I find the new cloud MYOB very frustrating for example, I am entering spend money transactions from the in tray, I will denote all the receipts by date to make easier to find, when you record a transaction the in tray defaults back instead of going back to the date default I had set, this is the case while processing all other transactions, RE: bank REC etc... is there a way around this?
Hi SGT
If you have uploaded documents to the In tray then click on Create spend money transaction, the Spend money transaction will prefill the date from the document.
If you open a new function, eg go to Banking>>Spend money, the date will default to the current date. If you enter a transaction then select Record and create new, the new transaction will retain the previously recorded date as you're not re-opening that function.
Please let me know if you need further help.
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