It is very slow and cumbersome to click on the paperclip to view a document when reviewing, it shouldn't be an extra, and very long step. The image should automatically populate so you can view your invoice while approving. Some reviewers have hundreds of invoices to review and this process is very slow.
Company | Axiom Constructors, LLC |
Job Title / Role | Accounting Manager |
I need it... | Yesterday...Come on already |
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The attachment lister (a bump out panel on the right side of the form) can be shown by default to provide a list of attachments with each invoice, but it an image is not displayed until selected.
Note that invoice images are visible by default when using our Vista web extension Financial Controls (Keystyle). FC offers an alternative to the standard Windows client that many Reviewers prefer for its ease of access and usability
We will likely move to make the web interface standard.
Yes! Timberscan used to have the document to the right and you could see it as your are approving it. So much quicker and easier to review.