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AccountRight

Categories: Enter multiple categories per transaction

Experienced Cover User

15Posts

2Kudos

0Solutions

15 Posts
Experienced Cover User

Hi All,

 

Does anyone know if it is possible to split an invoice into multiple categories and how to do it? also to split an employees hours between categories? 40% Dept A; 60 % Dept B,

 

Tx

Erna

 

"Split invoice into multiple categories"

Current Status: Open
Last Changed: August 2018

Thank you for your idea. Our team has reviewed the idea and has ensured it meets our idea submission criteria. For more information on idea submission criteria, please read this article: Changes to our Idea Exchange pages

4 Comments
Steven_M
MYOB Moderator
42,248 Posts
MYOB Moderator

Thank you for your idea. Our team has reviewed the idea and has ensured it meets our idea submission criteria. For more information on idea submission criteria, please read this article: Changes to our Idea Exchange pages

oxfam
Experienced Cover User
24 Posts
Experienced Cover User

AccountRight has Categories.  This is a effectively a Transaction Header field, as you can only have 1 Category value for each transaction.

It would be great to be able to have something similar available at the Transaction Line Item level.  That is multiple category values within the same transaction.

Maybe you could just change the data structure so that the Category values can also be used at the transactaion line item level?  Or maybe it would have to be a new field?

This would be useful for reporting on Grant income where the Job code is used for another purpose.

AccountingPower
Valued User
194 Posts
Valued User

It would be great if we could have categories on a line per line basis as we can do with Jobs.

 

Plus the ability to change a category on an invoice/purchase transaction after it has been paid.

 

 

Matt Jones

Official Reporting Expert

AccountingPower

www.accountingpower.com.au

 

Northfleet_FC
Experienced User
18 Posts
Experienced User

Yep I'm somewhat surprised this feature doesn't already exist.

 

We have a Telstra bill that covers multiple Depots - we don't want to enter the invoice multiple times but we want to see the costs split on the Category P&L Report.