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Product Ideas

In Tray: Upload document direct from Scanner

Cover User

6Posts

41Kudos

0Solutions

6 Posts
Cover User
Australia

When loading files to intray an option to get directly to scanner would save time. Currently to upload a document you have to physically put it in the scanner, then you scan it, then you save it, then you have to locate it, select it and upload it, this is crazy. To just select scanner from intray would save minutes everytime.

 

"uploading to intray"

Current Status: Done
Last Changed: December 2019

Hi @abacusowner 

 

This feature should already exist, I suggest having a look at @David_Cree's comment below:

 

"""Hello @abacusowner ,

I assume that it is an issue when you receive a supplier bill in the mail that you scan to get it to the InTray via the steps you detail.

Your scanner probably has a function to send the scan directly to an email. If so then you can email the scanned bill to the InTray and so saving all the steps you do now. See this MYOB website for all the details on how to do this.

https://help.myob.com/wiki/display/ar/Working+with+In+Tray+documents#expand-EmailingdocumentstoyourI...

Hope this helps.

cheers

David"""

 

Cheers,

Hayden

MYOB Product Team

3 Comments
Karen251
Trusted Cover User
131 Posts
Trusted Cover User

I don't have to do that, I can just drag it across - even from an e-mail I just click and drag.  

David_Cree
Ultimate Partner
1,158 Posts
Ultimate Partner

Hello @abacusowner ,

I assume that it is an issue when you receive a supplier bill in the mail that you scan to get it to the InTray via the steps you detail.

Your scanner probably has a function to send the scan directly to an email. If so then you can email the scanned bill to the InTray and so saving all the steps you do now. See this MYOB website for all the details on how to do this.

https://help.myob.com/wiki/display/ar/Working+with+In+Tray+documents#expand-EmailingdocumentstoyourI...

Hope this helps.

cheers

David

 

Haydes
MYOB Product Team
6,317 Posts
MYOB Product Team

Hi @abacusowner 

 

This feature should already exist, I suggest having a look at @David_Cree's comment below:

 

"""Hello @abacusowner ,

I assume that it is an issue when you receive a supplier bill in the mail that you scan to get it to the InTray via the steps you detail.

Your scanner probably has a function to send the scan directly to an email. If so then you can email the scanned bill to the InTray and so saving all the steps you do now. See this MYOB website for all the details on how to do this.

https://help.myob.com/wiki/display/ar/Working+with+In+Tray+documents#expand-EmailingdocumentstoyourI...

Hope this helps.

cheers

David"""

 

Cheers,

Hayden

MYOB Product Team