Forum Discussion

Annette9's avatar
Annette9
Contributing User
3 years ago

categories using web page myob

Looking for some advice on allocating categories when using myob accountright via the web app.myob.com   My client uses categories we have tried to access the web browser for myob to process quote...
  • Steven_M's avatar
    Steven_M
    3 years ago

    Hi Annette9 

     

    Currently, the AccountRight browser interface doesn't have the capacity to set up and process category-based transactions.  Should you be needing to add a category to a transaction from AccountRight we do recommend recording that transaction in the Desktop application. 

     

    Alternatively, within the Desktop application, you can look at going to Setup>>Preferences>>System and setting Turn on Category Tracking: Categories... to be Not Required. This would allow you to record those transactions in the browser interface, although, these would not have categories listed on them (could be added after the fact in the desktop application).

Steven_M's avatar
Steven_M
Former Staff
3 years ago

Hi Annette9 

 

Currently, the AccountRight browser interface doesn't have the capacity to set up and process category-based transactions.  Should you be needing to add a category to a transaction from AccountRight we do recommend recording that transaction in the Desktop application. 

 

Alternatively, within the Desktop application, you can look at going to Setup>>Preferences>>System and setting Turn on Category Tracking: Categories... to be Not Required. This would allow you to record those transactions in the browser interface, although, these would not have categories listed on them (could be added after the fact in the desktop application).