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You can attach documents to transactions on the Bank transactions page. This is handy if you have a receipt or other document related to a bank transaction that's been brought into MYOB Essentials via bank feeds or an imported bank statement.

Documents must be less than 10MB in size and in one of these formats: PDF, TIFF, JPEG or PNG.

 

To attach a document to a bank transaction

To attach a document to a bank transaction

  1. From the Banking menu, choose Bank transactions.
  2. Click the down arrow next to the transaction you want to attach a document to.
  3. Click Attachments.
  4. Attach the document. There's a couple of ways to do it:

    • Click browse for files, select the document to be attached then click Open.

    • Click and drag a file from your computer and drop it into the transaction.

To view an attached document

To view an attached document

After you've attached a document to a bank transaction, here's how to view it:

  1. From the Banking menu, choose Bank transactions.
  2. Find the transaction with the attachment (it'll have a paperclip icon).
  3. Click the transaction's paperclip icon.
  4. Click the attachment to view it.
To delete an attached document

To delete an attached document

  1. From the Banking menu, choose Bank transactions.
  2. Find the transaction with the attachment (it'll have a paperclip icon).
  3. Click the transaction's paperclip icon.
  4. Click the Delete icon on the attachment.
  5. Click OK to the confirmation message.