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Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

Product Ideas

Attach documents to all different transaction types

Experienced Partner

13Posts

14Kudos

0Solutions

13 Posts
Experienced Partner
Australia

Please can you add the ability to attach douments to all different types of transactions  not just spend money and bills.  

Current Status: Done
Last Changed: September

Hi Everyone


You now have the ability to attach documents to invoices, quotes & sales order in the Browser interface.

18 Comments
Earl_HD
MYOB Moderator
2,834 Posts
MYOB Moderator

Hi @JustMichaela 

We understand how important this feature is. No worries, we'll be posting an update once this feature will be available. 

Feel free to post again, we're happy to help.
Regards,
Earl

hershmit
Admin
0 Posts
Admin

Hi Everyone


You now have the ability to attach documents to invoices, quotes & sales order in the Browser interface.

JustMichaela
Experienced Cover User
33 Posts
Experienced Cover User

That is good news!  However I do not use the browser Myob.  I am so used to the "normal" version I cannot get my head around it.   ;-)

gavin12345
Ultimate User
4,904 Posts
Ultimate User

Warning - just make sure you understand how difficult it might be to retrieve these documents should you ever need them. They are not part of your backup file. As a user, unless you use a paid retrieval service, you can only retrieve online documents one by one.

DBrokers
Contributing Cover User
6 Posts
Contributing Cover User

only having attachments on the browser interface for receive money isnt helpful when you use the desktop version. Other software packages allow this. Can't be that difficult when its a function avalible on spend money. Hard to move to a paperless office when software doesn't support it. 

Genreve_S
MYOB Moderator
2,465 Posts
MYOB Moderator

Hi @DBrokers


Thank you for posting your insight regarding this. 

 

I understand that having a feature that allows you to upload files to any kind of transaction would be very useful, especially in your use case. Rest assured this suggestion will be raised to the development team. 

 

In the meantime, feel free to post again in the forum if you require any other assistance. 

 

Thanks,
Genreve

tpfind8884
5 Posts
User

Why aren't they listening to what we are saying  we need  attachments in sales ect and also in quotes can it have quote # instead inv then says quote only get asked all the time as it say inv when is a quote.

Princess_R
MYOB Moderator
2,605 Posts
MYOB Moderator

Hi @tpfind8884,

 

Thank you for your post. 

 

I completely understand your need for the capability to attach documents to different types of transactions. Currently, this feature is only available in our AR browser version and not yet in AR desktop versions. We value our customers’ feedback and recommendations, hence, this feedback has been forwarded to our feature enhancements team. We will be providing you with updates once we receive an update from the relevant team.

 

Regarding your query with the quote number, could you please provide more details to better understand the challenges you are encountering?

 

Cheers,

Princess