- Created by admin, last modified by DijanaN on Nov 28, 2019
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https://help.myob.com/wiki/x/Hoe8Ag
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The In tray is designed to store a digital copy of your documents for you. Upload your invoices and receipts to make 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.
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 add documents in a few ways:
- Click Upload documents and choose documents stored on your computer
- Take a picture of a receipt 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
- Email documents to the address that appears in your In tray. You can share this address with your suppliers so they can email documents straight to your In tray. Tell me more about emailing documents to my In tray.
Working with In tray documents
Once a document is in your In tray, you can link (attach) it to a bill you've entered into MYOB or use the document to create a new bill or spend money transaction <can't currently create new spend money>.
You can also download or delete In tray documents.
Let's take a closer look:
<can't currently link to existing spend money from In tray>
Here's how to link a document from your In tray to a bill or spend money transaction in MYOB.
- Click In tray on the menu.
- Click the ellipsis
button for the document you want to link and choose Link to existing bill. - Select the transaction.
- Click Link. The document is linked to the selected bill and disappears from your In tray.
<can't currently create new spend money from In tray>
- Click In tray on the menu.
- Click the ellipsis button for the document and choose Create bill. MYOB will fill in as many of the fields on the new transaction as possible. All you need to do is check these details and enter any additional details that are needed. Need a refresher for creating bills or spend money transactions?
- When you're done, click Record <or Save. >. The transaction is recorded with the document linked to it.
Learn more about Attaching documents to spend money transactions.
- Click In tray on the menu.
- Click the ellipsis button for the document and choose Download.
- 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 documents using any PDF viewer or attach them to emails.
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).
- Click In tray on the menu.
- Click the ellipsis button for the document and choose Delete.
- Click Delete on the confirmation message. The document is deleted from the In tray.
FAQs
How do I change which document is linked to a bill or spend money?
If you've accidentally linked the wrong document, or you'd like to replace a linked document with another one, you can do this when viewing the bill or spend money transaction.
<how do you do this in MYOB X?>
Can I link more than one document to a transaction?
You can only link one document to a bill or spend money transaction.<true? Can link multiple in AR>
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".
Yes
No
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