Forum Discussion

Burra-Paul's avatar
Burra-Paul
Experienced User
3 years ago

Attaching documents to bank transaction

The option to attach is there. But all I get is the circle of death; MYOB is having nothing of it. Why?

This is on any transaction where I want to attach a document

  • Hi Burra-Paul 

    Can you clear the browser cache and then attempt to attach the document again? Is the same thing still happening and are you able to attach documents to other transactions on this window?  If not, please ensure that the size of documents must be less than 10MB in size and in one of these formats: PDF, TIFF, JPEG, or PNG.


    Please also try adding the document directly to the intray and let us know if that works fine. 

    • Burra-Paul's avatar
      Burra-Paul
      Experienced User

      I cleared the cache which logged me out of MYOB with an authentication error but did nothing for the perpetual revolving symbol of inactivity.

       

      I can, in fact, add a document to the in-tray, but the symbol of inactivity won't let me link a document from the in-tray.

      And the problem with your in-tray is that I can see no way to categorise documents; even by date or type would be useful.

    • Burra-Paul's avatar
      Burra-Paul
      Experienced User

      I have got it to work, but only on unallocated transactions or transactions I unallocate (but not on split allocations that I unallocate), which rules out anything allocated by a rule and would mean hanging off on allocating anything else until I have the document to attach.

      This isn't right

      • Komal_S's avatar
        Komal_S
        MYOB Staff

        Hi Burra-Paul 

        Thanks for providing the additional details, we have passed this on to our product development teams and will post an update once there are any changes to this feature. In the meantime, please continue attaching the documents to unallocated transactions. We're sorry for the inconvenience caused due to this.