select the appropriate Purchase Order from the list that populates for that supplier,
convert to a Bill,
and then the pdf attachment disappears and is not linked.
The only way to do this is to convert the order to a bill first? which means it doesn't detect the Bill number or Bill date, and you have to edit manually?
Bank Feeds will come through to an AccountRight business and wait for the user to select Get Transactions, that is if they are not automated pulled through. If those bank feeds are not required, after receiving them into the company file they can be hidden by the user by right-clicking on the transaction and selecting Hide Transaction. Note: This does need to be done individually, there is no bulk hide option.
In saying that, and hearing the situation, I would have thought that if you have an employee that has since left the company you want to ensure that the potential transactions that they had entered (if any) have been entered correctly and truthfully. Having those bank transactions come in would be able to see that what transactions have come through the bank account and to ensure that they should have occurred and were done correctly.
In Tray documents are designed to be linked to Bills. Ideally, if you have recorded an order and it does need a document attached to it, that order should be converted into a Bill and the user should use the Link to Existing option to attach that document.
We are aware that when users are selecting a supplier through the In Tray process that they can select a pre-existing order from the Select From List window. In doing that it will open the purchase in the order window however, lose the document attachment. This is something that has been raised with the required team in the past as an area for further investigation.
I just wanted to confirm what I am doing is correct. Hopefully they can fix that issue as it will make the the entering of purchases much more fluid. I can't imagine many businesses would be entering Bills without having done a purchase order first, it seems clunky the way it is.
Also, is there any news on when the M-Powered payment feature will be available. It was the main reason I held off leaving Premier until last year. Not having to carry out the extra steps of creating and uploading a bank file reduced errors and saved time.
M-Powered Payments have been replaced in the AccountRight 20xx range with Direct payments (part of the electronic payments function). More information on that feature can be found on Setting up AccountRight for direct electronic payments.
Note: Only businesses registered as Sole Traders and/or Private Companies with the Australian Business Registry will be eligible for direct electronic payments.
Looking for something else?
Search the Community Forum for answers or find your topic and get the conversation started!
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Hi,
I'm after some guidance on using the intray.
I select a Bill,
then select Create an Invoice,
type the name of the Supplier,
select the appropriate Purchase Order from the list that populates for that supplier,
convert to a Bill,
and then the pdf attachment disappears and is not linked.
The only way to do this is to convert the order to a bill first? which means it doesn't detect the Bill number or Bill date, and you have to edit manually?
TIA
Steve
","body@stringLength":"541","rawBody":"
Hi,
I'm after some guidance on using the intray.
I select a Bill,
then select Create an Invoice,
type the name of the Supplier,
select the appropriate Purchase Order from the list that populates for that supplier,
convert to a Bill,
and then the pdf attachment disappears and is not linked.
The only way to do this is to convert the order to a bill first? which means it doesn't detect the Bill number or Bill date, and you have to edit manually?
TIA
Steve
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In Tray Purchases","moderationData":{"__ref":"ModerationData:moderation_data:699261"},"body":"
In Tray documents are designed to be linked to Bills. Ideally, if you have recorded an order and it does need a document attached to it, that order should be converted into a Bill and the user should use the Link to Existing option to attach that document.
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We are aware that when users are selecting a supplier through the In Tray process that they can select a pre-existing order from the Select From List window. In doing that it will open the purchase in the order window however, lose the document attachment. This is something that has been raised with the required team in the past as an area for further investigation.
In Tray documents are designed to be linked to Bills. Ideally, if you have recorded an order and it does need a document attached to it, that order should be converted into a Bill and the user should use the Link to Existing option to attach that document.
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We are aware that when users are selecting a supplier through the In Tray process that they can select a pre-existing order from the Select From List window. In doing that it will open the purchase in the order window however, lose the document attachment. This is something that has been raised with the required team in the past as an area for further investigation.
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Thanks Steven,
I just wanted to confirm what I am doing is correct. Hopefully they can fix that issue as it will make the the entering of purchases much more fluid. I can't imagine many businesses would be entering Bills without having done a purchase order first, it seems clunky the way it is.
Also, is there any news on when the M-Powered payment feature will be available. It was the main reason I held off leaving Premier until last year. Not having to carry out the extra steps of creating and uploading a bank file reduced errors and saved time.
I just wanted to confirm what I am doing is correct. Hopefully they can fix that issue as it will make the the entering of purchases much more fluid. I can't imagine many businesses would be entering Bills without having done a purchase order first, it seems clunky the way it is.
Also, is there any news on when the M-Powered payment feature will be available. It was the main reason I held off leaving Premier until last year. Not having to carry out the extra steps of creating and uploading a bank file reduced errors and saved time.
Regards
Steve
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M-Powered Payments have been replaced in the AccountRight 20xx range with Direct payments (part of the electronic payments function). More information on that feature can be found on Setting up AccountRight for direct electronic payments.
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Note: Only businesses registered as Sole Traders and/or Private Companies with the Australian Business Registry will be eligible for direct electronic payments.
M-Powered Payments have been replaced in the AccountRight 20xx range with Direct payments (part of the electronic payments function). More information on that feature can be found on Setting up AccountRight for direct electronic payments.
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Note: Only businesses registered as Sole Traders and/or Private Companies with the Australian Business Registry will be eligible for direct electronic payments.
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Typically, that Send Payments/Manage Payments options would be listed in that window. If that option is not listed, I would recommend ensuring that you are logging into the company file as the AccountRight Live Owner and that your ABN is listed as a Sole Trader and/or Private Company within the Australian Business Registry. Do ensure that you are using AccountRight 2020.2 or later.
\n
\n
If you are still requiring assistance with that setup process we do recommend contacting our team by submitting a case via myaccount.myob.com
Typically, that Send Payments/Manage Payments options would be listed in that window. If that option is not listed, I would recommend ensuring that you are logging into the company file as the AccountRight Live Owner and that your ABN is listed as a Sole Trader and/or Private Company within the Australian Business Registry. Do ensure that you are using AccountRight 2020.2 or later.
\n
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If you are still requiring assistance with that setup process we do recommend contacting our team by submitting a case via myaccount.myob.com
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