Thank you for visiting our Partner Zone. This area is an exclusive space for MYOB Partners. Find out how to Partner with MYOB.
When I take a photo of a receipt, send it to MYOB AR 2020.2.2 via the Capture App, pick it up from the In tray to then process a Spend Money, a Woolworths Supermarket is ALWAYS allocated to Dan Murphy's, requiring me to change it every time, reducing the automation aspects of this process.
Woolworth is clearly showing on the invoice (register docket). I have two suppliers in my cards list - Woolworths Supermarkets and Petrol. Still, at least I would think one of these would be grabbed.
Any clues as to why this would be happening. Any help greatly appreciated.
Solved! Go to Solution.
When a transaction is created off a document uploaded to the In Tray, the system will assign the card to the transaction based off the ABN number on the document corresponding to the ABN number on a card.
If you were finding the documents weren’t matching as expected, do check that the ABN number on the document does match the ABN number on the desired suppliers card
thank you for your response and chasing.
Your suggestion resolved the problem. I had the Woolworths ABN and the Dan Murphy ABN the same, and having played around with it, discovered that the Dan card was being picked because it comes first alphabetically. I've now simply removed the Dan ABN and all is well.
Thanks so much...