attach documents to Receive money

Question

Is there a way you can attach documents in "Receive Money"?

jesi · Answer

Thanks Steven,&nbsp;Will MYOB add the ability to add documents to Receive Money in AccountRight Desktop?&nbsp; I dont use the web browser version and it seems silly that you can add documents for income in the web browser version but not the desktop version.&nbsp;CheersJesi

sammib · Answer

I agree. it would be a great option to have on the desktop version.

steven_m · Answer

Hi&nbsp;Jesi&nbsp;
&nbsp;
The AccountRight desktop application currently allows for documents to be added to Bills, Spend money, and employee cards. Additional transaction types such as Receive money transactions are not able to have documents attached via that application.
&nbsp;
In saying that, through the Banking transactions window in the AccountRight browser interface documents can be attached. This does include Receive money transactions.

steven_m · Answer

Hi&nbsp;Jesi&nbsp;
&nbsp;
The attaching of documents to additional transaction types is a popular feature and idea of the product. While we can certainly see the need for it, to my knowledge, this is not a current feature that we are looking into at this time.&nbsp;
&nbsp;
If you do need to attach documents to those banking transactions then we do recommend using the Bank transactions window in the AccountRight browser interface to achieve that.

dbrokers · Answer

I have just tested how to attach a document to receive money in the browser which works - but how do I then go back and look at that attachement at another time?

Forum Discussion

attach documents to Receive money

Looking for something else?

Related content

Attached documents

Document Attachment

Attaching documents to Sales Invoices

Attaching documents to sales, quotes, invoices, etc

Receivables reconciliation

Attached documents in MYOB

Add attachment/Document to Sales

Attach scan to receive money