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Status Acknowledged
Product IRIS KashFlow
Categories Uncategorised
Created by Guest
Created on Jan 10, 2017

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More naming options for Invoices, so the pdf files can have the date, company name etc in the file name.

More naming options for Invoices, so the pdf files can have the date, company name etc in the file name.
  • ADMIN RESPONSE
    Jan 10, 2017
    Hi Andy, Thanks for your feedback. This is a great idea and we have had a number of requests to add letters etc to the invoice naming option. At the moment the system will only accept numbers in the invoice name and this would involve a huge amount of development work to alter as it does reflect throughout the app. Does this relate in particular to emailing files to customers or your own records?
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  • Guest
    Reply
    |     Jan 10, 2017

    Thanks very much for your quick response. It is mainly for my clients. They pay their invoices in batches at the end of the month and the ability to identify all the invoices from my company at the same time would make that much simpler.

  • Guest
    Reply
    |     Jan 10, 2017

    Hi Andy,

    To be honest, the only quick workaround I could suggest for now is to rename the PDF upon sending so that it can be identified better. However, this will not then relate to your invoice number in KashFlow so could cause some confusion there.

    If you were willing to do this for now, it could solve the problem in the short term for your customers anyway.

    Thanks,

    Tom