Matching in-tray documents to Purchase Orders

[gleakk]

I have been using the in-tray and love it, however I can't figure out how to create an invoice from the intray and match it to a PO. I know I can go into the PO, turn it into an invoice, and then link the bill to an existing invoice, however this means I have to then enter the date, invoice number etc manually. Is there a way around this?

[Yanike_S]

Hi @gleakk 

Thanks for your post. Currently, you can only attach documents to cards, spend money transactions and bills. If the transaction is a purchase order that transaction would need to be converted across to a Bill prior to the document being attached.

To my knowledge, we don't have any immediate plans to introduce the ability to add those In Tray documents to purchase orders, only bills.

[KodieS]

We just switched to MYOB Accountright and in tray feature was a great selling point, however without being able to attached to an existing order (for our business every purchase requires a PO) the whole process seems sort of pointless to be completed through the in tray.

Would be great if there could be plans to introduce the ability to add those In Tray documents to purchase orders, just with a quick 15 min search on the community I have found requests for the feature for over a year. 

[SSF]

I am in the same boat, frustrating, MYOB would be amazing if you could add this option to the In-tray
Also, then In-Tray is amazing, loving using it and saves me hours and hours each week