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MargaretM's avatar
MargaretM
Contributing User
8 days ago
Solved

Deleting or changing the recurring General Journal entries

Hi, 

 

I use MYOB AccountRight and I have created a few general journal templates for future processing and saved them as recurring. 

 

I have set them up as quarterly  journals to post and they do not post automatically. 

 

How can I go back into the the recurring journal so that I can make any one of the following changes;

  • Change the amount to be posted 
  • Change the Frequency
  • Change the description to be more meaningful 
  • Change it to post automatically and for a set period of time 
  • Change who it is assigned to 
  • Delete the recurring transaction if they are no longer relevant. 

I can't find how I can access these after they are created so that I can make any changes in either the desktop version or the online version. 

 

Margaret

 

 

Desktop
  • Liz_A's avatar
    Liz_A
    8 days ago

    Hi MargaretM 

    If I have understood your question correctly, you would be best to use the Desktop version, and click on the "List" option at the top of the screen and then "Recurring Transactions". Then use the "Edit" option at the top to change the value or other information and the "Edit Schedule" option at the bottom to change the timing, etc.

    Cheers

    Liz

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  • Liz_A's avatar
    Liz_A
    Valued User
    8 days ago

    Hi MargaretM 

    If I have understood your question correctly, you would be best to use the Desktop version, and click on the "List" option at the top of the screen and then "Recurring Transactions". Then use the "Edit" option at the top to change the value or other information and the "Edit Schedule" option at the bottom to change the timing, etc.

    Cheers

    Liz

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    8 days ago

    Hi MargaretM,

     

    Usually, you shouldn’t alter journal entries once they’re recorded. Instead, it’s best to make two new entries (one debit and one credit) to reverse the originals, then make two more new, correct entries. This provides a more transparent audit trail.

     

    If you will be using the web version and you need to change or delete a journal entry, open the journal entry by clicking on the number in the Reference column on the Transaction List page. Change the journal entry by editing its information and then clicking Record. To delete a journal entry, click Delete, then click Yes to the confirmation message. If you need help with journal entries, ask your accounting advisor.

     

    I have attached links below for your guidance when doing so.

     

    AccountRight: Deleting a transaction

    MYOB Business/Essentials: General Journals

     

    Feel free to post again anytime if you require further assistance. 
     
    If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

     

    Best regards,

    Doreen

  • MargaretM's avatar
    MargaretM
    Contributing User
    8 days ago

    Hi Liz_A 

    Thanks - Yes This answers my questions as I couldn't see it originally. 

    Margaret