Jai's avatar
Jai
User
10 years ago
Status:
Done

Spend money: Attach documents

Hi MYOB Team,

 

I was delighted about the announcment of the new In Tray feature offered by Essentials - an extremely sensible and practical solution to storing invoices against a transaction.

 

However, I was disappointed when I learned that you can only do this for "Bills". I think many people would be pleased if this functionality could be expanded to include all transaction types.

 

For example, if I go to the petrol station and pay for petrol, I still receive a tax invoice. I would like to be able to scan this and upload it to In Tray and then link it to a "Spend Money" transaction.

 

I hope you will be able to accomodate this request, otherwise people will not be readily able to move away from a paper based record keeping system.

 

Kind regards,

 

Jai

 

"Expand In Tray Feature to all transaction types"

Banking
bills
In Tray
Invoices
paperless
receipts
spend money
T:Cash Out

132 Comments

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  • SueHolt372's avatar
    SueHolt372
    Cover User
    9 years ago

    Why can we not attach the purchase invoices and payment receipts to the actual payment rather than have to create a new bill and then asttach the payment to that. It is very time consuming having to open each item from the in tray in order to create the bill and then allocate the payment.  Defeats the "allocate me function"

    • Macona's avatar
      Macona
      Contributing Cover User
      8 years ago

      I agree Sue ...I was just about to make the same Post.

      In Reckon it is possible to attach to the Register.

      Perhaps it will come in the next update.

      It will keep all the relevant information in the same data file.

    • PaperworkPlace's avatar
      PaperworkPlace
      Partner
      8 years ago

      It would be great to be able to attach as much documentation as required to any transaction. slaes, invoices, spend money, receive money, general journals etc. Many times there are multiple documents that relate to the one transaction. this would save having to keep seperate records to data file and asist with accountants etc accessing data and having complete information.

  • Gaz-FSA's avatar
    Gaz-FSA
    Contributing User
    12 years ago

    Hey!

    I'm all for removing crap from my desk and making my book keeping easier.... I am loving the integrated bank acounts linked to my on line myob...

     

    I'd love it even more if I could link the chart of accounts to Shoebox.com account..... 

    If I could somehow have all my reciepts/invoice records correctly corresponding to my Myob data entries.... book-keeping and tax would basically be automatic for my small business!  All I'd basically have to do is scan in my receipts/invoices.

     

    Well how good would that be huh?

     

     

    regards

    Gazza

     

     

    • SerialStartups's avatar
      SerialStartups
      User
      12 years ago

      I second this!  I use Shoeboxed and am considering leaving Accountedge and MYOB because of the lack of integration.  I am growing my business and if things don't talk to each ofhter, I will move to the ones that do talk.  Unfortunately Quickbooks is looking better though I already have and like MYOB.  What is the status on getting a shoeboxed integration?

  • D151's avatar
    D151
    Cover User
    8 years ago

    hi,

     

    I would like to suggest the ability to attach an external PDF document to entries  such as 'spend money', 'receive money" and manually entered general journals. At the moment it appears I can only do it for Bills. I would also like to attach a PDF to Invoices that I have raised for my reference  - for cases where there are delivery dockets, shipping documents, communications etc or other such related documents relating to that invoice/sale.

     

    Often I also make adjustments as general journal entries, or post things that are not just bills and I would like to be able to attach the related workings, substantian documents, explanations etc to those entries for future reference. Descriptions are good - but attaching a a PDF would be better. It would also mean my accountant could fully review all my work for each entry.

     

    Please consider this in a new release. Thanks

     

    • D151's avatar
      D151
      Cover User
      8 years ago

      Just wanted to add that other online programs do have this functionality and I was kind of expecting it on this too. Its a little disappointing that its not available.

  • DebraAnderson's avatar
    DebraAnderson
    Experienced Partner
    10 years ago

    I love being able to attach paperwork to bills but I agree whole-heartedly I think this option is much more valuable for the credit card/spend money type transactions

  • Liam_M's avatar
    Liam_M
    Former Staff
    10 years ago
    Status changed:
    New
    to
    Open

    Thanks for your excellent suggestion Jai  I can certainly see how this feature would be useful with other documents (receipts for instance). Could anyone else who would like to see the In Tray expanded to other transaction types, please cast your vote here. Please also leave a comment explaining how you'd like to use the In Tray, and what sort of documents you'd like to scan.

  • bac's avatar
    bac
    User
    10 years ago

    hi.

     

    I would also like to be able to link more than one invoice/credit to an existing bill. I receive more than one invoice per customer per month and would be good to have tthem all in one bill.

     

    also the idea of being able to upload other paperwork is great but will need a folder or something where we could store it. would be good to be able to keep all paperwork in one place.

  • Liam_M's avatar
    Liam_M
    Former Staff
    10 years ago

    Thanks for your feedback bac. I'd encourage you to raise this suggestion as a separate idea, so that we can see what other users think and  so that you can track the progress of your suggestion.

     

     

  • ppsmith's avatar
    ppsmith
    User
    10 years ago

    Hi

     

    I consultant to various firms and when I render an invoice I also send a memorandum of notes, etc from the consultancy.  It would be great to be able to upload and attach to these notes to the relevant invoice so as to be able to refer back to them without having to search for the paper coply.

     

    Cheers

    Patrick

  • soko's avatar
    soko
    Cover User
    10 years ago

    I just dragged n dropped the MYOB invoice to my intray and it didn't read the supplier name or even the amount. If this doesnt work with your own invoices, what can I expect for all the others I get?

    Not a bit problem, but, well you know...