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  • Attaching documents to Spend money transactions

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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.


To attach a document to a Spend money transaction

To attach a document to a Spend money transaction

  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.
  4. Click Save.