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

AccountRight

Reconcile Accounts: Attach (actual hard copy) Bank statements

Experienced Cover User

28Posts

114Kudos

0Solutions

28 Posts
Experienced Cover User
Australia

Now we can file our purchase invoices when we enter data. 

It would be handy to scan in bank statements alongside bank recs.Our accountatnts always want the bank statements as verification.

JoC

 

"Keeping Bank statements on File"

Current Status: Open
Last Changed: February 2015

Hello @joc ,I can see this would be very helpful for accountants and bookkeepers to have this information in the file. I encourage anyone else that would like this future in the software to post a comment and click the Vote+ button.

8 Comments
MYOB Moderator
790 Posts
MYOB Moderator

Hello @joc ,I can see this would be very helpful for accountants and bookkeepers to have this information in the file. I encourage anyone else that would like this future in the software to post a comment and click the Vote+ button.

Experienced Partner
25 Posts
Experienced Partner

If the grand plan is to go totally paperless in the office, we should have the file attachment capabiliity in all areas of MYOB AR.  Spend Money would be another area where this is useful.

Partner
243 Posts
Partner

I agree. Any transaction type should be able to attach a document.  I have voted for it.

Experienced Cover User
43 Posts
Experienced Cover User

It would be fabulous if you could attach a PDF version of the bank statement to the reconcilliation, similar to attaching documents to purchases

Experienced Cover User
56 Posts
Experienced Cover User

YES PLEASE!

Partner
27 Posts
Partner

In the similar manner to how we can link a supplier pdf invoice to an invoice entered in MYOB 2016, could we have the option to upload a bank statement pdf through, or as part of, the reconciliation process - accoutants always need a copy for verification, at least at year end, and when working remotely from the client site, it would be an absolute bonus!!

Experienced Cover User
56 Posts
Experienced Cover User

Is this still under consideration? It really would be a great feature.

Partner
27 Posts
Partner

So has this progressed at all - the attachment options are now there even for spend money - do we have to use spend money for bank fees and attach the statement that way - at least it would get it into the system, but there has to be a more consistent option available surely!!