Send documents to your In tray, or get your suppliers to!

MYOB Staff Post Erik_V
37 Posts
MYOB Staff Post
MYOB Staff Post

37Posts

67Kudos

0Solutions

We’ve cut out the middle man with our latest update to the In tray. Before, you could only forward your bills to bills@accountright.myob.com.au or bills@accountright.myob.co.nz and they would appear in your MYOB account.

 

However, we only accepted bills sent from an MYOB registered email addresses. This meant that your suppliers would have to send bills to your personal email address, and then you would have to forward them to your In tray. It was a bit of a pain, so we decided to dive in and figure out a better, quicker alternative. 

 

What we came up with is a unique and secure email address generated specifically for your business.  It allows anyone you share it with to send bills directly to your In tray, giving you more flexibility and saving you time.

 

uniqueemail.pngThis unique email address makes it easier to send bills to you In tray.

There are just a few things to keep in mind when emailing documents to your In tray:

 

  • The email cannot contain more than 10MB of data
  • Only the following file formats can be added to your In Tray: .PDF, .JPG, .JPEG, .TIFF, .TIF, and .PNG
  • ZIP files are not accepted
  • Forwarding rules don’t work with some email servers.

 Find your unique email address at the bottom of your In tray and start sharing it with your suppliers!

5 Comments
Partner BooksbyMajella
27 Posts
Partner

Awesome idea for me as a bookkeeper and certainly a time saver, but I still need the invoices to go to my clients email address for the client to be paid?  Is this something it will still be able to do?

MYOB Moderator Steven_M
32,737 Posts
MYOB Moderator

Hi @BooksbyMajella

 

Great to hear that you find this as a great time saver.


The email address can be passed across to suppliers to email those documents directly to your MYOB Essentials In Tray, so that the user can generate a Bill for payment when it comes in.

 

Alternatively, a supplier could email the company directly (to the normal email address used by that company i.e. accounts@companyname.com) and that the user can forward that document on to the new In Tray email address for upload into MYOB Essentials.

Partner BooksbyMajella
27 Posts
Partner

Thank you Steven, I thought that after I had a good think about it!

 

When do you think MYOB going to introduce attaching receipts like fuel etc which dont need purchases created,  to spend money transactions in Account Right and Essentials

MYOB Moderator Steven_M
32,737 Posts
MYOB Moderator

Hi @BooksbyMajella

 

As mentioned on MYOB Essentials Idea: Expand In Tray Feature to all transaction types, we are currently working on allowing you to attach documents to banking transactions with MYOB Essentials, with AccountRight to follow.

Experienced User GRNerd
32 Posts
Experienced User

Please add the original FILENAME below the thumbnails of the bills (or a button to see what it is)