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Attaching documents to spend money transactions

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

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  1. 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). 

  2. 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.

  3. When you're done, click Record.

The document is attached to the transaction. To view or delete an attached document, see below.

To view, print or save an attached document

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  1. From the Banking menu, choose Find transactions.

  2. Find the transaction with the attachment.

  3. Click the reference number to open the transaction.

  4. Click the attachment to view it. The attachment will display in a new web browser tab.

  5. Print or save the document as required.

To remove an attached document

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Removing an attachment from a spend money transaction unlinks it from the transaction and returns the document to the In Tray. If needed, you can then link the document to a different transaction.

  1. From the Banking menu, choose Find transactions.

  2. Find the transaction with the attachment.

  3. Click the reference number to open the transaction.

  4. Click the delete  icon for the attachment to be deleted.

  5. Click Delete to the confirmation message. The document is unlinked from the spend money transaction and returned to the In Tray.

Need to delete the document from the In Tray? See Working with In tray documents.