Forum Discussion

nwoon's avatar
nwoon
Contributing User
5 years ago

Accessing Budget from Sales

Hi, In previous MYOB versions, I could access the Budget from the Sales>Job window. Now it seems like I can't do this. The Budget button is blurred out. This is the same for the Purchases window. I ...
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi nwoon 

     

    You are correct that AccountRight Classic did use a different process, however, with AccountRight 2020 that particular job does need to be recorded in the company file before a job budget can be added. To my knowledge, we don't have any immediate plans to review this functionality in the AccountRight 2020 product range.

     

    Within AccountRight 2020, after the job has been created you would need to add the budget through the Job Lists window. That could happen before recording the transaction or whilst in the transaction* both completed via the Lists>>Jobs. This budget can't be added at the time of the initial creation of the job.

     

    *Create the job first through the New option, then whilst the Enter Sales window is open you select to open Lists>>Jobs>>Bring up the now recorded job and to enter the budget information.