Forum Discussion
Hi Matt,
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 Uploads
Here's how to link a document from Uploads to a bill or spend money transaction in MYOB.
- Click Uploads on the menu.
- Click the ellipsis (...)button for the document you want to link and choose Link to existing bill.
- Select the transaction.
- Click Link. The document is linked to the selected bill and disappears from Uploads.
I hope this works for you.
Cheers,
Nikky
- 6 months ago
Hi Nikky,
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).
Matt
Looking for something else?
Search the Community Forum for answers or find your topic and get the conversation started!
Find technical support and help for all MYOB products in our online help centre
Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.