Primil1's avatar
2 years ago
Status:
Done

Drag and drop into banking

Until the recent in tray "upgrade" I was able to drag and drop from MS outlook into banking transactions - things such as pdf receipts and invoices. This allowed for multiple documents to be dropped at the same time. However I am no longer able to do this despite that fact it was WAY WAY WAY quicker than uploading to intray and then trying to sort out which files need to be attached to which transaction. 

 

So 2 suggestions:

1. Re-enable drag and drop function into expanded bank transactions.

2. In teh meantime, allow multiple files to be selected from the in tray to be uploaded into a bank transcation.

 

The current system is much more cumbersome and requires several more steps than necessary.

 

12 Comments

  • I am having the same issue. MYOB team- can you please change it so we can drag and drop files again. It is sooooooo cumbersome and slow to download each time.

  • Leneth_A's avatar
    Leneth_A
    MYOB Moderator

    Hi Primil1 

     

    Thanks for your post. We are grateful that you found this forum useful.

     

    Thank you for sharing your ideas and we appreciate your patience and understanding on this matter. We'll be raising this through the required team, rest assured that we'll provide communications and updates once this feature will be added to our system also, you are welcome to submit and share your insights here.

     

    Please don't hesitate to post again if you need help in the future.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.


    Cheers,
    Leneth