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  • Attaching documents to Spend money transactions

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What do I need to do when making an online Officeworks purchase?

Online

  • Log in using your account details.
  • Complete the checkout process.
  • Officeworks will send your invoice to MYOB.

    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.

    Let's take a closer look:

     

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    We've partnered with a number of Australia's largest suppliers (see the list below) to have their invoices automatically sent to your In Tray. Just link your supplier account (for example, Officeworks) with your existing MYOB Essentials business or AccountRight company file.

     

    Here's how to get started:

     

    Log in or sign up on the Officeworks website.
    Once you're logged in, click Get Officeworks invoices sent to your MYOB software.
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    When you purchase through Officeworks, your invoices will now be automatically imported to your In Tray.

     

     

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    titleWhat do I need to do when making an Officeworks purchase?
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    titleTo 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 - it'll start with SM). 
    2. Click Attachments.
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      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.Image Added
    4. Click Save.

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

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    titleTo 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.

    5. When you purchase in-store, identify yourself by either your Officeworks store card, Officeworks account number, or the email address you signed up with.
    6. The staff member will be able to link your purchase to your MYOB account which will send the invoice to your In Tray.

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      Your invoice will usually be delivered to your Essentials In Tray on the night of your purchase.

    In-Store

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

    2. Click the attachment to view it.
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    titleTo 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.

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      Your invoice will usually be delivered to your Essentials In Tray on the night of your purchase.

      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.
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    6. Click OK to the confirmation message.

    How do I Opt Out of the service?

  • Log in to the Officeworks website.
  • When you are logged in click Stop Officeworks invoices being sent to your MYOB software.
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    To create a Spend money from a file in your In tray

    To create a Spend money from the In tray


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    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 
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    3. Fill in the details 
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    4. Click Save
    5. Your Spend money will be created and your file will be attached to it 
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    Entering purchases

     

     

    Spend money

    Attaching documents to bank transactions

    Allocating bank transactions