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Settings and activity

2 results found

  1. custom file name settings for export

    4 votes
    1 comment  ·  Prepare » Expenses  ·  Admin →
    Accounting Department supported this idea  · 
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    Accounting Department commented  · 

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

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

    8 votes
    1 comment  ·  Prepare » Other  ·  Admin →
    Accounting Department supported this idea  · 
    An error occurred while saving the comment
    Accounting Department commented  · 

    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.