Attaching files against your Spend money transactions

1. Open a Spend money transaction (from the Banking menu click Transaction history then click the reference number for the spend money transaction). 
2. Select Click Attachments.
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3. Upload a document by dragging and dropping into the box, or browsing your computer for files.Image Modified

Now that you’ve attached your file, you can link it to a bank transaction. 

Linking files to Bank transactions from Spend money 

When you attach a file to your a Spend money transaction, you can match it to a Bank transaction.

Here’s how:

1. Click Attachments in your Spend money of choice.
2. Upload by dragging and dropping, or selecting a documents from your files.
3. Go to Bank Transactions.
4. Select the transaction you’d like to link.
5. Hit the drop down arrow.
6. Select Match transaction.
7. Your Spend money transaction should appear.
8. Click on the checkbox to select the Spend money.
9. Click Save.

This transaction (with its attachment) will now appear against your Bank transaction as well as your Transaction history.

Linking files to Spend money from Bank transactions  

When you select a certain expense account, MYOB Essentials will recognise your transaction and create a Spend Money transaction for you.

Here’s how:

1. Go to Bank transactions transactions.
2. Select Allocate me me.
3. Fill in your details and choose your expense account account.
4. Click save Save.
5. Attach your file through Attachments.

This Bank transaction (with its attachment) will create a Spend money for you and will also appear in your Transaction history.