CURRENT ISSUE WITH LINKED DOCUMENTS BETWEEN BROWSER VERSION AND DESKTOP APP (AccountRight)
The linked documents do not sync between the two versions. I've been told by the support that at the moment I have to attach the documents on the desktop APP as it doesn't sync when I did that on the browser version. That's really inconvenient and not practical. Hopefully, it can be rectified soon.MYOB Capture App
Hi, we are receiving poor quality captures into our MYOB tray. Is there anyway MYOB can improve the quality of the capture to be more like a scanned document such as iPhone Notes scan document uses? We just can't use the captures, they are not clean enough and often very distorted when viewing them during the processing stages.Capture App Notes Not Working
We have been using the Notes on the Capture App very successfully up until about a month or so ago. We run multiple jobs, and when a receipt is captured via the MYOB Capture app, a note is added to record which job the receipt relates to. For some reason those notes are no longer coming through into the purchase transaction created from the InTray. I'm hoping someone can help me as I now have multiples of receipts and I don't know which jobs these relate to? ThanksAttachments have dropped off transactions and reverted to the In Tray
I logged into my AccountRight file to find more than 1,000 documents in my In Tray. They are all older documents dated from 2016 - 2019. Upon investigation it seems that these documents, that have been previously attached to bills, have dropped off the original transaction and reverted to the In Tray. Has anyone seen this happen before? I'm not about to go back and attached > 1,000 documents to bills, given the age of them, but my concern is why this has happened and could it happen again with more recent documents.Solved153Views0likes3CommentsRECURRING TRANSACTION - In Tray & Bank Feeds
It would be so great if you could use RECURRING TRANSACTION when selecting a file in the INTRAY ie. Creating a New Bill or New Spend Money without losing the info or the linked file. Please please please. Also to be able to ues RECURRING TRANSACTION in Bank Feeds (*understanding that it is a "New Transaction"). That is exactly what we are doing: is creating a New Transaction from a Bank Transaction. as per a response to the post below from October 2022.......>>>>>>>>>>> Melisa_D 10,735 Posts Former Staff October 2022 Hi @EileenK, Sorry for the delay in my response. You can use recurring transactions in the spend money window but not from the bank feeds window, this is because in bank feeds if you click on New > Spend money, the use recurring button is greyed out because you're telling AccountRight that you are creating a new transaction. Instead of using recurring transactions you could create bank feed rules these rules will automatically create matching transactions in AccountRight, or to help match payments to invoices and bills. Cheers, Melisa