Linking a receipt can't be this hard
Surely with all of the AI power out there myob could be linking our uploaded receipts to transactions. There are dates, amounts even business names. but it cant link them. And in the meantime why is...
Forum Discussion
Hi Dizzyswinger,
Matching a receipt should feel much more straightforward. One workaround, if these are bank-feed transactions, is to start from Banking > Bank transactions rather than the upload. In any view except Reconcile, click the attachment icon next to the transaction, choose Link from Uploads, select the receipt and click Link. The steps are in Attaching documents to bank transactions. If the item is already a Spend money transaction, open it through Banking > Find transactions, click the reference number, then choose Link a source document. MYOB can prefill details from the upload and show the document alongside the transaction. See Attaching documents to spend money transactions for the steps. We’ve seen the idea post you've shared, and it’s a great place for other users to add their vote. This can help bring the request to the attention of our product team.
Cheers,
Doreen
