Sales: In Tray - attach documents

totally agree the adding of a photo/invoice should be for spend money, sales, purhcases - all the same 

This is a fantastic suggestion Hayley,

As a transport company we're required to send the corresponding consignment note/s or other supporting documents with all our invoices but to do this we have to generate the Invoice in MYOB then email it to ourselves so we can attach whatever else we need ... and then send the email to the client from outlook. Creating a lot of extra steps just to send an Invoice.

In saying that, using outlook is actually prefered in those cases where we've been requested to resend "missing/lost/misplaced" invoices because we forward them on in their original email trail. 

Yes agreed,  this would be extremly useful.  To be able to attach the customers purchase order to the invoice would be great.  This would save a lot of paperwork. Xero has this function in their package.  It allows you to choose whether to send the document with the invoice or just to attach it for your own records.

Please MYOB developes make this essential software change ASAP.

Thanks

I support this suggestion Hayley.  Should all be streamlined and the same as purchases

Absolutely excellent idea.  It should be able to upload the original request/quote correspondence so I can quit printing it all out

If this suggestion does become available, I'd like to add that it would be super helpful to be able to drag and drop directly from an email, rather than as we're currently required to do through the 'Purchase' module, which is to either A.) Save the document/attachment and then upload it or B.) Drag and drop it from the email to our desktop first and then drag and drop into MYOB. 

Thanks for putting it out there.... hopefully the Tec-sperts will add this feature sooner rather than later... :) 

Dear MYOB
Please allow Attachments for all transactions - Receive Money, Enter Sales, Payroll and Record Journal Entry.

Is there any reason why with price increases this has not been done ?
It has been a while since I suggested that MYOB allowed for GST in Journal Entries - Version 10 I think and Done
Regards
Greg N Smith
Accountant for 2 MYOB Users

This is my issue as well. Most of my clients are in the agricultural industry and most of their sales are made via way of customer produced  tax (sales) invoices. with the various deductions for levies (no gst) and freight, commission etc.  This tax record of the sale and its deductions should be able to be attached to the corrosponding sales invoice we raise in MYOB on behalf of the seller/client.  There are many other cases or instances outside my issue where one may like to attach a record of whatever to a sale.

Presently the client collates  (or looses) this info in arch binders and/or somewhere in their emails which is archaic.

If a sales intray a big issue for MYOB just the ability to attach a document from (say) our desktop would be a great step in the right direction.

You can do it in Xero!

Totally agree. We are in the truck repair business and regularly have to send photos to support our quotes. We add these in as attachments when sending from the system however the only way to find them again is via the email chain (assuming we've sent the email to ourselves).