DonnaLee1972's avatar
DonnaLee1972
Experienced User
3 months ago
Status:
Open

InTray - Identifying Documents

Could you look at having the documents having the option to list each invoice with date, amount, invoice number etc (Like in a files window). It would be great to be able to swap the view from icons (which can be a guess which one it is when there is multiple from one company) to a files list as mentioned above.

It would save a lot of time when searching for the invoice. 

I tend to use desktop version over web page as it has extra functions that suit us, for invoice entering.

4 Comments

  • H-TS's avatar
    H-TS
    Trusted User
    20 days ago

    Or a preview pop up window that doesn't require your pdf viewer software to load first.

  • AlanT's avatar
    AlanT
    Ultimate Partner
    2 months ago

    The From field is necessary so you know who to follow up or reference the document to.

     

    AlanT

  • Status changed:
    New
    to
    Open

    Hey DonnaLee1972

    Thanks for your idea! We'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea.