In-Tray document pre-fill OCR feature not working with some suppliers
Hi, I installed the lastest MYOB AccountRight update a few days ago (2022.9.0) and since the install some of the purchase invoices I upload using the in-tray are not pre-filling, when before they would. I have found that for some suppliers it is working fine but for others it is not. Wondering if anyone else has had the same problem? The OCR pre-filling feature is great when working properly as it saves a lot of time by pre-filling information such as supplier details, invoice number, date and purchase amount. Hoping there might be a quick fix?
Hi JBentley
I've tried to import the same file and it worked without giving the error you're getting. Please check a few things to ensure that the import works as expected:1) Check what fields you're matching the import file by, as an example I've chosen to match by Co./Last Name:
2) If you have also selected Co./Last Name, ensure that the Co./Last Name available field is matched to Co./Last Name import field and the First Name is matched to First Name. If you're auto-matching the fields, this order can be incorrect, therefore please ensure all the fields are correct by manually matching them( if required) before moving to the next one:
3) Finally, unmatch Card ID and Record ID as shown because it can sometimes cause interference if the card is matched by Co./Last Name:Besides these things, the name of the cards also matters. If these names are in the upper case in AccountRight, they should be upper case in the import file as well.
Let me know how you go on with these changes.
