Having a proof of purchase document against transactions isn’t just handy, it’s important for compliance.
In MYOB you can attach files, like receipts and invoices, to your spend money transactions as a reference to come back to, whenever you need.
You can attach PDF, TIFF, JPEG or PNG file types, and the files must be less than 10MB in size.
Let's take a closer look:
To attach a document to a spend money transaction
Open a spend money transaction by either:
creating a new spend money transaction (Banking menu > Spend money)
opening an existing spend money transaction (Banking menu > Find transactions > click the reference number for the spend money transaction).
In the lower section of the page, attach a document by either:
dragging and dropping the file into the attachment area, or
clicking browse for files to select one or more files.
When you're done, click Record.
The document is attached to the transaction. To view or delete an attached document, see below.
To download or print an attached document
From the Banking menu, choose Find transactions.
Find the transaction with the attachment.
Click the reference number to open the transaction.
Click the download icon for the attachment. The attachment will be saved in your Downloads folder.
Open the downloaded document to view or print it.
To remove an attached document
Removing an attachment from a spend money transaction unlinks it from the transaction and returns the document to Uploads. If needed, you can then link the document to a different transaction.
From the Banking menu, choose Find transactions.
Find the transaction with the attachment.
Click the reference number to open the transaction.
Click the delete icon for the attachment to be deleted.
Click Delete to the confirmation message. The document is unlinked from the spend money transaction and returned to Uploads.
Need to delete the document from Uploads? See Working with uploaded documents.