Forum Discussion

JenelleO's avatar
4 years ago

In Tray

I have had this problem for a while now, but I was just wondering if anyone can help.  When I link a document to a bill, I have old bills from 2015 still in the list that haven't been linked.  Is there any way I can remove the unlinked bills from the list, so I don't have to go through thousands to find the bill I want to link.  Before you say select the supplier, I have already done that and there are still thousands.

PS  I have done some research and it seems to be the pre-conversion transactions.  Even when I link a bill, they aren't removed from the list.

thanks

Jenelle

5 Replies

Replies have been turned off for this discussion
  • Hello JenelleO 

     

    Welcome to the Community Forum

     

    You are able to remove unlinked documents from the In Tray, When selecting a document there should be a delete button you can select across the top of that window.

    I have attached a Help Article on working with in tray documents for reference.

    Please let me know how you go.

  • JenelleO's avatar
    JenelleO
    4 years ago

    That is not what I meant.  I mean the myob entries from the pre-conversion.  They are listed since 2015.  So everytime I want to link a document I have thousands to go through.

  • ChrisMYOB's avatar
    ChrisMYOB
    Former Staff
    4 years ago

    I can see in the screenshot you attached you have the show closed bills option ticked, this would be why all the closed ones from 2016 are showing as well.

    If you untick this option your open ones should be listed and be a much shorter list. Make sure when you untick that you click the green refresh button to update the list.

  • JenelleO's avatar
    JenelleO
    4 years ago

    Hi Chris

     

    thanks for replying.  That is not the problem.  I understand how it works.  I need to access the closed documents so I can link bills to them.  I need to get rid of all the old bills in the list from the pre-conversion.  As you can see they are from 2015.  Thats 7 years of bills I have to go through.