Spend money: Ability to take a photo of receipts and attach to transaction
I'd like the ability to take a photo of receipts and then attach them to the transaction in the banking screen. This will make it really easy for businesses to keep their records and also will help bookkeepers and accountants when working on their client's file. I've got a few clients who would really benefit from this as they are constantly travelling and loosing the actual receipts. It will also save the accountants asking for copies of invoices if they are already attached to the transaction. I've recently spoken with a couple of people who raved about this functionality that their online software provider has and it would be great if MYOB's customers could do the same. "Ability to take a photo of receipts and attach to transaction (via app?)"18KViews67likes26CommentsBank transactions: Upload documents for expenses
If a business has many small expenses that are too numerous to add each one manually and then allocate a bank payment to that invoice or receipt, it'd be fantastic to be able to upload the receipt while allocating the transactions on the bank feed page. I know we can upload these receipts in another way, but doing it while on the actual bank feeds/transactions page would make it so easy and streamlined, saving heaps of time going back and forth and checking that it's correct, in the right place, right name, right amount. I've attached a screenshot of a transaction on the bank feeds page with a new link shown as "upload". Selecting that would present a way to upload the receipt. Part of the process would have to be to allocate to an expense account (or capital expenditure) and of course the system would have to do all the right things with it at the back end. The user may have to check that GST calcs are correct as is the total but this could be shown on the screen and the user just needs to ok it. "Upload receipts or tax invoices on the bank transactions page while allocating banking transactions"5.2KViews40likes4CommentsIn tray: MYOB Subscription invoice delivered direct
An option to have a copy of MYOB's monthly invoice for its services delivered to the "In Tray" would be helpful. It would save having to download the invoice from a mail server then upload it to the "In tray" touse to generate an expense relating to MYOB's services. "Send copy of MYOB's invoice to In Tray"6.9KViews40likes10CommentsMYOB Invoices (app): Capture expenses
It would great to be able to add expenses using the MYOB on the go app. I have used other online accounting software services that enab hasfunction. The competitors app allows you to take a photo of the receipt, upload to the database, then reconsile once the feed is received from the bank. "MYOB on the go app - Add expenses"10KViews28likes12CommentsIn tray: Other documents to Bills
Hi There It would be really handy to be able to have a space to save other documents into MYOB Essentials. For example, with Placemakers, we upload the invoices individually, but have no where to save the statement. At the moment I am having to leave them in the "In Tray" Also, only 1 PDF is allowed to be attached to each bill, where if we could attach multiple it would be better. Also, when allocating a supplier credit, it does not allow me to attach a PDF of the credit note. So instead I have to scan the original invoice and credit note together and attach it as one PDF to the bill that the credit note has been credited against. Lastly, it would be handy to be able to upload an attachment for any transaction e.g. eftpos reciepts. As unless a bill is created, then we can't upload the reciept. Gemma. "InTray - Space for saving statements and ability to attach more than 1 PDF to a bill & upload receipts against any transaction."2.2KViews6likes0CommentsIn tray: Multiple attachments to transaction
We need to be able to attach more than one document into a purchase window - sometimes expenses come to me as 2 documents and it will only allow one. It's important information and I can't always get it scanned together. Would be really helpful. "Attaching documents"2.7KViews5likes5Comments