APMMichelle's avatar
APMMichelle
Experienced User
1 hour ago
Status:
New

Customisable PDF Preview Pane for Bills & Purchases

When reviewing bills and purchase documents in MYOB Business, the PDF preview pane is often too small to comfortably read invoice details. Each time a bill is opened, users need to manually adjust the document view and frequently use scroll bars to navigate the invoice, which slows down processing and creates unnecessary frustration.

This issue occurs across different devices and screen sizes, including both desktop computers and laptops.

Suggested Improvements:

  • Allow users to freely resize the PDF preview and transaction entry panels, similar to how panes can be adjusted in Microsoft Excel.
  • Provide the ability to save preferred panel sizes as a default setting.
  • Introduce a "remember my layout" or "set and forget" option so the workspace remains consistent between sessions.
  • Consider adding preset viewing layouts (e.g. Compact, Balanced, Document Focused) to accommodate different workflows and screen sizes.

Benefits:

For businesses processing high volumes of bills and purchases, customisable viewing panels would significantly improve efficiency, reduce repetitive adjustments, and make document verification much easier. Being able to set a preferred layout once and have MYOB remember it would provide a much smoother and more productive user experience.

I believe it would offer substantial productivity benefits for many MYOB Business users who regularly work with supplier invoices and purchase documents.

 

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