In Tray: Ability to match to a Recurring transaction
Hi I like the new In Tray feature, and the ability to create new bills from imported documents. However, most of my regular bills - electricity, telephone etc - are already set up as recurring transactions. I want to use the recurring transaction, as it has the narratives and account numbers already populated - at the moment this means I cannot create the bill from the In Tray (and have to just link the electronic copy of the invoice to the transaction after it has been created). It would be great if a recurring transaction could be created from the In Tray - so the invoice date, invoice number and amount are picked up from the imported document, and the account number and narrative are taken from the recurring transaction. thanks "Create new recurring transaction from In Tray"8KViews47likes12CommentsIn Tray: Attach Invoice Document Directly from Purchase Window
The In Tray functionality for purchases was a great addition and is extremely useful. I'd like to suggest being able to attach the invoice to a Purchase directly from the Edit Purchase window. Currently, if I'm editing a purchase and notice that no invoice has been attached, I can't just click an"Upload File" button. I need to exit the purchase, go to In Tray, Add Document, Link to Existing Bill, find the original Purchase I was working on and then link the uploaded document. It would be extremely useful to avoid all of these extra steps and just have a one-click upload feature, similar to the Unlink button you already provide in the Edit Purchase window.3.5KViews17likes3CommentsAccount Right Online always reads Woolworths receipts as Dan Murphy's - Why?
When I take a photo of a receipt, send it to MYOB AR 2020.2.2 via the Capture App, pick it up from the In tray to then process a Spend Money, a Woolworths Supermarket is ALWAYS allocated to Dan Murphy's, requiring me to change it every time, reducing the automation aspects of this process. Woolworth is clearly showing on the invoice (register docket). I have two suppliers in my cards list - Woolworths Supermarkets and Petrol. Still, at least I would think one of these would be grabbed. Any clues as to why this would be happening. Any help greatly appreciated.Solved946Views0likes3CommentsReceived field
Greetings, I have uploaded a Supplier invoice to In Tray via Purchases. I have selected invoice and selected Create New Bill. After selecting supplier name, necessary fields are auto populated. Within Item Number field, I choose purchased Item, however I cannot override Received field to manually enter purchased quantity. The field is locked. From what I've read, the Received Field is read only? If I create a new Bill and manually input supplier invoice data, unfortunately I am still unable to override Recevied field. I am unsure how I can enter in purchased quantities. Thanks for your assistance in advance. Regards, GeraldSolved817Views0likes2CommentsUnable to upload invoices to in-tray + connectivity issues
I am aware there was an issue four weeks ago, and there was a resolution, except I am still experiencing these difficulties. Upload of invoices to in-tray is so slow that it often times out, or I might be adding data to a sale invoice and the pop-up "connectivity issues - try again or cancel" comes up even though I have not actually processed the sale yet. Hopefully, you can help? Thank you.Solved780Views0likes3Comments