When trying to edit a recurring transaction, the user to receive the reminder alert changes to whoever is editing the schedule. Why??? From what I can see, it was a known issue back in 2021. I shouldn't have to reselect it each time, and sometimes I might not even know who it's supposed to be! As other users have reported in archived/closed posts, there's no way to report who receives alerts, so as soon as I open the edit schedule window, I can no longer see who should be receiving the alerts because the system fills in my name... (If there is a way to do it, I haven't found it, and it would be useless after I've accidentally saved it with my name anyway.) There should be a whole other section (if not in the forum, then directly to MYOB) for reporting bugs - these are not 'ideas'. They are things that have broken that your developers and decision-makers can't be bothered addressing.

Hi H-TS, Thank you for your post. I understand it is important for you to resolve this issue. I have already provided relevant information in one of your posts with the same concern. You can visit this link. You can contact us again if you still need further assistance. We are more than happy to help. Kind Regards, Cel

Actually, no, your other replies tell me how to use recurring transactions, which I already use. My issue is that when editing a schedule, the person being notified changes back to me instead of the name that had been selected. Completely different issue.

Hi H-TS, Thank you for the update. Could you please confirm, after you edit the recurring transaction, have you tried to copy a recurring transaction? I replicate this and it works on my end. After following the steps on editing schedule, click the recurring transaction List then click Create a copy. Select the card the copied template to and enter a name for the recurring transaction. then click Save. Please let me know how you go on with this. If you have already taken the above steps and the issue persists, I will continue to communicate with you via private message to gather additional information. Thank you, Cel

Celia_B Thanks again. I'm not sure we're talking about the same thing although I appreciate you trying to help. What I mean is, the name in this field changes to my name whenever I click on 'edit schedule' of any recurring transaction, regardless of whose name is there before I try to edit. It should stay as whoever it was saved as previously. Making a copy and opening the copy results in the same thing. My name is always in that field even though the reminders are currently set to go to other people. I should be able to edit schedules on other transactions rather than asking each person to edit their own.

Hi H-TS, I am sorry to hear you still have the issue after following the steps that I provided. When you add a name on the recurring transaction for advice, it reverts to another. I checked on this issue with our team. As of this moment, it is not possible to provide you with the workaround as this has been raised to our relevant team for investigation. but rest assured that this will be looked after by our team to investigate. Please accept our apologies for the inconvenience. Meanwhile, if you have questions or concerns, please contact us again or create a new post. Rest assured that one of our Community Forum moderators will be happy to assist you. Kind Regards, Cel

Here's a novel idea - FIX ALL THE BUGS. And in particular, recurring transaction reminder alert user selection

Celia_B
MYOB Staff
10 months ago
Hi H-TS,

Thank you for your post. I understand it is important for you to resolve this issue. I have already provided relevant information in one of your posts with the same concern. You can visit this link.

You can contact us again if you still need further assistance. We are more than happy to help.

Kind Regards,

Cel
- H-TS
  Trusted User
  10 months ago
  Actually, no, your other replies tell me how to use recurring transactions, which I already use. My issue is that when editing a schedule, the person being notified changes back to me instead of the name that had been selected. Completely different issue.
  - Celia_B
    MYOB Staff
    10 months ago
    Hi H-TS,
    
    Thank you for the update. Could you please confirm, after you edit the recurring transaction, have you tried to copy a recurring transaction? I replicate this and it works on my end. After following the steps on editing schedule, click the recurring transaction List then click Create a copy. Select the card the copied template to and enter a name for the recurring transaction. then click Save.
    
    Please let me know how you go on with this. If you have already taken the above steps and the issue persists, I will continue to communicate with you via private message to gather additional information.
    
    Thank you,
    
    Cel
- MT1961
  Contributing User
  10 months ago
  What is this Khoros thing? No instructions or explanation as to why to log in there?
  - Shella_A
    MYOB Staff
    10 months ago
    Hi MT1961,
    
    Thanks for your post.
    
    My apologies for the late response. Khoros is our internal community care platform and is typically only accessible to MYOB admins and moderators. If you've received a request to log in to Khoros, it's important to understand where this request originated from. It's not common for regular users to receive such requests, and it could potentially be a mistake or a miscommunication.
    
    If you've received this request via email or another communication channel, please verify the source. If it's from a known and trusted MYOB contact, you may want to reach out to them for clarification. If the source is unknown or suspicious, please do not click on any links or provide any information.
    
    Please let us know if you need further assistance or if you have any other questions.
    
    If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.
    
    Kind regards,
    Shella

Forum Discussion

Here's a novel idea - FIX ALL THE BUGS. And in particular, recurring transaction reminder alert user selection

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