Forum Discussion

kowelec's avatar
3 months ago

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
    3 months 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