Forum Discussion

paulas's avatar
paulas
Experienced User
2 months ago
Solved

In tray and backups

I am looking to close one of our online accountright myob files.  But if I back it up I lose all my documents that have been attached to purchases via the intray and are required for an audit/inland ...
  • jenniek's avatar
    jenniek
    2 months ago

    Hi Paulas​ 

    I have an update on taking backups which includes attachments. I have been working with a company here in Hamilton, NZ who have been designing a product which will take regular or one-off backups which includes all invoices, and attached docs (InTray) as well as Excel data of financial information. Just gone live in the last few days, but I've been testing it awhile now. Works in both NZ and Australia. Take a look at

    https://mydataxport.com/. This might give you what you need. 

    regards,

    Jennie - jennie@jkbusiness.co.nz

jenniek's avatar
jenniek
Ultimate Partner
2 months ago

Hi Doreen_P​ 

I'm keen to know how you download all attachments (once they have been attached to transactions) as I was under the understanding this wasn't possible - except maybe via the new backup system??

Genreve_S's avatar
Genreve_S
MYOB Moderator
2 months ago

Hi jenniek,

 

Great question, and you’re right to ask it.

In AccountRight, there isn’t currently a way for users to bulk‑download every attachment that’s already been linked to bills or spend money transactions. Those can only be saved one by one by opening the transaction and saving the attachment from there.

Where Doreen’s suggestion helps is before the documents are linked, while they’re still sitting in the Purchases In Tray, you can open each one and save a copy to your own folders for audit purposes. Once they’re attached, they drop out of the In Tray, and there’s no “download everything” button in the software at this stage.

If someone does need a full set of In Tray documents for something like an audit, and manually saving them isn’t practical, our support team can sometimes help with extra options in the background, case‑by‑case, so it’s worth reaching out to us directly in that situation.

 

Regards,
Genreve 

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