Forum Discussion

Jesi's avatar
Jesi
Experienced Cover User
3 years ago

attach documents to Receive money

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

5 Replies

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  • Jesi's avatar
    Jesi
    Experienced Cover User
    3 years ago

    Thanks Steven,

     

    Will MYOB add the ability to add documents to Receive Money in AccountRight Desktop?  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.

     

    Cheers

    Jesi

  • SammiB's avatar
    SammiB
    Trusted Partner
    3 years ago

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

  • Hi Jesi 

     

    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.

     

    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's avatar
    Steven_M
    Former Staff
    3 years ago

    Hi Jesi 

     

    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. 

     

    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's avatar
    DBrokers
    Contributing Cover User
    3 years ago

    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?