Working with In tray documents

Here's how to link a document from your In tray to a bill in MYOB.

1. Click In tray on the menu.
2. Click the ellipsis button for the document you want to link and choose Link to existing bill.<spend money too?>
3. Select the bill. To help find a bill, you can:
   • choose a supplier or select the option Show paid bills and returns and click Apply filters.
   • click a column heading to sort the list by that column.
4. Click Link. The document is linked to the selected bill and disappears from your In tray.<confirm this happens in MYOB X>
   

1. Click In tray on the menu.
2. Click the ellipsis button for the document and choose Create bill or Create spend money. MYOB will fill in as many of the fields on the new transaction as possible. All you need to do is check these details and enter any additional details that are needed. Need a refresher for creating bills or spend money transactions?
3. 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.

1. Click In tray on the menu.
2. Click the ellipsis button for the document and choose Download.
3. You can then choose to open or save the document. If you save it, give the file a name (it will be a PDF file, even if you uploaded it as an image file).

Once downloaded, you can view or print documents using any PDF viewer or attach them to emails.

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).

1. Click In tray on the menu.
2. Click the ellipsis button for the document and choose Delete.
3. Click Delete on the confirmation message. The document is deleted from the In tray.

How do I change which document is linked to a bill?

If you've accidentally linked the wrong document to a bill, or if you've received an updated invoice from a supplier and want to attach that to the bill instead, you can do this when viewing the bill. 

In the Purchases menu, choose bills, then locate and click to open the bill you want to edit.

To unlink the current document, just click the unlink icon next to the document.

To link a new document, click Link document. Choose the document you want to link and click Link document to bill.

Can I link more than one supplier invoice to a bill

You can only link one supplier invoice to a bill.

If you have more than one document you want to link to a bill, you can either:

• scan all the associated documents together to create a single PDF, or
• use a 3rd party program to combine PDF documents (there are several free programs that will do this - search Google for "combine PDF free".

Can I link attachments from my In tray against bank transactions?

Yes, you can add files to your bank transactions by selecting a bank transaction, clicking on Attachments and then selecting the Link from In tray button.

Learn more about attaching documents to bank transactions.

What's MYOB to MYOB?

Working with a fellow MYOB user? Now with MYOB to MYOB, you can link accounts so that any invoices you receive from another MYOB business will go straight to your In tray.

All you need to do is go to an invoice from that business and select Link to MYOB. Now all of your future invoices from that business will be sent to your In tray. 

To stop invoices from particular businesses being sent to your In tray, just open up another email from that business and select Unlink from MYOB.