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
D151
8 years agoCover User
hi,
I would like to suggest the ability to attach an external PDF document to entries such as 'spend money', 'receive money" and manually entered general journals. At the moment it appears I can only do it for Bills. I would also like to attach a PDF to Invoices that I have raised for my reference - for cases where there are delivery dockets, shipping documents, communications etc or other such related documents relating to that invoice/sale.
Often I also make adjustments as general journal entries, or post things that are not just bills and I would like to be able to attach the related workings, substantian documents, explanations etc to those entries for future reference. Descriptions are good - but attaching a a PDF would be better. It would also mean my accountant could fully review all my work for each entry.
Please consider this in a new release. Thanks
- D1518 years agoCover User
Just wanted to add that other online programs do have this functionality and I was kind of expecting it on this too. Its a little disappointing that its not available.