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Got a supplier invoice taking up space in your email inbox? Or adding to the clutter on your desk?

There's a really easy way you can store your supplier invoices and receipts — use the In tray.

As the name implies, In tray is way to store your documents — but in this case they're stored online with your MYOB business.

And the best part—you don't need to set up anything.

Give it a go

  1. Click In tray then click Upload documents. How else can I upload documents?
  2. Choose a document stored on your computer. You can add documents up to 10MB in size, in these formats: PDF, JPG, JPEG, TIFF, TIF, and PNG.

  3. Click Open. Voila! The document is now in your In tray.

Turn a document into a transaction

The really clever part of In tray is that once you've uploaded a document, you can use the smarts in MYOB to do some of the data entry for you.

Click the ellipsis button for the document you just uploaded and choose one of these options:

Link to existing billAttach the document to a bill you've already recorded in MYOB.
Create billRecord a new bill from one of your suppliers based on the uploaded document.
Create spend money transactionRecord a new spend money transaction based on the uploaded document, e.g. for goods or services that are not from one of your regular suppliers, such as a telephone bill, bank charge or charity donation.

 

When using an uploaded document to create a new transaction, MYOB scans what's in the document and pre-fills as many details as possible, saving you some keystrokes.

For example, click Create bill. MYOB creates a bill and automatically fills it in with information from the document.

Find out more

There's a whole lot more you can do with In tray. For all the details, see Working with In tray documents.