Unable to add a category ID into the list the new button in grayed out

DiNeilson

I want to add a new category ID but MYOB only gives me a Read only screen where the new button is greyed out. 

I tried easy add - this let me make the category ID but I cannot name it, again because it is in read only mode. 

I have tried it wih the track categories on and off. still nothing works

I need some help please

SamaraM

Hi @DiNeilson 

 

Thank you for your post. Is it only displaying as read only when you try to add a category? (i.e. are you able to record transactions?) If you are getting read only throughout you may need to Confirm your company file.

 

If it was not the above, you could have been given Read Only access in the User Roles. To check this open Setup > User Access > Manage Roles > List > then check if Categories is ticked and if it has been selected as Read & Write or Read Only. If you do not have write access you can change it there and it will allow you to now create Categories.

 

For more information on setting up roles see our Help Article: Set up roles.

 

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