Inability to attach files to receive payment or receive money

Question

I love being able to attach invoices to a Purchase Order, or Spend Money.  However, this same function is not available in the Receive Money or Receive Payment module.   This is extremely frustrating, as the documents that help explain the story, have to be kept outside of MYOB.    This does not make sense.  Please, please, please, add the attachment feature ASAP.

Steven_M · Answer

Hi @karmar07

From the Banking>>Bank transactions window you would select the down arrow on the far right of the previously imported bank transaction (through bank feeds or statement file). From the expansion that does appear, in the bottom left is the Attach file button.

For more information on this process please see Help Article: Attaching documents to bank transactions

karmar07 · Answer

Hi Steven

It looks like the only documents you can only attach is importing Bank Statements as a QIF or OFX, .   I need to attach PDF documents that relate specifically to individual Receive Payment or Receive Money transactions.  How is this done?

Thanks  Karen

Steven_M · Answer

Hi @karmar07

The ability to attach documents to all banking transactions including Receive Money/Receive Payment transactions is available in the AccountRight browser interface through the Banking>>>Bank transactions window.

At this time, we don't have any further information we can supply into whether that functionality will be included in the desktop application.