Tag:"In Tray" | MYOB Community

Notes on Capture App
When adding a note on the Capture App where does it go? When I open the Intray in AR I cannot see the note anywhere?? My client has been adding notes and we cannot seem to find them when we open them up in the Online file
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Melsy
5 years ago Place AccountRight: Sales and Purchases
2KViews
1like
5Comments
Attach scan to receive money
Hi guys, We get a bit of funding here and there. I'd like to be able to attach documents like a remittance or rcti when I use receive money or if I raise an invoice. Anyone know a way to do this?
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Scotty_2-0
5 years ago Place AccountRight: Sales and Purchases
1KViews
2likes
1Comment
Account Right Online always reads Woolworths receipts as Dan Murphy's - Why?
When I take a photo of a receipt, send it to MYOB AR 2020.2.2 via the Capture App, pick it up from the In tray to then process a Spend Money, a Woolworths Supermarket is ALWAYS allocated to Dan Murphy's, requiring me to change it every time, reducing the automation aspects of this process. Woolworth is clearly showing on the invoice (register docket). I have two suppliers in my cards list - Woolworths Supermarkets and Petrol. Still, at least I would think one of these would be grabbed. Any clues as to why this would be happening. Any help greatly appreciated.
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Copycat
5 years ago Place AccountRight: Sales and Purchases
946Views
0likes
3Comments
Received field
Greetings, I have uploaded a Supplier invoice to In Tray via Purchases. I have selected invoice and selected Create New Bill. After selecting supplier name, necessary fields are auto populated. Within Item Number field, I choose purchased Item, however I cannot override Received field to manually enter purchased quantity. The field is locked. From what I've read, the Received Field is read only? If I create a new Bill and manually input supplier invoice data, unfortunately I am still unable to override Recevied field. I am unsure how I can enter in purchased quantities. Thanks for your assistance in advance. Regards, Gerald
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Gerald1
5 years ago Place AccountRight: Sales and Purchases
817Views
0likes
2Comments
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.
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RachatGA
4 years ago Place AccountRight: Sales and Purchases
780Views
0likes
3Comments
in tray size
how many invoices can we email/sit in the tray? unlimited or ?
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tksu
5 years ago Place AccountRight: Sales and Purchases
780Views
0likes
1Comment
Intray not allowing some scanned invoices in
I cannot move a pdf into the intray. I have tried swiping the email and the attachment separately. I also printed and scanned. Myob will not allow me to move this invoice to the intray.
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WendySmithfield
4 years ago Place AccountRight: Sales and Purchases
762Views
0likes
1Comment
Taz Records - Payables invoice uploads and Sales invoices
Hi, 1. Does the upload of A/P invoices to MYOB fulfill the requirements of the ATO to retain tax records? 2. Are the A/R invoices available for viweing for at least 7 years? Thanks Sam
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Sam_P
4 years ago Place AccountRight: Sales and Purchases
651Views
0likes
4Comments
In Tray Failing to Upload Documents
Unable to upload documents in MYOB essentials In Tray. Tried online with MYOB and receive this error: I have restarted MYOB numerous times, it's currently up to date with latest version.
MattDobson
2 years ago Place AccountRight: Sales and Purchases
435Views
0likes
3Comments
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? Thanks
Mandy2013
12 months ago Place AccountRight: Sales and Purchases
380Views
0likes
9Comments