Attach documents to all different transaction types

Thanks CathJ that is an excellent idea. My boss emails me remittance advices and I would like to add them to the payment received "In Tray" folder if there was one.  So adding an In-Tray to all sections is even better!

Hi ABC_55,

Thank you for your post. I'd like to extend you a warm welcome to the Community Forum, I hope you find it a valuable resource.

Thank you for sharing your feedback and sharing your ideas and we appreciate your patience and understanding on this matter. We'll be raising this through the required team. Rest assured that we'll provide communications and updates once the feature is added to our system. 
 

Thanks, 

Cel

Please, please, please add this feature to be able to attach (or at least link) documents to any transaction

Hi Roz and Fairy

Thank you so much for your post and suggestion. I already forwarded this  to the team and we will be posting an update once this feature will be available in our software.

Feel free to post again, we're happy to help.
Regards,
Earl 

It's a basic feature that should have be added in years ago.  You need to have this feature so you can attach documents and evidence to that actual GJ.  Lift your game MYOB and make it happen!  Get into the 21st Century.

Earl_HD Adding reciepts in banking and invoices to purchases is great, but it would be great to be able to add sales contracts/ supporting documents to Sales too.

Like the purchases and banking we didn't know how good it was until we got the ability to be able to do it.

Personally I think a lot of people would appreciate it. I know 10 of my clients would :-)

This would be fantastic!

I have a number of clients who use Sales orders, so it would be good to be able to attach the Sales Contracts as reference instead of having to go searching through other locations.

Hi CathJ 

Thank you so much for your post.  Currently, this feature is not available to our software. If you do need to attach documents to those banking transactions then we do recommend using the Bank transactions window in the AccountRight browser interface to achieve that.

Please see this help article for more information : Attaching documents to bank transactions
Regards,
Earl