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Sharepoint compatibility.

Aileen_6300

Hi there

Our organisation is now using Sharepoint for file storage etc.

Am I able to share to the MYOB 'In Tray' direct from there, or will I have to download the files to bring them to MYOB? I found a similar question on the forum and it was responded to at the time (2017) by Neil_M stating that it can't be done.

Just wondering if this has changed since then as more and more businesses are using Sharepoint.

If not, is it going to be addressed sometime in the near future? The work around (downloading the files to upload them to MYOB) seems a bit archaic.

I would appreciate your advice on this, thank you.

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Accepted answers

Steven_M

Hi @Aileen_6300

There are a variety of methods for getting a document uploaded to a company file's In Tray, these include:

Sending the document to your AccountRight In Tray email address
Uploading the document using the Add Documents option
Drag and dropping the document directly onto the In Tray

To my knowledge, additional methods, such as connection with Sharepoint or other file hosting systems, are not an area that we are looking into for the In Tray at this time. Note: This doesn't rule out that it may be available in the future, just nothing in the foreseeable future.

All comments

Aileen_6300

Thank you @Steven_M I'll try the drag n drop method. if I need it how do I find the in tray email address?

Steven_M

Hi @Aileen_6300

There are a variety of methods for getting a document uploaded to a company file's In Tray, these include:

Sending the document to your AccountRight In Tray email address
Uploading the document using the Add Documents option
Drag and dropping the document directly onto the In Tray