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: UI Expand |
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title | To attach a document to a Spend money transaction |
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| To attach a document to a Spend money 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. Image Modified - Attach a document by either dragging and dropping the file into the box, or clicking browse for files to select the file.
- Click Save.
The document is attached to the transaction. To view or delete an attached document, see below. |
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title | To view an attached document |
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| To view an attached documentAfter 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. - Click the attachment to view it.
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title | To delete an attached document |
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| 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. - Click the Delete icon on the attachment.
- Click OK to the confirmation message.
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title | To create a Spend money from a file in your In tray |
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| 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
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
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