Working with In Tray documents

Here's how to link a document from your In Tray to a bill or spend money transaction in MYOB.

1. Click In Tray on the menu.
2. Click the ellipsis button for the document you want to link and choose Link to existing bill.
3. Select the transaction.
4. Click Link. The document is linked to the selected bill and disappears from your In Tray.
   

1. Click In Tray on the menu.

2. Click the ellipsis button for the document and choose Create bill or Create spend money transaction. A new transaction is created and MYOB will fill in as much information as possible from the document. All you need to do is check these details and enter any additional details that are needed.

   Click Open split view to see the document and the new transaction side-by-side.

   

3. When you're done, click Record. The transaction is recorded with the document linked to it.

Learn more about Attaching documents to spend money transactions and Attaching documents to bills.

1. Click In Tray on the menu.
2. Click a document to see a preview.
3. Click the ellipsis button for the document and choose Download.
4. 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).

1. Click In Tray on the menu.
2. Click the ellipsis button for the document and choose Delete.
3. Click Delete on the confirmation message. The document is deleted from the In tray.