Forum Discussion

Avogel's avatar
Avogel
12 months ago

Expenditure

Hi, 

 

I am a new user with Myob, we are running a small business. 

 

I have uploaded all our receipts to "In tray". How do I allocate these now as expenditure such as fuel, phone bills etc? 

 

Thanks 

  • Genreve_S's avatar
    Genreve_S
    12 months ago

    Hi Avogel, 


    Thanks for posting and welcome to the Community Forum. 

     

    I understand how daunting learning the app is. You can create the transaction from the attachment in the In Tray. I recommend reading through this help article, Working with In Tray Documents. This will provide more information regarding the process of creating transactions from In Tray. 

     

    Feel free to let us know if you require any clarifications after reading the article. 

     

    Thanks,
    Genreve

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    12 months ago

    Hi Avogel, 


    Thanks for posting and welcome to the Community Forum. 

     

    I understand how daunting learning the app is. You can create the transaction from the attachment in the In Tray. I recommend reading through this help article, Working with In Tray Documents. This will provide more information regarding the process of creating transactions from In Tray. 

     

    Feel free to let us know if you require any clarifications after reading the article. 

     

    Thanks,
    Genreve

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