Forum Discussion

Lea's avatar
Lea
Contributing Cover User
5 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
3 days ago

thanks for the info, but ridiculous is that!

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.