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Product Ideas

Sales: Invoice number included in PDF name

1Posts

17Kudos

0Solutions

1 Post
User
New Zealand

I wish the Invoice PDF name had the Invoice number in it. This would make it easier for us to manage these in our email system.

 

Invoice PDF name

Current Status: Done
Last Changed: August 2013

We are pleased to say this feature is now available in version 2013.2.

6 Comments
Julie_A_C
Partner
3,363 Posts
Partner

Are you meaning you want the invoice number in the subject line when being emailed, because if so this is avalaible, it is the email set up under preferences - there is a box to tick.

 v2012.JPG

booksbysarah
3 Posts
User

Hi,

 

It would be brilliant if the actual attachment PDF file could be named "Invoice #xxx123 from Company Name".

 

Similarly for payslips and remittances, could relevant information please be included in the PDF attachment name.

 

thanks,

Sarah

Nicole_Brand
233 Posts
Former Staff

Thank you for the great idea. You can see this in our next AccountRight Live update!

Liam_M
3,488 Posts
Former Staff
We are pleased to say this feature is now available in version 2013.2.
Bobby_Eri-PNG
Experienced User
19 Posts
Experienced User

Is this upgrade available for AccountRight Premier V19.5?

 

Liam_M
3,488 Posts
Former Staff

Hello Bobby. Version 2013, is our new platform created to support AccountRight Live. It is currently only available for AccountRight Basics, Standard and Plus. It is not available for Premier yet, but Premier will be available on the new platform in future. When this occurs the invoice attachments will have the invoice number.