Maree_C's avatar
Maree_C
Contributing Cover User
13 years ago
Status:
Done

Setup: Filing cabinet for documents

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 wouldn't it be easy if you were able to scan the document from a scanner /or email and import the pdf and attach to customer file or invoice or receipt number etc thus allowing you to look in the one area for a copy of a document instead of two places. It would be time and cost effective and easy for  the accountant and the tax audit trail or is there something that does this all now and I am behind?

 

Trying to get beyond the pile of paper.

 

Maree

 

suggestion:Accounting and scan software- MYOB accounting & Filing cabinet in one"

Banking
Cards
cut the paper
filing system
Going Paperless
Purchases
workflow
  • AngelaL's avatar
    AngelaL
    Experienced Cover User
    7 years ago

    Additionally it would be fantastic if there was a way to utilise the data in MYOB AE for practice Debtors via an intray function or similar so that our practice MYOB Accountright datafile can be used to monitor Receivables.

  • jennyg1965's avatar
    jennyg1965
    4 years ago

    I need to be able to attach pdf documents to Sales invoices.  Not to email, but to save a copy in our system.  Are there any plans to enable this please?

  • Dotay's avatar
    Dotay
    Experienced User
    4 years ago

    Account Right is good as far it goes but I would like to see this taken further. Expand MYOB from accounting to include administration. 

    1. A new command centre tab - File cabinet (for non-specific items)

    2. Make it so folders can be set. For example HR could include copy of various awards, and company policy/procedures. Contracts may include the property lease agreement, loan contracts, and long term supplier agreements. Other categories may include governance procedures, reconcilaitions, tax return.

     

    Keeping these documents with the MYOB umbrella adds to security and easy search.