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Downgrade of user permissions from MYOB Capture

Joseph89

The new MYOB Assist app does not directly replace MYOB Capture app. We used MYOB capture app for your employees to upload receipts for reimbursement. The minimum permissions that app required to do so was 'contacts' and a "read-only" account type. The new MYOB Assist app requires the "purchases' permission and a "create and edit" account type which gives them access to all purchasing information ability to edit purchases if they decide to try logging in online. What the actual F!!!! Does MYOB take accounting access seriously?

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Accepted answers

PrueMYOB

Great news @Joseph89, @Patches, @plumbers-keeper, @TIM17 and @SSE01

We have some exciting news to share with you. You can now let team members upload receipts without full user access. Use the Contacts role to keep reports and sensitive data protected. To get amongst this new feature, make sure your app is updated then head to our website for a full overview of the roles and what each can do: Manage users

All comments

PrueMYOB

Great news @Joseph89, @Patches, @plumbers-keeper, @TIM17 and @SSE01

plumbers-keeper

I asked a similar question and was directed to this thread.

All I need is an electronic way of putting receipts and invoices into my in tray. My staff do not need to have any further access to my file. If that requires access to purchases and cards that should be able to be done behind the scenes.
Making someone sign in with an email and password every time they use the app and then have to change apps to get an authentication code is clumsy. If banks can have you sign in once and then use a pin to access the app, why can't MYOB do the same.
I had hoped this app would streamline how we do things but I won't be "inviting" my staff to have access to my file. My staff won't use it as it is too clumsy to access. I hadn't heard of MYOB Capture but it sounds like it was working and what users wanted.

TIM17

Capture is good for getting the invoices needed from all level of employees, but Assis app requests to access the account. This doesn't work for us. we can't let all employees access the Account. Assis should be a new App, not replacement of Capture .

SSE01

I fully agree the MYOB Assist app. is not good as the level of security needed to just take a photo of a receipt is ridiculous. Every time they want to use it they need to log in with an email address then the password then the 2FA. WHAT A JOKE JUST TO TAKE A PHOTO. Having our employees able to have access to our customers as well in the invoices is unnecessary. REALLY UNHAPPY with the Assist app. Capture was excellent, saving time and getting the receipts needed from employees on land and sea. Will need to rethink if MYOB is the best option for our businesses.

Patches

Our field employees do not have any access to our MYOB account and MYOB Capture only lets them send receipts to our In Tray but the new MYOB Assist they need to have a login to our account to use it. This level of access to our system from staff that only send us receipts is unacceptable.

Marise

Sorry Amanda, but this is not acceptable. It is not appropriate to provide Create and Edit Access for these Users, and represents a security risk for my clients. Low level staff did not require Create and Edit access to deliver documents using MYOB Capture. Yet another example of why my clients are asking me to move their MYOB subscriptions to a proper, functional accounting software. MYOB, you have disappointed me AGAIN.

Joseph89

You have just reposted the instructions for using the new app and have not listened to the concerns for taking the Capture app offline from November 1.

Currently, field staff not approved to access the MYOB file can upload receipts through the capture app with the LOWEST of permissions which is "contacts" and "read only".

Now MYOB wants to give these users higher access levels to be able to view accounting information and "create and edit" abilities. Absolutely mind blowing!!!!!

I think MYOB needs to inform customers who are blindly moving from Capture to Assist that this is the consequence. Luckily we were smart enough to test this on a non-user account before deploying, unlike MYOBs software team.

AmandaMYOB

Hey @Marise

Can you make sure that their user login has 'Create and edit' selected in their access options. I've included a screenshot here for your reference.

If you continue to experience an issue, please jump on our live chat via the virtual assistant MOCA, or log a support ticket in MyAccount so we can take a deeper look into it for you.

Marise

Thanks for the response Amanda, however these clients already have Purchases access. Still not working

AmandaMYOB

Hey @Joseph89 @Marise

I have been able to confirm with the team, when using the MYOB Assist app, if a customer wants a file user to upload receipts into the In Tray/Uploads, they must do so through Purchases access.

If using MYOB Business Lite/Pro:

In Tray/ Uploads lives under Purchases.
To give access, you must assign the Purchases role.
Reports are bundled → if a user has Purchases, they will also see:
- Bills
- In Tray
- Supplier card activity
- Standard Purchases reports (e.g. Bills by Supplier, Bills by Status).
There is no way to untick “Reports → Purchases” separately.

If using MYOB AccountRight:

Permissions are more granular.
You can give a user Purchases access (to enter bills, use In Tray, etc.) and then untick Reports → Purchases.
This means in ARL you can stop them from running supplier spend/analysis reports, while still letting them upload or enter bills.
However if that user logins to the web (MYOB Business experience) they will have access to the MYOB Business reports listed above.

We are always looking for a solution for a better experience for our customers, thank you for taking the time to share your feedback, it is sitting with our product teams to consider for future improvements.

Marise

Yes, Please advise ASAP Amanda. I have some extremely irate clients who have lost functionality overnight. I have logged a Support request too and had no response.

AmandaMYOB

Hey @Joseph89

Thanks for taking the time to raise this. I've escalated your feedback to our product team who will investigate further for you. I will make sure to reach out with an update as soon as we have more information.