Our small business is currently trying to go paperless as much as possible. Any accounts received by email are received as a pdf and I transfer it into files for safe keeping. I started thinking woul...
Setup: Filing cabinet for documents
Rochelle23
12 years agoCover User
Hi,
I like operating a paperless office, so will MYOB AccountRight Live be implementing the function to attach a PDF of receipts/invoices etc to Purchase or Spend Money entries?
Cheers
Rochelle
- Dale12 years agoMYOB Staff
We are planning to add this capability into the product in a future release. Once approach we are looking at is rather than storing the actual document in the company file itself, allow a link to be stored against the transactions, you would then click the link and it would dispaly. Would this meet your requirement?
- Dale12 years agoMYOB StaffStatus changed:NewtoNew
- Growers12 years agoTrusted Cover User
I too have been looking for a solution to this for ages. I used to work with a large company that had a document managment program however it was not linked to the accounting software although it could have been set up to do so.
I strongly suggest that for this to work effectively, MYOB would need to have a button that once pressed, would link you directly to the invoice / receipt / purchase order / quote etc from within the screen that does the processing for that document. Where the document is actually stored is less of an issue however, it would make sense for them to be stored externally to MYOB otherwise the datafile becomes too large to handle and would take ages to load.
Something like a hyperlink might work if it guaranteed full integrity with the document and the accuracy within MYOB.
Greg
- booksbysarah12 years agoUser
Hi,
I would love this feature. I hear another software co has a similar function on their mobile app, whereby you can take a photo of a credit card receipt and this photo is then embedded in the spend money transaction. Would be fantastic for tradies, especially if the photos can be batched or flagged "to be entered" until the the relevant spend money transaction is created.
Don't see a problem with the storage location being outside the file - but aren't we working on cloud based software here?
thanks
Sarah
- JasonHill12 years agoFormer StaffStatus changed:NewtoNewMany thanks for your feedback. We plan to add this capability into AccountRight in a future update of the software. We welcome further comments and will keep you informed of progress.
- Growers12 years agoTrusted Cover User
This is great news Jason. I look forward to its implentation with much enthusiasm.
Greg
- ASWatCR12 years agoPartner
When considering how "attaching of receipts to invoices etc" will work, I know it is possible to have a hyperlink of sorts that links to the document regardless if the document is subsequently moved (if it is deleted of course that will not work then) . We call them "smartlinks" - food for thought for the programmers. I this this in an important consideration when developing this feature.
- DavidMcG12 years agoPartner
Whatever approach is used (inside or outside Accountright) it needs to be a read only feature so files cannot be moved/deleted (or with proper security to prevent unintended actions), and in a place that can easily be backed up and shared/accessed by different users. This is especially important if it is the only copy clients are going to keep.
The ability to access them from a remote location would also be terrific, especially for us accountants who are using Accountright live to access the database.
The ability to take a photo on your phone and attach it would be terrific - perhaps in a later version the ability to then scan/email a document/photo to a dedicated email address and have Accountright monitor it (a bit like MYOB PDF Manager's watchfolder) and have it available for import in Accountright the next time you open it would be the ultimate.
- whirlwinds12 years agoUser
When this is implemented - and the sooner the better - PLEASE......... Please make sure that there is room for many attachments. I work in the construction industry and no invoice gets paid unless it has the work docket signed on site by the foreman attached to it. Our invoices are for daily hire and they sometimes have up to 12 dockets (one for each day) attached to them when we send them. We have started to do this online but at the moment it means exporting the invoice from MYOB then sending a new email to the client attaching the invoice, all of the dockets and then in many cases copies of our subctractors statements (evidence of our insurances).
Thanks
- Liam_M11 years agoFormer StaffStatus changed:NewtoNewThe ability to add email attachments when emailing from AccountRight has been added in version 2013.4.