Upload your supplier invoices and receipts to your in tray and save time on data entry. Plus, you'll always have your proof of purchase documents on hand when you need them. How does it work? Check out this short video for an overview of uploading and working with your supplier documents and bills in MYOB Essentials. | HTML |
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What can I uploadYou can upload documents to your In tray in a few ways: - Drag documents saved on your computer into the In tray.
- Click Upload and choose documents stored on your computer.
- Email documents to the address that appears beneath your In tray. You can share this address with your suppliers too, allowing them to email documents straight to your Essentials account.
- You can also get your invoices sent straight to your In tray when you link your Essentials account with one of our partner suppliers. Learn more about supplier feeds.
How do I upload? You can upload documents to your in tray in a variety of ways: - drag documents saved on your computer into the in tray area
- click Upload and choose documents stored on your computer
- email documents to the address that appears beneath your In tray. You can share this address with your suppliers too, allowing them to email documents straight to your In tray
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| If uploaded documents show an orange warning icon (  ) it means MYOB Essentials has been unable to read any information from the document. But you can still link the document to a bill as described below. |
Linking documents to your billsOnce your documents are in your In tray, you have a few options: Attach via bank feedsQuickly attach documents straight to payments. This is great for attaching receipts against transactions. Here’s how: - From your dashboard go to Banking and select Bank transactions
- Choose your bank transaction and click on the dropdown arrow
- Select Attachments
- Select Link from In tray
- Choose your attachment of choice
- Click on the paperclip icon
- Your attachment is now linked to your transaction.
Attach through your In trayIf you’ve got a bill that needs to be paid in future, you can use the document within the In Tray to create a new MYOB Essentials bill. Or you can link the document to a bill you've already entered in MYOB Essentials. See Create a new bill below. Create a new billIf you haven't entered the bill in MYOB Essentials, you can create it from the supplier invoice. Click the document in your in tray, then click Create new bill. MYOB Essentials will use optical character recognition (OCR) to read and automatically fill in as many of the fields on the bill as possible. All you need to do is check the details that have been automatically entered (highlighted in blue), and enter any additional details that are needed. Or you can create a new bill from a document in your In tray: - From your dashboard, select In tray
- Select an existing document
- Select Link to existing bill
- Choose from the drop-down list of bills that appears
- Select Link to selected bill
- Your attachment will be linked to your bill.
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| Auto-coding your bill If you frequently upload bills from the same supplier and allocate their items to the same account, select a defaultallocation account from the Account code dropdown. 
The next time you create a bill for this supplier, the default account will populate the Allocate to field in the In tray. |
If you want to take a closer look at the original document while you're entering its details, click the icons next to the document preview to download the original document, show it in a new window, split the view between the document and the bill you're creating, or enlarge it. When you're done, just click Save. Link to an existing billIf you've already entered a bill in MYOB Essentials that correlates to a supplier invoice in your in tray, you can link the document to your bill. Just click Link to existing bill and choose the bill from the list. If there's a bill that looks like it matches, MYOB Essentials will highlight it for you. Just choose the right bill from the list and click Link to selected bill. The document is linked to the bill, and disappears from your in tray. Deleting documents from the In TrayClick the document you want to remove then click Delete. | HTML |
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<h2><i class="fa fa-comments"></i> FAQs</h2><br> |
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| title | How do I change which document is linked to a bill? |
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| How do I change which document is linked to a bill?If you've accidentally linked the wrong document to a bill, or if you've received an updated invoice from a supplier and want to attach that to the bill instead, you can do this when viewing the bill. In the Purchases menu, choose bills, then locate and click to open the bill you want to edit. To unlink the current document, just click the unlink icon next to the document. To link a new document, click Link document. Choose the document you want to link and click Link document to bill. |
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| title | Can I link more than one supplier invoice to a bill |
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| Can I link more than one supplier invoice to a billYou can only link one supplier invoice to a bill. If you have more than one document you want to link to a bill, you can either: - scan all the associated documents together to create a single PDF, or
- use a 3rd party program to combine PDF documents (there are several free programs that will do this - search Google for "combine PDF free".
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| title | Can I link a supplier invoice or receipt to a Spend Money transaction? |
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| Can I link a supplier invoice or receipt to a Spend Money transaction?The in tray currently only works with your MYOB Essentials bills which are created and maintained under the Purchases menu. If you'd like MYOB Essentials to have the ability to upload supplier invoices or receipts for spend money transactions, vote for this suggestion on the MYOB Essentials Idea Exchange. |
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