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Lea's avatar
Lea
Partner
13 days 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

Leanne

1 Reply

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  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    13 days ago

    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