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In Tray

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Contributing Cover User Livewire
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In Tray

Hi, 

 

I am wondering if I can use the In tray function to upload RCTI's to enter my sales invoices ? I only see the option for bills.

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MYOB Moderator Steven_M
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Re: In Tray

Hi @Livewire

 

Currently, MYOB Essentials allows for the user to upload Bills (Purchases) to be read and stored via the In Tray. Other transaction types, such as Sales, can't be uploaded and read at this time.

Kind regards,
Steven

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MYOB Moderator Neil_M
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Re: In Tray

Hi @Livewire

 

Welcome to the MYOB Community Forum, I hope you find it a wealth of helpful information.

 

Currently the In-Tray function within MYOB Essentials does limit uploaded documents to be attached to Bills only at this point in time. Unfortunately, this does mean that you can’t attach documents to other sorts of transactions, such as sales at this point in time.

 

If this is a feature that you would like to see in a future release then I recommend suggesting on our MYOB Essentials Ideas Exchange. Suggesting the idea on our ideas exchange does allow other forum users to discuss the idea and vote for its potential inclusion in a future release.

Regards,
Neil

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Contributing Cover User Livewire
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Re: In Tray

Thanks Neil. Looking forward to it being an option in the near future.
Contributing Cover User Livewire
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Re: In Tray

Thanks Steve, appreciate your response.
chris_pawbypaw
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Re: In Tray

Hi we are still having this issue with our emails and cannot email our invoices to our in tray. Is there an update when this might be fixed.

Contributing Cover User jessy
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Re: In Tray

same here

MYOB Moderator Stuart_W
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Re: In Tray

Hi @jessy and @chris_pawbypaw,

 

I have sent you a private message just with a request for more information.

 

I look forward to hearing from you soon.



Kind Regards,

Stuart W
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workinprogress
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Re: In Tray

 

Sales invoice sent,

Email sent, 

Sales Invoice has disappeared from MYOB essentials Invoices page

 

How can I upload the downloaded copy of the invoice back into the Invoices list?

 

Thank you

MYOB Moderator Steven_M
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Re: In Tray

Hi @workinprogress

 

If required, you can re-upload an In-Tray document using the same method that was initially used to upload the document. Alternatively, use one of the other methods such as drag and drop or upload the document directly.

Note: You would need to have retained a copy of the document if you wish to have that re-uploaded if the original document has been unlinked and deleted from the In Tray.

Kind regards,
Steven

MYOB Community Support

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