Forum Discussion

APMMichelle's avatar
APMMichelle
Experienced User
2 hours ago

Purchases\Bill Split View defaults

Hello,

 

I'm experiencing an issue when reviewing bills and purchase documents in the split-view window.

Each time I open a bill, I need to manually adjust the document size to make the PDF readable. This occurs regardless of whether I'm using a desktop computer or a laptop. The PDF preview is often too small, requiring me to continually use the scroll bars to view the invoice details, which is both time-consuming and cumbersome.

 

It would be helpful if the viewing panels could be resized more flexibly, similar to how panes can be adjusted in Excel, allowing users to customise the layout to suit their screen size and workflow.

 

Is there a setting that I may have overlooked, or if there is a way to save preferred viewing dimensions as a default?

 

Having the option to set default viewing preferences for documents would greatly improve efficiency when processing large volumes of bills and purchases. A set and forget would be amazing!

 

Thanks 

Michelle

2 Replies

  • Hi APMMichelle,

     

    I'm sorry to hear the split view is making it difficult to review your bills, especially when you’re processing a high volume. At this stage, there isn’t a setting to save your preferred panel or PDF preview size, so the dimensions need to be adjusted when required. Your suggestion for a more flexible, Excel-style layout with a “set and forget” default is a great one. You can add this idea to our MYOB Business Ideas Exchange, where you can share the suggestion and vote on other ideas. Feedback posted there helps us understand which improvements would be most valuable to our customers.

     

    Regards,

    Sai