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https://help.myob.com/wiki/x/iRGFAw
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The In Tray is designed to store a digital copy of your documents for you. Upload your supplier invoices and receipts to make it easier to create bills, pay bills and track payments. Plus, you'll always have your proof of purchase documents on hand when you need them.
Adding documents to your In Tray
You can add documents up to 10MB in size, in these formats: PDF, JPG, JPEG, TIFF, TIF, and PNG.
You can add documents in a few ways:
- Drag and drop files from your computer onto the In Tray.
- Click Upload documents and choose documents stored on your computer
- Click browse for files and choose documents stored on your computer
- Email documents to your unique In Tray email address (click More ways to upload to find this email address). You can share this address with your suppliers so they can email documents straight to your In Tray. Tell me more about emailing documents to my In Tray.
- Take a picture of the document and send it to your In Tray using the MYOB Capture app
- If you deal with one of our partner suppliers, have your invoices from them automatically sent to your In Tray. Learn about Automating supplier invoices.
Working with In Tray documents
Once a document is in your In Tray, you can link (attach) it to a bill you've entered into MYOB or use the document to create a new bill or spend money transaction.
You can also download or delete In Tray documents.
Let's take a closer look:
Here's how to link a document from your In Tray to a bill or spend money transaction in MYOB.
- Click In Tray on the menu.
- Click the ellipsis button for the document you want to link and choose Link to existing bill.
- Select the transaction.
- Click Link. The document is linked to the selected bill and disappears from your In Tray.
Take a look:
- Click In Tray on the menu.
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, such as dates, quantities and amounts. If you took a picture of the document using the MYOB Capture app and added a note to it before sending it to the In Tray, that note will automatically appear too.
All you need to do is check these details and enter any additional details that are needed.By default the create transactions page opens in split view so you can see the document and the new transaction side-by-side, making it easy to compare.
- 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.
- Click In Tray on the menu.
- Click a document to see a preview.
- Click the ellipsis button for the document and choose Download document. The document displays as a PDF in a new browser tab.
- You can then choose to save or print the PDF.
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).
- Click In Tray on the menu.
- Click the ellipsis button for the document and choose Delete document.
- Click Delete on the confirmation message. The document is deleted from the In tray.
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