In Tray: Prompt for closing when enlarge document

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Experienced Cover User WCM
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In Tray: Prompt for closing when enlarge document

I must say I like the intray function especially when working with a team remotely.

 

Couple of improvements - some may already have been mentioned:

1. When the documents are in the intray waiting to be attached, could the filename be shown below the document?  We save our invoices in pdf format separately as we were doing that before intray was available, and it's a backup.  The files shown are a bit too small to read unless you enlarge each one individually.  If you have scanned in multiple invoices from one supplier it can get a bit confusing when attaching.

 

2. Ability to attach more than one document to a MYOB invoice record would be good.

 

3. When enlarging a document in the invoice record, the X button at the top right hand corner closes MYOB completely, but for all windows users it's an automatic action to close the current window using that x button, not the whole application.  I've accidently shut MYOB down quite a few times when backing out of Enlarge when looking at a linked document.

 

"In Tray - suggestions for improvement after some use"

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Ultimate Partner BooksInTheCloud
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Re: In Tray - suggestions for improvement after some use

Hi WCM I have voted and agree with all your points.  particularly number 3.   Also have read on my ideas in regards to this function and if you agree please vote.    I find currently it is three times slower to enter a invoice using the Smart Bills.

 

Also watch the date I found it reads the dates around the wrong ways at times, unless clients lock the periods this could be dangerous as invoices will be dated in previously reported BAS periods (ALARM BELLS RINGSmiley Surprised).

 

IN-TRAY-Option-to-Link-Existing-Bill-when-viewing-invoice

 

IN-TRAY-Option-to-toggle-between-Enlarged-Invoice and Purchase Screen

 

I do love the fact you have the electronic copy in the MYOB file for reference... I can see where this function is heading but it is not smart enough for me to sing it from the roof top yet.


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Renae

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Contributing Cover User ShellN
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Re: In Tray - suggestions for improvement after some use

Great suggestions

 

Espcially No 3 - constantly accidentally shutting myob down becasue of this... very unproductive

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Experienced Cover User Suziq
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LINK TO EXISTING BILL

PLEASE IMPROVE THIS GREAT NEW FEATURE BY ALLOWING MORE THAN ONE SUPPLIER INVOICE TO BE LINKED TO A SINGLE BILL.

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Experienced Cover User Rebecca12345
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Re: In Tray - suggestions for improvement after some use

yes i agree totally with all 3 points.  i'm glad it's not just me who keeps accidentally closing down myob!

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Contributing Cover User Owtcha
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Re: In Tray - suggestions for improvement after some use

Totally agree also with all 3 points.

 

I would add on an additional comments / suggested improvements:

 

- When I create a new bill via the intray, sometimes I cannot change back to the enlarged document unless I click specifically on the coloured top border where the AR logo & X buttons are.  I suggest making it so that I can change back to view the enlarged document by clicking *anywhere* on that document (currently, this only happens sometimes - not all the time).

 

- Ability to rotate the document would be helpful for viewing, as some documents / parts of documents are sometimes sideways and hard to read.

 

 

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Contributing Cover User GKCENG
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IN TRAY - ATTACHING MULTIPLE INVOICES TO THE ONE BILL

It would be great if we could attach multiple invoices to one Bill.  This happens when backorders are raised and the items come in on a couple of invoices.  You can only attach the first invoice.

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Experienced Cover User MichelleAW
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Re: In Tray - suggestions for improvement after some use

Agree with all these points - particularly being able to attached more than one document to a purchase

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MYOB Moderator Steven_M
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Re: In Tray - suggestions for improvement after some use - Status changed to: Already in product

Hi Everyone

With the release of AccountRight 2016, a prompt will appear when attempting to close the Enlarge option for an In Tray Document.

 

 Attachment.PNG

 

For the other points raised, we would recommend showing your support for the individual idea relating to that topic. I have included the links below:

 

In Tray: Adding document to purchases already with a document attached & In Tray: Show filename of document

 

 

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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