Bteam's avatar
Bteam
Trusted User
4 years ago
Status:
Done

In Tray: View document without needing to open PDF

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"

Purchases

6 Comments

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  • OzTara's avatar
    OzTara
    Experienced Cover User
    4 years ago
    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's avatar
    MichelleMelb
    Experienced User
    4 years ago

    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 :)

  • Katherina_White's avatar
    Katherina_White
    Contributing User
    3 years ago

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

  • 1300HOTAIR's avatar
    1300HOTAIR
    Experienced Cover User
    2 years ago

    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 

  • Steven_M's avatar
    Steven_M
    Former Staff
    2 years ago
    Status changed:
    New
    to
    Done

    Hi Everyone


    When viewing a purchase with a document attached in the AccountRight Browser Interface users can select the Split view option to showcase the document while still viewing the transaction.

    The AccountRight Browser Interface also has an overlay to see the full document prior to matching/creation by selecting the document image in the In Tray window.

  • MariaB's avatar
    MariaB
    Experienced Cover User
    5 months ago

    Please note that not everyone uses MYOB Browser