Partner Zone

Linking Invoices to Payments

This thread is now closed to new comments.
Some of the links and information provided in this thread may no longer be available or relevant.
If you have a question please start a new post.
IanChait
Ultimate Partner
1,433 Posts
Ultimate Partner
Australia
Ultimate Partner

1,433Posts

617Kudos

231Solutions

Solved: Go to Solution

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
45,180 Posts
Former Staff
New Zealand
Former Staff

45,180Posts

0Kudos

6,759Solutions

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

Online Help| Forum Search| My Account

IanChait
Ultimate Partner
1,433 Posts
Ultimate Partner
Australia
Ultimate Partner

1,433Posts

617Kudos

231Solutions

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

Didn't find your answer here?

Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post