MYOB Capture Jan 2020 release

https://help.myob.com/wiki/x/axLHAg

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

To be added to: Using the MYOB Capture app

Add after "helping you keep compliant and organised"

MYOB Capture will even suggest a matching spend-money transaction for you to link the document to–if you're using AccountRight 2019.4. See Matching documents to spend money transactions.

Add after "To switch businesses"

Matching receipts to spend money transactions

AccountRight 2019.4 and later

If you use MYOB AccountRight v2019.4, you'll get early access to our new Matchmaker feature. Matchmaker uses the amount and date on your captured receipts and looks for any spend money transactions that match. You can review the matches and attach the document if it's correct. This way, you won’t need to link documents in AccountRight back at the office. It’ll all be done for you.

You'll be able to use Matchmaker if:

you've upgraded your company file to AccountRight v2019.4—for information on updating, see Getting the latest version.
your user role is linked to my.myob.com.au
you have read/write permissions to the spend money feature (if you need more information on this, see Default user roles).

To review suggested matches

If you see a "XYZ matches" message at the top of your MYOB Capture app, it means one of your documents has a spend money transaction that appears to match.

Click on the "XYZ matches" message. You'll see a summary of the spend money transaction at the top and your document just below.
If the match is correct and you want to attach the document to the transaction, tap Attach.
If the match is incorrect or you don't want to link the document, tap Skip. If there are more matches, the next suggested match will appear.

Any documents you've matched to spend money transactions in MYOB Capture will be automatically reflected in AccountRight.

To enable or disable Matchmaker

Matchmaker is automatically enabled by default. You can turn off Matchmaker in the Settings screen of your MYOB Capture app.

Related topics

Working with In tray documents

Attaching documents to Spend money transactions

Automating supplier invoices

Page tree

To be added to: Using the MYOB Capture app

Matching receipts to spend money transactions

To enable or disable Matchmaker

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?