Forum Discussion

kowelec's avatar
kowelec
Member
2 years ago
Solved

Deleting from In Tray

Hey Brains Trust!  I'm new to Myob and it's functions and just wondering, once I've linked a source document from the in tray, can I delete it from the in tray and have it stay on the bill?    Tha...
  • Earl_HD's avatar
    Earl_HD
    2 years ago

    Hi kowelec,

    Thanks for your post, and welcome to the Community Forum! Once you've linked a source document from the in-tray to a bill or transaction, you can typically delete the document from the in-tray without affecting its presence on the bill. However, it's important to note that once a document is deleted from the in-tray, it cannot be recovered. To retain a copy of a document before deleting it, it's recommended to download it first. For detailed instructions, please refer to this help page: Working with In tray documents

     

    Feel free to post again, we're happy to help!

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

    Regards,
    Earl

Earl_HD's avatar
Earl_HD
MYOB Moderator
2 years ago

Hi kowelec,

Thanks for your post, and welcome to the Community Forum! Once you've linked a source document from the in-tray to a bill or transaction, you can typically delete the document from the in-tray without affecting its presence on the bill. However, it's important to note that once a document is deleted from the in-tray, it cannot be recovered. To retain a copy of a document before deleting it, it's recommended to download it first. For detailed instructions, please refer to this help page: Working with In tray documents

 

Feel free to post again, we're happy to help!

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

Regards,
Earl

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