In Tray: Linked documents to transactions in closed financial years

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Contributing Cover User ttmengineering
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In Tray: Linked documents to transactions in closed financial years

Would be great if we could link a bill (via In Tray) to bills that are from closed financial years. At the moment I can only add documents to the current financial year but need to maintain records for 5 years. This would be easier if I could file them in MYOB. 

 

"Link Bills to Closed Financial Years"

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MYOB Moderator CloverQ
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Status changed to: Already in product

Hi there @ttmengineering

 

Currently in AccountRight you can link In Tray documents to closed financial year transactions. If you do have lock periods set it would prevent you from linking In Tray documents then, please make sure the period is not locked when linking bills.

Cheers,
Clover

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Contributing Cover User ttmengineering
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Re: Link Bills to Closed Financial Years

Hi CloverQ, Thats not what I was told via Live Chat. I was told that even when you roll back a year it wont allow you to attach invoices to the Purchase. And my lock period is set to  1/7/2012 and I'm trying to attach somethingfrom May 2013.  

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MYOB Moderator Steven_M
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Re: Link Bills to Closed Financial Years

Hi @ttmengineering

Upon doing further investigation into linking In Tray documents to previous financial year transactions, as mention by @CloverQ it is possible to do. However for some reason or another certain some transactions are not being able to be linked. This is something that I personally have had in my test file. As such it is something that we have raised with the team to investigate more closely. At this stage we don't have a workaround for it.  I would recommend making sure that you have a copy of that document file on your computer and another one saved off site if you do require a record of it.

Kind regards,
Steven

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Experienced Cover User Kelly81
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Re: Link Bills to Closed Financial Years

Hello @Steven_M,

 

You would need to change the status of already in product so this doesn't get overlooked.

 

Thanks

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MYOB Moderator Steven_M
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Re: Link Bills to Closed Financial Years

Thank you for that, @Kelly81. The ability to link older/previous financial year transactions to documents in the In Tray is already included in the program. However as I mentioned there does appear to be an issue with linking of those certain transactions. This s something that we are investigating as it does appear to be a transaction by transaction basis rather than in general. As such this will not be treated as a new Idea, rather as an issue that needs investigating.

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Steven

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Contributing Cover User ttmengineering
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Re: Link Bills to Closed Financial Years

Has this been fixed yet? @Steven_M

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MYOB Moderator Steven_M
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Re: Link Bills to Closed Financial Years

Hi @ttmengineering

 

The feature has always been in the program and you should be able to link documents to transactions recorded in previous financial years. However in some circumstances transactions are locking themselves so that they can't be linked. This is something that has been passed onto the required team. At this stage we are still investigating those transactions to see why the documents can't be linked to them. 

A possible workaround would be to roll back the financial year and add the document. For more information into roll backing a financial year please see Help Article: Rolling back a financial year Please note that it is recommend that you take a backup of the company file BEFORE running through that roll back option. Also note that it is a possible workaround, it doesn't work for an users with all bills in recorded in a previous financial year.

Kind regards,
Steven

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Experienced Cover User TarrynM
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Re: Link Bills to Closed Financial Years

Any resolution for this problem as yet?

Thx

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