When you capture a receipt or bill, the capture is uploaded to MYOB Business or AccountRight. When you create an expense transaction, MYOB will fill in as much information as possible from the uploaded document, such as dates, quantities and amounts. Another option is to link the capture with a transaction that already exists.

You can take a photo of a receipt or bill, or upload an existing photo.

To get the best capture, use these tools in MYOB Assist:

• Use the live view to help you frame the document correctly for a clear capture.

• After capturing, check the preview screen for the result.

• Use the crop and rotate features to remove unwanted areas, ensure the document details are clear and are captured vertically.

• Add a note to the capture if needed, as it will appear when you create the expense, making it easier to track details later. Note that you can't change a note once a pic is uploaded.

Captures are automatically sent to Uploads in MYOB Business and AccountRight browser, or to the In Tray in AccountRight desktop.

Working with uploaded documents

Sign into MYOB in a web browser, then:

1. Click Uploads on the menu.

2. Click the ellipsis (...) button for the document and choose Delete document. When you delete a document from Uploads, it's permanently removed and can't be recovered. If you'd like to keep a copy of a document you're going to delete, choose Download document to save a copy.

3. Click Delete on the confirmation message. The document is deleted from the Uploads.

Any notes you add to a capture when previewing it will appear in the expense transaction you create from it when using MYOB in your web browser. Notes will appear in the Description field of a spend money transaction or the Notes field of a bill transaction.

You can't change a note once a pic is uploaded.