Forum Discussion

dani2103's avatar
dani2103
5 hours ago

Unable to Allocate Transactions in Credit Card account

Good morning, I am new to the business, and I need to reconcile the credit card account but when I go to the uncategorised transactions, the 'allocate me' section to match or categorise is faded and will not give me access.

I have spoken to my manager, and they advised that it's not my access that's the issue.

Could someone please advise how I can change this?

 

Thanks

Dani

 

 

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 hours ago

    Hi dani2103,

     

    When access to a certain part of the software is grayed out, it's usually due to user access permissions. It sounds like you might have access to bank feed allocation but only in read-only mode instead of read/write. I recommend checking your user access settings again. If the issue isn't related to user access, you can create a support ticket from the My Account window for further troubleshooting assistance.

     

    Feel free to create a new thread if you need any other help.

     

    Thanks,

    Genreve