Forum Discussion

4 years ago

Scanning docs in to sales records

We love the "In tray" facility that allows Suppliers invoices to be put into the Purchases Register. Is there any way we can do the same for Sales Register?

We need to be able to put our Factory order sheets (that have manufacturing details on them) in with the Sales/customer invoice to have a record of how it was manufactured.

Is there any way we can get that info onto the Sales Register or even on the the "Card info" tab would be useful.

Cheers Sandy

Steven_M
4 years ago
Hi BDHuxley106579

Great to hear that you are loving the In Tray functionality!

In terms of sales transactions, AccountRight will only allow documents to be uploaded for Bills or Spend Money transactions. Sales transactions would not allow you to upload a document.

However, you can upload documents in the browser interface to banking transactions including deposits. So you could look at adding that document to the payment transaction if required. Help Article: Attaching documents to bank transactions.

Alternatively, within the desktop application, when you open the Customer's card you will have in the top left an Attachments option. This will allow you to attach documents to the customer's card. These documents do need to be uploaded or dragged and dropped into that window. They are not able to come from the In Tray.

Steven_M
Former Staff
4 years ago
Hi BDHuxley106579

Great to hear that you are loving the In Tray functionality!

In terms of sales transactions, AccountRight will only allow documents to be uploaded for Bills or Spend Money transactions. Sales transactions would not allow you to upload a document.

However, you can upload documents in the browser interface to banking transactions including deposits. So you could look at adding that document to the payment transaction if required. Help Article: Attaching documents to bank transactions.

Alternatively, within the desktop application, when you open the Customer's card you will have in the top left an Attachments option. This will allow you to attach documents to the customer's card. These documents do need to be uploaded or dragged and dropped into that window. They are not able to come from the In Tray.
- BDHuxley106579
  4 years ago
  Thanks Steven this will be the easiest solution for us. much appreciated ;) It works well and will encourage to use the Contact log more too.
  Sandy aka Huxley
The_Doc
Ultimate Cover User
4 years ago
Hi BDHuxley106579

I agree - great feature - we use it a lot.

Yep - be nice for sales but as Steven_M says - not available - the work around suggested might help - but here is another workaround....

Create a supplier called XXManufacturing(internal) - send the document to the tray and attach it to a purchase for that supplier - create a simple item - non-inventory - and buy it for 0.01c - and allow MYOB to allocate a purchase number or you can give it the same purchase number as the sales invoice number - now you can tie this to the sales and you have a permanent record.

Not tidy but the beauty of MYOB - after 25 years of using it and helping my MYOB clients is that there is generally a work around that fits.

oh - the 0.01c - bill - in the scheme of things I am sure you can pay this somewhere as incidental expense.
The Doc