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Purchase Orders and In Tray

Graeme_B
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Australia
Graeme_B

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Purchase Orders and In Tray

You have kindly developed in-tray to support invoices being sent directly into the system. Now on my purchase orders, I would like to add an email address for suppliers to send their invoices to. Can you create the field for the user in Company Info to add an in-tray email address? Then in custom forms for purchase orders can we have the ability to add the in-tray/invoice receiving email address field from the company info screen to direct suppliers to send the invoices to the nominated in-tray email account. 

The Company email is used on customer invoices and this is not the same in-tray email address.

What I want to do :  add to purchase orders "Please send your invoices to "accounts@example.com"" and then I arrange for the accounts@example.com to screen inbound invoices for fraudulent invoices and spam or queries and this email accounts@example.com will forward the invoice to the designated MYOB in-tray email address. 

Please, developers, take note the MYOB in-tray email address are so long and complex, if we issue these to suppliers directly they are bound to make mistakes and get them wrong. Also nowhere in MYOB do you describe the security steps the in-tray email address is scanned for to limit fraudulent invoices or other phishing submissions.

1 REPLY 1
MYOB Moderator Steven_M
28,566 Posts
MYOB Moderator
New Zealand
Steven_M
MYOB Moderator

28566Posts

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Re: Purchase Orders and In Tray

Hi @Graeme_B 

 

AccountRight allows for the user to enter a text box on the customise purchase order form. This will allow you to enter the required text and email address that you would like for the supplier to send in that Bill into. For example: 

 

Attachment2.PNG

 

Should the supplier send that invoice to the email address you would then be able to filter it according or have it automatically forwarded it to your company's In tray email address (through the use of an email rule).

 

Note: if that email was to change (i.e. the one listed on the form) you would need to update that form to show the correct email address.

Kind regards,
Steven

MYOB Community Support

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