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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, your supplier bills securely in AccountRight's In Tray. If a bill is for a transaction you've recorded in AccountRight, you can link the bill to that transaction. Otherwise, when you add a bill to your In Tray, AccountRight will use advanced Optical Character Recognition (OCR) technology to identify key information in each the document, speeding up transaction entry by filling in what it can for you.

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Using AccountRight in a browser? Your In tray help is here.

Also learn how to attach documents to your cards or bills and spend money transactions.

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).

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

Watch this video to learn how it works:

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Emailing

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title	Adding documents to your In Tray

title

Adding documents to your In Tray

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

Here's how:

Open your online company file (you need your company file needs to be working online to add documents to AccountRightuse the In Tray).
Go to the Purchases command centre and click In Tray. The In Tray window appears.
Add documents to your In Tray. There's 4 a few ways to do it:

You can...

by doing this...

drag and drop

Click to select a file that's saved on your computer (.PDF, .JPG, .JPEG, .TIFF, .TIF, or .PNG).
Drag the file and drop it into the In Tray window. The file is added to your In Tray.

click and browse

On the In Tray window, click Add Documents. The Open window appears.
Click the file you want to add.
Click Open. The file is added to your In Tray.

partner with suppliers

Whenever you shop with certain companies, like Reece or 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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email documents to your In Tray

see Emailing documents to your In Tray

From AccountRight 2018.3 onwards, each MYOB account has a unique email address assigned in AccountRight for emailing documents straight to your In Tray. If you have multiple businesses, there's a different email address for each.

The maximum document size is 10MB, and the maximum email size is 20MB.

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Give your suppliers your unique email address so they can email bills straight to your In Tray.

To email documents to your In Tray:

In the Purchases command centre, click In Tray. The In Tray window appears.

For the next step, you might need to expand the In Tray window to make the Email Address button appear:

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Click Email Address. The Email Address for In Tray window appears, displaying your unique In Tray email address.

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To copy the email address to your Windows clipboard, click Copy email address.

Set up a new contact with this email address in your email program, e.g. with the name "AccountRight In Tray" (or similar). This makes it easier to email documents to your In Tray.

Paste the email address you copied in step 3 into your new contact.

To email a document to your In Tray, send it to your unique email address. The document will appear in your In Tray.

take a picture of a receipt and send it to your In Tray using the MYOB Capture app

see Using the MYOB Capture app

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title	Creating bills using In Tray documents

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.
- If you take a picture of the document and send it to your In Tray using the MYOB Capture app, you might need to click the RefreshImage Added button to make the document appear.
Select a document that’s ready to use (there’s no blue icon on the thumbnail), and click Create New Bill. If you can't see this button, click Switch Options to show it.

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 following 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.

:

ABN	Used to select the Supplier. The default layout and account will then be used from the supplier card. Image Added
Issue date	Used to enter the Date
Due date	Used to set the terms of the bill
Amount	Used to enter line and total amounts
Invoice number	Used to enter the Supplier Inv No.
Note	Used enter a Comment (if you captured the document using the MYOB Capture app and added a note to it before you sent it to In Tray)

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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title	Creating spend money transactions using In Tray documents

Creating spend money transactions using In Tray documents

(Available in AccountRight 2019.3 and later)

Ensure your file is online, and checked in (look for the green status bar at the bottom of your AccountRight window).
Go to the Banking command centre and click In Tray.
If you haven’t already, add the document to the In Tray as described above.
Select a document that’s ready to use (there’s no blue icon on the thumbnail), and click Create New Spend Money. If you can't see this button, click Switch Options to show it.
The Spend Money window appears. AccountRight uses optical character recognition (OCR) to read and automatically fill in as many of the fields on the bill as possible.

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You then just need to check the details in the transaction that have been filled for you, complete the remaining details and click Record. The transaction is recorded and the document is attached to it. Spend money transactions with attached documents are indicated by an icon next to it:
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If you can'

ve already paid

t see the bill

, click Include Closed and Returns

you want, you might need to select more options.
If you think the bill has:

already been paid, select Show closed and returns to see closed bills
previously had a document attached to it, select Show bills with existing In tray documents.

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

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title	Linking In Tray documents to existing bills

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. Want to attach a document when you're creating a bill? See Attaching documents to purchase transactions.

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 you can't see this button isn't active, click the Refresh Image Removed button at the top of the window, click Switch Options to show it.
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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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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title	Linking In Tray documents to existing spend money transactions

Linking In Tray documents to existing spend money transactions

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 spend money that relates to a document, you can link them together. If you want to attach a document when you're creating a spend money transaction, see Attaching documents to purchase transactions.

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 Spend Money. If you can't see this button, click Switch Options to show it.
The Link to existing Spend Money window appears.
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If information was able to be extracted from the document, it will appear in the Invoicedetails section of the window. Click the magnifying glass icon next to the thumbnail to see a full version of the document.
Select the Payee the spend money relates to.
If you can't see the spend money you want, specify a date range

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

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You can't link a document to a spend money 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 spend money, and the thumbnail disappears from the In Tray window.

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Use the Bank Register to quickly see which spend money transactions have attachments.

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title	Unlinking In Tray documents from bills

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 againyou can remove the document and return it to the In Tray.

Open the bill with the attachment. Need help finding the bill?
Click Attachments.
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Click the attachment to be unlinked, then click Remove.
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Click OK to the confirmation message. The attachment is unlinked from the bill and returned to the In Tray.

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title	Viewing, downloading and printing In Tray documents

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.

Document enlarged in the enlarged window

Use the Zoom In ( magnifying glass symbol with plus sign ) and Zoom Out ( magnifying glass symbol with minus sign ) 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.

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title	Deleting documents from the In Tray

When you delete a document from the In Tray, it's permanently removed and can't be recovered. If you'd like to keep a copy of a document you're going to delete, download it first (see above).

Go to the Purchases window and click In Tray.
Click to select the document you want to delete.
Click Delete.
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The document is deleted from the In tray.

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<h2><i class="fa fa-comments"></i>  In Tray FAQs</h2><br>

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title	Why doesn't prefilling of fields work for some documents I add?

Why doesn't prefilling of fields work for some documents I add?

Ensure that the text print on your documents is clear and sharp. If you’re adding scanned documents, try increasing the scan resolution or the darkness if it’s too light. We’re continuing to tweak the OCR feature so that it can recognise more characters and fonts, so you can expect it to get better over time.

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Make sure the In Tray document is ready for use (there isn't a blue icon on it) before linking it to an existing bill or creating a new bill.

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title	Do you have an Officeworks 30 Day Business Account?

Do you have an Officeworks 30 Day Business Account?

You can have your Officeworks invoices sent straight to your AccountRight In Tray.

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title	How can I stop someone from accessing the In Tray?

How can I stop someone from accessing the In Tray?

You can control access to the In Tray for each user from the User Access window (Setup menu). Click the Manage Roles tab and in the list of Purchases tasks, deselect the In Tray option.

Learn more about managing roles.

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title	Can I link more than one supplier invoice document to a bill?

Can I link more than one

supplier invoice

document 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"

sure can. Find out how.

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title	Why can't I click the Create New Bill or Link to Existing Bill buttons?

Why can't I click the Create New Bill or Link to Existing Bill buttons?

After uploading a bill to your In Tray, click the Refresh button at the top of the window to activate these buttons.

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title	Why can't I see the Email Address button in the In Tray window?

Why can't I see the Email Address button in the In Tray window?

Your display settings may be hiding the Email Address button. If you expand the In Tray window, the Email Address button will appear (click the animated image to expand it):

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To ensure AccountRight displays buttons and windows properly, you need to change your display settings.

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title	What is MYOB to MYOB?

What is 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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Entering purchases

Paying bills

Emailing documents to your In Tray

Using the MYOB Capture app

Automating supplier invoices

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Attaching documents to your cards

Attaching documents to purchase transactions

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Versions Compared

Old Version 96

New Version Current

Key

Adding documents to your In Tray

Creating bills using In Tray documents

Creating spend money transactions using In Tray documents

Linking In Tray documents to existing bills

Linking In Tray documents to existing spend money transactions

Unlinking In Tray documents from bills

Viewing, downloading and printing documents

Why doesn't prefilling of fields work for some documents I add?

Do you have an Officeworks 30 Day Business Account?

How can I stop someone from accessing the In Tray?

Can I link more than one

document to a bill?

Why can't I click the Create New Bill or Link to Existing Bill buttons?

Why can't I see the Email Address button in the In Tray window?

What is MYOB to MYOB?

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