Attaching documents to Sales

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Attaching documents to Sales

Hi,

 

I wonder whether MYOB accountright has any plans to allow for attachments to sales entries. It would be very handy for project payments to have the payment remittance attached to the entry in MYOB, in the same way the invoices are atatched to purchases.

 

Thanks in advance,

 

Catherine

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Re: Attaching documents to Sales

Hi @Catherine240 

 

Currently, AccountRight will allow the user to attach documents to Bills, Spend Money and Contact card records. To my knowledge, attachment to sales transactions is not something that we are looking at for the potential release in the foreseeable future, however, may be a candidate for something that is added at some point.

Kind regards,
Steven

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Re: Attaching documents to Sales

Attachments to Sales Invoices would be ideal for my situation and surely can be an added feature MYOB

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Re: Attaching documents to Sales

It would seem I am not the only user this would be useful to. I need to send a client's workorder with the sales invoice when I send it to my client. Right now it takes some mucking about to achieve it. 

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Re: Attaching documents to Sales

I agree, being able to attach documents to sales such as Proof Of Deliveries would be ideal.

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Re: Attaching documents to Sales

Hi Everyone


Anyone that does come across this thread and would like to see that functionality potentially included within future updates to the software are encouraged to show their support for Sales: In Tray - attach documents on the AccountRight Idea Exchange.

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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