Recurring Transactions: Bulk delete
Hi All, I found this topicin the MYOB Forum archives, and was greatly saddened. We use recurring transactions to quickly duplicate quotes/invoices/Bills etc. (since there is no other built-in way of doing this - PLEASE CORRECT ME IF I'M WRONG) and therefore our 'recurring transaction' list just grows and grows, and it becomes a pain to find the correct one since it is swamped by a long list of recurring transcations that we'll never need again. We try to clean up this list every now and again, but it's an immense pain to delete them one by one. Please implement a way to bulk delete these recurring transactions so we can clean up this list without dedicating a whole afternoon to clicking "delete" over and over. "Bulk Delete for Recurring Transactions"
Recurring Transactions: Alert all/multiple users
Presently, Reminder alerts are linked to a specific user ID - if that user is no in, the dates can pass without invoices being sent. Apart from having the option to reminder a specific user, it would be good to have it remind 'every' user so reminders are not missed "Reminder Alerts - Alert everyone"
Recurring Transactions: Automatically email invoices
How difficult would it be to have automated recurring invoices emailed to clients on a set day of the month for example if I have an standard invoice for a set service fee say $200.00 per month for client XYZ I should be able to set the invoice to be automatically emailed to that client on the 1st of every month, or whatever date I set. I should be able to set this up for every client I have on a standard monthly fee. This could also assist clubs where membership fees are the same every month they could automatically email the renewal invoice to their members. "automatically emailing recurring invoices"
Recurring Transactions: Take latest Item pricing, not originally setup price
When using recurring sales, the item price remains as saved and does not change when the actual price may fluctuate up or down. This is potentially costly in either lost sales or lost profit. We use this to save common jobs that have many items but our prices vary regularly which are updated under items list but do not change anything that is in recurring sales. my suggestion is there should be a preference to be able to allow this or not,( although I could not see why you would not.) this has been a most frustrating issue thankyou "Recurring Sales item price"Recurring Transactions: Record on due date, not when file is opened
The functionality of MYOB AccountRight offers to record Recurring Entriesautomaticallyon a due date. However, if the file is not opened on the due date next time the file is opened the system date is used instead of the nominated date. Can a fix be considered please?
In Tray: Ability to match to a Recurring transaction
Hi I like the new In Tray feature, and the ability to create new bills from imported documents. However, most of my regular bills - electricity, telephone etc - are already set up as recurring transactions. I want to use the recurring transaction, as it has the narratives and account numbers already populated - at the moment this means I cannot create the bill from the In Tray (and have to just link the electronic copy of the invoice to the transaction after it has been created). It would be great if a recurring transaction could be created from the In Tray - so the invoice date, invoice number and amount are picked up from the imported document, and the account number and narrative are taken from the recurring transaction. thanks "Create new recurring transaction from In Tray"
Recurring Transactions: Sales - Retain Customer PO No.
I have clients who use unchanging purchase order numbers for each type of sale. Wouldn't it be great if we could store these in the recurring sale instead of having to add it in every time ....... "Store purchase order numbers in recurring sale"Bank Feeds: Ability to select Use Recurring
I think the Bank Feed feature is great but it has a big problem. When you go Find & Spend Money you can not select a RECURRING TRANSACTION. Therefore, you have to go out of Bank Feeds & Into Banking & Spend Money & process the transaction as we used to do it. That means you still need to PRINT off your bank statements for data entry. I thought the idea of Bank Feeds is that you could do away with paper bank statements & process Recurring Transactions on the Bank Feed screen. We are really not saving that much time with the Bank Feeds screen it would greatly improve productivity & stress if we could select Recurring Transactions in the Spend Money feature in Bank Feeds? Furthermore it would mean no more paper bank statements? Your feedback & votes would be appreciated as I am sure this affects all MYOB Users. "Bank Feeds & Recurring Transactions"Multi-Currency: Foreign recurring transactions
At the moment you need to save a recurring template in local currency, and after pulling it into a new transaction, only then switch the currency. Please vote up if it's important for you to save and use recurring templates directly in foreign currency.
