Forum Discussion

BronwynHamster's avatar
BronwynHamster
Trusted Cover User
1 month ago

ARL Purchases and Spend Money

Why does MYOB kick us out of, back to menu, Spend Money and Purchases when we attach a document? Very, very annoying.

5 Replies

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    1 month ago

    Hi BronwynHamster,

    That’s definitely a tricky one, especially when it only happens at random. We’ve tried to replicate this on our end and couldn’t reproduce the same issue. It may be related to cached data in the software, so I’d recommend clearing your AccountRight cache, as this often resolves these kinds of discrepancies. Clearing the AccountRight cache

    If the issue remains the same, make sure to reach out to our support team directly. You can reach our Live Chat team via our virtual assistant, MOCA or by submitting a support case via MyAccount.

    Regards,
    Earl

  • BronwynHamster's avatar
    BronwynHamster
    Trusted Cover User
    1 month ago

    Thanks Earl!

     

    Good advice but didn't fix the issue.

     

    Cheers, Bronwyn

  • BronwynHamster's avatar
    BronwynHamster
    Trusted Cover User
    1 month ago

    Hi Earl,

    Further to our chat I can confirm Purchase entry does not return to the menu if using a reoccurring transaction.

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    1 month ago

    Hi BronwynHamster,

     

    It’s a bit hard for us to see exactly what’s happening without more info or a screenshot, but it does sound like this is how AccountRight is designed to work. In the meantime, here’s a link that walks through how to record a recurring transaction, which might help clear things up on your end. If you’re able to send through a few more details (or screenshots), especially if something looks off, our team will be happy to dig into it further for you.

     

    Cheers,

    Princess

  • BronwynHamster's avatar
    BronwynHamster
    Trusted Cover User
    1 month ago

    Hi Princess,

     

    I was giving Earl an update on a prior post. Not sure why MYOB would be designed to kick one out of purchase entry or spend money entry every time there is a transaction when you upload a pdf attachment.  Doesn't matter whether the attachment is uploaded at the beginning, middle or final before record is hit. Incredibly annoying, especially when one is posting multiple spend money transactions from an account that is not the standard bank account selected. 

     

    This does not occur when posting purchases using reoccurring transactions. Have already lodged a support ticket in the hope this programming error will be fixed.

     

    Cheers, Bronwyn

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.