Purchases: Add attachments to transactions

To some extent, for many small businesses, their accounting system is at the heart of their whole administration. MYOB is the CRM, the database, the accounting programme, the mail merge application and so on. One thing that is missing is the ability to link attachments. Why bother filing and storing invoices and other documents when they can be scanned and attached to the actual transaction. When you use spend money to pay a bill you should be able to attach the supplier invoice to that transaction. Later on, when referring to the entry a user can open an attached PDF, MP3, hyperlink etc , which will give instant access to everything you could ever want to know about that payment. I see it as the ultimate filing system for a small business.

Agreed! - This facility could also extend to include other items such as payroll where you could advise the staff of upcoming functions / training days / factory closures / holidays / PAYRISES!!!!! / bonuses etc by attaching a suitable flyer

Greg

I agree. It would be useful to attach terms of business to sales invoices

Yes i agree, nearly 2 years in the planning & development COME ON MYOB we are all waiting for this option...........

Also, attach to statements, eg. signed copy of an invoice as proof of delivery

I Posted a reply to the following post:

http://community.myob.com/t5/LiveAccounts-Idea-Exchange/MYOB-LIVE-email-message-to-invoiced-customers/idi-p/222091#M1642

but it stall stands so to add to the votes pelase note

I'm also keen to see a saved email to provide, as well as the ability to add attachments, one of the main functions that sold me for this software was that I was told this had those abilities already. I do love the software but even quote or invoice I need to email I sent to myself and then provide my message as well as attached our Terms & Conditons, images of our product and our booking forms.

I would love the ability to do this all within MYOB.

Definately this would be great for invoices & statements!

Also do you have an ETA on when this will be done

Many thanks for your feedback ActionCranes. Unfortunately we don't have an ETA at the moment but will update the status on this post as soon as there is information from the product development team.

All the best,

Jason Hill
Community Manager

Watch this space!

For all myob products that are used  for small and large businesses; when reconciling accounts, we have the option  of adding comments under "memo". What if a new tab under memo could be added to upload all pdf files that are receipts , accounts or statements etc . This would give the accountant s all the necessary information and easy access to conduct tax assessments etc and you the ease to access information if required. The difficulty of putting your hands on a hard copy is eliminated. You would still have the hard copy filed but would this make accounting and booking keeping so much easier. Eg even businesses that use book keepers they could go directly to myob and check the entery directly against the pdf attached.

To me this makes great sense and I do know why myob will not wait too long to act on this because it will give them the competitive edge on all other accounting software products availabe to the market.

Lateral-Thinker