DKP's avatar
DKP
Trusted Cover User
10 years ago
Status:
Done

In Tray: Adding document to purchases already with a document attached

The heading should be self explanitory.

 

as below that i found on forum, i don't know if this has already been suggested

 

""However if you would like the developers to include the option to attach multiple documents to the one transaction in a future release you can raise it as a suggestion over on the MYOB AccountRight Idea Exchange so the developers can gauge the genuine demand and consider implementing it.""

 

Cheers

27 Comments

  • OZNZ's avatar
    OZNZ
    Contributing Cover User

    I have recently started using the In Tray facility, which I thought was useful, however have discovered a fairly major glitch in the system.  In brief, once you have added a pdf document to a purchase, it will not allow you to add another document.  I have entered an employees expenses into the system, and scanned in his expense form.  Then I needed some receipts for office equipment (capital expenditure) which I know will be needed by our accountants at a later date.  He forwarded these separately, however MYOB will not allow me to add these receipt pdf's once there is a document already in there.  I see this as a complicated and time consuming task as documents don't always come through at the same time.  It needs the facility to store other information. 

     

    MYOB have advised you can only have 'one' document so I would need to scan all receipts together - which is obviously not ideal, or practical.

     

    Please can you look at this?

     

    Also - now that we have 2 company files I cannot email the pdf's straight into the in box, it needs to be dragged and dropped in.  This is easy enough, but the emailing was easier so I hope they address this soon also.

  • Hi BuilderBoy

     

    Thank you for your feedback in regards to the In Tray

    I've merged your idea with this one already included on the AccountRight Idea Exchange.

  • I need to link more than one invoice to a bill. The 'solved' response from 2012 is a work around not really a solution. Hoping that progress has been made on this since 2012!!

     
  • Status changed:
    New
    to
    Open

    Hi DKP

     

    Thank you for your idea in regards to AccountRight and the ongoing improvement of the In Tray.

    I would encourage other users that would like to see the ability to attach multiple documents to one purchase to vote and comment if required for this idea.