MYOB Capture

Question

Hi there&nbsp;We have several staff with their own business credit cards. I am looking at setting them up with Capture or Dext so they can upload their receipts etc.&nbsp;Questions - as I can't seem to find the info online sorry.&nbsp;Am I able to set up so they can upload the receipt to their own credit card account in MYOB and allocate it to the correct line item?&nbsp;As most of the staff do not have an MYOB account am I able to set them up to have access to their credit card account only?&nbsp;&nbsp;&nbsp;If anyone has experience with Dext as well, happy to hear insights on both systems.&nbsp;Thank you.&nbsp;

isaiah_c · Answer

Hi Janelle6,
&nbsp;
With MYOB Capture, staff will need to be set up as users in your file so they can upload receipts straight into the In Tray. Once uploaded, you (or whoever does the account) can then allocate those receipts to the right credit card account and expense category. Capture itself doesn't automatically link staff receipts directly to their own credit card accounts. It just gets the receipts for coding. Here's a handy link with the steps for Capture: Using the MYOB Capture app.
&nbsp;
For Dext, hopefully one of our legends here in the Community Forum who's used Dext can jump in and share their tips and experiences with you too.
&nbsp;
Regards,
Sai

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MYOB Capture - questions

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