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Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

Product Ideas

In Tray: Print linked document

Cover User

3Posts

81Kudos

0Solutions

3 Posts
Cover User
Australia

Hi, 

 

I have some suggestions for the new in tray application:

 

1 - Print function from the PDF view. Why has this been disabled? To be able to view your bill is fantastic, but you will need to print it out at various times for refunds or warranties etc. 

 

2 - Mapping. It would be great to be able to map the fields to the document so it knows where to get the information from for that particular supplier, so next time it can input the data. I haven't had any of my bills read correctly yet Smiley Happy

 

3 - End of year. Will all the pdfs save with the data file? Maybe an end of year back up function that actually saves the pdfs with the datafile. Otherwise how do we keep the records with the file in case of an audit?

 

Thanks, Prue

 

"In tray"

Current Status: Done
Last Changed: March 2020

Hi All,

 

With AccountRight 2020.1 now released, this includes the ability to launch the attached PDF in your computer's default PDF Reader. As the old AccountRight Reader was unable to read specific information on newer age PDF's this will provide the ability to view all PDF's in your usual PDF Reading Tool that is constantly up to date. Once you have opened the PDF in your usual viewer you should be able to print with your pre-configured printer.

 

If your PDF's are launching in something else and not your preferred reader, you can simply change the default reader in your Windows Default Apps section. See here for steps on how to do this: How to Change Default PDF Viewer in Windows 10

 

On the topic of Mapping Data, as the OCR service is designed to be a universal service it is constantly learning and mapping new fields that can be read on the PDF's being uploaded using Machine Learning. While the maps can get wrong, we are always happy to investigate. If you have some Documents that aren't being read correctly, feel free to Start a new Post on the relevant Product Board to let us know of this case and we can get in touch to see what we can improve.

 

As a final note on backups, we have collected the most common questions on Backups in AccountRight and have the answers available on this: FAQs about AccountRight 2019 - Backups

 

Tagging: @Prue-Jody @LML1 @Nathou @Ultimatesf @RosalieM 

29 Comments
AriseRacing
5 Posts
Cover User

Adding the ability to print a saved scanned in image in the purchases screen would be a great benefit because at present, the only option is to save the document, then open your directories to find it & open it, then print - quite labourious considering the simplicity of the action.

Danielecm
4 Posts
Cover User

is it possable to have a print button added to the "IN TRAY". 

i use the email address option from my phone 

 

 

RosalieM
4 Posts
Cover User

Great idea - would suit us too. Our office in in Darwin, I work from home in Perth and we have another office In Batchelor. Would be great if we can print invoices from the in Tray when needed. PLEASE>>>>>

Ultimatesf
3 Posts
Cover User

Printing directly from the purchase invoice and the in tray would be more convenient and save double handling (saving to a file, then having to delete once printed).

Nathou
Contributing Cover User
10 Posts
Contributing Cover User

I can't believe yet another update of MYOB has come through and they haven't fixed this basic issue.  Should be a very easy problem for your developers to fix.   Absolutely ridiculous you have to save the file to be able to print it.

LML1
4 Posts
User

Print invoice directly from In Tray instead of having to save it first

Character
2 Posts
Cover User

1. To have a scroll bar at side so you can move up and down quicker

2. To be able to print a purchase straight from the intray with out having to save then print

3. Search function so if you have a lot of invoices in the tray you can pull say one client and enter theres

Haydes
MYOB Product Team
6,317 Posts
MYOB Product Team

Hi All,

 

Work on the ability to Print Documents directly from In Tray has begun for a release in the new year (H1 2020). We'll be hard at work to deliver this release and once there's another update to this we'll be back to update the status.

 

There will also be an announcement on the AccountRight Blog once the new release including this feature drops, feel free to Subscribe to this Idea to be notified or keep your eyes peeled on the Blog to see the announcement.

 

Cheers,

Hayden

MYOB Product Team

 

@Prue-Jody @Ultimatesf @RosalieM @Danielecm @AriseRacing 

Haydes
MYOB Product Team
6,317 Posts
MYOB Product Team

Hi All,

 

With AccountRight 2020.1 now released, this includes the ability to launch the attached PDF in your computer's default PDF Reader. As the old AccountRight Reader was unable to read specific information on newer age PDF's this will provide the ability to view all PDF's in your usual PDF Reading Tool that is constantly up to date. Once you have opened the PDF in your usual viewer you should be able to print with your pre-configured printer.

 

If your PDF's are launching in something else and not your preferred reader, you can simply change the default reader in your Windows Default Apps section. See here for steps on how to do this: How to Change Default PDF Viewer in Windows 10

 

On the topic of Mapping Data, as the OCR service is designed to be a universal service it is constantly learning and mapping new fields that can be read on the PDF's being uploaded using Machine Learning. While the maps can get wrong, we are always happy to investigate. If you have some Documents that aren't being read correctly, feel free to Start a new Post on the relevant Product Board to let us know of this case and we can get in touch to see what we can improve.

 

As a final note on backups, we have collected the most common questions on Backups in AccountRight and have the answers available on this: FAQs about AccountRight 2019 - Backups

 

Tagging: @Prue-Jody @LML1 @Nathou @Ultimatesf @RosalieM