MYOB Capture - Rotating a document , Tray Tax Invoices
Hi
I use the MYOB Capture to scan Creditors tax invoices into the MYOB Tray via an ipad. I have several tax invoices that are in landscape.
Can anyone please tell me if there is a way to rotate a document in MYOB Capture so when the tax invoice is uploaded to the tray it isn't in portrait view. I can however rotate the documents under photos but I am unable to send them straight to the purchase Tray under the app.
Also I want to know if you can refer back to tax invoices after you have rolled an EOFY. These tax invoices I am refering to are the ones that have sent to your tray, allocate them to a purchase under a creditor. When I spoke to MYOB about six months ago I was advised that the tax invoices would not be available to view after you have rolled.
When I started using the tray I would backup every single tax invoice to a external hard drive and still do. I find going paperless is more work. Also in the Tray you cannot print a copy of the tax invoice unless you have saved it to an external hard drive. Can anyone tell me if the tax invoices in your tray can be review at a later date or do we have to also back them up or have paper copies filed. Can anyone please shed some light on this.
Many thanks
Hi Chelle_001
MYOB Capture will upload the image that has been taken of the document as is. For example, if the image of the document was taken in landscape then the image will be uploaded as a landscape-based image. The Capture app doesn't have a provision to rotate documents. If you are needing to rotate or change the document you could look at doing that through the device's photos app and then emailing that through to your In Tray's email address for upload.
Documents that are uploaded and linked to a transaction are available forever. The system will not remove the attached document if you do close your financial year.
Printing directly from the In Tray is something that we are actively looking into. In the meantime, saving the document and then printing that saved document is the recommendation if you do require a printed copy of the document.
