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? ThanksRECURRING 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.Solved784Views0likes3CommentsReceived 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, GeraldSolved822Views0likes2CommentsAccount 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.Solved961Views0likes3Comments