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Having a proof of purchase document against transactions isn’t just handy, it’s important for compliance.

In MYOB Essentials, you can attach your files against your Spend money transactions as a reference to come back to, whenever you need. Then you can link your Spend money attachments to your Bank transactions – making it even easier to manage your purchases.

You can attach PDF, TIFF, JPEG or PNG file types, and the files must be less than 10MB in size.

 

Attaching files against your Spend money transactions

Attaching files against your Spend money transactions

  1. Open a Spend money transaction by either:
    • creating a new Spend money transaction (Banking menu > Spend money)
    • opening an existing Spend money transaction (Banking menu > Transaction history > click the reference number for the spend money transaction). 
  2. Click Attachments.
  3. Attach a document by either dragging and dropping the file into the box, or clicking browse for files to select the file.

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

Linking files to Bank transactions from Spend money

Linking files to Bank transactions from Spend money 

When you attach a file to 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 document 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

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.
  2. Select Allocate me.
  3. Fill in your details and choose your expense account.
  4. Click 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.