eInvoicing, Purchase Orders and Bills

Question

Hi - I am hoping someone can enlighten me as to what the hell the workflow is for using the above...

Simply, I expect to be able to raise a PO to a supplier, and when the work / services are complete, they can send me an invoice.

Many suppliers (though not all) are moving to eInvoicing, however for those who are not I have supplied them with my In-Tray link -- so in effect all invoices (e- and standard) end up in the In-Tray.

From what I can tell, MYOB only provides me two functions:

Within the PO screen, I can convert the PO to a Bill. Great. Except now I have a separate record, with no way to link / match to the Invoice already in my In-tray.
Within the In-tray, I can obviously convert the invoice to a Bill. Also great. Except I seemingly have NO method to link the Bill to the existing PO.

I am missing something here, or is this pretty fundamental function completely broken?

And if this just doesn't exist in MYOB (as I know it does in Xero), what the hell is the workflow meant to look like here?

Matt

nikkym · Answer

Hi Matt,&nbsp;Once a document is in Uploads, you can link (attach) it to a bill you've entered into MYOB or use the document to create a new bill or spend money transaction.Here's how to link a document from Uploads to a bill or spend money transaction in MYOB.To link documents from UploadsHere's how to link a document from&nbsp;Uploads&nbsp;to a bill or spend money transaction in MYOB.Click&nbsp;Uploads&nbsp;on the menu.Click the ellipsis (...)button for the document you want to link and choose&nbsp;Link to existing bill.Select the transaction.Click&nbsp;Link. The document is linked to the selected bill and disappears from&nbsp;Uploads.I hope this works for you.Cheers,Nikky

hockingconsult · Answer

Hi Nikky,&nbsp;This doesn't work as described, at least not for eInvoices -- these don't appear when attempting to link from a Bill (if I create one from a Purchase Order).&nbsp;Matt

nikkym · Answer

Hi Matt,&nbsp;&nbsp;Currently, you can only create a bill from the eInvoice. This feature is not available and its best to submit this as a future enhancement on the MYOB Business Ideas exchange. The more traction your idea gets, the higher the chances of getting this idea floated and implemented in product.&nbsp;Have a good day.Nikky

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eInvoicing, Purchase Orders and Bills

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