Forum Discussion

Kristyh1's avatar
Kristyh1
Trusted User
4 years ago

In tray not reading supplier invoices

Is there currently an issue with MYOB's intray not pre filling invoice details.   At the moment it is not reading any information on any supplier bills I have in the in tray.
  • Komal_S's avatar
    Komal_S
    4 years ago

    Hi Kristyh1 


    When a bill is created from intray documents, the supplier to be used on the new transaction is read by the ABN Number on the document itself. Therefore, please ensure that the ABN on both the intray document and on the supplier card in the software is the same.  If the OCR engine couldn't see/read that field then a supplier won't be pre-filled but everything else like date, Amount, etc. should be filled.


    If no information is being read, as a troubleshooting step can you please try to choose the supplier manually and check if all the other fields are then pre-filled? 

    In case nothing works, please confirm the exact steps you're following to create a new bill from the intray document and it would also be worth noting if it's only happening with specific suppliers or all of them. 

Komal_S's avatar
Komal_S
MYOB Staff
4 years ago

Hi Kristyh1 


When a bill is created from intray documents, the supplier to be used on the new transaction is read by the ABN Number on the document itself. Therefore, please ensure that the ABN on both the intray document and on the supplier card in the software is the same.  If the OCR engine couldn't see/read that field then a supplier won't be pre-filled but everything else like date, Amount, etc. should be filled.


If no information is being read, as a troubleshooting step can you please try to choose the supplier manually and check if all the other fields are then pre-filled? 

In case nothing works, please confirm the exact steps you're following to create a new bill from the intray document and it would also be worth noting if it's only happening with specific suppliers or all of them. 

  • Kristyh1's avatar
    Kristyh1
    Trusted User
    4 years ago

    The inbox ended up fixing itself in the end.

     

    I had to delete all invoices and move them all back in. 

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