UNABLE TO ALLOCATE JOB TO TRANSACTION

Question

I have entered some transactions using prefill from recurring.  I thought that I had included the job name, but it is not showing.  I have tried to update the transactions to include the job, but MYOB won't update. I'm sure I've done this before without issue.  Is anyone able to advise?  Many thanks.

Celia_B · Answer

Hi @Possum2,

Thank you for your post and welcome to the Community Forum.

I understand that this is important to you, and we appreciate your patience and understanding in this matter. Regarding your concern on allocating job to transaction, the account for transaction comes from the card or other record selected for the transaction rather than job. This does mean that users are not able to set a default account for each job. The account would need to be selected for the transaction if not ready pre-populated.

I hope this helps. If you require any further assistance, please feel free to post again. We are happy to assist you.

If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

Thanks,

Cel

Possum2 · Answer

It's not working.  I'll just have to delete the transactions and re-enter.  AAAAAGH!

Possum2 · Answer

Not sure why, but it is working now!