Category

Question

Hi - Can this field be made MANDATORY when entering an invoice. ie -cannot process without entering in this field

Genreve_S · Answer

Hi @Jeel,

When creating invoices, the category column is already a mandatory field. Additionally, if you're using the item layout, the account linked to the item will autofill for that line. If you were referring to a different field, please let us know.

Regards,
Genreve

Jeel · Answer

How to make it as a mandatory field?

Earl_HD · Answer

Hi @JSPDS,

Thanks for your post, and welcome to the Community Forum!

Yes, you can make the category field mandatory when entering an invoice in MYOB. This ensures that users cannot process the invoice without filling in this field. Please see this help article for more information: Categories

Feel free to post again, we're happy to help!

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

Regards,
Earl