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Working with In tray documents

The In tray is where you can store digital copies of supplier bills and receipts. It's a handy place to store your purchase documents without them cluttering up your office. Plus, you'll always have your proof of purchase documents on hand when you need them.

When you upload a document to your In tray, you can use it to automatically pre-fill details in a new bill or spend money transaction. If you've already created the transaction, you can link (attach) the uploaded document to it.

Watch this video to see how to add documents to the In tray and work with them:

Easier access to your In tray

See what's in your In tray and link or upload documents straight from the Dashboard.

Adding documents to your In tray

The documents you can add to your In tray must be 10MB or smaller and be one of these formats: PDFJPGJPEGTIFFTIF, or PNG.

There are a few ways you can add documents to your In tray

  • Drag and drop files from your computer onto the In tray

  • Click Upload documents and choose documents stored on your computer

  • Click browse for files and choose documents stored on your computer

  • Click Upload via email or More ways to upload to email documents to your In tray using a unique email address. You can share this address with your suppliers so they can email documents straight to your In tray

  • Use the MYOB Capture app to take a picture of a document and send it to your In tray

  • Have you invoices (from one of our partner suppliers) automatically sent to your In tray.

Nothing in your In tray

Working with documents in your In tray

Once a document is in your In tray, you can link (attach) it to a bill you've entered into MYOB or use the document to create a new bill or spend money transaction.

You can also download or delete In tray documents.

Let's take a closer look:

Need to link a document to a spend money transaction? Do it from within the transaction itself. For details, see Attaching documents to spend money transactions.

Viewing In tray documents after they've been linked to transactions

After you've linked an In tray document to an existing transaction or created a transaction from a document, these transactions are are indicated by the attachment icon (for example, on the Purchases menu > Bills page):

When you click the bill number, you can then see the see the document: