To attach a document to an existing bill

1. Go to your In tray

2. Select your document and click Link to existing bill.

   Need to add a document? You can easily add documents in a number of ways, including emailing them to the address that appears in your In tray. You can even take a picture of a document and upload it to your In tray using the MYOB Capture app. See Working with In tray documents.

3. If there's a bill that looks like it matches the information in the document, MYOB Essentials will highlight it for you. Just choose the right bill from the list and click Link to selected bill.

   
   

The document is attached to the transaction. To view or delete an attached document, see below.

To create a bill from a document in your In tray

1. Go to your In tray

2. Select your document and click Create new bill. 
   

   Need to add a document? You can easily add documents in a number of ways, including emailing them to the address that appears in your In tray. You can even take a picture of a document and upload it to your In tray using the MYOB Capture app. See Working with In tray documents.

3. Fill in any missing details (the fields highlighted in yellow).
   
4. Click Save
5. Your bill will be created and your file will be attached to it 
   

To view an attached document

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

1. From the Purchases menu, choose Purchase history.
2. Find the transaction with the attachment (bills have a reference number starting with EX).
3. Click the reference number to open the transaction.

4. Click a viewing option next to the document:

   	Download the document
   	Enlarge the document in a new browser tab
   	Split the screen between the bill and the document
   	Enlarge the document in the current browser tab

To delete an attached document

1. From the Purchases menu, choose Purchase history.
2. Find the transaction with the attachment (bills have a reference number starting with EX).
3. Click the reference number to open the transaction.

4. Click the Un-link iconnext to the document.