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June 2019
June 2019
Our current purchasing process is as follows:
Get a paperbased/email Quote from a Trade
When we accept the Quote we issue a PO
Invoice arrives via email, we match to PO in MYOB and convert PO to invoice
We source paper quote, cross-check with invoice and store in folder with printed invoice (at this point the invoice might not match the quote if the work is not complete, or if there has been additional work done)
What we want to change:
Is there a way that a pdf of the Quote can be added to the PO in MYOB so that when the invoice comes in, we don't need to 'find' the Quote, instead it is already saved with the PO?
This would save us heaps of time. Alternatively, if there is a better way to manage this, please let me know, I am all ears!!
June 2019
June 2019
Anyone have an idea?
June 2019
June 2019
Hi @tubefeed1
Currently, AccountRight 2019 will allow for the user to add an external attachment to a Bill through the In Tray. If the transaction is a quote/order that transaction would need to be converted across to a Bill prior to the document being attached.
To my knowledge, we don't have any immediate plans to introduce the ability to add those In Tray documents to quotes/orders, only bills.
Kind regards,
Steven
MYOB Community Support
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June 2019
June 2019
That is a shame, it makes sense, particularly for those in industries that provide a lot of quotes eg. construction.
July 2019
July 2019
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