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June 2022
June 2022
I would be interested to know how those using the In Tray process forwarding emails that contain more than one invoice? Sometimes a supplier sends multiple invoices attached to the one emails as a single 2-3 page PDF. At present I save the invoice as two separate pages onto my desktop & drag each one to the In Tray. It is time consuming & I have to remember to go back & delete them off my desktop. Does anyone have a better way? Thanks in advance. Hope this makes sense.
July 2022
July 2022
Hi @Yoko
AccountRight will treat each PDF uploaded to the In Tray as a single document and allow for the document to be attached to one transaction.
This does mean that if you are provided with a number of transactions in a single PDF file you would be looking at separating that one PDF into those individual transactions before uploading to the In Tray.
Kind regards,
Yanike
MYOB Community Support
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July 2022
July 2022
Hi @Yanike_S
Yes. That is how I am processing the pdf's. I just wondered if there was a more efficient way of saving them as individual documents.
Thanks
July 2022
July 2022
Hi @Yoko
As I mentioned before, AccountRight will treat each PDF uploaded to the In Tray as a single document and allow for the document to be attached to one transaction.
So if there are multiple transactions in a single PDF file you would have to separate one PDF into those individual transactions before uploading to the In Tray. I recommend using a PDF splitter tool, there are many free options available online.
I am not aware of a more efficient way of saving them as individual documents.
Kind regards,
Yanike
MYOB Community Support
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