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custom file name settings for export

Custom export settings. I would like to export all my receipt PDFs with individual names, dates, and dollar amounts ie. " 2023-05-11 McDonalds $25.00 " using the date it has gathered from scanning instead of having a default export name as "company - export date"

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Rebecca Camacho shared this idea  ·   ·  Report…  ·  Admin →

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  • Jessica Warren commented  ·   ·  Report

    For clients who bill on a time-and-materials basis, it would be helpful to have the ability to customize the Item ID or the exported PDF filename.

    Our typical workflow involves publishing receipts from Dext to QuickBooks Online, marking them as billable, and then attaching the supporting receipts to customer invoices. When customers request backup documentation, we bulk export the receipts. Currently, each PDF is identified by a system-generated numeric Item ID, making it difficult for customers to match receipts to the corresponding charges on their invoice or supporting reports.

    It would be much more useful if the PDF filename (or Item ID) could be customized to display information such as:

    Vendor Name – Date – Total Amount

    For example:
    Home Depot – 07/15/2026 – $247.83.pdf

    Customers could identify and reconcile receiptseaily without manually renaming every exported file.

  • Gabrielle Gowland commented  ·   ·  Report

    On export it would be handy to include the job name in the file name

  • Poonam Sharma commented  ·   ·  Report

    When a document is downloaded, Dext currently assigns a generic number as the file name. It would be much more user-friendly if the document name could be automatically generated based on key details from the document—such as the supplier name, invoice date, amount, or invoice number.
    For example: "SupplierName_InvoiceNumber_Date.pdf"
    This would make organizing and identifying documents much easier. Thank you!

  • Accounting Department commented  ·   ·  Report

    Lets face it... the download naming options need to be unique to us! Let us have customization here!!!!