Hi We've been using the MYOB Capture app for our purposes over a number of years, and it has worked perfectly for our requirements. We have about 10 staff members, that use the company credit card for fuel purchases etc, and scan the receipts to get them into MYOB. This system has worked really well. There are a few problems with the Assist app and I need to know how to get around them, or I'll be going elsewhere. * Can the Assist app stay logged in. I can't expect the tradies to keep logging into their app, and re-authenticating each time they wish to scan a fuel receipt * Can the invoicing function in the Assist app be turned off? I don't need invoicing in this format, nor do I need staff members to see what has been invoiced and for how much. Please advise if there is a work around, a third party scanning ability or I just have to go somewhere else (4 companies)

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MYOB Assist app - stay logged in and no invoicing

MaddieMee

We've been using the MYOB Capture app for our purposes over a number of years, and it has worked perfectly for our requirements. We have about 10 staff members, that use the company credit card for fuel purchases etc, and scan the receipts to get them into MYOB. This system has worked really well.

There are a few problems with the Assist app and I need to know how to get around them, or I'll be going elsewhere.

Can the Assist app stay logged in. I can't expect the tradies to keep logging into their app, and re-authenticating each time they wish to scan a fuel receipt
Can the invoicing function in the Assist app be turned off? I don't need invoicing in this format, nor do I need staff members to see what has been invoiced and for how much.

Please advise if there is a work around, a third party scanning ability or I just have to go somewhere else (4 companies)

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Accepted answers

PrueMYOB

We have some exciting news to share with you @MaddieMee. You can now let team members upload receipts without full user access. Use the Contacts role to keep reports and sensitive data protected. We know that the Contacts role was really popular within old Capture app, so we’ve rebuilt this capability in MYOB Assist. Make sure your app is updated then head to our website for a full overview of what each role can do: Manage users

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Genreve_S

Hi @Office135,

Logging in each time can certainly add more steps to using the app.

But you can definitely set that up; MYOB Assist does have a biometric login option on supported devices.

If it’s available on your phone, you can turn it on under More > Account settings > Enable biometrics. If that option isn’t showing, it’s usually down to the device or phone settings.

Regards,
Genreve

Office135

Have had to use the MYOB assist app for the first time after not being able to open the previous capture app and have found every time I open it to capture an invoice I have to log in. What a PITA. My device has to be unlocked to use so does seem a tad over the top, and no I have no interest in using biometrics. Rant over 😐

AmandaMYOB

Hey @MaddieMee

Hope you've been well! Passcode login is now available for the MYOB Assist app to help with easier sign-ins. You'll need to make sure you've updated your app to the latest version to get started.

Reach out if you have any questions!

PrueMYOB

AmandaMYOB

Hey @MaddieMee

Thanks for your post! Logging into the app each time is expected when using MYOB Assist. For faster access you can use biometric recognition to login. Click the ‘more menu’ on the bottom right, then select ‘enable biometrics’ under Account Settings.

The invoicing function in the app can't be turned off, however you can manage your employees user access to limit their access.

Here are the roles and what they allow a user to do in the MYOB Assist app:

Administrator, Accountant/Bookkeeper or Sales role – create, edit and delete invoices, capture expenses and add or edit customers.
Purchases, Payroll, Banking or Contacts role – capture expenses and add or edit customers (no invoicing).

More information can be found on this page.

Hope this helps.