Forum Discussion

KF2's avatar
KF2
Contributing User
5 years ago
Solved

Create New Bill from In Tray - Source Document opening as a tab in browser

Hi   I am relatively new to using MYOB AccountRight so this may be a simple fix.  Not sure if this is part of the latest upgrade of if I have accidentally changed a setting.   I used to be able t...
  • Haydes's avatar
    Haydes
    5 years ago

    Hi KF2 

     

    As part of 2020.1 there was a change to the way AccountRight views the PDF's by launching the PDF attachment in the System's Default PDF Viewer.

     

    This was implemented by client requests for the ability to view the PDF's in their familiar PDF Readers as well as the ability to separate the PDF and AccountRight windows for use across different screens and the ability to change between Windows with the Alt + Tab Keyboard Shortcut.

     

    If it's opening as a Tab in a browser, then it would see that the browser is set up as the PDF Reader for the System.

     

    Assuming this is a Windows 10 installation set up in Parallels you can change the program that opens these PDF's in the Default Apps Settings. See this Support Article from Microsoft: Change default programs in Windows 10

     

    Note: You would want to look for Choose default apps by file type

KarleneP's avatar
KarleneP
Experienced Cover User

Hi Hayden

Tis is okay if you hav two screens but when working on a laptop at different clients office it can be diificult.

Why the change as I find it very frustrating and time consuming

Haydes's avatar
Haydes
MYOB Product Team
5 years ago

Hi KarleneP 

 

This was the result of several different client requests (I combined most of them in my original reply), but it was also solving a bug we had in the old PDF Reader where it would not read from PDF's generated with some newer features and ended up just showing blank PDF's or missing information when you viewed them.

The workaround at the time was that it needed to be downloaded and viewed and some of the users we contacted on this were happy if it just launched in those PDF Viewers directly which tied in perfectly with the pre-existing feature requests and was aimed as a all in one fix.

 

That said, this isn't the final design of this feature. There are still plans to give this whole workflow an overhaul, though we haven't begun setting anything in stone so there isn't an ETA just yet.

  • KarleneP's avatar
    KarleneP
    Experienced Cover User
    5 years ago

    Thank You Hayden 

    I can understand and find once you put the supplier name in it then updates the bill

     

  • Mike4's avatar
    Mike4
    User
    5 years ago

    So Haydes, you can no longer have the viewer opening within the MYOB application right? Most of the selections on offer to open apps by file typoe for pdfs are Mac related so really at this stage Edge is the only option...

     

    ...until the rework overhaul.

     

    extremely frustrating

    • CloverQ's avatar
      CloverQ
      Former Staff
      5 years ago

      Hi Mike4 

       

      The list of PDF viewer apps listed in Haydes' screenshots are for example only. There are numbers of PDF viewers available for Windows that can be installed - e.g. Adobe Acrobat Reader is available for Windows - it is entirely up to you which PDF viewer you'd like installed on your computer.

       

      When there are no PDF viewer apps installed, Windows 10 will open PDFs using Microsoft Edge by default. Upon installing any PDF viewer apps, most of them will prompt whether you'd like to set the new app as the default PDF viewer during installation. This default setting can always be changed later using the method Haydes has shown above. 

       

      I hope this helps. If you have any further questions please feel free to post again at any time.

      • KarleneP's avatar
        KarleneP
        Experienced Cover User
        5 years ago

        Thank you Clover all is good just had to see the PDF file on the shared screen

         

        Thanks