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Sales Invoices - Receipting & Remittances

Caryn72

Good Morning

I would like to be able to attach remittance advices in the Receive Payments screen.

That's all. Simple as that.

Thanks,

Caryn

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Status: Open

Comments

Caryn72

Hi Xylon1

I am meaning when you receipt a single or group of invoices.

Sales Command Centre
Receive Payments

There I would like an 'Attachments' option as there is for

Entering Purchases
Spend Money
Record Journal Entry
Card Information

If a Remittance Advice covers multiple invoices, I don't want to go into each individual invoice and attach the same remittance advice over and over. I would like to be able to drill down on the receipt in the bank register to view the remittance advice.

In addition if I were to go back into the invoices once they have been paid to attach the Remittance Advice, I have to open locked periods to 'amend' the invoices.

Thanks,

Caryn72

Xylon1

Hi Caryn72,

Do you mean adding attachments to invoices that you have sent to clients and have been paid for?

If so, try this as a possible solution:

open the 'Sales' window that relates to the specific invoice,
at the top there should be an icon entitled 'attachments'
tap on that icon and a 'invoice attachments' window should launch
drag the file you want to attach straight into that window (or use the 'add Documents' icon)
be aware when dragging files into the 'attachments' window, it's best to do so from the desktop environment as MYOB doesn't always (sometimes it does, sometimes it doesn't) accept dragged files straight from emails. So, drag the file from an email onto the desktop and then into the 'attachments' window.

I have added all manner of files using this from remittance advices, POs, timesheets relating to the job, etc.

The above steps are for Desktop version of AccountRight.

AmandaMYOB

Thanks for your idea! We'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea.