Forum Discussion

KR5's avatar
KR5
Contributing User
7 months ago
Solved

Exporting a budget using the CSV option in MYOB Accounrright Web Browser

Can someone please assist with further guidance on exporting a budget CSV file from the web browser. It does not allow me to export the budget template as a CSV file I have read through the solutions...
  • Genreve_S's avatar
    Genreve_S
    7 months ago

    Hi KR5, 

     

    Thanks for the response and the information you've provided so far. 

     

    Since the web application is not producing the csv file, I suggest checking if there is a GST clearing account from the report setting (Name of the business > Report settings > GST clearing account.). If there isn't, please set up a clearing account for this and try to download the csv file again. 

     

    Let us know if you require any further assistance with this. 


    Thanks,
    Genreve

KR5's avatar
KR5
Contributing User

I am unable to export the budget as a CSV file. The option does not work. Nothing loads or downloads. please advisewhy this is occuring???

Genreve_S's avatar
Genreve_S
MYOB Moderator
7 months ago

Hi KR5, 

 

Thanks for the response and sorry to hear about your issue persisting. 

 

In my understanding, after clicking the CSV option the file will automatically download. Also, the file will download regardless of if there were contents or not, if it was already saved. I recommend clearing the cache of your current browser and/or using a different browser. 

 

Let us know if this makes any changes to the outcome. 

 

Thanks,
Genreve

  • KR5's avatar
    KR5
    Contributing User
    7 months ago

    Sorry but this is definately not the case. I have tried using chrome and microsoft edge and cleared the cache history in both. I am still not getting a download at all. I have also checked the downloads folder and there is nothing at all. I have tried this on 2 different laptops. It is not working and really disappointing.

    • Genreve_S's avatar
      Genreve_S
      MYOB Moderator
      7 months ago

      Hi KR5, 


      Thanks for the response and sorry to hear about your difficulties. 

       

      To investigate further, may I get you to send screenshots of how you processed the export? Any relevant information would be much appreciated. 

       

      We look forward to your response. 

       

      Thanks,
      Genreve

    • Genreve_S's avatar
      Genreve_S
      MYOB Moderator
      7 months ago

      Hi KR5, 

       

      I hope you are doing well today. I'm just following up on your concern with exporting budgets. 


      Feel free to send us screenshots regarding this and we'll be happy to investigate this further. 


      Thanks,
      Genreve

      • KR5's avatar
        KR5
        Contributing User
        7 months ago

        Hi Genreve


        There are no screen shots to send as nothing happens when i click the export to CSV option.

         

        Not sure how else i can have this resolved. It is a lot of doubling up between entering it in the online version and a separate excel spreadsheet.