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.

 

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi KirstyS2,

    Thank you for reaching out, and I completely understand your frustration regarding the function's unavailability. I apologize for any inconvenience this has caused you. While I don't have an exact timeframe to provide at the moment, please rest assured that our team is actively working on resolving this issue as soon as possible. We appreciate your patience in the meantime.

    Feel free to post again if you have further queries and one of us will be happy to assist you.
    Regards,
    Earl

  • Status changed:
    Coming Soon
    to
    Done

    Hi Primil1 , KirstyS2 and tmlioulios ,

     

    I am happy to announce that this bug has been fixed. You will now be able to drag and drop multiple files into your bank transaction pages as well as selecting multiple files in your In tray.

     

    I apologise in the delay in getting this fix in your hands and appreciate your patience in the matter.

     

    Kind regards,

     

    Shoaib Bilal

    Service Designer