Customize the name of Downloaded items in PDF/CSV
Customising the file name of downloaded items
Snezhana Stoyanova
shared this idea
Hi,
Thanks for your feedback, we have implemented an option to include the supplier name and date as the file name when exporting from Dext. This can be found under your business settings in the 'export' options.
We noticed that some people were asking to be able to customise the name of files exported, this is much more development effort to achieve. If the setting doesn't meet your needs could you please respond to this idea with additional context and we will try to find a solution that meets your needs.
Thanks,
The Dext Product Team
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Jane Stergio
commented
It would be more useful for us looking at the downloaded file/file sent to accounting system, if it included some information about the actual invoice. Eg Supplier Name, Invoice number/reference, Invoice or Due date, perhaps Amount.
Instead the file is something like this, which has no relevance to anyone:
RB-b626cfe4-20a9-425e-a2fd-1c7e84655579.pdf
The file could still contain this string if necessary - perhaps to ensure uniqueness or some other use required by Dext.