Thank you for visiting our Partner Zone. This area is an exclusive space for MYOB Partners. Find out how to Partner with MYOB.
August 2020
August 2020
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.
August 2020
August 2020
Hi @Copycat
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
Regards,
Neil
MYOB Community Support
Online Help| Forum Search| my.MYOB| Download Page
Did my answer help?
Mark it as a SolutionHelpful? Leave a to tell others
September 2020
September 2020
Hi @Copycat
How did you get on with new bills created from uploaded Woolworths documents, after ensuring that the ABN number on the Woolworths supplier card is the same as the one on the receipts?
Regards,
Neil
MYOB Community Support
Online Help| Forum Search| my.MYOB| Download Page
Did my answer help?
Mark it as a SolutionHelpful? Leave a to tell others
September 2020
September 2020
Hi Neil,
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...
Ann