Get started

HTML Wrap

class	section group

HTML
<span data-swiftype-index="true">

html-wrap

class	col span_3_of_5

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

UI Expand

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

transaction

To attach a document to a Spend money

transactions

transaction

Open a Spend money transaction (from the Banking menu click Transaction history then 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.
Image Modified
Upload a document by
UI Text Box
size medium
type note
Can't click 'Attachments'? Try a different web browser like Google Chrome or Mozilla Firefox. ( What browser am I using? )
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.

Click Save.

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

Linking files to Bank transactions from Spend money

When you attach a file

UI Expand

title	Linking files to bank transactions from Spend money

To view an attached document

After you've attached a document to a Spend money transaction,

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.

UI Expand

title	Linking files to Spend money from Bank transactions

Linking files to Spend money from Bank transactions

When you select a certain expense account, MYOB 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.

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.
UI Text Box
size medium
type note
Can't click 'Attachments'? Try a different web browser like Google Chrome or Mozilla Firefox. ( What browser am I using? )
Click the attachment to view it.

UI Expand

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.
UI Text Box
size medium
type note
Can't click 'Attachments'? Try a different web browser like Google Chrome or Mozilla Firefox. ( What browser am I using? )
Click the Delete icon on the attachment.
Image Added
Click OK to the confirmation message.

UI Expand

title	To create a Spend money from a file in your In tray

To create a Spend money from the In tray

UI Text Box

size	medium
type	note

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
Image Added
Fill in the details
Image Added
Click Save
Your Spend money will be created and your file will be attached to it
Image Added