Forum Discussion

outsourced_01's avatar
outsourced_01
Member
6 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

3 Replies

  • DBrokers's avatar
    DBrokers
    Contributing Cover User
    5 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. 

  • APlusAccounts's avatar
    APlusAccounts
    Cover User
    6 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

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