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MaddieMee's avatar
MaddieMee
Member
4 months ago
Solved

MYOB Assist app - stay logged in and no invoicing

Hi

We've been using the MYOB Capture app for our purposes over a number of years, and it has worked perfectly for our requirements.  We have about 10 staff members, that use the company credit card for fuel purchases etc, and scan the receipts to get them into MYOB.  This system has worked really well. 

 

There are a few problems with the Assist app and I need to know how to get around them, or I'll be going elsewhere.

 

  1. Can the Assist app stay logged in.  I can't expect the tradies to keep logging into their app, and re-authenticating each time they wish to scan a fuel receipt
  2. Can the invoicing function in the Assist app be turned off?  I don't need invoicing in this format, nor do I need staff members to see what has been invoiced and for how much.

Please advise if there is a work around, a third party scanning ability or I just have to go somewhere else (4 companies)

  • PrueMYOB's avatar
    PrueMYOB
    2 months ago

    We have some exciting news to share with you MaddieMee​.  You can now let team members upload receipts without full user access. Use the Contacts role to keep reports and sensitive data protected. We know that the Contacts role was really popular within old Capture app, so we’ve rebuilt this capability in MYOB Assist. Make sure your app is updated then head to our website for a full overview of what each role can do: Manage users

2 Replies

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    4 months ago

    Hey MaddieMee​ 

    Thanks for your post! Logging into the app each time is expected when using MYOB Assist. For faster access you can use biometric recognition to login. Click the ‘more menu’ on the bottom right, then select ‘enable biometrics’ under Account Settings.

     

    The invoicing function in the app can't be turned off, however you can manage your employees user access to limit their access.

    Here are the roles and what they allow a user to do in the MYOB Assist app:

    • Administrator, Accountant/Bookkeeper or Sales role – create, edit and delete invoices, capture expenses and add or edit customers.
    • Purchases, Payroll, Banking or Contacts role – capture expenses and add or edit customers (no invoicing).

    More information can be found on this page. 

    Hope this helps. 

  • PrueMYOB's avatar
    PrueMYOB
    MYOB Moderator
    2 months ago

    We have some exciting news to share with you MaddieMee​.  You can now let team members upload receipts without full user access. Use the Contacts role to keep reports and sensitive data protected. We know that the Contacts role was really popular within old Capture app, so we’ve rebuilt this capability in MYOB Assist. Make sure your app is updated then head to our website for a full overview of what each role can do: Manage users

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