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

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.

106 Comments
Experienced Cover User JNEpainting
17 Posts
Experienced Cover User

I would appreciate, if MYOB finally listens to their customers and adds a feature that supports all transactions. It's all about making things easier for a business, and yet by limiting the tray features to bills only, you make it harder. Can you please let us know whether or not you will implement this feature? 

Phil_P
1 Post
Cover User

I agree that it is essential (pardon the pun) to be able to link a PDF Supplier Invoice to a Bank Transaction, otherwise this feature is useless to users who have bank feeds for all their bank and credit card accounts. The addition would streamline the whole process and prevent double entry.

Experienced Partner JamesSullivan
56 Posts
Experienced Partner

I have been asking for this ever since the MYOB  In Tray came out (approx 2 years ago) ....So don't hold your breath.  We are a MYOB practice and it concerns us that  5 clients have left for another online software supplier with bank feeds and YES an  App that lets you take a pic and it matches up with your transactions  in your bank feeds and for a program that is almost half the price of Essentials......our MYOB account manager must have nothing to do ....no new MYOB files on our dashboard for over 4 months.  We spent a  lot of time setting up rules on our MYOB files to automatically code cash transactions  (note less than 5% of our clients would have a fuel account....so 95% of our clients are buying their fuel as a cash transaction directly coming from their credit card or bank account   The intray is a waste of time for these clients reporting on a cash basis.  WHY WHY WHY cant we have an App or an Intray way of matching the receipts to these transactions.  2 years is WAY TO LONG TO WAIT.

 

I don't want to become a Xero practice but after 2 years of waiting for something that they cant even give us a date for ....we have joined as a Xero Partner.

 

I also know why we have to use this dumb community forum....instead of an Experts User group on facebook  (where I get a half dozen answers within an hour from other expert users for Xero and QBO its because the unanswered questions on these issues would be a public embarrassment.

Contributing Cover User NatalieBML
7 Posts
Contributing Cover User

Xero has this functionality accross all of its platforms.... This is a necessity.

Maree_C
6 Posts
Cover User

This suggestion was placed under consideration by MYOB in November 2014. It is now two years later, and we are all no closer to getting this service, I am looking towards other providers suggested in these posts for the next financial year. 

Experienced Partner JamesSullivan
56 Posts
Experienced Partner

Do you moderators get embarrassed asking people to vote or something that so obviously needs to be done...why vote for something that isnt going to happen even if you do. I also asked for this feature amost 2 years ago....Nothing but comments saying a good idea and please vote.  WELL IAM VOTING WITH MY FEET....using a different competitors product half the price and it has an app which lets you take a pic of a receipt that will then show up in your bank feed QBO....all the way.....its a pity though my practice software is with MYOB

Contributing Cover User s_short01
13 Posts
Contributing Cover User

This really needs to happen and quickly, to keep up with other providers of account keeping software. I would love to be able to do it from the App too and with something like a peterol bill I think it would be great to not have to go through spend money and set it all up but just have the transction - allocate it to vehicle expense for instance and attach a copy of the invoice to the transaction. 

Contributing Cover User Traceace
6 Posts
Contributing Cover User

Have a new client that is using myob and I can't believe that you can't attach the copy to a spend money transaction.  I really don't want to enter bills and then mark them as paid - just takes too much time but how else can my client electronically store the invoices if I don't!  Hurry up myob, you are just costing our clients more money.  Every other cloud accounting package that I use lets me do this.

Can we please have an update on when this will be done.

Contributing Cover User s_short01
13 Posts
Contributing Cover User

I'm seriously looking at changing to XERO for this exact reason! I came here to see if there was an easier way to do things but it seems to still be under consideration. We are changing accountants and our new accountant is a Xero fan but happy for us to stay with MYOB as i am used to working with it but I need some serious receipt keeping changes to occur asap if I am to do so. With a construction business and multiple staff I really need to be able to upload and link copies of receipts straight to bank link transactions without having to enter any further information, purely as a record keeping tool instead of chasing tiny bits of faded paper around cars. Would love to stay with MYOB Essentials but the software needs to make life easier. 

MYOB Moderator Steven_M
20,249 Posts
MYOB Moderator

Hi @s_short01

 

Currently this particular idea has been marked as Under Consideration. At this stage we don't have a time frame for when this particular idea will be marked for development and implemented into the program. However I have shared your comments with the team