Capture App Notes Not Working
We have been using the Notes on the Capture App very successfully up until about a month or so ago. We run multiple jobs, and when a receipt is captured via the MYOB Capture app, a note is added to record which job the receipt relates to. For some reason those notes are no longer coming through into the purchase transaction created from the InTray. I'm hoping someone can help me as I now have multiples of receipts and I don't know which jobs these relate to? ThanksAttachments have dropped off transactions and reverted to the In Tray
I logged into my AccountRight file to find more than 1,000 documents in my In Tray. They are all older documents dated from 2016 - 2019. Upon investigation it seems that these documents, that have been previously attached to bills, have dropped off the original transaction and reverted to the In Tray. Has anyone seen this happen before? I'm not about to go back and attached > 1,000 documents to bills, given the age of them, but my concern is why this has happened and could it happen again with more recent documents.SolvedRECURRING TRANSACTION - In Tray & Bank Feeds
It would be so great if you could use RECURRING TRANSACTION when selecting a file in the INTRAY ie. Creating a New Bill or New Spend Money without losing the info or the linked file. Please please please. Also to be able to ues RECURRING TRANSACTION in Bank Feeds (*understanding that it is a "New Transaction"). That is exactly what we are doing: is creating a New Transaction from a Bank Transaction. as per a response to the post below from October 2022.......>>>>>>>>>>> Melisa_D 10,735 Posts Former Staff October 2022 Hi@EileenK, Sorry for the delay in my response. You can use recurring transactions in the spend money window but not from the bank feeds window, this is because in bank feeds if you click on New > Spend money, the use recurring button is greyed out because you're telling AccountRight that you are creating a new transaction. Instead of using recurring transactions you could createbank feed rules these rules will automatically create matching transactions in AccountRight, or to help match payments to invoices and bills. Cheers, MelisaIn Tray wont open
In Tray function won't open. There is simply no response to clicking on the icon. The little green cloud to the right reads company file must be online and checked in. The status bar at the bottom of the screen has me signed in and shown as online. I have logged out and signed back in several times. Whilst I have seen the green cloud before I am not sure if it is there permanently. I have cleared the cache as suggested in another post but still no joy. I would be grateful for any assistance.Unable to upload invoices to in-tray + connectivity issues
I am aware there was an issue four weeks ago, and there was a resolution, except I am still experiencing these difficulties. Upload of invoices to in-tray is so slow that it often times out, or I might be adding data to a sale invoice and the pop-up "connectivity issues - try again or cancel" comes up even though I have not actually processed the sale yet. Hopefully, you can help? Thank you.Solved784Views0likes3Comments