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File name publishing to Xero

The ability to select what file name will be published when a Dext Prepare item is published to Xero.

4 votes

Joshua Brown shared this idea · Aug 10, 2022 · Report… · Admin →

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Sharon Spouse commented · August 16, 2024 2:59 AM · Report

Have a setting option you could select for Dext to rename the document from a number to a file name such as invoice date (YYMMDD) and supplier/customer name from the extracted document. This will make the document more easily identifiable when published and when trying to find/view source documents from the backup data.

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