Is there any way we can attach invoices to spend money. We have around 20 Credit cards for the business and it would make life simpler if we could attach the invoices in spend money rather than entering each invoice into a purchases and paying via pay bills.
thank you
"Attaching invoices in Spend Money"
Have the capacity to use an in tray for Bank Feed /CC bank account card transactions as we have for the purchases module.
This would then allow all Business transactions by easily looked up within MYOB.
Mike Wilson
Hi Steve,
AccountRight 15.1
In an attempt to clarify the statement I am trying to say that within a Bank/ Credit card detailed transaction have the capability to attach a PDF only –
we can do this within the Transaction of a Purchase Bill
IE. The object specifically is within a Bank register of a credit card Account(MasterCard 2-XXXX) attach a docket to the transaction itself that can be easily viewed for its details hence eradicating more paper
Again such documents would be added after the bank feeed ot transaction has been added to the paticular Bank acc or Credit Card
I Hope this clarifies the concept/Issue
Yes please. I'm still having to print them and keep a paper record.
There should be a function to allow for a bill to be added to the In Tray so it can be attached to the transaction in the bank account.
Xero allows for this, and it is a very good function.
it will mean there is no need to keep paper copies, or file electronically in a separate directory.
Strongly suggest this upgrade.
I would like to see the InTray (Smart Bill) feature for Spend Money like with Purchases. It has become time consuming to use the feature for things like fuel bills. Please advise when it will be available for the Spend Money feature.
We have been asking for this feature since the intray feature was added it must be close to 2 years by now. This must be one of requested features on here....Dont hold your breath, for a modern online softeware company the wheels turn very slowly at MYOB. We got budgeting in Essentials but no job costing or header accounts. I dont know where MYOB gets its priorities from.
You can get this feature with add on apps such as shoebox and receipt bank (although I dont think receipt bank works with MYOB)
Because myob still lacks this essential feature we are seeing a lot of clients move to Quick Books Online which has a smart phone app that will let your take a pic of a receipt and have it flow through to match your bank feeds. All done without the need for an add on app and at the moment roughly 1/3 of the myob price.
PLEASE MYOB ADD THIS FEATURE SCANNED DOCUMENTS TO THE BANK FEEDS WHITHOUT A NEED TO GO THROUGH THE PURCHASES MODULE AND WHILST YOUR AT IT GET AN APP THAT WILL ALLOW YOU TO SCAN THE RECEIPTS AND SEND DIRECTLY TO THE INTRAY AND SHOW UP WITH POSSIBLE MATCHES ON THE BANK FEEDS. YOU COULD BUY AN A SCANNING APP FOR LESS THAN $7000 AND CONVERT IT TO A PRORIETARY SCANNING APP FOR MYOB. CAN YOU AT LEAST GIVE US A DATE WHEN EITHER OF THESE @ THINGS ARE LIKELY TO HAPPEN SO I CAN TELL MY MYOB CLIENTS TO HOLD ON AND NOT LEAVE TO QBO
Is it possible to attached a document from the In Tray to a Spend Money transaction. It seems that this can only be done for a purchase transaction.
At present the InTray saves copies of invoices to be paid. This is great. This facility would be very useful in Spend Money. For example an electronic copy of a VISA receipt could be saved when recording the transaction.
I would like to see the addition of a 'Spend Money' option in the In Tray so I can attach copies of receipts to assist in substatiating Spend Money/Reimburnsements for staff.
I Agree, Credit Cards/Spend Money Transactions is a area for improvement. It is a real pain working around this so as to transition to paperless.
We have tried, and concluded it takes more time than it is worth, so we have opted to continue to store scanned copies on an external storage (IE:Credit Card Statements and all Reciepts) - but if they could be scanned in and linked to a spend money area, it would be very very good
I think it would be beneficial for my dealings to not only have the ability to attach pdfs to spend money but also to other areas such as sales so that supporting documents could be attached.
Voting to recent comments on this post.
We need to be able to upload credit card reciepts to spend money like we can with invoices from customers.
As Vicki says: "fuel bills" - while there are work arounds - like doing your fuels bills as a bill rather than spend money. If you do this, it then means a direct debit agreement where you can set up a rule as spend money in bank feeds - can't have a copy of the invoice attached - and we have to store these elsewhere.
Small but very significant oversight to not have provided the option. Is like providing a car for sale with windows and airconditioning but no seats to sit on - just sit on the floor. Still works, gets you there with the luxury of aircon too - simply a little hard for the driver to operate, and forget long journeys... hire an Uber taxi.
I have been working with other freinds who use Quickbooks and I am actually impressed at the advantages.
They are definately a few very useful steps infront right now.
I do hope MYOB catch up in the next 6-12months
