Forum Discussion

Member

4 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
4 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
3 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
3 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
4 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