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In Tray not reading documents.

LaceyB
2 Posts
Cover User
Australia
LaceyB
Cover User

2Posts

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In Tray not reading documents.

I seem to be having an issue with myob in tray not taking any information from supplier invoices.  It has previously been working well, but has just started not recognising anything, even from suppliers it previously has.   

5 REPLIES 5
Experienced Cover User SharonSL
60 Posts
Experienced Cover User
Australia
SharonSL
Experienced Cover User

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Re: In Tray not reading documents.

I'm having the same issue... Seems there's a few issues with the most recent update Smiley Sad

LaceyB
2 Posts
Cover User
Australia
LaceyB
Cover User

2Posts

3Kudos

0Solutions

Re: In Tray not reading documents.

It is a bit strange, it actaully seemed to improve a bit later in the day.  Still not as good as it was.

MYOB Moderator Steven_M
28,118 Posts
MYOB Moderator
New Zealand
Steven_M
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Re: In Tray not reading documents.

Hi @LaceyB

 

When you upload a document to the In Tray, AccountRight will attempt to read key pieces of information to aid in data entry. Typically, the following information will attempt to be read by the system:

 

  • ABN/Customer Number: It checks this against the ABNs of your supplier cards to see if its a match for adding the supplier's card to the transaction.
  • Date
  • Whether the transaction is tax inclusive/exclusive
  • Allocation of that supplier
  • Customer PO Number

Additional information could be read by the system but this is what we would expect to see read by the system. 

 

If the system is not able to read that information, such as it is not clear in the original document, that information will not be pre-populated into the system and the user would need to add that information to the transaction manually.

Kind regards,
Steven

MYOB Community Support

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Contributing Cover User barbwire
8 Posts
Contributing Cover User
Australia
barbwire
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Re: In Tray not reading documents.

I'm having the same issue as everyone else. IInforamtion that woudl have been picked up previously is now not getting picked up at all. No date, invoice number or amount. THe invoices in question are easy to read and worked previosly.

MYOB Moderator Steven_M
28,118 Posts
MYOB Moderator
New Zealand
Steven_M
MYOB Moderator

28118Posts

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4140Solutions

Re: In Tray not reading documents.

Hi @barbwire

 

In those situations, you would be looking at adding in the information manually to the transaction. 

 

Alternatively, re-uploading the original document that has been printed through a PDFPrinter/re-saved as a new name may be able to have that document read correctly by the system.

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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