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Emailing documents to your In tray

The In tray lets you store documents, like bills and receipts, in MYOB. 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, so they can email documents straight to your In tray.

Let's take you through it.

Automatically forward documents from Gmail to In tray

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 is 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.