Primil1's avatar
Primil1
User
2 years ago
Status:
Done

Drag and drop into banking

Until the recent in tray "upgrade" I was able to drag and drop from MS outlook into banking transactions - things such as pdf receipts and invoices. This allowed for multiple documents to be dropped at the same time. However I am no longer able to do this despite that fact it was WAY WAY WAY quicker than uploading to intray and then trying to sort out which files need to be attached to which transaction. 

 

So 2 suggestions:

1. Re-enable drag and drop function into expanded bank transactions.

2. In teh meantime, allow multiple files to be selected from the in tray to be uploaded into a bank transcation.

 

The current system is much more cumbersome and requires several more steps than necessary.

 

12 Comments

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  • Leneth_A's avatar
    Leneth_A
    MYOB Moderator
    2 years ago

    Hi Primil1 

     

    Thanks for your post. We are grateful that you found this forum useful.

     

    Thank you for sharing your ideas and we appreciate your patience and understanding on this matter. We'll be raising this through the required team, rest assured that we'll provide communications and updates once this feature will be added to our system also, you are welcome to submit and share your insights here.

     

    Please don't hesitate to post again if you need help in the future.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.


    Cheers,
    Leneth
     

  • KirstyS2's avatar
    KirstyS2
    User
    12 months ago

    I am having the same issue. MYOB team- can you please change it so we can drag and drop files again. It is sooooooo cumbersome and slow to download each time.

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    12 months ago

    Hi tmlioulios 

     

    We appreciate your patience and understanding about this matter. Rest assured that we'll raise this to the relevant team.

     

    Cheers,

    Princess

  • Shoaib1's avatar
    Shoaib1
    Admin
    12 months ago
    Status changed:
    New
    to
    Coming Soon

    Hi Primil1, tmlioulios and KirstyS2 ,

     

    We appreciate your patience and understanding about this matter.

     

    The team is working on resolving this matter. You should be able to perform this action again in the next couple of weeks.

     

    cheers

    Shoaib

  • KirstyS2's avatar
    KirstyS2
    User
    11 months ago

    Hello MYOB team. Could you please tell us when this function will be fixed? It is the EOFY and I need the function to be working ASAP. We need the drag and drop function re-anabled. You said above it wouyld be fixed in the 'next couple of weeks' and it is now 4 weeks later. Could this please be fixed today?

    Thank you

  • KirstyS2's avatar
    KirstyS2
    User
    10 months ago

    Dear Shoaib,

    This drag and drop function has still not been fixed. Can you please notify me a date and time it will be fixed?

    Thank you

  • Leneth_A's avatar
    Leneth_A
    MYOB Moderator
    9 months ago

    Hi all, apologies for not responding to you sooner and we are thankful for your effort in bringing this to our attention. We understand that this is essential to manage your workflow and we apologize for any inconvenience this has caused. We will pass your feedback to the developer's team, and I want to assure you that the team will continue to monitor your request and will add this to the product roadmap based on the feature request. Please don't hesitate to post again if you need help in the future. 

  • KirstyS2's avatar
    KirstyS2
    User
    8 months ago

    Leneth_A can you please tell us when this function will be re-enabled? We would like an exact timeframe please. It is causing me siginificant delays in using MYOB. PLEASE CAN THIS BE FIXED ASAP!