toofless
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Joined 12 years ago
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Re: File formats available for importing supplier invoices to In-Tray
I meant "didn't play nice" .....spell check or predictive is fighting me here. :smileymad: I will try again tomorrow, but the upshot is that the spreadsheet is either not recognised by the company file, or for some reason I cannot get the fields to upload for importation as it showed in the video tutorial.877Views0likes1CommentFile formats available for importing supplier invoices to In-Tray
So I spoke with my major supplier about how to get my invoices directly sent to MYOB. They use a system that is capable of sending in PDF, Excel or "System Import" - which includes an option for Xero versions depending upon your software I guess. I can import the PDF by sending direct via my email as per the tutorial on where to find the 'In-Tray' email address....that is easy. But it is not much different really to how I have been doing this for over 3 years now, just manually saving to my file system, then using the "Add Documents' tab. Saves about 2 steps.... I tried practising on the Clearwater practice Company, but that one doesn't allow email addresses.....obvious why I guess. So I didn't get any further. Can we import using Excel formats? Or is that not an option now? Only minutes away from turning to alcohol....if that will help.965Views0likes6CommentsAttaching documents to Sales Invoices
I would like to be able to attach documents to my Sales Invoices. I do NOT run the Job numbers, as I am trying to keep things simple. Attaching documents direct from the Intray would make things a lot easier - items such as Certifcates of Compliance and receipts of odd materials would be useful for future reference.Solved2.9KViews7likes5Comments