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"67KViews244likes132CommentsSpend money: Ability to take a photo of receipts and attach to transaction
I'd like the ability to take a photo of receipts and then attach them to the transaction in the banking screen. This will make it really easy for businesses to keep their records and also will help bookkeepers and accountants when working on their client's file. I've got a few clients who would really benefit from this as they are constantly travelling and loosing the actual receipts. It will also save the accountants asking for copies of invoices if they are already attached to the transaction. I've recently spoken with a couple of people who raved about this functionality that their online software provider has and it would be great if MYOB's customers could do the same. "Ability to take a photo of receipts and attach to transaction (via app?)"18KViews67likes26CommentsIn Tray: Ability to match to a Recurring transaction
Hi I like the new In Tray feature, and the ability to create new bills from imported documents. However, most of my regular bills - electricity, telephone etc - are already set up as recurring transactions. I want to use the recurring transaction, as it has the narratives and account numbers already populated - at the moment this means I cannot create the bill from the In Tray (and have to just link the electronic copy of the invoice to the transaction after it has been created). It would be great if a recurring transaction could be created from the In Tray - so the invoice date, invoice number and amount are picked up from the imported document, and the account number and narrative are taken from the recurring transaction. thanks "Create new recurring transaction from In Tray"8KViews46likes12CommentsBank transactions: Upload documents for expenses
If a business has many small expenses that are too numerous to add each one manually and then allocate a bank payment to that invoice or receipt, it'd be fantastic to be able to upload the receipt while allocating the transactions on the bank feed page. I know we can upload these receipts in another way, but doing it while on the actual bank feeds/transactions page would make it so easy and streamlined, saving heaps of time going back and forth and checking that it's correct, in the right place, right name, right amount. I've attached a screenshot of a transaction on the bank feeds page with a new link shown as "upload". Selecting that would present a way to upload the receipt. Part of the process would have to be to allocate to an expense account (or capital expenditure) and of course the system would have to do all the right things with it at the back end. The user may have to check that GST calcs are correct as is the total but this could be shown on the screen and the user just needs to ok it. "Upload receipts or tax invoices on the bank transactions page while allocating banking transactions"5.2KViews40likes4CommentsIn tray: MYOB Subscription invoice delivered direct
An option to have a copy of MYOB's monthly invoice for its services delivered to the "In Tray" would be helpful. It would save having to download the invoice from a mail server then upload it to the "In tray" touse to generate an expense relating to MYOB's services. "Send copy of MYOB's invoice to In Tray"6.9KViews40likes10CommentsMYOB Invoices (app): Capture expenses
It would great to be able to add expenses using the MYOB on the go app. I have used other online accounting software services that enab hasfunction. The competitors app allows you to take a photo of the receipt, upload to the database, then reconsile once the feed is received from the bank. "MYOB on the go app - Add expenses"10KViews28likes12CommentsIn Tray: Attach Invoice Document Directly from Purchase Window
The In Tray functionality for purchases was a great addition and is extremely useful. I'd like to suggest being able to attach the invoice to a Purchase directly from the Edit Purchase window. Currently, if I'm editing a purchase and notice that no invoice has been attached, I can't just click an"Upload File" button. I need to exit the purchase, go to In Tray, Add Document, Link to Existing Bill, find the original Purchase I was working on and then link the uploaded document. It would be extremely useful to avoid all of these extra steps and just have a one-click upload feature, similar to the Unlink button you already provide in the Edit Purchase window.3.5KViews17likes3Comments