In Tray errors

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In Tray errors

I am having issues with a clients data file. 

 

They have a lot of documents/receipts in their in-tray, but MYOB will not link the document to the transaction. [In bills or spend money]. I have tried on 3 different computers and the same issue.

 

There is no error code. Click 'link to existing spend money' find the transaction and then click 'link' but nothing happens. The document just stays in the in-tray. I check the transaction, no receipt attached. Tried refreshing, the document/receipt is sitting in the in-tray. 

 

{This data file seems very buggy, issues of it freezing and closing down}

 

any ideas?

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Re: In Tray errors

Hi @SammiB

 

Apologies for the inconvenience, can I please clarify if any of these documents were uploaded in 2019.2 and are now unable to link in 2019.3 ? If so, currently this is a known issue. Our developers are working on fix which will be fixed in 2019.4

 

If this is not the case, please let me know so I can further assist. 

Cheers,
Melisa

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Re: In Tray errors

Hi Melisa

 

Documents uploaded in 2019.3. 

 

Cheers. 

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Re: In Tray errors

I am having the same issue.  I cannot link a document to a previously created spend money and all were uploaded in Myob 2019.3.  Can anyone resolve this issue please. 

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Re: In Tray errors

Hi @SammiB@Jenny29

 

Thank you both for your posts, I have investigated this with an internal specialist and can confirm that this is an issue on 2019.3 which is set to be fixed in 2019.4. As a current work around, are you able to create a new spend money transaction and then attempt to link the document to the new transaction ? Apologies for the inconvenience. 

Cheers,
Melisa

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Re: In Tray errors

@Melisa_D Hi Melisa, surprisingly we can create a new spend money and link the document this way. 

This does only seem to be an issue in some data files, not all. 

 

When the new version is released, will we be able to link the documents to transactions that are already in the in-tray or are we best to deleted them and rescan when working in the new release?

 

many thanks

 

Samantha 

 

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Re: In Tray errors

Hi @SammiB

 

Thank you for the update on that, glad that the work around has worked. 

 

The new release will be releasing early December, you will be able to link existing transactions to the In Tray documents. 

Cheers,
Melisa

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Re: In Tray errors

HI

We are having lots of problems with the intray in version 2019.4.  They appeared to get better and docs were saved, than many days later the documents ended back in the intray.  The are other silly things happening with the intray to.

 

the intray on the previous version was fine.  It there a fix.

 

thanks

 

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Re: In Tray errors

Hi @Therese 

 

If you are seeing already linked invoices reappearing in the In Tray, this is due to the new feature which allows you to attach multiple invoices to bills.  This is how the multiple attachment feature is intended to work, however, a filter is being built into the 2020.1 upgrade which will allow you to sort by Unlinked or All Bills.

 

Please let me know if you have further questions.

Cheers,
Tracey
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Re: In Tray errors

I am confused as to whether people are referring to the In Tray or Link to Existing Bill pages. I am using 2019.4, and in previous versions, once an invoice was linked to a purchase, that invoice disappeared from the In Tray and the purchase disappeared from the Link to Existing Bill page. I liked this because when I had linked a document to all open purchases there were no purchases remaining in the Link to Existing Bill page.

 

If you are going to provide a date range in the Link to Existing Bill page could we please also have an option to remove an item from displaying on that page in the closed invoices, without linking a bill. This would allow me to remove closed invoices dated before the company file started in AccountRight that continue to appear in this window.

 

I would prefer to attach a single multi-page document a purchase, but that is my personal preference.

Julie

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