Hi MYOB Team,
I was delighted about the announcment of the new In Tray feature offered by Essentials - an extremely sensible and practical solution to storing invoices against a transaction.
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Spend money: Attach documents
Chuck_Mak
9 years agoPartner
To be able to incorporate scanning of receipts into Spend Money will be of great help to small businesses. At the moment, many of my clients rely on Smart Bills to keep their invoices on record for tax purposes but then have to keep manual records of expense paids via Spend Money, such as petrol. Doesn't have an efficient feel to it.
How I would use this new function would be having a button in Bank Feeds that allows me to link a transaction to invoices already scanned. Another idea would simply to be able to drag and drop files such as a PDF directly into a line on bank feeds or into a Spend Money screen.
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