Hi
Have you made sure 'Prepare Electronic Payments' has been ticked for the user (Setup -> User Access -> Manage Roles)? I would ensure it's been ticked under both Banking and Payroll tabs as well as ticking 'Spend Money' in the Banking tab.
Hope that helps :)
Thanks
vidario
Hi
Have you made sure 'Prepare Electronic Payments' has been ticked for the user (Setup -> User Access -> Manage Roles)? I would ensure it's been ticked under both Banking and Payroll tabs as well as ticking 'Spend Money' in the Banking tab.
Hope that helps :)
Thanks
vidario
Thank you - it did looklike this was already ticked in both places but I have unticked and re-ticked and we will try again this week. My user will be doing this on-line - do I have to adjust anything in the On-line user access?
You can check if they have access by going to Setup -> User Access -> Manage online access. If their name is not on the list you'll need to invite them via 'Invite new online file user'.
Let us know how you go :)
Hi Endg
Thank you for your post. May I extend a warm welcome to the MYOB Community Forum, I hope you find it a wealth of knowledge. If you do have any further enquires don't hesitate to post on the MYOB Community Forum again. Quick thanks to vidario1 for helping out Endg.
I'm attaching some Help Articles you may find useful as well:
