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Deanne001's avatar
Deanne001
Experienced Cover User
5 years ago
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Linking supplier invoices

Hello,

 

When you link a supplier who also uses MYOB, are their invoices still emailed to you as well as sent directly to the In Tray?  Assuming no other changes are made and you just use the Link feature when opening a supplier invoice in the invoice portal.

 

Thanks.

  • CloverQ's avatar
    CloverQ
    5 years ago

    Hi Deanne001 

     

    The 'link to MYOB' process does not change how you receive invoice emails from your supplier. You'll continue to receive these invoice emails as you normally do, and on top of that, future invoices you receive from this supplier will also appear in In Tray after the linking process. 

     

    I hope this clarifies it for you.

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  • CloverQ's avatar
    CloverQ
    Former Staff
    5 years ago

    Hi Deanne001 

     

    When you receive invoices from a supplier that also uses MYOB, within the invoice received there shall be the 'link to MYOB' option, where you can establish the link for future invoices from this supplier to be sent to your In Tray.

     

    Please feel free to check out the instructions from this online Help page: Automating MYOB to MYOB invoices.

     

    If you have any further questions, please do not hesitate to let us know.

    • Deanne001's avatar
      Deanne001
      Experienced Cover User
      5 years ago

      Thanks CloverQ,

       

      Yes that's exactly what my question is in regard to - when I use the Link to MYOB feature are the supplier invoices only sent to the In Tray or are they still emailed as well?

       

      I can't seem to find an answer to this online.

       

      Thankyou,

      Deanne

      • CloverQ's avatar
        CloverQ
        Former Staff
        5 years ago

        Hi Deanne001 

         

        The 'link to MYOB' process does not change how you receive invoice emails from your supplier. You'll continue to receive these invoice emails as you normally do, and on top of that, future invoices you receive from this supplier will also appear in In Tray after the linking process. 

         

        I hope this clarifies it for you.