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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 your files against files, like receipts and invoices, to your Spend money transactions as a reference to come back to, whenever you need. Then you can link your Spend money attachments to your Bank transactions – making it even easier to manage your purchases.

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:

Attaching files against your

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title	Attaching files against your To attach a document to a Spend money transactions

transaction

To attach a document to a Spend money

transactions

Go to your Spend money of choice

Select Attachments

Upload a document by dragging and dropping

transaction

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).
Click Attachments.
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Attach a document by either dragging and dropping the file into the box, or browsing your computer clicking browse for files to select the file.

Now that you’ve attached your file, you can link it to a bank transaction.

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Click Save.

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

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title	Linking files to Bank transactions from Spend money

Linking files to Bank transactions from Spend money

When you attach a file to your Spend money, you can match it to a Bank transaction. Here’s how:

Click Attachments in your Spend money of choice
Upload by dragging and dropping, or selecting a documents from your files
Go to Bank Transactions
Select the transaction you’d like to link
Hit the drop down arrow
Select Match transaction
Your Spend money transaction should appear
Click on the checkbox to select the Spend money
Click save.

This transaction (with its attachment) will now appear against your Bank transaction as well as your Transaction history.

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title	Linking files to Spend money through Bank transactions

Linking files to Spend money through Bank transactions

When you select a certain expense account, Essentials will recognise your transaction and create a Spend Money transaction for you. Here’s how:

Go to Bank transactions
Select Allocate me
Fill in your details and choose your expense account
Click save
Attach your file through Attachments

This Bank transaction (with its attachment) will create a Spend money for you and will also appear in your Transaction history.

To view an attached document

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

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

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title	To delete an attached document

To delete an attached document

From the Banking menu, choose Transaction history.
Find the transaction with the attachment (Spend money transactions have a reference number starting with SM).
Click the reference number to open the transaction.
Click Attachments.
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Click the Delete icon on the attachment.
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Click OK to the confirmation message.

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title	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.

Go to your in tray
Select your document and click Create new Spend Money
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Fill in the details
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Click Save
Your Spend money will be created and your file will be attached to it
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Entering purchases

Working with in tray documents

Purchase history

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Spend money

Attaching documents to bank transactions

Allocating bank transactions

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Versions Compared

Old Version 42

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Key

To attach a document to a Spend money

transaction

Linking files to Bank transactions from Spend money

Linking files to Spend money through Bank transactions

To view an attached document

To delete an attached document

To create a Spend money from the In tray

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