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MYOB Essentials

Create journal entry: Add attachment

Contributing Cover User

9Posts

12Kudos

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9 Posts
Contributing Cover User
New
New

We'd like to be able to attach receipts to general journal entries for Directors who make purchases with their own personal credit cards. Right now we just leave them in the intray as a storage mechanism.

 

"Attach Receipts to General Journal Entries"

3 Comments
MMSretail
Experienced Cover User
199 Posts
Experienced Cover User

Hi,

I have a Supplier set-up for each employee who is entitled to reimbursements and a reimbursement clearing account for each .  When a receipt is received it is treated as a 'bill' against the employee's supplier account (create a new bill from the intray), or process the bill then link the receipt from the intray. Based on your reimbursement cycle you can then 'clear' the reimbursement accounts by processing a spend money transaction against the appropriate bank account.

Hope this helps  ......  geoff

Cortex
Contributing Cover User
9 Posts
Contributing Cover User

Thanks Geoff.

 

I'm assuming one may allocate an expense code of "owner contribution" to the "bill" and then reconcile as "owner repayment" when the spend transaction comes through?

 

 

melindaj
Partner
23 Posts
Partner

Agree with this one, as I have a lot of clients who do Intercompany loans and being able to attach intray bills or sales to journals would be handy