Forum Discussion

HannahIsberg's avatar
HannahIsberg
2 months ago
Solved

MYOB Capture App - adding a note

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? 

  • Princess_R's avatar
    Princess_R
    22 days ago

    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

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    2 months ago

    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

  • accountfit's avatar
    accountfit
    Experienced Cover User
    22 days ago

    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's avatar
      Princess_R
      MYOB Moderator
      22 days ago

      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

      • accountfit's avatar
        accountfit
        Experienced Cover User
        22 days ago

        Sorry I was meaning Purchases Invoices.  Therefore I again ask the question - I cannot see the Notes coming through to the Purchases Invoice that is created from the documentation captured.  

        Hope I've explained more fully.  Thanks.

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