Forum Discussion

Yoko's avatar
Yoko
Experienced Cover User
3 years ago

In Tray forwarding more than one invoice

I would be interested to know how those using the In Tray process forwarding emails that contain more than one invoice? Sometimes a supplier sends multiple invoices attached to the one emails as a si...
Yanike_S's avatar
Yanike_S
MYOB Staff
3 years ago

Hi Yoko 

 

AccountRight will treat each PDF uploaded to the In Tray as a single document and allow for the document to be attached to one transaction.


This does mean that if you are provided with a number of transactions in a single PDF file you would be looking at separating that one PDF into those individual transactions before uploading to the In Tray.

Yoko's avatar
Yoko
Experienced Cover User
3 years ago

Hi Yanike_S 

Yes.  That is how I am processing the pdf's.  I just wondered if there was a more efficient way of saving them as individual documents.

Thanks

  • Yanike_S's avatar
    Yanike_S
    MYOB Staff
    3 years ago

    Hi Yoko 

     

    As I mentioned before, AccountRight will treat each PDF uploaded to the In Tray as a single document and allow for the document to be attached to one transaction.


    So if there are multiple transactions in a single PDF file you would have to separate one PDF into those individual transactions before uploading to the In Tray. I recommend using a PDF splitter tool, there are many free options available online.

     

    I am not aware of a more efficient way of saving them as individual documents.

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