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Sally11's avatar
Sally11
2 years ago

Off Line file and In Tray

Not sure if this has happened to others !!

 

For the last few years I have been attaching documents to my sales and purchases and just keeping the paperwork in a box rather than a folder by month attached to a statement like I have always done in the past. 

 

It wasn't until we just closed a company down and I moved the file offline (so that I didn't have to pay the ongoing fee for an online account) that I realised I had lost all of the attached documents.

 

MYOB really should advise people of this before you take the account offline. It is also something we should all be made aware of when we move a company to an online account that we will probably need to keep the company online until we no longer require the documents. Otherwise you will be keeping two sets of records, one manual in folders and the other on MYOB.

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  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    2 years ago

    Hi Sally11,

     

    Thank you for your post. I'm sorry to hear about the inconvenience you've faced with the attached documents. Moving the company file offline does indeed impact the accessibility of these attachments. It's a valid point and something that could be better communicated to users during such transitions, as the in-tray is a feature only accessible when the file is online. If the file was backed up and restored locally, it wouldn't display any documents from the In Tray. This includes any documents that have been attached to a transaction. Your patience and understanding are highly appreciated.

     

    If you'd like to retrieve these documents, we can certainly assist you with that. Please let me know, and we'll proceed with the request to retrieve these documents from the intruder and send them back to you.

     

    Cheers,

    Princess

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