Linking Invoices to Payments

IanChait
Ultimate Partner
1,202 Posts
Ultimate Partner
Australia
Ultimate Partner

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Linking Invoices to Payments

 

Hi

 

How do you link a supplier invoice in the In Tray to a Spend Money transaction already allocated from the Bank Feed in old Essentials?


Regards
Ian Chait CA
Certified Consultant Melbourne
P/M 0417 479 585
Email ian@myfc.com.au

2 REPLIES 2
Steven_M
MYOB Moderator
40,148 Posts
MYOB Moderator
New Zealand
MYOB Moderator

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Accepted Solution Solved

Re: Linking Invoices to Payments

Hi @IanChait 

 

The process would be:

  1. Navigate to Banking>>Bank transactions.
  2. Within Show chose Allocated Transactions and the appropriate date range.
  3. Navigate to the required transaction in the list.
  4. Select the arrow (far right) to expand the transaction.
  5. Select Attachments.
  6. Select Link from In tray.
  7. Choose the required document(s) to link.

Screenshot of the process

Attachment.PNG

Kind regards,
Steven

MYOB Community Support

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IanChait
Ultimate Partner
1,202 Posts
Ultimate Partner
Australia
Ultimate Partner

1,202Posts

824Kudos

213Solutions

Re: Linking Invoices to Payments

Hi @Steven_M 

 

Thanks 


Regards
Ian Chait CA
Certified Consultant Melbourne
P/M 0417 479 585
Email ian@myfc.com.au

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