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Viewing, downloading and printing documents

While you’re working online, you can view the full details of documents you’ve added to AccountRight. In Tray documents are sorted by the date they were added.

Just click the Enlarge button (the magnifying glass) in the In Tray or in a purchase that has a linked document. The Enlarged window appears.

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Use the Zoom In ( magnifying glass symbol with plus sign Image Removed) and Zoom Out ( magnifying glass symbol with minus sign Image Removed) icons to change the magnification of the document, or select a zoom percentage from the dropdown list.

To download a document (one at a time), click the Save icon in the Enlarged window, and give the file you’re about to download a name (it will be a PDF file, even if you uploaded it as an image file).

Once downloaded, you can view or print them using any PDF viewer or attach them to emails

To set up a bank feed for an ANZ account:

you need to be the online owner (this is usually the person who set up your AccountRight subscription) or an online administrator
ensure bank feeds can be set up for your account (check the list: Australia | New Zealand)
have your MYOB account details handy.

Your AccountRight company file doesn't need to be online to set up bank feeds, but you'll need an internet connection.

There are two parts to setting up a bank feed:

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Adding documents to your In Tray

You can add documents up to 10MB in size and in these file formats can be added to your In Tray: .PDF, .JPG, .JPEG, .TIFF, .TIF, and .PNG.

Here's how:

You need to be working online to start adding documents to AccountRight.
Go to the Purchases command centre and click In Tray.
Add documents to your In tray:

There are four ways you can add documents to your In tray:

Each MYOB account has a unique email address assigned to it, which means you can send yourself documents that will arrive straight to your In tray. If you have multiple businesses, you'll have a different email address for each. Here's how to find your unique email address:

Open your In tray

Click on Email Address

Select Copy email address

Add your unique email address to your contacts in your email service provider

Forward bills from suppliers to your unique email address

Your files will appear in your In tray.

OR

Send your unique email address with suppliers so they can send your bills straight to your In tray.

You can send files up to 10MB in size in .PDF, .JPG, .JPEG, .TIFF, .TIF, and .PNG formats to your In tray (just make sure your emails don't exceed 20MB in size).

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Not available in AccountRight Basics

If your company file is online, when suppliers email you their invoices, you can store them securely online and link them to your AccountRight bills using the In Tray. Once they’re in, AccountRight will use advanced Optical Character Recognition (OCR) technology to identify key information in each document, speeding up transaction entry by filling in what it can for you.

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And if you’re a bookkeeper or accountant, the source documents you need to review for each bill transaction are now just a click away. You no longer need to chase up clients to get copies of their supplier invoices for verification, and it’s easier to check that all their tax allocations are correct (making BAS and GST returns easier to prepare).

Watch this video to learn how it works:

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How to add documents to your In tray

Steps

Drag and drop

Select a file from your computer
Drag and drop it into the In tray window
Your file is now saved to your In Tray.

Click and browse

Click Add Documents
Choose your file
Click Open
Your file is now saved to your In tray.

Email bills

Partner with suppliers

Whenever you shop with certain brands, like Reece and Officeworks, you can get your invoices from them sent directly to your In tray.

Learn more about automating your supplier invoices.

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Creating bills using In Tray documents

If you haven’t had a chance to enter a bill transaction for a supplier invoice you’ve received, let AccountRight do the work for you.

Ensure your file is online, and checked in (look for the green status bar at the bottom of your AccountRight window).
Go to the Purchases window and click In Tray.
If you haven’t already, add the document to the In Tray:
- If you drag the document to the In Tray, or click Add Documents, you’ll see the upload status, and a blue icon to indicate we’re working on getting it ready for you.
- If you email the document, it will appear in the In Tray after a minute or two.
Select a document that’s ready to use (there’s no blue icon on the thumbnail), and click Create New Bill.
A purchase window appears with a thumbnail of the document in the right corner of the window.
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AccountRight will use the information that it is able to extract from the document to prepare a bill for you.
For example, if the supplier has been identified (based on ABN in Australia, or GST Registration ID in New Zealand), it will be selected for you. Other details, like the bill date, the total amount and supplier’s invoice number, can all be filled in for you if we’ve been able to extract that information from the document. If the supplier’s ABN (Australia) / GST Registration ID (New Zealand) is identified, it will be added to the supplier’s card for you if it’s not already there. For ABNs, we’ll also check to see if it’s a valid number.
Check, and if necessary correct, the details that have been filled in for you. They’re highlighted in blue.
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Click the Enlarge button to see the document details. This might help you fill in any missing details.
Record the purchase.

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Linking In Tray documents to existing bills

The In Tray shows you which documents haven’t been linked to a transaction yet. The documents are sorted by the date they were added. If you’ve already recorded a bill that relates to a supplier invoice, or converted an order into a bill, you can link them together.

Ensure your file is online, and checked in (look for the green status bar at the bottom of your AccountRight window).
Go to the Purchases window and click In Tray.
If you haven’t already, add the document to the In Tray:
- If you drag the document to the In Tray, or click Add Documents, you’ll see the upload status, and a blue icon to indicate we’re working on getting it ready for you.
- If you email the document, it will appear in the In Tray after a minute or two.
Select a document that’s ready to use (there’s no blue icon on the thumbnail), and click Link to Existing Bill. If this button isn't active, click the Refresh Image Removed button at the top of the window.
The Link to existing bill window appears.
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If information was able to be extracted from the document, it will appear in the Invoice details section of the window. Click the magnifying glass icon next to the thumbnail to see a full version of the document.
Select the supplier that the bill relates to in the Search Criteria section.
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If you've already paid the bill, click Include Closed and Returns to see closed bills.

Select the bill that you want to link the document to, and then click Link.

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You can't link a document to a bill within a locked period. You'll need to either turn off the locked period preference (Setup > Preferences > Security tab), or change the locked period to an earlier date.

The document is now linked to the bill, and the thumbnail disappears from the In Tray window.

You can see which bills have a linked document in the Purchases Register (accessible from the Purchases command centre). Look for the document icon.

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Unlinking In Tray documents from bills

If you've linked a document to the wrong bill, just click the unlink icon ( broken chain symbol Image Removed) in the bill you’re viewing and save the bill. The document will return to the In Tray so you can link it again.

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1. Apply

Start the application process in AccountRight, then finish via ANZ's internet banking site. In New Zealand, you have the option to submit an application form.

2. Link

Once your bank feed application is approved, choose the AccountRight account the bank feed applies to.

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