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May 2022
May 2022
Hello All
is there a simple way to extract the PDF copie of purchase invoices ae have atatched to Purchases transactions in MYOB.
I can view them one by one in each transaction. BUT can they be extracted more easily for filing and sending as as an email to Auditor or back to the supplier for reconciliations etc.
thanks
May 2022 - last edited May 2022
May 2022 - last edited May 2022
Hi @PatD_Norgine , we (DataWise) do have a solution where users can download all attachments to purchases (not to Spend Money) for a given date range, and save them to a local folder. The file names include the vendor name (1st 6 characters only), the purchase reference number, the supplier invoice number and the date for reference. Anybody wanting to use this solution would need to purchase our report writer, and import a script which we would supply. Email me for more details.
Regards, Mike (mike@datawise.co.nz)
DataWise Limited (www.datawise.co.nz), developers of:
DataWise ProActive - Custom Reporting from MYOB programs
(MYOB Business, including AccountRight Live, AccountRight v19.x and exo Payroll)
Bulk download of attachments (more details...)
June 2022
June 2022
Thanks for your post. You will have to download these attachments individually by opening each transaction. At this stage there is no option to download all attachments in bulk.
Kind regards,
Yanike
MYOB Community Support
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June 2022
June 2022
thnaks for response.
I suggest MYOB consider an option for storing down all purchase invoice pdf documents as this will help with our compliance and back up for finacial records and for sending information to auditors and suppliers and other related parties.
if we ever move away from MYOB - how can we gather back all the documents that are stored in the cloud files?
June 2022
June 2022
Currently you will have to download the in tray documents individually as described in the help article: Working with In Tray documents.
Kind regards,
Yanike
MYOB Community Support
Online Help| Forum Search| my.MYOB| Download Page
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