Uploading Supplier Invoices

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Sam_P
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Uploading Supplier Invoices

Hi

Accountright plus - Can supplier invoices be uploaded to MYOB to the relevant purchase transaction?

Thanks

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Steven_M
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Re: Uploading Supplier Invoices

Hi @Sam_P 


When company files are uploaded to the cloud with AccountRight Live they can use the AccountRight In Tray. This will allow you to add documents and allowed them to be scanned for information to add the user in creating the relevant purchase transaction.


Our Help Article: Working with In Tray Documents has more information on this feature.

Kind regards,
Steven

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Sam_P
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Re: Uploading Supplier Invoices

Hi Steven,

 

Thansk for your help.  To clarify, as I understand your response, it is not possible to upload an invoice to the actual purchase transaction in MYOB AccountRight Live as is possible in Xero.

 

Regards

Sam

Steven_M
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Re: Uploading Supplier Invoices

Hi @Sam_P 

 

An invoice that is sent to yourself from a supplier is able to be uploaded to the AccountRight In Tray. 

Kind regards,
Steven

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Sam_P
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Re: Uploading Supplier Invoices

Hi Stephen

 

Thank you againm however that doesnt really answer the question.  Can you upload the document to the actual payment or purchase transaction?

I'm not sure how I can word my request differently.

Thanks Sam

Steven_M
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Re: Uploading Supplier Invoices

Hi @Sam_P 

 

In Tray documents are uploaded to the purchase (bill) transaction that you record in AccountRight.

 

For example, you get a supplier invoice in via a hard copy, you can attach a copy of the physical supplier invoice to your AccountRight transaction so you have a record of the original received document from the supplier.

Kind regards,
Steven

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Sam_P
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Re: Uploading Supplier Invoices

Thanks Steven,

 

I now understand.  The documents have to go to the intray prior to being added to the relevant transaction.

 

Thanks for your patience

Sam

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