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AccountRight

Categories: Enter multiple categories per transaction

Contributing Cover User

11Posts

1Kudos

0Solutions

11 Posts
Contributing 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

3 Comments
MYOB Moderator Steven_M
34,045 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

Experienced Cover User oxfam
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.

Valued User AccountingPower
191 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