You can attach documents to transactions on the Bank transactions page. This is handy if you have a receipt or other document related to a bank transaction that's been brought into MYOB Essentials via bank feeds or an imported bank statement. Documents must be less than 10MB in size and in one of these formats: PDF, TIFF, JPEG or PNG. UI Expand |
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title | To attach a document to a bank transaction |
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| To attach a document to a bank transaction- From the Banking menu, choose Bank transactions.
- Click the down arrow next to the transaction you want to attach a document to.
- Click Attachments.
Attach the document. There's a few ways to do it: - Click browse for files, select the document to be attached then click Open.
- Click and drag a file from your computer and drop it into the transaction.
- Click Link from in tray to link a document you have stored in your in tray.
The document is attached to the transaction. To view or delete an attached document, see below. |
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