MYOB Essentials

Expand In Tray Feature to all transaction types

Jai
1 Post
User
Australia

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

 

 

Current Status: Under consideration

Last Changed: December 2014

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.

108 Comments
Amy_Strat
1 Post
Cover User

I agree,

Intray definately should be set up for all transaction types, i would love to store all of the following documents to my MYOB file rather than separate folders on my pc:

 

  • Bank & Credit Card Statements etc for Manual Reconcilliations 
  • Receipts & Tax invoices for spend money transactions
  • Tax & BAS documents from ATO, bookkeeper & Accountant

 

Busygirlange
9 Posts
Cover User

Yes, the ability to scan one off documents that are processed as spend money, and have the copy of the receipt in the cloud....that is what the whole idea of cloud accounting is surely???

Ahna
1 Post
Cover User

How has this not happened yet? Concidering moving to Xero.

Experienced Partner JamesSullivan
57 Posts
Experienced Partner

Ahna we gave up on waiting ....have a look at QBO instead of Xero  for $10 a month you get 10 employees using the sophistcated Keypay system.  An  app to take pics of receipts that will match up on a cash basis on your bank feed.  We haven't pushed any new clients onto MYOB in almost 12 months and we ar a MYOB practice using MYOB practice software.  We are moving clients across to QBO and Xero as they come up against the shortcomings of MYOB.  Yes receipt bank now works with MYOB but with the additonal cost of Receipt Bank the costs would be about 5 times that of QBO.

 

If anyone from MYOB actually reviews these posts you are not obviously pushing them up to the development team....but I might suggest because you are not I would be looking for new jobs.   We are the last MYOB practice in our area and we are soon to leave.  Imagine saying you are no longer going to support our current Windows Server software without offering an online practice non server based solution.....ohhh yes you can get such an online platform from a 3rd party at a considerable cost.  Goodbye MYOB.

AllThingsEqual
1 Post
Cover User

It would be very handy to attach copies of receipts to spend money transactions.

Experienced Partner JamesSullivan
57 Posts
Experienced Partner

AllThingsEqual  dont hold your breath waiting....although this must be one of the most wanted features....MYOB are obviously spending their R & D dollars elsewhere

Cathybfcb
2 Posts
Cover User

HAVING MOVED FROM A FULL VERSION OF RECKON TO THIS ESSENTIALS ONLINE, THERE ARE QUITE A FEW ISSUED WITH EASE OF USE AND TIME SAVING THAT WAS SPRUIKED AS AWESOME.

BEING ABLE TO LINK DOCUMENTS IS AWESOME BUT WHY ONLY INVOICES?

HOW ABOUT

SUPPLIER CREDIT NOTES AND DELIVERY DOCKETS (MEANING TO LINK MORE THAN 1 DOCUMENT TO EACH INVOICE)

CUSTOMER DELIVERY DOCKETS AND VARIOUS OTHER DOCUMENTS RELATING TO A CUSTOMER INVOICE.

SUPPLIER INVOICES LINKED TO A SPEND MONEY ENTRY 

AND THE LIST GOES ON AND ON.

JasonA
7 Posts
Cover User

Especially important for spend & receive money transactions but yes why not all.  I could put contracts etc against invoices or card files/contacts.