Forum Discussion
NikkyM
MYOB Staff
Hi Matt,
Once a document is in Uploads, 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.
Here's how to link a document from Uploads to a bill or spend money transaction in MYOB.
To link documents from Uploads
Here's how to link a document from Uploads to a bill or spend money transaction in MYOB.
- Click Uploads 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 Uploads.
I hope this works for you.
Cheers,
Nikky
3 months ago
Hi Nikky,
This doesn't work as described, at least not for eInvoices -- these don't appear when attempting to link from a Bill (if I create one from a Purchase Order).
Matt