Maree_C's avatar
Maree_C
Contributing Cover User
13 years ago
Status:
Done

Setup: Filing cabinet for documents

Our small business is currently trying to go paperless as much as possible. Any accounts received by email are received as a pdf and I transfer it into files for safe keeping. I started thinking wouldn't it be easy if you were able to scan the document from a scanner /or email and import the pdf and attach to customer file or invoice or receipt number etc thus allowing you to look in the one area for a copy of a document instead of two places. It would be time and cost effective and easy for  the accountant and the tax audit trail or is there something that does this all now and I am behind?

 

Trying to get beyond the pile of paper.

 

Maree

 

suggestion:Accounting and scan software- MYOB accounting & Filing cabinet in one"

Banking
Cards
cut the paper
filing system
Going Paperless
Purchases
workflow
  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago

    Hi Dwain


    Thanks for your enquiry

    Currently AccountRight 201x* allows for documents to be scanned and upload to the AccountRight In Tray. This is allows for the system to generate a bill off that purchase or be linked to an existing purchase. For more information into In Tray please see Help Article: Working with In Tray documents

    *Please note that the company file must be in the cloud for you to upload a document. Along with that this feature is only available for AccountRight 201x range and is currently not available for AccountRight Classic i.e. AccountRight v19.

  • janmen's avatar
    janmen
    Experienced User
    10 years ago

    I also wish to know if this is done yet.

    Three years to develop this important feature is a bit long in the tooth. I am looking for an alternative..

  • Dwain's avatar
    Dwain
    10 years ago

    Has this been implemented yet? And will it work with AccountRight Premier?

    We want to go paperless and all PO's from our clients are emailed to us. This will help to make all transaction information locatable in one place.

    An earlier post suggested it would be implemented in the early part of 2015.

    Sorry i may have posted this accidentally in a duplicate post.

  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago

    Hi PatKelly 

    Thank you for enquiry regarding the ability to scan and upload purchases to the company file. We are still in the process of finalising the possible update that would release this feature, as such we don't have a estimated time as yet.

    The sale team member may have been referring to MYOB Essentials InTray which is a similar feature in the MYOB Essentials Accounting program, sorry about the confusion.

  • PatKelly's avatar
    PatKelly
    Contributing Cover User
    10 years ago

    Last Wednesday 4/2/15 one of your sales team told me this feature was included in Myob. I still cant seem to attach supplier invoices. Is there an update needed to be download?

     

    Thanks,

     

    Pat.

  • Liam_M's avatar
    Liam_M
    Former Staff
    10 years ago

    Hello BernieC  We are currently developing this feature. Our next update will include the ability to upload scanned bills or supplier invoices and attach them to purchases in AccountRight. We hope to release this update in the next few weeks.

  • BernieC's avatar
    BernieC
    Cover User
    10 years ago

    Defintetly needed. Especially for those using the cloud version from multiple locations.

    Any further update as to delivery time?

  • Suja_P's avatar
    Suja_P
    Former Staff
    10 years ago

    Thank you for your comments and enquiry, Shar_Trewben. We expect to make the ability to scan and attach documents in AccountRight in the early part of 2015. We'll post an update as soon as we have specific dates.

  • Shar_Trewben's avatar
    Shar_Trewben
    10 years ago

    Xero has this feature for all of it's transactions - so you can attach any document to your transaction.  It  is very handy for organisational purposes.

     

    Do we have an ETA on when this update will be released?