Forum Discussion

JLX's avatar
JLX
Contributing Cover User
6 months ago

Capture App - multiple staff access for receipt capture that require no other MYOB access or features

Hi,   Members of our staff use the capture app purely for logging receipts and have no other requirement to interact with the system. Is the only option moving forward having to pay for multiple ap...
JLX's avatar
JLX
Contributing Cover User
6 months ago

Thanks Doreen. We have put the MYOB Assist App onto the devices for the staff that were previously using capture. They are set up in the same was as they were previously as "File Users" with access to purchasing section so they could log receipts etc but MYOB Assist will not let them log in. Could you let me know if there are any changes we need to make to their access set up so the app will function. Thanks

Genreve_S's avatar
Genreve_S
MYOB Moderator
6 months ago

Hi JLX, 

 

Thanks for sharing about your staff login issues. Switching from the regular Capture app to the MYOB Assist app can have a few teething issues. The app uses the permissions tied to the email address you sign in with.

To get your team up and running, make sure:

  • Each user has the minimum access they need in your file’s user access. Purchases are enabled with Create & edit access (read‑only will block uploads).
  • The app is updated to the latest version.
  • Each user signs in with the email address that has access to the file.

 

Making sure those are on your checklist will generally prevent all issues in logging in and using uploads. 

 

Regards,

Genreve

 

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Level up your skills using MYOB software.

 

Find help guides and technical solutions for all MYOB products here

Explore video tutorials for our software at the MYOB Academy here

 

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.