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Ability to export images/PDF files with a specific file name format for example - MM-DD-YYYY_Vendor_Amount

Ability to export images/PDF files with a specific file name format for example - MM-DD-YYYYVendorAmount

7 votes

Stan shared this idea · Jul 14, 2023 · Report… · Admin →

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Accounting Department commented · October 10, 2024 5:12 PM · Report

At our company and many others naming conventions provide a great way to search things with ease. When downloading an invoice the user should be able to set which field they want the .pdf named as. Thus, in the settings I could set it to invoice number or description and every time I download that is the new .pdf name.

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