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The In tray is designed to store a digital copy of your documents for you. Upload your supplier invoices and receipts to your in tray and save time on data entrymake it easier to create bills, pay bills and track payments. 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.

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What can I upload

Adding documents to your In tray

You can add documents up to 10MB in size, in these formats: PDF, JPG, JPEG, TIFF, TIF, and PNG.

You can upload add documents to your In tray in a few ways:

Drag documents saved on your computer straight into the In tray.
Click Upload document 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
Take a picture of a receipt using your phone and upload it to your In tray using the MYOB Capture app
Have documents sent directly to your In tray from 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
Email documents to the address that appears beneath in your In tray. You can share this address with your suppliers too, allowing them to so they can email documents straight to your In tray

Image of In tray with location of universal email address.

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. Tell me more about emailing documents to my In tray.

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If an uploaded documents show document has an orange warning icon ( ) it means MYOB Essentials has been unable to read any information from the document. But you can still link work with the document to a bill as described below.

Linking documents to your bills

Once your documents are

Working with In tray documents

Once a document is in your In tray, you have a few options:

Attach via bank feeds

can link it to a bill you've already entered into MYOB Essentials, or use the document to create a new bill or Spend Money transaction.

You can also download or delete In tray documents.

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title	To link documents

There's a couple of ways you can link documents to bills you've already entered into MYOB Essentials.

Link via bank transactions

Quickly attach documents straight to

payments. This is great for attaching receipts against

your bank transactions.

Here’s how:

From

your dashboard go to Banking and select

the Banking menu, choose Bank transactions

Choose your bank transaction and click on

.
Click the dropdown arrow

Select Attachments

Select

for the transaction you want to attach a document to.
Click Attachments.
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Click 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 tray

If 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

the document you want to attach and click Link. The document is attached to the transaction.

Once you’ve linked a document, it will disappear from the In tray. If you unlink it, we’ll send it straight back.

Learn more about attaching documents to bank transactions.

Link bills from the In tray

If 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 select the document in your In tray, 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.

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title	To create a new bill

If you haven't entered the bill in MYOB Essentials, you can create it from the supplier invoice.

Click the document in your

in

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, such as dates, quantities and amounts. If you took a picture of the document using the MYOB Capture app and added a note to it before sending it to the In tray, that note will automatically appear too.

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.

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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 bill

If 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 Tray

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title	To create a new Spend Money transaction

If the document you've uploaded to the In tray isn't a bill (maybe it's a receipt for an incidental purchase), you can use it to create a new Spend Money transaction.

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Currently, you can’t delete attachments against your Spend money transactions. We’re working on sorting this out soon – so keep your eyes peeled.

Select the document in your In tray and click Create new Spend Money
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Fill in the details of the transaction.

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If you captured the document using the MYOB Capture app and added a note to it before sending it to the In tray, that note will automatically in the Notes field:

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Click Save. The Spend Money transaction is saved with the document attached to it.
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Tell me more about attaching documents to Spend money transactions.

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title	To download documents from the In tray

Click the document in the In tray then click Download.

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You can then choose to open or save the document. If you save it, give the file 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.

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title	To delete documents from the In tray

Click the document you want to remove then click Delete.

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Need to link a document to a spend money transaction? Do it from within the transaction itself. For details, see Attaching documents to Spend money transactions.

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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?

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

Go to the Purchases menu

, choose bills, then locate and click

and choose Bills.
Click to open the bill you want to edit (it'll have a document icon Image Added against it).

To unlink the current document, just click the

Need help finding the bill?
Click the unlink icon next to the document.

To

The document will be unlinked from the bill and sent back to the In tray.
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If you want to link a new document

, click

to that bill:
1. Click Link document.
2. 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

Can I link more than one supplier invoice to a bill

You 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 transactionattachments from my In tray against bank transactions?

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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attachments from my In tray against bank transactions?

Yes, you can add files to your bank transactions by selecting a bank transaction, clicking on Attachments and then selecting the Link from In tray button.

Learn about attaching documents to bank transactions.

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title	What's MYOB to MYOB?

What's MYOB to MYOB?

Working with a fellow MYOB user? Now with MYOB to MYOB, you can link accounts so that any invoices you receive from another MYOB business will go straight to your In tray.

All you need to do is go to an invoice from that business and select Link to MYOB. Now all of your future invoices from that business will be sent to your In tray.

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To stop invoices from particular businesses being sent to your In tray, just open up another email from that business and select Unlink from MYOB.

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Previewing and printing bills Attaching documents to bank transactions

Attaching documents to Spend money transactions

Attaching documents to bills

Emailing documents to your In tray

Using the MYOB Capture app

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Versions Compared

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Key

How does it work?

Adding documents to your In tray

Linking documents to your bills

Working with In tray documents

Link via bank transactions

Attach through your In tray

Link bills from the In tray

Link to an existing bill

How do I change which document is linked to a bill?

Can I link more than one supplier invoice to a bill

Can I link

attachments from my In tray against bank transactions?

What's MYOB to MYOB?

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