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

Product Ideas

In Tray: Show filename of document

Cover User

9Posts

59Kudos

0Solutions

9 Posts
Cover User

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"

Current Status: Open
Last Changed: March 2015

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.

20 Comments
kerrie_smith
Partner
125 Posts
Partner
Mouse-over imported invoices to see the file name, makes good sense in the Intray. Alteratively, a series of view options, similar to Windows Explorer, would also be good - where you can choose to display as large or small icons, or list or as details showing file name and date the file was saved.
CaseyWoz
Contributing Cover User
20 Posts
Contributing Cover User

Hi,

 

i would find it helpful if the document name or part of was displayed under the document in the intray. this would help if you have multiple documents in the tray from the same supplier

seqtt
Trusted Cover User
130 Posts
Trusted Cover User

Titles would make it easier to locate right documentTitles would make it easier to locate right document

It would be great after a file has been added as an Attachment, the document title is either permanently displayed, or displayed as you hover over that file.

The document title is obviously recognized as it's displayed while the file is uploading. 

We attach multiple documents in our Card Files e.g. Job Cards for each repair job.

Having the document title displayed would make data retrieval so much easier than having to open each attachment in turn to determine the content.

Sophia98
5 Posts
User

I think this will very helpful to process large volumes of invoices 

_Zentra
Experienced User
34 Posts
Experienced User

Please fix this! We want to use the attachment feature to store our POD's, customer purchase orders, supplier invoices, etc. but without the label, how are we supposed to locate the saved items without looking into each attachment?

ellemvee
2 Posts
Cover User

For the love of pizza, this needs to be implemented!!  Or at least when the documents are scanned in, they stay in the order that they're scanned in.

AndrewC2340
Contributing Cover User
8 Posts
Contributing Cover User

Mabye not just the filename, which would be fine as a fefault name, but alllow the person who took the picture to type somthing descriptive that can take the place of the filename if desired.

Smiley70
Contributing User
12 Posts
Contributing User

Is MYOB ever going to give the ability to actually name a document in the Purchases In Tray?

 

Scenario....Having 20 documents in Purchases In Tray..... no magnifying glass to hover over each and view the already too small size document (ugh)....... no ability to name the docs =  no choice other than to open each document to accurately determine it's the one you are after.

 

Not having magnifying / looking glass or ability to name the docs or ability to change the size of the document in the In Tray, only makes the In Tray a half useful tool.

 

Come on MYOB....I'm sure I'm not the first to mention this one ...

lsdf2005
Contributing Cover User
15 Posts
Contributing Cover User

Yes this is a brilliant idea and would save having to zoom in for every invoice to see which supplier and invoice number it is.

Doreen_P
MYOB Moderator
3,168 Posts
MYOB Moderator

Hi All

 

We appreciate your valuable suggestion about making file names more visible on our invoices. Ensuring that these details are easily discernible without the need to zoom in is an excellent idea that can enhance the user experience and efficiency. Thank you for sharing this thoughtful feedback with us.

 

Best regards,

Doreen