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luttrell's avatar
luttrell
Member
5 months ago
Solved

In Tray Invoices -

Assistance with explaining what these orange ticks and crosses mean over some invoices that have been forwarded into our In-tray. When i click onto these, no invoice appears just a large tick or c...
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  • luttrell's avatar
    luttrell
    5 months ago

    I believe - when I FWD certain emails with the invoice attached from the original sender the ticks and crosses appear > I've instead composed a new email, attaching the invoice to that email and the invoice appears in the Intray - don't know if this is a solution but definately easier to figure out.

Genreve_S's avatar
Genreve_S
MYOB Moderator
5 months ago

Hi AlanT,

 

If you’re looking at the ticked items in the In Tray, there’s no way to see if they’re matched up with transactions from there – the In Tray only shows docs that haven’t been linked yet.

Jump into the bank register or purchase register instead. Have a look at the right-hand column for a little document icon. If you see one, that means there’s a document attached to that transaction. You can open up the transaction to double-check if it’s the right doc.

If you want to dig a bit deeper, check out the help article called “Working with Uploaded Documents” for the full rundown on how the In Tray works.


Regards,
Genreve

luttrell's avatar
luttrell
Member
5 months ago

Hi AlanT​ , Genreve_S​ ,

I've deleted the ticks and crosses to restart again > resent the invoices that were missing back to the intray > they appear still as ticks and crosses > when I select and click ' Create New spend money"/Bill ' for both ticks and crosses no information appears.

I have checked the Bank Register > none of the invoices that I reforwarded are in the bank register either.

 

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