Forum Discussion

Multitrade's avatar
3 months ago

Budgets

 I have manually entered my 2024-2025 budget into MYOB Accountright and can produce reports with the amounts entered.  But when I went back to the budget a day later the budget was no longer showing on the desktop but I can still get reports showing the amounts.  Can anyone help me get the budget to show on my desktop please.

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator

    Hi Multitrade,

     

    I understand the need to manage your budget across different platforms. Right now, our app is set up so that budget info stays on the platform where it was created. If you made a budget in the browser version, you'll only find it there, and the same goes for the desktop version.

     

    For more info, you can also chat with our virtual assistant, MOCA, on our website. If MOCA can't assist, you'll be connected to our live chat team automatically through myaccount.myob.com.

     

    I see how this affects your business operations. If you have ideas for improvements, you can suggest them on our Ideas Exchange board. Feel free to start a new thread if you need any other assistance.

     

    Thanks,
    Genreve

    • I made the budget in the desktop version and that is where I can't see it.

      • Genreve_S's avatar
        Genreve_S
        MYOB Moderator

        Hi Multitrade,

         

        Thank you for clarifying that. This seems to be an unusual occurrence, to check this you may need to visit help sites like myob.com/support or myaccount.myob.com to find MOCA, our virtual assistant. Use MOCA for immediate queries and assistance. If MOCA can't help, you'll be automatically directed to our live chat team, as this needs further troubleshooting and testing. 

         

        In the meantime, feel free to create a new thread if you need any other help.

         

        Thanks,

        Genreve

         

         

  • Did you get a solution to this issue, I'm having the same problem?

    • Hi ToddH

      Yes my issue was solved by MYOB.  I had to get tech support to fix the problem.

    • Earl_HD's avatar
      Earl_HD
      MYOB Moderator

      Hi Toddh,

      We may need to investigate this issue on the backend. Could you please provide the last four digits of your serial number and your Company File ID? Thank you!

      Looking forward to your response.

      Regards,
      Earl