Submit Your Suggestions for Vista

Ideaspace topics with the most votes have been moved into the Suggestion Box. If there is a topic missing, please re-enter. Our product team reviews the Suggestion Box items regularly and will provide updates as to status and incorporation into upcoming releases.

Add Attachment Type to Attachment Lister

Currently the Attachment Lister includes only File Name and Description.  It would be nice to have Attachment Type as an option for our users to see as this would make the document scanning process more efficient for our users rather than have to type in a description for every invoice that is scanned.

  • Christopher Bonnell
  • Nov 30 2017
  • Shipped
Company Helm Group
Job Title / Role Director of Accounting Technology
I need it... Yesterday...Come on already
  • Attach files
      Drop here to upload
    • Christopher Bonnell commented
      December 20, 2017 14:53

      Eric,

      When we scan documents into Vista we select an Attachment Type such as AP Invoice, JB Invoice, etc.  We would like that to appear in the Attachment Lister.

    • Andre Ferreira commented
      December 20, 2017 00:45

      I think they are talking about the attachment type field. But allow us to modify it and rename the attachment from the Attachment Lister as currently only good for viewing documents and that's about it.

    • Eric Vasbinder commented
      December 20, 2017 00:05

      Are you looking for a column that allows for sorting on the file type (e.g. .doc, .xls, .pdf, etc.) OR are you looking for something else?  For example, the attachment Type field (the one that you can look up values through the F4 lookup)?

    • Ed Orlowsky commented
      December 18, 2017 14:51

      This would be a good feature!

    • David Culcasi commented
      December 18, 2017 13:21

      Should impletment

    • +1

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