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Moethu's avatar
Moethu
User
2 months ago
Solved

Bulk Invoice upload and Invoice Approval

Hi 

 

We use MYOB account right .

 

Can you please advise

1. how can we bulk invoice upload

2. bills approval , that need to be approved by our team

 

How can we add those function in our MYOB account right ?

 

 

  • Genreve_S's avatar
    Genreve_S
    2 months ago

    Hi Moethu,

     

    Welcome to the Community Forum. 

     

    At present, the method to upload invoices in bulk to the app is by importing them using a template. I recommend reading through the article 'Using an Import Template' for a step-by-step process to accomplish that. 

     

    As for your second query, currently, no feature allows pending bills to be approved before they are recorded. I encourage you to post this as a suggestion on the Ideas Exchange board for consideration in future updates.

     

    In the meantime, feel free to create a new thread if you require any other assistance.

     

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

     

    Thanks,
    Genreve

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  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 months ago

    Hi Moethu,

     

    Welcome to the Community Forum. 

     

    At present, the method to upload invoices in bulk to the app is by importing them using a template. I recommend reading through the article 'Using an Import Template' for a step-by-step process to accomplish that. 

     

    As for your second query, currently, no feature allows pending bills to be approved before they are recorded. I encourage you to post this as a suggestion on the Ideas Exchange board for consideration in future updates.

     

    In the meantime, feel free to create a new thread if you require any other assistance.

     

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

     

    Thanks,
    Genreve