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HannahIsberg's avatar
HannahIsberg
Member
1 year 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
    1 year 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

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  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    1 year 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

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