Recurring transaction drops out
when doing reoccurring transactions, MYOB drops out every time?
Is there a known issue why this happens?
My client has upgraded to 2021.1 and the problem has been fixed.
Thankyou for your help
Kerrin
Forum Discussion
attached is the file error log.
Hope this can help for you to be able to fix.
The client has had a computer guy out to look at the computer and there is no issues, he has suggested that there is an error in the MYOB file.
Look forward to your reply
Kerrin
Hi Kerrin28,
Can you please check the linked accounts within the file, please go to the Setup menu and choose Linked Accounts, then make sure linked accounts are specified for:
- Accounts & Banking Accounts
- Sales Accounts
- Purchases Accounts
- Payroll Accounts (if you use payroll, Australia only)
If a linked account is missing and you're not sure which account should be selected, check with your accounting advisor.
Also, please check that your tax codes have linked accounts linked - please go to the Lists menu and choose Tax/GST Codes. Open each tax/GST code and check they have linked accounts. Not all tax/GST codes require linked accounts, only those where you are able to specify them, such as the example shown above. Once again, check with your accounting advisor if you're not sure which accounts should be selected.
If there has been a missing linked account/tax code, once corrected please attempt to process a recurring transaction. Does it work ?
Please do let me know how you go.
Thankyou for the reply
I have checked all of these, in fact phone support did also advise this, so I have now checked them twice. Phone support said this is a known issue and she was going to escalate this.
Do you have any other solutions.
My client is quite frustrated as every recurring transaction he does, MYOB will ask him to restart the file.
The client actually uses recurring transactions for all his invoices as he does regular service calls to clients and he does several invoices every day.
There has to be a solution and we are Hoping for another solution please
Hi Kerrin28
It's a little hard to see what is going on without that full error log, however, do you have Setup>>Preferences>>Sales>>Automatically Email Sales When They are Recorded enabled? If so, try disabling that preference and you should be able to generate those sales from the recurring transaction. The invoices can be emailed through the Send to>>Email or via the Print/Email Invoices window.
The preference was disabled, so I enabled the preference to test it, and the issue is still happening.
Any other ideas?
