Bank transactions: Upload documents for expenses
If a business has many small expenses that are too numerous to add each one manually and then allocate a bank payment to that invoice or receipt, it'd be fantastic to be able to upload the receipt while allocating the transactions on the bank feed page. I know we can upload these receipts in another way, but doing it while on the actual bank feeds/transactions page would make it so easy and streamlined, saving heaps of time going back and forth and checking that it's correct, in the right place, right name, right amount. I've attached a screenshot of a transaction on the bank feeds page with a new link shown as "upload". Selecting that would present a way to upload the receipt. Part of the process would have to be to allocate to an expense account (or capital expenditure) and of course the system would have to do all the right things with it at the back end. The user may have to check that GST calcs are correct as is the total but this could be shown on the screen and the user just needs to ok it. "Upload receipts or tax invoices on the bank transactions page while allocating banking transactions"5.2KViews40likes4CommentsIn 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.3.5KViews17likes3CommentsCSV Error 4077
Hi, hoping someone on here can help me with importing items via CSV file to Account Right. Currently getting Error code: 4077: See log report below. I have reached out to MYOB support but would've had more luck asking a rock for help. They have since closed my ticket without so much as offering 1 peice of usefull advice. Does somebody know how to resolve this error as im not willing to spend 3 days manualy updating 369 records. Thank you in advance. "1243 records imported without errors. 12 records imported with warnings. 369 records skipped. Summary of errors Error -4020: You must specify a Tax Code When Sold. Error -4077: You have sales for this item. Warning 71: Item is not sold; some information ignored."570Views0likes7CommentsIssues with image uploads
I'm having an issue with photo uploads to some item pages. When I upload an image it will appear fine and then when I click away to another page and back again it will become tiny (see attached image). I am starting to suspect it is an upload error on MYOB's side as I have tried multiple ways of troubleshooting in my attempt to fix it but there is also no real correlation between the images that won't upload correctly and the ones that will. I know that images can't be larger than 200kb so the ones that I needed to upload that had bigger file sizes were compressed, however, this is not something I did to all the images that came out tiny and most of the ones that were compressed work perfectly. I tried saving them in different file types but there is no pattern emerging that it is caused by a PNG rather than a JPEG for example. I thought to screenshot the original image and then upload the screenshot but that made no difference. I have edited the pixels to be 100 as is MYOB's preferred size and it has not had any effect, I have uploaded several images with larger pixel sizes that have uploaded perfectly with no compression or resizing or resolution issues to speak of so it's not a case of pixel size either. I really don't know what else to try, has anyone else had this issue? Does any one know of a way to fix this issue? Any help would be greatly appreciated.101Views0likes1Comment