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MYOB Capture App - adding a note

HannahIsberg

I've just noticed on the Capture App there is a place to leave a note. But once uploading a receipt with a note included I couldn't see the note anywhere when linking the receipt. Does anyone know where it goes?

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Accepted answers

Princess_R

Hi @accountFIT,

MYOB Capture app is mainly used for purchases, spend money, and bank transactions. It doesn't currently support adding notes directly to invoices. This gap has been noted and incorporated into an ongoing case that our developers are monitoring. About the progress, the tickets are actively checked, and we’re gathering more requests to prioritise it effectively. Your account and this post have been added to our existing ticket to ensure it receives the necessary attention.

Cheers,

Princess

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dwmyobuser

Everyone please upvote @WS @Princess_R @accountfit @HannahIsberg

https://community.myob.com/idea/myob-accountright-ideasexchange/add-notes-to-docs-in-the-in-tray/906005

Princess_R

Hi @dwmyobuser,

I can see how having notes in the Capture app Upload section would be valuable for your business. At the moment, there’s no further update on this. Our product team reviews customer feedback and prioritises future improvements based on votes added to feature suggestions in our Ideas board. I’d recommend posting a feature suggestion there so it can be seen by others and gain more votes to help add weight to it.

Cheers,

Princess

dwmyobuser

Hello is there any further updates please? This has been raised for over a year now and such a basic feature request. We need to be able to see the note in the uploads section BEFORE it is added to a spend transation.

Our company would also like to be able to view the note saved with the captured document. Can you please advise when this issue has been addressed by your developers.

HannahIsberg

Hi @Princess_R , Thanks for raising the issue with developers. I look forward to hearing the outcome.

Princess_R

Hi @accountFIT,

Cheers,

Princess

accountfit

Hi MYOB,

I also would like to add a further comment on the above raised issue. I can see the "Note" in the Memo field if adding the captured document as a spend money, but cannot see the note if adding as an invoice. Please advise if this is part of the issue you are looking into . I see the above question was raised 16 days ago - any further progress.

Thanks MYOB

Princess_R

Hi @HannahIsberg,

You can add a note to your captured receipt using the MYOB Capture App, and this note will be saved along with the document. The note will show up in any transactions you use the receipt in, like a spend money transaction or a bill. However, notes don't appear in uploads. For more info, check out this link.

After looking into this further, we've raised this issue with our developers, and your account has been added as one of the users requesting this feature to show notes to easily find the uploaded documents.

Cheers,

Princess