VRoth's avatar
VRoth
Cover User
10 years ago
Status:
Open

In Tray: Show filename of document

When viewing invoices in the intray, particularly multiple invoices from the same supplier, the thumbnails are useless. Having the file name visible would make much more snese. Either an alternate view (list etc) or having the file name displayed under the thumbnail, or on a cursur fly over style 

 

"In Tray, invoice view"

21 Comments

  • Hi BuilderBoy

     

    Thanks for your feedback in regards to AccountRight and the In Tray

    I've merged your idea with this similar one already included on the AccountRight Idea Exchange.

  • It would be great if you were able to easily identify documents in the in tray without having to click onto it every time. EG when i send my invoices there are loads from the same company and it would be so much better to be able to label them rather than having to enlarge every time to see which was which.

  • Trine1's avatar
    Trine1
    Contributing Cover User

    When you upload/drag multiple invoices into the tray they are not identified at a glance.  You have to actually open the invoice to know which one it is when linking the invoice.  It would be extremely helpful if you could identify the invoice once it has been highlighted. 

     

     

    • Trine1's avatar
      Trine1
      Contributing Cover User

      Dear Steven M

       

      yes i do mean something like a file name.  Click on the document and see the file name that you saved it under.  If I have two invoices from the same supplier I save it under the supplier and inv number as a filename.  It would be helpful to see in advance the the invoice number so I can link it to the appropriate invoice in MYOB rather than having to open the invoice.

  • Davis's avatar
    Davis
    Experienced Cover User

    Hi

     

    It seems when you upload to the in tray it loads in a random order, it would be more effiecient if the file name could be displayed or shown on mouse over.  This would help as I lot of people like to enter their invoice in order.  The only current way is to load invoices in group of dates then go to the next date and so on.

    • Davis's avatar
      Davis
      Experienced Cover User

      What I found today was dragging indiviually out of explorer gave me the list in the order I wanted but I would like to see a name convention.

       

       

  • Status changed:
    New
    to
    Open

    Hi VRoth

    Thank you for your feedback in regards to the intial release and ongoing improvement of the In Tray.

    I would encourage other users that would like to see the filenames uploaded along with the thumbnails to vote for this idea and comment if required.

  • A further suggestion

    When linking to an existing bill, there is the drop down of options, but we do not have the ability to have an open order expanded (drilled down to see the details) at the same time as the invoice being linked open to compare and make sure they are the same order.

    Seems self defeating