Partner Zone

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

Product Ideas

In Tray: View document without needing to open PDF

Trusted User

81Posts

231Kudos

2Solutions

81 Posts
Trusted User
New Zealand
New
New

Bright ideas department to make MYOB more user friendly. The In Tray works OK. Would it be possible to preview the pdfs without actually opening them, say with a magnifying glass? I get several bills from the same entity and it'd help with identification if I could see the contents of each one without having to open the pdf.

 

"Viewer for In Tray"

4 Comments
OzTara
Experienced Cover User
40 Posts
Experienced Cover User
Absolutely! The IN TRAY feature is useful but ridiculously clunky and untrustworthy. The number of documents shown in the tray are constantly changing. It would be better if it showed the file name of the document so we could see duplicates and dates as the order is non-sensical. A zoom highlight to see the document details would be better as it often doesn't pick up the company name and it completely stuffs up auto-fill on credit notes that reference an original invoice number.
MichelleMelb
Experienced User
19 Posts
Experienced User

A magnifying glass in the in tray area would also enable me to check the job name/number on the invoice so that I can enter it when I have created a new bill Smiley Happy

Katherina_White
Contributing User
10 Posts
Contributing User

Yes! I love this idea. At the moment it is just super clunky feeling to have to dowload the image and reopen it.

1300HOTAIR
Experienced Cover User
61 Posts
Experienced Cover User

At the VERY least a file name would be beneficial and I totally agree having to open the document to see it is a pain