Forum Discussion

Kerry10's avatar
Kerry10
Trusted Cover User
5 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 atta...
SupportNoteGuy's avatar
SupportNoteGuy
MYOB Staff
5 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

 

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.