MYOB Capture Jan 2020 release

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

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To be added to: Using the MYOB Capture app

Add after "helping you keep compliant and organised"

Using MYOB AccountRight 2019.4? MYOB Capture will suggest matching spend-money transactions for you to link the receipt to. See .

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 finds 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 receipts in AccountRight back at the office. It’ll all be done for you!

To use Matchmaker, you'll need:

your user role linked to my.myob.com.au or my.myob.co.nz (for more information, see your MYOB account details.
read/write permissions to the spend money feature (for more information, see Default user roles).

To review matches and attach receipts

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 receipt just below.
If the match is correct and you want to attach the receipt to the transaction, tap Attach.
If the match is incorrect or you don't want to link the receipt, 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

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To be added to: Using the MYOB Capture app

Matching receipts to spend money transactions

To enable or disable Matchmaker

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