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MyTherapyAssist's avatar
MyTherapyAssist
User
2 years ago
Solved

MYOB Capture app (Add Note function)

Hi    I am hoping someone can help me.  Many invoices/receipts have been captured and the Add Note function used to describe who captured and why/purpose to assist me reconcile the expense.  I orig...
  • Steven_M's avatar
    Steven_M
    2 years ago

    Hi MyTherapyAssist 

     

    The notes added to an MYOB Capture document are available would be available once the document has been attached to a transaction. They will not appear directly in the In Tray or the document.

     

    For Bills, the added note appears as the Note on the Create bill window. For Spend Money, it would be the description of the transaction.

MyTherapyAssist's avatar
MyTherapyAssist
User

Hi Steven

 

Thank you for your response. 

 

Is there anyway of seeing the description when allocating the receipt for an expense.  eg a fuel expense for a particualr person/car? In this way we are able to see how much each person spends on fuel per period per car.

 

I am not using Bills or Spend Money.

 

My apologies for the delay, I was off work for a few days and just returned.

MyTherapyAssist's avatar
MyTherapyAssist
User
2 years ago

* is there any other way to see the note/description as we are not using Spend Money or Bills