Forum Discussion

manning's avatar
manning
Trusted Cover User
2 years ago

Link docs to existing bill

Hi why is the link docs to existing bills not working.  I've tried this over several days with different client files and I know what unpaid bill I want to link the doc to but it wont show the bill t...
manning's avatar
manning
Trusted Cover User
2 years ago

This issue still has not been resolved.  The function doesnt work on any of my client files.  Can you please investigate & fix the issue.  Currently the only way I can link or add a doc to a bill is by downloading it to my computer then going into the already input bill & uploading it. 

 

I've left the document in the Intray and the invoice I want to link it to from the in tray is INV-18539.

 

I've currently attached the document by downloading to my computer then uploading the docs once viewing the already input bill so you will see it there but you cant add it to the bill via the in tray option.

 

Regards

Teresa Manning

MYOB Certified Partner

Doreen_P's avatar
Doreen_P
MYOB Moderator
2 years ago

Hi, manning

 

Thanks for updating us.

 

We're sorry to hear that your concern is still not resolved. With this, we highly recommend removing the attached document from the bill by going to Purchases > Bills, selecting the bill to open it > Go to attachments, and then click the "x" mark to remove the document. Once done, go to In Tray > Click the ellipsis button for the document you want to link and choose Link to existing bill. If the bills are not showing up, tick the box "Show paid bills and returns" and then untick it. This way, all the open bills will now show up.

 

Should you require additional assistance, please do not hesitate to contact us.

 

If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

 

Best regards,

Doreen

  • manning's avatar
    manning
    Trusted Cover User
    2 years ago

    Hi Doreen, this is not the way I assumed the feature is supposed to work.  Why would I want to delete a document thats attached to a bill that I want attached to a bill then put it to the in tray and attach it again.

     

    Please have your IT people look at this feature properly.

    • Doreen_P's avatar
      Doreen_P
      MYOB Moderator
      2 years ago

      Hi, manning

       

      Thanks for your response.

       

      Please try linking the bill to an existing bill. If there are no bills showing up, change the filter to All Suppliers and then tick the box Show paid bills and returns, then untick it again. This should allow you to view all the bills. Please let us know how it goes.

       

      Best regards,

      Doreen

      • TMB2's avatar
        TMB2
        Member
        2 years ago

        I am having the same issue.  I cannot link to an exisitng bill via the In Tray.  I've done as you suggested by keeping the filter as All Suppliers and ticking then unticking the Show Paid Bills box and it still doesn't work.

         

        Any suggestions?

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Level up your skills using MYOB software.

 

Find help guides and technical solutions for all MYOB products here

Explore video tutorials for our software at the MYOB Academy here

 

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.