Electronic copies of invoices in MYOB
Hi when a couple of clients I look after decided to close their businesses and we therefore stopped their MYOB licence, I first rang MYOB to make sure we would still have access to the invoices atta...
Forum Discussion
Hi MezIndustries , that advice was not quite right. Your options are:
- request the documents from MYOB, they will give you the files but you may have to be persistent. The file names will have no meaning, and may not all be searchable.
- download the attachments one by one, same comment as to filenames and content.
- use our bulk download service, see my signature link for more details. You get PDF's with meaningful file names.
You are offering a separate service outside of MYOB, this does not answer my question.
MYOB advised that I would be able to see attached files and I can not.
Can MYOB provide a solution to this issue please, I don't want to have to pay an outside source for a service.
surely as an accounting package, there must be a solution from MYOB, we have been encouraged to go into the cloud, with confidence that our doucmentation would be safe and accessible.
Manola
Hi MezIndustries , my intention is to inform you of your options. To answer your question, the attachments are stored in a separate online database, and are therefore not included in a file which is backed up and restored locally.
Thank you I appreciate that, my point is simply that if we were called up for an ATO audit, it is not a simple process of opening a backup file, going to an entry and seeing the invoice as proof of expense.
do you know if MYOB is looking to address this as I apparently xero provides this for a very small fee to freeze a file at a point in time.
mez
Hi MezIndustries , as an independent partner I cannot speak for MYOB. A moderator may be able to comment about their plans.
See also https://community.myob.com/t5/AccountRight-Idea-Exchange/In-Tray-Download-all-documents-in-file/idi-p/618405, to which you may wish to add your vote.
