Attaching Files to Customer Accounts
I am not sure if this is possible, but we attach customers statements to their accounts when they are sent at the start of the month. When attaching files they show a preview of the file attached like so --> However I want it to show the file name for example (Customer Name Statement for December 2024) as it makes it easier to find than having to click through each one to find out which is the right one. Is this possible?
Hi rprimrose,
Thanks for your feedback! This feature suggestion has already been posted on our Ideas Board. To support it, you can cast your vote, as suggestions with higher votes are more likely to be considered by our development team for future updates.
You can find the post here Keep original file name when uploading to In Tray | MYOB Community. We appreciate your participation in shaping the future of our software.
Regards,
Sai