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

AccountRight

Email: Attach multiple files to an invoice email

Axis
Experienced Partner

12Posts

96Kudos

0Solutions

12 Posts
Experienced Partner
Australia
New
New

Currently when sending an invoice from MYOB AccountRight, we would like the ability to send more than one attachment to an invoice.

 

We are able to hit the Attach button, although after selecting one file to attach, the attach button is greyed out.

 

How can we work around this please or can you update the functionality to attach more than one file please?

 

Thanks

 

Nathan Elcoate

New
12 Comments
CEllis
4 Posts
Cover User

Good morning

 

I would like to be able to attach more than one document to an invoice when i am emailing it.  Some of our customers need a subcontractors statement and a copy of our work dockets with our invoice.

 

Regards

Caroline

Experienced Partner G_I
39 Posts
Experienced Partner

I vote for this.

I believe this is actually part of a larger issue - that MYOBs Email sending capabilities simply don't include many features that Outlook offers. This is why i made a suggestion to add a setting to get MYOB to compose the Email in Outlook, but NOT send it (at the moment it composes the email in Outlook and sends it automatically with no way to stop it or change it) - this will allow the user to modify the contents, add attachments, etc.

 

Here's a link to my suggestion made a while back, although unfortunately it didn't gain any traction: http://community.myob.com/t5/AccountRight-Idea-Exchange/Compose-email-in-outlook-BUT-DON-T-SEND-YET/...

coreyimagetext
2 Posts
Cover User

PLEASE,  FOR THE SANITY OF ENGINEERS EVERYWHERE. JUST PLEASE.

 

Went from v19 to 2016 so accounts team could use the attach file feature. Then we realised it only allows one attachment.

 

You're almost there! Smiley Happy

Sure .zip is OK, but some mail servers and spam fitlers don't like 'em.

Experienced Cover User EnergyTS
21 Posts
Experienced Cover User

It would be useful to be able to attach more than one document to an invoice being sent from MYOB Accountright.

 

Regards

Kathryn

coreyimagetext
2 Posts
Cover User

Since our additional files are always PDFs we're currently getting around the one file limit by merging the PDFs together before attaching. This works fine, but it's still an extra process and may not be applicable for everyone - esepcially if you're trying to attach different formatted files or if you would prefer for them to be seperate documents rather than a merged PDF.

 

Just an idea which may help someone in a similar situation

Alissa_Jamieson
7 Posts
Cover User

When sending invoices I need to attached at least 3 documents to invoices each and every time i email invoices(Certificates of Currency, Public Liab and Workers Comp as well as Subcontractor Statements).

We can currently only attach 1 x document.  This is frustrating and a significant shortfall in the system.

I would like to see this update.

Bigshed
1 Post
Cover User

We need to attach numerous documents to each invoice, Xero had no problem with this, but MYOB cant do it.  We need to be able to attach much larger numbers of docs to invoices.

Partner BooksbyMajella
26 Posts
Partner

 Clients are loving the attachment ability when sending emails as they can attach documents etc.  We would now like to have the ability to attach more than one attached?  Can this be considered in the next update?

Lizstar_79
1 Post
Cover User

We urgently need the ability to attach more than one document when sending invoices as we have multiple service reports that must be sent out with the invoices.

 

 

Businessmanager
2 Posts
User

We would love to further the need for more attachments!!!

MYOB techs is there another way to do this using your program or is an additional program needed eg emailing it to outlook & attaching documents (This can be very time consuming) 

thanks !