Share your ideas for improving MYOB Essentials Accounting. Vote on ideas and discuss them with the MYOB product development team.

MYOB Essentials

Setup: Recurring transactions in MYOB Essentials




27 Posts

Good morning


Could you kindly advise if the following items are possible in LiveAccounts - or can be added to the development list?


- Can we have recurring transactions for sales, bills, spend money & receive money


Thank you



Current Status: Not Now
Last Changed: July 2018

Hi everyone, 

Thank you once again for all your comments and votes on this idea.  As we've mentioned in the past, the ability to set up recurring transactions in MYOB Essentials is a significant piece of work. While we understand and acknowledge the need for this and have this as one of our top candidates for product enhancements, we don't foresee it being delivered in the next 12 months.  Thank you for your patience. 

For information about the recent changes to the Idea Exchange page and Idea Statuses,  please read this article: Changes to our Idea Exchange pages.

Contributing Cover User
10 Posts
Contributing Cover User

I would like to see a recurring feature in the general journal added to the MYOB Connected Ledger & Essentails products. This would save time and errors in forgetting to post a journal every month. Hopefully this can be added to the development pipeline Smiley Happy

Contributing Cover User
11 Posts
Contributing Cover User

Or at least enable a way in AE Client accounting to set them up

4 Posts
Cover User



Is this going to happen or should we switch to Xero?

3 Posts

It would appear this was last updated in July 18. Can you advise please the current status of this improvement?

I am in the middle of assessing MYOB vs Xero and this is a critical piece as we have a large amortisation/depreciation ledger and I am not keen to be manually entering these every month.

Is there a quicker path to this for everyone - perhaps the ability to import from a csv file monthly? 

3 Posts

After being assured that these posts are being read, it is clearly not the case. I have waited 2 weeks for a reply. A last update in July 2018 to this important development request is simply unacceptable.

There are a huge number of users on Essentials who are spending valuable time replicating Journals etc manually when a simple copy facility or import file could resolve this.

MYOB have made the decision for me - I will be going with Xero. Sadly for MYOB, the extent of lost customers is not over. My family and business colleagues are nearly all MYOB users and have been for many many years. They, like me, have been waiting patiently for a reply (or at least an update) to this post that has not been forthcoming. 

Good Luck to the remaining users who have requested this if you remian with MYOB. 


5 Posts

Stadium Manger I  am in the exact same boat and would love to know the answer to this question as i am trying to decide whether to swap over to Xero too but without knowing this it makes my descion quite hard as I don't want to go through all the hard work (well it was bloody hard work setting up with MYOB i thought prior to setting it up it was going to be an easy job but what a debarcle and honestly nearly every bit of communication with MYOB was a painful!)  to swap over and find this function is going to be implemented this coming year. I realise this is supposed to be a basic accounting software program but you need to provide your customers with more information! We are paying good money for this product!

3 Posts

Hi JBHills - I have elected to go with Xero. The only issue I have with them is the support function being by email but during my trial they responded very quickly and were very knowledgabele on their product so were able to resolve my trial issues very quickly.

My whole family is moving to Xero and I have 4 business colleagues in the same boat with the switch to Essentials after upgrading to Windows10 and they are currently trialling Xero. I expect they will switch as well.

Interesting that MYOB have not reponded to anything still on this post...

3 Posts
Cover User

The post around this issue has been going for almost 8 years as far as I can tell.


Does it really take that long to do something in the online version of MYOB that was available in the stand alone version?


It's kind of ridiculous ...



Contributing User
7 Posts
Contributing User

Good afternoon, 


I would love this feature, I feel like it is quite fundamental to have it for any business.  I was not aware that MYOB Essentials did not have it when we switched over.


Many thanks


3 Posts

@MYOB: THIS IS UNACCEPTABLE. It may well be a significant piece of work but this feature has been requested by your customers for OVER 6 YEARS!!


When your old desktop software can do something that your 'new' cloud-based solution can't do, its a problem.


Allow for recurring invoices and recurring journals. Just get it done!