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Sam_P's avatar
Sam_P
Experienced Cover User
7 years ago
Solved

Uploading Supplier Invoices

Hi

Accountright plus - Can supplier invoices be uploaded to MYOB to the relevant purchase transaction?

Thanks

  • Hi Sam_P 

     

    In Tray documents are uploaded to the purchase (bill) transaction that you record in AccountRight.

     

    For example, you get a supplier invoice in via a hard copy, you can attach a copy of the physical supplier invoice to your AccountRight transaction so you have a record of the original received document from the supplier.

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  • Steven_M's avatar
    Steven_M
    Former Staff
    6 years ago

    Hi Sam_P 

     

    In Tray documents are uploaded to the purchase (bill) transaction that you record in AccountRight.

     

    For example, you get a supplier invoice in via a hard copy, you can attach a copy of the physical supplier invoice to your AccountRight transaction so you have a record of the original received document from the supplier.

  • Hi Sam_P 


    When company files are uploaded to the cloud with AccountRight Live they can use the AccountRight In Tray. This will allow you to add documents and allowed them to be scanned for information to add the user in creating the relevant purchase transaction.


    Our Help Article: Working with In Tray Documents has more information on this feature.

  • Sam_P's avatar
    Sam_P
    Experienced Cover User
    7 years ago

    Hi Steven,

     

    Thansk for your help.  To clarify, as I understand your response, it is not possible to upload an invoice to the actual purchase transaction in MYOB AccountRight Live as is possible in Xero.

     

    Regards

    Sam

  • Steven_M's avatar
    Steven_M
    Former Staff
    7 years ago

    Hi Sam_P 

     

    An invoice that is sent to yourself from a supplier is able to be uploaded to the AccountRight In Tray. 

  • Sam_P's avatar
    Sam_P
    Experienced Cover User
    6 years ago

    Hi Stephen

     

    Thank you againm however that doesnt really answer the question.  Can you upload the document to the actual payment or purchase transaction?

    I'm not sure how I can word my request differently.

    Thanks Sam

  • Sam_P's avatar
    Sam_P
    Experienced Cover User
    6 years ago

    Thanks Steven,

     

    I now understand.  The documents have to go to the intray prior to being added to the relevant transaction.

     

    Thanks for your patience

    Sam