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Mandy_L's avatar
Mandy_L
Experienced Cover User
3 years ago

Journal by account name not account number

I have set up my new admin user to enter using account number instead of account name. For the life of me i cant remember how to turn off the account number so they are entering the account name. Is ...
  • Mandy_L's avatar
    Mandy_L
    3 years ago

    Thanks Tracey, i knew where to look, however the option wasn't showing up in the staff's myob. I have since rectified by giving the staff administrator rights, going in and setting up preferences and then assigned her back to a lower access level. I would of though there was a better way then to give administrator access rights as this then opens the rest of the software up to them in places they should not have access. 

     

Tracey_H's avatar
Tracey_H
Former Staff

Hi Mandy_L 

 

Thanks for your post. It is easy to forget where these options are, generally, a good place to start looking is in Setup>>Preferences. The option you want is in Setup>>Preferences>>Windows tab>>Select and Display Account name, not Account Number.

 

Please let me know if you need further help.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Mandy_L's avatar
Mandy_L
Experienced Cover User
3 years ago

Thanks Tracey, i knew where to look, however the option wasn't showing up in the staff's myob. I have since rectified by giving the staff administrator rights, going in and setting up preferences and then assigned her back to a lower access level. I would of though there was a better way then to give administrator access rights as this then opens the rest of the software up to them in places they should not have access. 

 

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