transactions and redo - what a pain!

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