It would be great if there was a way of bulk deleting, or bulk merging of unused cards and especially items.
"Bulk deleting of cards or items'
Delete cards
It would be great if there was a way of bulk deleting, or bulk merging of unused cards and especially items.
"Bulk deleting of cards or items'
Delete cards
HAVING USED ACCOUNT RIGHT LIVE FOR A FEW YEARS NOW I HAVE A LIST OF ITEMS - SUPPLIERS - CUSTOMERS THAT I WOULD LIKE TO DELETE
I HAVE MADE THEM INACTIVE BUT WOULD REALLY LIKE THEM GONE COMPLETELY
CAN THIS BE ADDED TO A FUTURE UPDATE
On thing you can do is create a new item/customer card - I called mine Trash
Then you cam merge the unwanted cards with that card.
I also have this issue
I so agree. It's hard to delete former employees - even if it's over five years since they worked for a company. Even if it's over ten years - they cannot be deleted!! This is crazy.
I especially would like to be able to delete the WIP time billing records. e.g. some hours can not be billed to a client but they still hang in the records cluttering it up and making it hard to use Time Billing.
Even inactive clients (for ten years) still have hours attached to some jobs and there's no way I will ever get time to work through ten years of timesheet hours which are now in the WIP Time Billing records - even for inactive jobs and inactive clients.
It is frustrating.
Even purging does not get rid of them.
* I wish MYOB could arrange some way - even if it involves a technicians direct assistance - of deleting old records.
I am unable to delete old employee cards even though they have not been used for over 7 years. Please put a program in place to allow this.
Adding on to this, it is possible to delete old cards when all historic transactions attached to them have been purged. This is a very cumbersome process and causes so much grief that often plan B is used - putting 'ZZZ' in front of the name of the card and making it inactive.
It would be fantastic if there was an easier way to purge or de-link transactions from cards which would subsequently allow the cards to be deleted.
Good afternoon to all the Subscribers,
I have a list of Suppliers and Clients alike that I no longer use for the past several years (4 to 6 years). Adding new clients and suppliers makes the lists longer and less user friendly. I have deactivated those I no longer wish to use but they remain on the list because of prior years' history which I do have on back up should I ever need to go back to that data.
Anybody with a smart solution, please! I shall very much appreciate your advice.
Nico
In this situation I like our people to create a card called ZZ Inactive Cards, then do repeated Combine Cards with this being the target card. One word of warning - once combined their history becomes part of that card.
We've had numerous emails advising to get ready for 'One Touch Payroll' now so that we are compliant by 01/07/2018. Unfortunately I have just gotten off the phone with MYOB who advised that the AccountRight 2018.1 you can't purge or delete old employee cards.
We are 18 years of data and a casual employee staff, where the employees are terminated and the cards are inactive. It would be really good if someone looked at this aspect as a matter of priority
Hi,
In an effort to clean out past customer cards I receive the message "This customer has a linked Job". The solution to this according to your knowledge base says "Open each Job until you identify which Job(s) the unwanted card is linked to." The problem with this is we have several thousand jobs in our jobs list and the above solution would take a considerable amount of time to do. Not to mention this particular customer may have a few hundred jobs linked to their card.
We have been in business (and using MYOB) for almost 10 years. Clients come and clients go and approximately 90 % of our customer cards are superflous. I realise we can make the card inactive but we frequently do client mail merges using customer data from MYOB and the data requires a significant amount of work to remove the former client data each time before it is usable. Thanking you for you consideration in this matter.
Regards, Tony Tuccillo
I would be very interested to know the answer to this question.
If you found a solution Tony, please let me know!
Yes please - especially crucial for inactive items. I have clients with 10's of thousands of stock codes - no longer used.
Have a look at the following link, it may help.
http://accountingaddons.com.au/bulk-deleting-and-merging-service/
Cheers
Nic
There would need to be away to verify what records are being deleted first...
you could have it on the export data sheet so you could use it on a excel spread sheet, like the way we have to do bulk inactive files ect. then you could save 2 copys under different names/files incase you needed to go back to the previous file.