In Tray: Show filename of document

[VRoth]

When viewing invoices in the intray, particularly multiple invoices from the same supplier, the thumbnails are useless. Having the file name visible would make much more snese. Either an alternate view (list etc) or having the file name displayed under the thumbnail, or on a cursur fly over style 

"In Tray, invoice view"

[VRoth]

A further suggestion

When linking to an existing bill, there is the drop down of options, but we do not have the ability to have an open order expanded (drilled down to see the details) at the same time as the invoice being linked open to compare and make sure they are the same order.

Seems self defeating

[Steven_M]

Hi @VRoth

Thank you for your feedback in regards to the intial release and ongoing improvement of the In Tray.

I would encourage other users that would like to see the filenames uploaded along with the thumbnails to vote for this idea and comment if required.

[Davis]

Hi

It seems when you upload to the in tray it loads in a random order, it would be more effiecient if the file name could be displayed or shown on mouse over.  This would help as I lot of people like to enter their invoice in order.  The only current way is to load invoices in group of dates then go to the next date and so on.

[Davis]

What I found today was dragging indiviually out of explorer gave me the list in the order I wanted but I would like to see a name convention.

[Davis]

Account right

[Trine1]

When you upload/drag multiple invoices into the tray they are not identified at a glance.  You have to actually open the invoice to know which one it is when linking the invoice.  It would be extremely helpful if you could identify the invoice once it has been highlighted. 

[Trine1]

Dear Steven M

yes i do mean something like a file name.  Click on the document and see the file name that you saved it under.  If I have two invoices from the same supplier I save it under the supplier and inv number as a filename.  It would be helpful to see in advance the the invoice number so I can link it to the appropriate invoice in MYOB rather than having to open the invoice.

[BuilderBoy]

It would be great if you were able to easily identify documents in the in tray without having to click onto it every time. EG when i send my invoices there are loads from the same company and it would be so much better to be able to label them rather than having to enlarge every time to see which was which.

[Steven_M]

Hi @BuilderBoy

Thanks for your feedback in regards to AccountRight and the In Tray

I've merged your idea with this similar one already included on the AccountRight Idea Exchange.

[AMM]

I agree with the previous comments, it would be very helpful to see the file name in order to record the invoice without having to open the file.  

Additionally it would be helpful if we were able to print a copy of the invoice from viewing the attached file.  At the moment you can only sale the file not print it.