Forum Discussion

Lea's avatar
Lea
Contributing Cover User
6 months 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 Leann...
Isaiah_C's avatar
Isaiah_C
MYOB Moderator

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
2 months ago

thanks for the info, but ridiculous is that!

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