Adding Drag and Drop feature to D365 will saving a tremendous time of our big clients.
They receive a huge amount of invoices and even expense receipts that they need to attach to the forms and lines in the system.
Going to the correct line, press the clip (attachment) button, go to the attachment page, choose the appropriate format, browse for the receipt or invoice among the long list and.... is extremely time consuming considering the system is not that fast also...
That's why the drag and drop functionality is going to be a useful feature to add to D365 ASAP....
Comments
Attaching documents is a very time consuming task and in 2024 a Drag and Drop functionality should be standard a part of the D365
Category: Accounts Payable
This is indeed very waited feature where many of customers would benefit it by managing attachments modern way (quicker).
Category: Accounts Payable
Check out E-ttach by Elysian2 on Appsource - Business Apps – Microsoft AppSource
or the website here E-ttach - Drag & Drop for D365 for Finance & Supply Chain (elysian2.com)
We launched this back in 2020 and have updated it to include other complimentary features.
There is a Free version and you can trial the full Enterprise version for 60 days.
Category: Accounts Payable
This would be a huge time saver, it should be a standard feature for all attachments. Our staff raised this when we went live with D365, creating a Purchase Requisition & having to attach multiple files is time consuming.
Category: Accounts Payable
In this current day and time, having tools that will drive productivity and efficiency is crucial. Having the ability to add multiple documents in one go as an attachment or via a drag-and-drop option to achieve the same results is IMPERATIVE.
This aids in all functions of the D365 dynamics experience:
AR: Invoice related docs of sales orders, email responses, deduction and claims
AP: Vendor Invoices, POs, payment info
RMA: documentations supporting the return
Inventory and Warehouse: shipping docs, images of merchandise being shipped for evidence purposes
Cash Apps: Payment details, remittances, check copy, wire confirmations
And much more...
Category: Accounts Payable
This has been raised as the number one concern of our users who are transitioning from AX 2012. They are concerned at how much longer it takes to make an attachment, compared to just being able to drag-and-drop a file into attachments.
Category: Accounts Payable
It should apply not only to AP, but also to AR and Expense Management and every single places that we need to attach a document....
Category: Accounts Payable