Forum Discussion

Randolph's avatar
31 days ago

Unable to Set Invoice as Primary Attachment in Bills – AccountRight Web

Hi Team,

I’m currently using the web version of MYOB AccountRight to manage bills, and I’ve encountered an issue with the attachments function.

Every time I upload a bill, I also attach supporting documents like screenshots of email approvals. However, MYOB automatically changes the order of the attachments. I would like the invoice to remain as the primary attachment or appear first, but regardless of how many times I delete and re-upload the files, the system rearranges them unpredictably.

This makes it confusing for our team and auditors when reviewing the bill, as the invoice is not immediately visible. I’ve also tried renaming the files to influence the order, but it doesn’t resolve the issue.

Could you please advise if there is a way to:

  1. Set a primary or default attachment?
  2. Reorder attachments manually?
  3. Or any best practice to ensure the invoice stays as the main reference document?

Thank you for your assistance!

Kind regards,

Randolph 

2 Replies

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator

    Hi Randolph,

     

    The web version of MYOB AccountRight doesn't have a feature to manually set a primary attachment or reorder documents once they're uploaded to a bill. We understand how important it is for the invoice to show up clearly, especially when multiple files are attached.

     

    As a workaround, you could try uploading the invoice last (after all supporting docs), as sometimes the system picks the most recently added file to show first, though we know this isn't always consistent.

     

    If this feature is essential to your workflow, we'd definitely recommend submitting it to our Ideas Board. That's the best way to get in front of our product team and help influence future updates.

     

    Regards,

    Sai