Deleting uploaded excel and pdf files from MyLive (Q drive)

Therese R
Therese R Member Posts: 91 Reckoner Reckoner

Is there a way to delete old uploaded excel and pdf files from the Q drive? I have created a folder in the Q drive that holds uploaded excel files and I also upload PDF files that I need to attach to invoices to the Upload folder.

There are quite a number of them now and would like to remove them.

Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,612 Reckon Community Manager Community Manager

    Hi @Therese R

    Yes, you can delete files from your Q drive if you no longer need them. We've got a step by step guide which I'll link here - https://help.reckon.com/article/k2d8o6k9s6-kba-5645

    ⚠️ Please note: Once a file has been deleted from your Q drive it cannot be recovered so take care when selecting files to delete.

    Merry Christmas & Happy New Year everyone! 🎅🎆

    I'm on leave from 23 December and back on deck again January 6th.

    If you're working through the holiday period, we've got support available and you'll find our holiday hoursHERE.

  • Therese R
    Therese R Member Posts: 91 Reckoner Reckoner

    Thanks Rav - I will give this a go.

  • Therese R
    Therese R Member Posts: 91 Reckoner Reckoner

    HI again Rav

    That all works. However, it seems I can only delete one line at a time. I have potentially over 100 of these files so deleting them all individually is fairly tedious. Is there a way to delete in bulk?

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,612 Reckon Community Manager Community Manager

    Completely understand where you're coming from @Therese R

    The Hosted toolbar can only support single item selection so unfortunately you won't be able to select multiple items within the window.

    A workaround you could look at though is to create a new folder in your Q drive and drag any of the files you wish to delete into that folder. Once you've moved them all into the folder you can just delete the folder. Dragging files is a bit easier and it should save some a bit of time and clicks from selecting and deleting each single file along with confirming the delete.

    Merry Christmas & Happy New Year everyone! 🎅🎆

    I'm on leave from 23 December and back on deck again January 6th.

    If you're working through the holiday period, we've got support available and you'll find our holiday hoursHERE.

  • Therese R
    Therese R Member Posts: 91 Reckoner Reckoner

    Okay thanks Rav I will try that.

  • Therese R
    Therese R Member Posts: 91 Reckoner Reckoner

    HI again Rav

    Similar issue - unable to select multiple files to drag to new folder. Might just have to leave it or I will delete the current Excel folder and start a new one.

  • Paul Mason
    Paul Mason Member Posts: 63 Reckoner Reckoner

    Rav, this would be a good option for future uprades if we could simply select multipile files, to either move or delete them

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,612 Reckon Community Manager Community Manager

    Agreed @Paul Mason, this area could do with a bit of love around file management. I can't make any promises, but I've passed this feedback over to the Hosted product team.

    Merry Christmas & Happy New Year everyone! 🎅🎆

    I'm on leave from 23 December and back on deck again January 6th.

    If you're working through the holiday period, we've got support available and you'll find our holiday hoursHERE.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,820 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    @Paul Mason In the meantime, as a workaround, I create applicable folders for my files - Bulk files can then be deleted via folder deletion if necessary 😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Therese R
    Therese R Member Posts: 91 Reckoner Reckoner

    Thanks for the suggestion Shaz - will do this.