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Kerry10's avatar
Kerry10
Trusted Cover User
2 months ago

In Tray Documents

We are closing our business soon, and have used MYOB for 30 years.  We use AccountRight Plus, and have been storing our supplier invoices and also Spend Money transactions in the InTray and then attaching them to the transaction in MYOB.

We have been reading that if we take the file off-line, which would save us paying a monthly fee after we close the business, that we will no longer have access to our supplier invoices etc. How do we store these documents or do we have access to them in some way, in the case of an audit if that happens within the next five years?

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  • SupportNoteGuy's avatar
    SupportNoteGuy
    MYOB Staff
    2 months ago

    Hi Kerry10 - thanks for your question.

     

    You are correct - the In Tray is only available if your AccountRight company file is online. So if you take your file offline, you'll lose access to the In Tray.

     

    Before moving offline, you'll need to download copies of all the documents you have attached to your bills and spend money transactions - and store them securely another way.

     

    Here are some help topics that have info about the downloading process:

     

    I hope this helps!

     

    Adrian