Thank you for visiting our Partner Zone. This area is an exclusive space for MYOB Partners. Find out how to Partner with MYOB.
October - last edited October
October - last edited October
I am new to MYOB
I get a myob subscription invoice to my inbox (my account). I want some way to automatically turn it into a bill, and appear on my dashboard as a bill to pay.
I also use Xero, and in xero this is done with a single click
October
October
Hello @apeter
Welcome to the Community Forum.
You would be able to use the In tray feature in your software to automatically change the invoice into a bill.
Once you have an invoice loaded into your intray, you can select the eclipsis ( the three dots ... ) next to the document that you wish and choose Create Bill this will then read the data from the document and enter it in as a bill. While it does this it will also link the document to that bill.
I have linked our Help Article on working with in tray documents which will walk through this as well as how to upload your documents into your intray.
If my response has answered your inquiry please click "Accept as Solution" to assist other users to find this information.