Hi Doreen,
I should clarify the documents are disappearing in the in-tray before I've been able to link them. If there is a different workflow that I should be doing could you please elaborate as it is not very intuitive.
Kind Regards ,
Hi Jayce89,
Thanks for clarifying. If the documents are disappearing from In Tray before you’ve been able to link them, that isn’t the usual workflow.
Just to clarify, In Tray documents can be created as or linked to a bill, but they can’t be linked directly to an open purchase order. If you’re using a purchase order first, convert it to a bill when the invoice arrives, then upload the invoice to In Tray and link it to the bill.
If the document still doesn’t appear, please check In Tray in the browser at app.myob.com, then refresh or reopen AccountRight. If it’s still missing, I recommend reaching out to our support team via My Account or connecting with our live chat team through MOCA, our virtual assistant, and let them know it disappeared before being linked so they can investigate.
You can also find more information in Working with In Tray documents.
Regards,
Genreve
