Prue-Jody's avatar
Prue-Jody
Cover User
10 years ago
Status:
Done

In Tray: Print linked document

Hi, 

 

I have some suggestions for the new in tray application:

 

1 - Print function from the PDF view. Why has this been disabled? To be able to view your bill is fantastic, but you will need to print it out at various times for refunds or warranties etc. 

 

2 - Mapping. It would be great to be able to map the fields to the document so it knows where to get the information from for that particular supplier, so next time it can input the data. I haven't had any of my bills read correctly yet :)

 

3 - End of year. Will all the pdfs save with the data file? Maybe an end of year back up function that actually saves the pdfs with the datafile. Otherwise how do we keep the records with the file in case of an audit?

 

Thanks, Prue

 

"In tray"

Cash Out
Purchases

29 Comments

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  • Wendy2627's avatar
    Wendy2627
    Cover User
    9 years ago

    Hi,

     

    As much as it would be a perfect world if we were paperless, sometimes we need a hard copy.  It would be very handy if you could print the linked document after viewing, whether it be from the purchases register or from a supplier invoice report.

     

    Cheers

    Wendy


    "IN TRAY - Option to print linked document when viewing invoice"

    • RoniArnold's avatar
      RoniArnold
      Experienced Cover User
      9 years ago

      For my idea, I would like other uses to the file be able to print out the purchase invoice from either the in tray or the purchase entry, reason being the accountant may need to scan it etc. Would you be able to allocate a print method to this?

    • Terry_W's avatar
      Terry_W
      Experienced Cover User
      7 years ago

      I would totally agree as it would be a bit pointless if you were allowed to view a saved document without being able to print or export it for external use.

    • VickiS's avatar
      VickiS
      Experienced Partner
      7 years ago

      You can save a linked document in Purchases to your computer or your nominated location to be able to print or use for other purposes.

       

      When you open the linked document, in the top left-hand corner is the icon to save the document to a designation outside of AccountRight.

       

  • Danielecm's avatar
    Danielecm
    Cover User
    6 years ago

    is it possable to have a print button added to the "IN TRAY". 

    i use the email address option from my phone 

     

     

  • Rayleen's avatar
    Rayleen
    Partner
    6 years ago

    Hi There,

    It would be most helpful if were had a option to be able to print a supplier invoice or statement from the In Tray.

    • litoria's avatar
      litoria
      Cover User
      6 years ago

      Hi. I agree. This is a no-brainer. Often someone wants to look at an original invoice (long-since archived) that has been linked to a purchase but I am unable to print out the linked invoice to hand to them. I can only show someone the original linked invoice by having them look at the computer screen. Now that we are having invoices and statements sent from suppliers directly to the In Tray it would also be very handy to be able to print out the statement (which will not go to the next "linking" step) to double check that all monthly invoices listed on the statement have been entered on to MYOB. When I phoned up about this issue I was told to save the doc in the In Trayto my computer and then print it out. Doesn't this defeat the whole purpose of this "upgrade"?

  • AriseRacing's avatar
    AriseRacing
    Cover User
    6 years ago

    Adding the ability to print a saved scanned in image in the purchases screen would be a great benefit because at present, the only option is to save the document, then open your directories to find it & open it, then print - quite labourious considering the simplicity of the action.

  • LML1's avatar
    LML1
    User
    5 years ago

    Print invoice directly from In Tray instead of having to save it first

  • Nathou's avatar
    Nathou
    Experienced Cover User
    6 years ago

    I can't believe yet another update of MYOB has come through and they haven't fixed this basic issue.  Should be a very easy problem for your developers to fix.   Absolutely ridiculous you have to save the file to be able to print it.

  • Character's avatar
    Character
    Cover User
    5 years ago

    1. To have a scroll bar at side so you can move up and down quicker

    2. To be able to print a purchase straight from the intray with out having to save then print

    3. Search function so if you have a lot of invoices in the tray you can pull say one client and enter theres

  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago
    Status added:
    Open

     Hi Prue-Jody 

    Thank you for your feedback in regards to AccountRight and the In Tray.

    1. When you view a document via the In Tray there will be the option to Save As. This would allow you to save the documents so that they can be printed if required. 

    2. The In Tray feature included in AccountRight 2015.1 is a first release we are looking into adding additional functionality with updates and background changes to the way in which in reads the uploaded documents.

    3. Provided that the company file is in the cloud the documents can be seen and saved if required for auditing purposes. The end of financial year process will not impact the documents that are saved in the In Tray or attached to a Bill, it is the location of the file.It would need to be in the cloud, if you do wish to remove it from the cloud or take a backup of the file you would need to save a copy of the documents.

    I would encourage other users that would like to see one of more of these ideas to vote and comment if required for this idea.

  • VRoth's avatar
    VRoth
    Cover User
    10 years ago

    Great suggestion Prue-Jody

     

    Mapping data from a suppliers invoice format is an obvious and based on other comments and suggestions a neccessary improvement. Especially for those who have a few main suppliers.

     

    I agree that an export function for invoices would be great for end of year. For instance what happens to pdf's oince a year is locked? It would be good to be able to export a comressed file with all the invoices from that financial year.

     

    Cheers

  • SharnieR's avatar
    SharnieR
    Experienced Cover User
    10 years ago

    I have been using the In Tray for Purchases and its great. Just a suggestion, an In Tray for Sales would be really helpfull. That way we can save Job Cards and any other documents relating to a customers invoice and be able to access them at the click of a button.

    Thanks.