Share your ideas for improving MYOB Essentials Accounting. Vote on ideas and discuss them with the MYOB product development team.

MYOB Essentials

Purchases: Add attachments to transactions

Cover User

2Posts

26Kudos

0Solutions

2 Posts
Cover User
Australia

It would be great to have the ability to attach pdf to sales & purchases.  Then we could do away with paperbased filing!

 

"Attachments"

Current Status: Done
Last Changed: November 2014

Thanks again for your great feedback. This week we launch our new Smart Bills functionality. You can find more detail on the Essentials Blog at http://community.myob.com/t5/The-MYOB-Essentials-Blog/A-smarter-way-to-manage-your-bills/ba-p/329385 We hope it helps make business life easier for you.

14 Comments
Lateral-Thinker
3 Posts
Cover User

Watch this space!

For all myob products that are used  for small and large businesses; when reconciling accounts, we have the option  of adding comments under "memo". What if a new tab under memo could be added to upload all pdf files that are receipts , accounts or statements etc . This would give the accountant s all the necessary information and easy access to conduct tax assessments etc and you the ease to access information if required. The difficulty of putting your hands on a hard copy is eliminated. You would still have the hard copy filed but would this make accounting and booking keeping so much easier. Eg even businesses that use book keepers they could go directly to myob and check the entery directly against the pdf attached.

To me this makes great sense and I do know why myob will not wait too long to act on this because it will give them the competitive edge on all other accounting software products availabe to the market.

Lateral-Thinker

Lateral-Thinker
3 Posts
Cover User

 I think we shouild be able to attached all pdfs  for reconcilation purposes including superannuation statements etc

Why is this taking such a long time to implement allowing a competitor to grab the opportunity otherwise.

Former Staff JasonHill
5,899 Posts
Former Staff

Many thanks for your feedback. Essentials will soon have the ability to attach documents. Users will be able to create new transactions from scanned documents or photos of receipts and bills, or have the software automatically match them to existing transactions. We think the functionality will save a lot of time and make business life easier. Stay tuned for more news soon.

Former Staff JasonHill
5,899 Posts
Former Staff

Thanks again for your great feedback. This week we launch our new Smart Bills functionality. You can find more detail on the Essentials Blog at http://community.myob.com/t5/The-MYOB-Essentials-Blog/A-smarter-way-to-manage-your-bills/ba-p/329385 We hope it helps make business life easier for you.