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John21's avatar
John21
Experienced User
4 months ago

Using recurring transactions

Hi allbeen 

 

New to MYOB Lite post conversion. 90% of the work in the file is done via recurring transactions and its worked really well for years. I can see the recurring and can update them. When I use the recurring via the relevant screens the system does not update the next due date and they remain on the old date and all overdue.

 

Am I missing something or is this a system limitation. Its the same for all transactions, bills, invoices, payments etc

 

Any ideas? Logged a case with MYOB but its been 2 weeks and no response.

 

Thanks

6 Replies

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  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    4 months ago

    Hi John21,

     

    You’re not missing a step here. In MYOB Business, the Next due date generally only updates when the recurring transaction is created by the automated recurring schedule.

     

    If the transaction is created manually from the recurring template, the Next due date does not update.

     

    As you’ve already raised a case, support can also check whether there’s anything file-specific affecting it. We’re currently experiencing longer-than-usual wait times in our support channels, and we appreciate your patience.

     

    Regards,
    Genreve

  • John21's avatar
    John21
    Experienced User
    10 days ago

    4 months and still no reply from MYOB

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    10 days ago

    Hi John21, 

     

    I'm sorry you’ve been waiting so long for an update. I’ve updated your case so the right team can review your enquiry. Thanks for your patience.

     

    Regards,
    Genreve

  • John21's avatar
    John21
    Experienced User
    7 days ago

    Please note the case number is 03137965

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    7 days ago

    Hi John21,

     

    Awesome, thanks for the case number. I’ll follow up with the support team. It might also help to send them an email on the case to bring it to their attention. You can also give them a call or ask our virtual assistant MOCA to connect you with Live Chat for real-time assistance. They’ll need to take a closer look at the recurring template and transaction in your specific file.

     

    Cheers,

    Princess

  • John21's avatar
    John21
    Experienced User
    7 days ago

    Do you have the email address for support?

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