Setup: Filing cabinet for documents

It would be great if there was an option to add an attachment when recording any transaction in MYOB.

We are trying to run a paperless office - hence all invoices are saved as a pdf in dropbox.  If we could attach a copy of the invoices or similar documentation within MYOB this would be great for auditing.

I have recently been using Xero and this is part of the package.  Very handy.

For all myob products that are used  for small and large businesses; when reconciling accounts, we have the option  of adding comments under "memo". What if a new tab under memo could be added to upload all pdf files that are receipts , accounts or statements etc . This would give the accountant s all the necessary information and easy access to conduct tax assessments etc and you the ease to access information if required. The difficulty of putting your hands on a hard copy is eliminated. You would still have the hard copy filed but would this make accounting and booking keeping so much easier. Eg even businesses that use book keepers they could go directly to myob and check the entery directly against the pdf attached.

To me this makes great sense and I do know why myob will wait too long to act on this because it will give them the competitive edge on all other accounting software products availabe to the market.

Lateral-Thinker

Is MYOB ever going to development an attachment feature?  I have used a different program in the past where whilst entering in a Creditor's Invoice, i could scan the document to my computer, save it, then attach it to the program data for that invoice.  Came in really usefull with interstate offices where one needed to see the actual invoice rather than just the data  entry.  Also great for scanning associated quotes and documentation relating to the purchase of the goods.  Excellent too for us small business users who have the chance to actually run a 'paperless' office.

Thanks again for your feedback and comments. This functionality is currently in development. Users will be able to create new transactions from scanned documents or photos of receipts and bills, or have the software automatically match them to existing transactions. We think the functionality will save a lot of time and make business life easier. Stay tuned for more news soon.

Hi Masterfield

Thanks for the feedback in regards to the ability to scan and attach documents to generate purchase orders in the system.

We are still in very early development of this idea and working out of the ability to add it into the current AccountRight Live program. We don't have a timeframe for the release but it is on the product road map.

Has there beenn any status on this idea, I am looking to attached a spreadsheet to Purchase Orders that have been imported from overseas.

As I have to workout currency conversions, Duties & Taxes and freight charges to work out costs and mark ups. I would like to be able to like this to each Purchase??

It would be nice to have the ability to attaché copy of cash expenses receipts to your expense account

Great idea, we have a couple of programs that do similar things.

Would be great to link a pdf invoice to a supplier etc.

has my vote. 

 I would like to to have the funtion to be able to attach scanned documemts to enteries.

i dont like the idea of a link to a sperate file of scanned docs.

Its all to do with security of records for da IRD,

an attachmnet is better than a link to another file. dat way total package of transactions & supporting paper qwork are all toghter and stored in da cloud.

 we can then do a back up from da cloud in keeping with Best practice.