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  • Attaching documents to Spend money transactions


 

 

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Having a proof of purchase document against transactions isn’t just handy, it’s important for compliance.

In MYOB Essentials you can attach files, like receipts and invoices, to your Spend money transactions as a reference to come back to, whenever you need.

You can attach PDF, TIFF, JPEG or PNG file types, and the files must be less than 10MB in size.

 

To attach a document to a Spend money transaction

To attach a document to a Spend money transaction

  1. Open a Spend money transaction by either:
    • creating a new Spend money transaction (Banking menu > Spend money)
    • opening an existing Spend money transaction (Banking menu > Transaction history > click the reference number for the spend money transaction). 
  2. Click Attachments.

    Can't click 'Attachments'? Try a different web browser like Google Chrome or Mozilla Firefox. ( What browser am I using? )

  3. Attach a document by either dragging and dropping the file into the box, or clicking browse for files to select the file.
  4. Click Save.

The document is attached to the transaction. To view or delete an attached document, see below.

To view an attached document

To view an attached document

After you've attached a document to a Spend money transaction, here's how to view it:

  1. From the Banking menu, choose Transaction history.
  2. Find the transaction with the attachment (Spend money transactions have a reference number starting with SM).
  3. Click the reference number to open the transaction.
  4. Click Attachments.

    Can't click 'Attachments'? Try a different web browser like Google Chrome or Mozilla Firefox. ( What browser am I using? )

  5. Click the attachment to view it.
To delete an attached document

To delete an attached document

  1. From the Banking menu, choose Transaction history.
  2. Find the transaction with the attachment (Spend money transactions have a reference number starting with SM).
  3. Click the reference number to open the transaction.
  4. Click Attachments.

    Can't click 'Attachments'? Try a different web browser like Google Chrome or Mozilla Firefox. ( What browser am I using? )

  5. Click the Delete icon on the attachment.
  6. Click OK to the confirmation message.
To create a Spend money from a file in your In tray

To create a Spend money from the In tray


Note: Currently, you can’t delete attachments against your Spend money transactions. We’re working on sorting this out soon – so keep your eyes peeled.

 

  1. Go to your in tray
  2. Select your document and click Create new Spend Money 
  3. Fill in the details 
  4. Click Save
  5. Your Spend money will be created and your file will be attached to it