Unable to link document from intray

[Busygirlange]

Unable to link document from the intray to a transaction. Have changed browsers, but same issue on both.

[Isaiah_C]

Hi @Busygirlange,

Thank you for the post and for letting us know your concern. I regret to know that you're having an issue linking your documents from the In Tray to a transaction and I'll be glad to assist you with this. Is there any error message? Please provide me with a screenshot of the error so we can further look into this.

Please let me know if you need further help.

Kind regards,

Sai

[Busygirlange]

Here is a screenshot - it times out after 2 minutes of the spinning wheel.

Our internet connection is fine.

Attached is screenshot.

Thanks

[Isaiah_C]

Hi @Busygirlange,

Thank you for your response and for the screenshot. Please try to delete the bill and then create a new bill using the In Tray document by clicking the ellipsis which is the three dots button at the end of the document line and choose Create bill. Let me know how it goes.

Please let me know if you need further help.

Kind regards,

Sai

[Busygirlange]

Hi @Isaiah_C 

It is a recurring transaction that I have set up, as it is a regular purchase, however there is no ability to link a source document. Could that be something that the tech team could look at implementing.

Thanks

Angela

[Isaiah_C]

Hi @Busygirlange,

 Thank you for the response. Since this feature is not yet available, we can forward this to our development team and hopefully it will be added on the next update. You can submit this idea to MYOB Business/Essentials Idea Exchange - MYOB Community.

Please let me know if you need further help.

Kind regards,

Sai

[Isaiah_C]

Hi @Busygirlange,

Thank you for your patience. I'll be closing this thread now. If you still have any concerns, please feel free to post in our Community Forum.

Please let me know if you need further help.

Kind regards,

Sai