MyFundAccounting.Online now offers integration with office 365, allowing you to attach documents such as receipts or invoices to transactions. Files relating to transactions can be attached to and downloaded directly from the transactions themselves, making all your important files easily accessible and in one location. You can link your Microsoft 365 account from your user profile, using your tenant ID. You can read about how to find your tenant ID and connecting your account in more detail here.
After the user accounts have been connected following the steps in the article linked above, you will then be able to upload documents to transactions in the following areas of the website:
Record income/expenditure and the income/expenditure assistant
Journal entry
Bank and fund transfer
Loans and repayments
Fixed Assets
Accruals and prepayments
Debtors and creditors
Sales and purchases
On each of these screens, you will notice a new ‘Choose file’ button. This will appear on the last step of any transaction assistant facilities. You can click this button to select a file to attach to the transaction. You can upload pdfs, images, word documents if they are below 4mb.
These files will then be stored against the transactions in MyFundAccounting. You can select a transaction from Lists > List transactions to see the file attached to it and click on the file name to download and view it. Any files you upload will also be stored in your OneDrive account, into a separate folder named ‘MyFundAccounting.Online Files.’ If you have any existing transactions that you would like to attach any files to, as long as you are still able to edit the transaction you will be able to upload a file to it.
You can also delete any files from a transaction by clicking the red icon next to the file name when viewing the transaction in List Transactions. This will also delete the file from the MyFundAccounting.Online folder in your OneDrive account.