Forum Discussion

Lea's avatar
Lea
Contributing Cover User
1 year ago

Create a contact when matching from the bank transaction window

When i am categorising or allocating  a transaction from the bank transaction window why doesnt it allow me to create a new contact from? Do i have to leave this window to create one? 

Thanks

Leanne

2 Replies

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    1 year ago

    Hi Lea,

     

    Thank you for the post. Creating a new contact needs to be done outside of the bank transaction window. You'll need to navigate to the contacts section separately to create a new contact, as this functionality isn't available directly within the bank transaction wind.

     

    Regards,

    Sai

     

  • Concetta's avatar
    Concetta
    Member
    1 year ago

    thanks for the info, but ridiculous is that!

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Level up your skills using MYOB software.

 

Find help guides and technical solutions for all MYOB products here

Explore video tutorials for our software at the MYOB Academy here

 

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.