Forum Discussion

Zoanne's avatar
2 months ago

Drag & Drop - new Outlook

Hello,

 

We use the AccountRight (desktop) and since updating to the newest version of outlook you can no longer drag & drop pdf invoices in to the MYOB inbox. Thanks

3 Replies

  • Shella_A's avatar
    Shella_A
    MYOB Moderator
    2 months ago

    Hi Zoanne,

     

    If your company file is online, you can store your invoices securely in AccountRight's in tray. For more guidance, you may refer to this link on how to upload documents in in-tray. Additionally, you can try saving the PDFs from your outlook to your computer first and then uploading them manually to the MYOB inbox if you’re working with offline file.

     

     

    Cheers,

    Shella

  • Zoanne's avatar
    Zoanne
    2 months ago

    Hello Thanks for the reply. Im trying to drag and drop a invoice(pdf) into the in tray and it wont let me. I have a new computer with the new version of outlook (released feb 2025) and it doesn't allow it. My older computer with the old version of outlook on it still works. 

     

     

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    2 months ago

    Hi Zoanne,

    If you're experiencing difficulties dragging and dropping an invoice (PDF) into the In Tray, try saving the document to your desktop first and then uploading it from there. Additionally, you might want to consider reinstalling both AccountRight and Outlook to see if that resolves the issue. It's also a good idea to ensure that all your Windows updates are installed, including updates for the .NET Framework.

    I hope this helps!

    Regards,
    Earl