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

AccountRight

Sales: In Tray - attach documents

Cover User

1Posts

257Kudos

0Solutions

1 Post
Cover User
Australia

 I have seen the in tray for purchases and ask if there are any plans to add an in tray to the sales invoice side. It would be very helpful to us as a solar installation company to store all compliance and design pdfs with the installation sale record, so that over time we when we re-visit the sale record we can find all of that in one place. 

 

'In tray for Sales?"

Current Status: Open
Last Changed: March 2015

Hi @PET 

Thank you for your idea in regards to AccountRight and sale transactions.

Currently the In Tray can be used for purchases only. I would encourage other users that would like to see the ability to upload documents to be read for Sale transactions/an "Out Tray" to vote and comment if required.

115 Comments
Trusted Cover User
93 Posts
Trusted Cover User

YES PLEASE!!!!!

Partner
3 Posts
Partner

Yes, having a means of uploading/attaching externally generated sales documents would be a great benefit

1 Post
User

I would also like to be able to save my sales documents as I do with my Purchases

 

Thanks

Partner
3 Posts
Partner

Yes, it would be very handy. Have client who issues sales inv from different software program. it would be handy to be able to receive a copy and upload it and get sales details from it to hold details in MYOB file

1 Post
User

Yes, I would love this.  We currently keep all the orders in a shared folder

Experienced Cover User
17 Posts
Experienced Cover User

YES PLEASE!  I posted about this in December 2017 and can't see how it hasn't had priority in an update. 

2 Posts
User

Appreciate if you could please include the ability for us to attach documents to sales as well. Currently we can only attach documents to purchases and spend money.

 

Thanks

1 Post
User

This idea has got 200 over votes since 2015 but no response yet? We need this for our business to attach POs etc for invoices, would love to see more activity around this topic

3 Posts
User

Hello,

 

Is this something that MYOB will be considering soon? It would be extremely useful.

 

It would also be useful to be able to attach customer remittance advices to a banking receipt. Is this something MYOB is considering?

 

Thanks, Rachael 

2 Posts
Cover User

That will save so much time is I could attach documents to sales.  Please consider this for your next update.