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Tam_459's avatar
Tam_459
Cover User
20 days ago
Solved

MYOB Assist - What can "Field" user access

Like many others our business used to use capture as a way that employees could send in receipts with a quick note to let me know what job it was for/other details. I tried today to add one of those ...
  • Genreve_S's avatar
    20 days ago

    Hi Tam_459, 

     

    Thanks for sharing what you are trying to achieve. I understand your employees only need to capture receipts.

     

    The Field role in MYOB Assist also includes quotes and invoices, so it isn’t a capture-only role.

     

    For receipt-only access, use the lower-access role instead: Contacts for MYOB Business, or Cards for AccountRight.

     

    For more information, see Set up roles and Getting started with MYOB Assist.

     

    Regards,
    Genreve