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TheRob's avatar
TheRob
Experienced User
3 years ago

Where is the Category field

I must be blind - I have created an online quote and it (quite rightly) tells me I need to enter a Category but I can't for the life of me  see the field. Can anyone help?

 

  • Melisa_D's avatar
    Melisa_D
    3 years ago

    Hi TheRob, 

     

    Thank you for your post. If you use categories in AccountRight, there's a preference you can turn on which requires a category to be selected for every transaction.

     

    Until our teams implement category functionality in the web browser version of AccountRight, if you're seeing this message in the browser you'll need to record the transaction in your desktop AccountRight software.

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  • Melisa_D's avatar
    Melisa_D
    Former Staff
    3 years ago

    Hi TheRob, 

     

    Thank you for your post. If you use categories in AccountRight, there's a preference you can turn on which requires a category to be selected for every transaction.

     

    Until our teams implement category functionality in the web browser version of AccountRight, if you're seeing this message in the browser you'll need to record the transaction in your desktop AccountRight software.

    • TheRob's avatar
      TheRob
      Experienced User
      3 years ago

      Thanks Melisa. Yes, Category is configured as required so your online version is of little value to us at the moment.

    • TheRob's avatar
      TheRob
      Experienced User
      3 years ago

      As a suggestion, it may be worth changing the message on your online app as I wasted a lot of time yesterday trying to find a non existent field

      • Melisa_D's avatar
        Melisa_D
        Former Staff
        2 years ago

        Hi TheRob, 

         

        Thanks for your feedback, I've passed this on to the team.