sari85's avatar
sari85
Experienced User
1 year ago
Status:
On Hold

PDF File Name on Customer Statements

Currently when sending out statements, our customers see the pdf file name as "eStatement". Is it possible to add their customer name to the pdf file to say "eStatement for Customer". It looks like Zero lets you do this. 

3 Comments

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    1 year ago
    Status changed:
    New
    to
    Open

    Hey sari85

    Thanks for your idea! We'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea.

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    5 months ago
    Status changed:
    Open
    to
    On Hold

    We are changing this idea's status due to low community engagement (comments and votes) over the last six months. The idea remains in our developer backlog, but will be prioritised for review if it receives more votes. 

  • Carly88's avatar
    Carly88
    Member
    5 hours ago

    Let's go back and fix this please.

    The customer statements were always named by customer name when saving PDF Statements in batches from MYOB AccountRight to PC for our records. 6 or 7 years ago MYOB dropped this feature and never changed it back. We save about 120 Statements @ month end and renaming them manually for our records is painful. MYOB knew how to name PDFs years ago, can we have it back please.