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
DKP
Trusted Cover User
Is MYOB ever going to development an attachment feature? I have used a different program in the past where whilst entering in a Creditor's Invoice, i could scan the document to my computer, save it, then attach it to the program data for that invoice. Came in really usefull with interstate offices where one needed to see the actual invoice rather than just the data entry. Also great for scanning associated quotes and documentation relating to the purchase of the goods. Excellent too for us small business users who have the chance to actually run a 'paperless' office.
drdiff
10 years agoContributing Cover User
Hi
I am using account right plus,
Wondering if possible, 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 & all things related to a sale or purchase. 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?
Also multiple email or cc area's. also being able to attached a document to a sale invoice or remittance.