can you please add the option to add an invoice when entering a journal entry. I just entered a journal entry for a large purchases which was financed but am unable to add the invoice so that the accountant can easily see and check
"Add invoice to journal entry"
Hi,
We often enter journal entries for purchase of new equipment when it is financed. I don't think you can attach documents (such as tax invoices and finance docs) to journals in MYOB - unlike other software. Can you add this feature. It saves bookkeepers having to store documents in several locations.
I add files in other softwares for bank statements and loans so the Tax Accountant can get the information from the client's software.
Rosemarie
This is an excellent idea with the facility to attach documents to a journal to assist in the storage of supporting documents.
I would also like to see MYOB allow attachments to sales invoices. We are audited and auditors always want documentation on our income. It is painful adding it after the fact in the banking portal.
would be good if MYOB could enable document to be attached to gen journal entries to support/explain the transaction. Add this wish to the wish list for being able to add documents to SALES transactions - posts for this show there is a demand for it and for a number of reasons
It would be great if you could attach a pdf file to a journal entry.
In the age of reducing paper records, now that we have attachments for Sales and Purchases as well as employee cards, could a request for adding attachments to general journals as well as spend/receive money be added? This would allow the backing paperwork for these types of transactions to be uploaded in MYOB instead of being separately kept as hard copies.
Many thanks
Polly
Hi Developers.
Whilst it's a great feature that attachments can be added to purchases, it would also be freat if we can have the ability to make attachments available to "Receive Money" & " General Journal" functions.
Hopefully, we can see this feature in the near future.
Thank you.
Patrick Kok
Just wondering when MYOB will allow documents to be attached to General Journals just like it is done in purchases and spend money?
When doing a manual stocktake or depreciation journals, it would be great if we could attach the source documents so it can make it easier for accountants/ auditors to locate documents without chasing the client if they don't provide it
Could we have a function to attach PDS to all kinds of transactions?
Deposits - Remitance advices
Journal entrys - end of year jorunals
Bank Accounts - Loan documents
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As mentioned by others, it would be great to attach the einvoice, which would complete the record and remove the need to search for paper copies
Agree, this idea is great. I love accountability and attaching documents to a journal entry is common sence.
Is there any process on this at all for Attachements in GJE's?
Just very helpful as well to add the IAS or BAS to it.
Also helpful to add the email or GJE's from Accountants for EOFY, or Asset purchases adding the documents so they don't have to be emailed off at EOFY to each Accountant and handy for reference.
