Forum Discussion

Member

11 months ago

Solved

Attaching documents to a "Receive Money" transaction

Hi Everyone,

Is there a way to attach a document to a bank transaction in the Account Right desktop app, or is this only available in the online version?
I have multiple receive money transaction that I want to attach a PDF to, I have worked out how I can do this online through the bank transactions, this attachment does not then show in the desktop app.

Thank you

SupportNoteGuy
11 months ago
Hi outsourced_01 - thanks for the question!

Yes, you can attach documents to transactions in the AccountRight desktop app - here's a help topic that explains how: Attaching documents to transactions.

I hope this helps!

Adrian

3 Replies

APlusAccounts
Cover User
10 months ago
Hi SupportNoteGuy,

you say documents can be attached to transactions BUT your link only demonstrates how to attach them to purchase journals. How does one attach a document to a receive money transaction (as per outsourced_01 Member's original question)?

Thanks,

Jo-Anne
DBrokers
Contributing Cover User
9 months ago
I agree - the original question of attaching money to receive has not been answered by Member: SupportNoteGuy | MYOB Community . This is a feature we have been requesting for a long time now - competitor software has this functionality - when is MYOB going to catch up as the desktop version is preferred by a lot of users. Documents attached in the web version cannot be accessed so this feature is not helpful.
SupportNoteGuy
MYOB Staff
11 months ago
Hi outsourced_01 - thanks for the question!

Yes, you can attach documents to transactions in the AccountRight desktop app - here's a help topic that explains how: Attaching documents to transactions.

I hope this helps!

Adrian