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I want to know how to delete or edit recurring transactions please. In the old MYOB version as soon as we change a recurring transaction, it will save the changes for next time, whereas the new version doesn't. Is there a way to make it save automatically?


***Please note this answer is only relevant for MYOB Accounting v15 onwards, or MYOB Premier v9 onwards***

From the main screen in MYOB, go into "Lists" then down to "Recurring Transactions".  This is where all recurring templates are maintained and you will find you have a lot more options with regards to scheduling and automation of transactions.  If you click on the "Edit Schedule" button you will see a tick box that says "Save my changes when I record this recurring transaction".


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Page: How do I edit a recurring transaction? - Last Updated: 7th September, 2010