Attaching documents to bills

https://help.myob.com/wiki/x/cKFqAg

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Having a proof of purchase document against transactions isn’t just handy, it’s important for compliance. Plus it saves you from trying to find the document later.

In MYOB you can attach a file, like a receipt or supplier invoice, to a bill 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 new bill

Create a new bill (Purchases menu > Create bill). Need a refresher?
Click Prefill from a source document.
Attach a document by either:
- dragging and dropping the file into the attachment area, or
- clicking browse for files to select one or more files.
Select an attached document then click Link.
Fill in any missing details. Need a refresher?

Click Open split view to see the document and the new bill side-by-side, making it easy to compare.
When you're done, click Save.

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

To attach a document to an existing bill

Open the existing bill (Purchases menu > Bills > click the reference number for the bill). Need help finding a bill?
Click Link a source document at the top of the bill.
Attach a document by either:
- dragging and dropping the file into the attachment area, or
- clicking browse for files to select one or more files.
Select an attached document then click Link.
if your pre-filling a bill from a source document, fill in any missing details. Need a refresher?

Click Open split view to see the document and the new bill side-by-side, making it easy to compare.
When you're done, click Save.

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

To view, download or print an attached document

From the Purchases menu, choose Bills.
Click to open the bill with the attachment. Need help finding a bill?
Click Open split view. The attachment will display next to the bill.
Hover over the dark bar at the top of the displayed attachment and choose an action:
- Click the download icon to download a copy of the attachment.
- Click the print icon to print the attachment.

To unlink a document from a bill

To unlink a document from a bill.

When you unlink a document from a bill, the document is returned to the In Tray. If needed, you can then link the document to a different transaction.

From the Purchases menu, choose Bills.
Click to open the bill with the attachment. Need help finding a bill?
Click Unlink.
At the confirmation message, click Unlink.
Click Save. The document is unlinked from the bill and returned to the In Tray.

Need to delete the document from the In Tray? See Working with In tray documents.

Attaching documents to spend money transactions

Working with In tray documents

Viewing bills

Page tree

To attach a document to a new bill

To attach a document to an existing bill

To view, download or print an attached document

To unlink a document from a bill.

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