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  • Using the MYOB Capture app


 

 

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Do you use AccountRight? Your MYOB Capture help is here.

Is your shoebox overflowing with receipts you’re keeping “just in case”? With MYOB Capture, you can take a quick photo of a receipt and send it to your In tray in seconds – helping you keep compliant and organised.

If you have a compatible Android or iOS device, you’re ready to go—just download and install MYOB Capture:

Once it's installed, here’s how it works: 

  1. Take a photo of a receipt. 
  2. Crop the photo to remove unwanted areas.
  3. Send the photo to your In tray! 

 

Your receipt will be sent to your In tray, ready for you to use in MYOB Essentials.

Do you have multiple MYOB Essentials businesses? No problem—the app lets you switch between businesses.

 

To capture and adjust an image

To capture and adjust an image

  1. Take a picture of your receipt on the home screen. A purple outline will appear over your image.
  2. Line up the corners of your receipt with the corners of the purple outline – a circle will appear to magnify wherever you place your finger. If you're not happy with the pic, tap Retake to have another go.
  3. Once you've lined everything up, tap Next. A cropped version of the image will appear.
  4. If you're happy with the image, tap Send or tap Back to adjust.

To save a copy of your receipts to your iOS device's gallery

To save a copy of your receipts to your iOS device's gallery

To save photos to your device's gallery, you need to configure your settings.

  1. Open the app and tap Settings in the top right hand corner.
  2. Tap Save uploads to Photos. A pop up appears.
  3. Select Settings. You'll be taken to your phone settings.
  4. Select Photos.
  5. Select Read and write.

Now every time you send a photo to your In tray using MYOB Capture, it'll save a copy of the photo in your phone's gallery.

To save a copy of your receipts to your Android device's gallery

To save a copy of your receipts to your Android device's gallery

To save photos to your Android device's gallery, you need to configure your settings.

  1. Open the app and tap Settings in the top right hand corner. A Permission required pop up appears.
  2. Tap OK. Another pop up appears.
  3. Tap Allow to give MYOB Capture access to your device.

Now every time you send a photo to your In tray using MYOB Capture, it'll save a copy of the photo in your phone's gallery.

To switch businesses

To switch businesses

If you have more than one MYOB Essentials or AccountRight business, you can choose which business to send captured receipts to.

  1. Take your picture and adjust the purple outline.
  2. Tap Preview.
  3. Tap Switch. A list of your businesses will appear.
  4. Select the business you'd like to switch to.

Now every time your images will be sent to the In tray of that business.

What happens next?

Once the receipt is in your In tray you can:

  • create a new bill
  • link to an existing bill
  • link to a bank transaction
  • create a Spend money transaction

Learn how to work with documents in your In tray