Prue-Jody's avatar
Prue-Jody
Cover User
10 years ago
Status:
Done

In Tray: Print linked document

Hi, 

 

I have some suggestions for the new in tray application:

 

1 - Print function from the PDF view. Why has this been disabled? To be able to view your bill is fantastic, but you will need to print it out at various times for refunds or warranties etc. 

 

2 - Mapping. It would be great to be able to map the fields to the document so it knows where to get the information from for that particular supplier, so next time it can input the data. I haven't had any of my bills read correctly yet :)

 

3 - End of year. Will all the pdfs save with the data file? Maybe an end of year back up function that actually saves the pdfs with the datafile. Otherwise how do we keep the records with the file in case of an audit?

 

Thanks, Prue

 

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  • Haydes's avatar
    Haydes
    MYOB Product Team
    5 years ago
    Status changed:
    Coming Soon
    to
    Done

    Hi All,

     

    With AccountRight 2020.1 now released, this includes the ability to launch the attached PDF in your computer's default PDF Reader. As the old AccountRight Reader was unable to read specific information on newer age PDF's this will provide the ability to view all PDF's in your usual PDF Reading Tool that is constantly up to date. Once you have opened the PDF in your usual viewer you should be able to print with your pre-configured printer.

     

    If your PDF's are launching in something else and not your preferred reader, you can simply change the default reader in your Windows Default Apps section. See here for steps on how to do this: How to Change Default PDF Viewer in Windows 10

     

    On the topic of Mapping Data, as the OCR service is designed to be a universal service it is constantly learning and mapping new fields that can be read on the PDF's being uploaded using Machine Learning. While the maps can get wrong, we are always happy to investigate. If you have some Documents that aren't being read correctly, feel free to Start a new Post on the relevant Product Board to let us know of this case and we can get in touch to see what we can improve.

     

    As a final note on backups, we have collected the most common questions on Backups in AccountRight and have the answers available on this: FAQs about AccountRight 2019 - Backups

     

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