Online company files only, but not available in AccountRight Basics
The In Tray lets you store documents, like bills and receipts, in your online company file. It's like an electronic version of a physical in tray, but without the clutter, staples, or paper cuts. Tell me more about the In Tray.
There's a few ways to get documents into your In Tray, but the smartest way is emailing them as attachments. Your In Tray has a unique email address you can give to your suppliers, or anyone else you choose, to email documents directly to your In Tray.
Let's take you through it.
In your online AccountRight company file, go to the Purchases command centre and click In Tray.
Click Email Address.
Find your unique email address.
Receiving unwanted documents? Click Reset email to generate a new In Tray email address. The old email address will stop working, so remember to let your suppliers know about the change.
Now you've found your In Tray email address, give it to your suppliers or anyone else you want to email documents to your In Tray.
OK, we realise the email address doesn't exactly roll off the tongue. So the best way to share it is to click Copy email address next to the In Tray email address, then paste it into an email.
When emailing your In Tray email address to your suppliers, also let them know:
documents they email you can't be bigger than 10MB in size
documents must be in one of these formats: PDF, JPG, JPEG, TIFF, TIF, or PNG
the In Tray email address is not your usual business email address.
Automatically forward documents from Gmail to In Tray
AccountRight 2020.1 onwards
You can set up Gmail to automatically forward documents to In Tray. If you’re not familiar with setting up email forwarding in Gmail, we recommend speaking with your IT professional.
You’ll need to enter your MYOB In Tray email address as an automatic forwarding address in Gmail’s settings and send a verification code to In Tray. Wait for MYOB to send the verification code back and then enter the code in your Gmail account settings.
Once you've completed these steps, your supplier documents will forward automatically from Gmail.
If you only want to forward certain kinds of messages to In Tray, you can create a filter in Gmail for these messages.
When you receive a document
Once a document's in your In Tray, you can attach it to an existing transaction or use it to create a new transaction. Learn all about working with In Tray documents.