The In tray is designed to store a digital copy of your documents for you. Upload your invoices and receipts to make it easier to create bills, pay bills and track payments.
What is in tray in MYOB?
Now with MYOB to MYOB, you can link accounts so that any invoices you receive from another MYOB business will go straight to your In tray. All you need to do is go to an invoice from that business and select Link to MYOB. Now all of your future invoices from that business will be sent to your In tray.
How would you enable bills from partnering suppliers to automatically import into a client’s in tray?
Go to Settings > ServiceM8 Add-ons. Find "Automated Supplier Import" in the list and click on it. Click the switch to turn on the Automated Supplier Import Add-on.
Can you upload receipts to MYOB?
With MYOB Capture, you can take a quick photo of a receipt and send it to your In tray in seconds – helping you keep compliant and organised. If you have a compatible Android or iOS device, you're ready to go—just download and install MYOB Capture: Once it's installed, here's how it works: Take a photo of a receipt.
How do I enter bills in MYOB essentials?
To enter a bill
- On the Bills page, click Create bill. …
- If necessary, change the Bill number. …
- In the Supplier field, enter the supplier's name, or click the dropdown arrow and select the supplier from the list. …
- If you want to link the bill to a document from the supplier, click Link document:
To enter a bill
- On the Bills page, click Create bill. …
- If necessary, change the Bill number. …
- In the Supplier field, enter the supplier's name, or click the dropdown arrow and select the supplier from the list. …
- If you want to link the bill to a document from the supplier, click Link document:
How do you add a logo to your invoices in MYOB essentials?
To upload your company logo
- In MYOB Essentials, click your business name and choose Logo. The Logo page appears.
- Click Select logo. The File Upload window appears.
- Navigate to your logo graphic, select it and click Open. Your logo appears on the Logo page, and will now appear on your MYOB Essentials quotes and invoices.
To upload your company logo
- In MYOB Essentials, click your business name and choose Logo. The Logo page appears.
- Click Select logo. The File Upload window appears.
- Navigate to your logo graphic, select it and click Open. Your logo appears on the Logo page, and will now appear on your MYOB Essentials quotes and invoices.
How would you delete an invoice that has a payment against it?
To delete an invoice
- Go to the Sales menu and choose Invoices. The Invoices page appears.
- In the invoices list, find the invoice you want to delete and click it. The Invoice page appears, showing the invoice details.
- Click Delete (at the bottom of the page). …
- Click Yes to delete the invoice.
To delete an invoice
- Go to the Sales menu and choose Invoices. The Invoices page appears.
- In the invoices list, find the invoice you want to delete and click it. The Invoice page appears, showing the invoice details.
- Click Delete (at the bottom of the page). …
- Click Yes to delete the invoice.
How do you accept a deposit on a quote in MYOB?
Re: Taking Deposits against a quote
- Create a holding account. When a customer makes a deposit you would allocate the transaction to that holding account. …
- Create a 1 cent invoice for that customer. Make the necessary payment on that invoice, using the amount they actually paid.
Re: Taking Deposits against a quote
- Create a holding account. When a customer makes a deposit you would allocate the transaction to that holding account. …
- Create a 1 cent invoice for that customer. Make the necessary payment on that invoice, using the amount they actually paid.
How does in tray work in MYOB?
The In tray is designed to store a digital copy of your documents for you. Upload your invoices and receipts to make it easier to create bills, pay bills and track payments. Plus, you’ll always have your proof of purchase documents on hand when you need them.
How does MYOB capture work?
With MYOB Capture, you can take a quick photo of a receipt and send it to your In tray in seconds – helping you keep compliant and organised.
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To switch businesses
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To switch businesses
- Take your picture and adjust the purple outline.
- Tap Preview.
- Tap Switch. A list of your businesses will appear.
- Select the business you’d like to switch to.
With MYOB Capture, you can take a quick photo of a receipt and send it to your In tray in seconds – helping you keep compliant and organised.
…
To switch businesses
…
To switch businesses
- Take your picture and adjust the purple outline.
- Tap Preview.
- Tap Switch. A list of your businesses will appear.
- Select the business you’d like to switch to.
How do I delete a payment in MYOB?
To delete a bill
- From the Purchases menu, choose Bills.
- In the bills list, find the bill you want to delete and click the Bill Number. The Bill page appears, showing the bill details.
- Click Delete. A confirmation message appears.
- Click Yes to delete the bill. The Bills page reappears.
To delete a bill
- From the Purchases menu, choose Bills.
- In the bills list, find the bill you want to delete and click the Bill Number. The Bill page appears, showing the bill details.
- Click Delete. A confirmation message appears.
- Click Yes to delete the bill. The Bills page reappears.
How do I raise a purchase order in MYOB?
To create a purchase order from a sale
- Go to the Sales command centre and click Sales Register. The Sales Register window appears.
- Locate and select: …
- Click Create PO. …
- Select a supplier in the Supplier field. …
- Enter the cost of the items in the Price column.
- Complete the purchase order as you normally would. …
- Click Record.
To create a purchase order from a sale
- Go to the Sales command centre and click Sales Register. The Sales Register window appears.
- Locate and select: …
- Click Create PO. …
- Select a supplier in the Supplier field. …
- Enter the cost of the items in the Price column.
- Complete the purchase order as you normally would. …
- Click Record.
How would you delete an Invoice that has a payment against it?
To delete an invoice
- Go to the Sales menu and choose Invoices. The Invoices page appears.
- In the invoices list, find the invoice you want to delete and click it. The Invoice page appears, showing the invoice details.
- Click Delete (at the bottom of the page). …
- Click Yes to delete the invoice.
To delete an invoice
- Go to the Sales menu and choose Invoices. The Invoices page appears.
- In the invoices list, find the invoice you want to delete and click it. The Invoice page appears, showing the invoice details.
- Click Delete (at the bottom of the page). …
- Click Yes to delete the invoice.
How do you record a general journal in MYOB?
To record a general journal entry
- Open the Record Journal Entry window (Accounts command centre > Record Journal Entry).
- Enter the date of the entry. …
- Enter a Memo describing the journal entry, for example “Depreciation for the 201x financial year”.
- Select if the entry is Tax Inclusive.
To record a general journal entry
- Open the Record Journal Entry window (Accounts command centre > Record Journal Entry).
- Enter the date of the entry. …
- Enter a Memo describing the journal entry, for example “Depreciation for the 201x financial year”.
- Select if the entry is Tax Inclusive.
What does void mean in Xero?
Void a check you printed by mistake, have destroyed, or that’s stale or expired. Voiding a check deletes the payment transaction from your bank account in Xero and returns any bill, credit note or expense claim associated with the check to an awaiting payment status.
What is the difference between deleting and voiding a check in QuickBooks?
Voiding changes the amount of the transaction to zero but keeps a record of the transaction in QuickBooks. Deleting removes the transaction entirely in QuickBooks. It also causes the bill(s) paid to return to unpaid status.
How do I create an invoice in MYOB?
To customise an invoice
- Go to the Setup menu and choose Customise Forms. …
- Click the Invoices tab on the left.
- Click the type of invoice form you want to customise (Service, Item, Professional, etc.). …
- Select the form you want to customise then click Customise. …
- Customise the form to suit your needs.
To customise an invoice
- Go to the Setup menu and choose Customise Forms. …
- Click the Invoices tab on the left.
- Click the type of invoice form you want to customise (Service, Item, Professional, etc.). …
- Select the form you want to customise then click Customise. …
- Customise the form to suit your needs.
Can you use MYOB on iPad?
You need to have an existing online AccountRight file to use the app. First, check that your device is compatible with MYOB Invoice: Android: 8.0 or later. iOS: 9.0 or later – iPhone, iPad and iPod touch.
How do I create a receipt in MYOB essentials?
Go to either the Sales or Banking command centre and click Print Receipts. The Review Receipts Before Printing window appears. If you print receipts on pre-printed stationery, type the number of the first receipt in the Number of First Receipt in Printer field.
How do I reverse a sale in MYOB?
To reverse a transaction
- Find and open the transaction you want to reverse. Need help finding a transaction?
- Go to the Edit menu and choose Reverse […]. For example, if you want to reverse a sale, choose Reverse Sale. …
- If you want, alter the date and memo. …
- Click Record to record the reversal transaction.
To reverse a transaction
- Find and open the transaction you want to reverse. Need help finding a transaction?
- Go to the Edit menu and choose Reverse […]. For example, if you want to reverse a sale, choose Reverse Sale. …
- If you want, alter the date and memo. …
- Click Record to record the reversal transaction.
How do I delete a quote in MYOB?
To delete an invoice, quote or order
Click the zoom arrow to open the sale to be deleted. Go to the Edit menu and choose Delete Sale. The transaction will be removed permanently from your company file.