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"
Rebecca Camacho
shared this idea
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Gabrielle Gowland
commented
On export it would be handy to include the job name in the file name
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Poonam Sharma
commented
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
Lets face it... the download naming options need to be unique to us! Let us have customization here!!!!