Auto file naming suggestions using keeper receipts auto-scan | Feature Requests

Auto file naming suggestions using keeper receipts auto-scan

Amanda Timcoe

Since receipts feature scans the file, can you use that feature to also suggest what the file could be renamed as? Also, have that as a more easily accessible option when you are in files or in the uploads inbox.

April 20, 2024

Rachelle Swanson

I switched 2 clients from Dext to Double Receipts. I didn't realize Dext was autonaming the receipts. We are now renaming each one in Double and this is a drain on our admin hours. I'd love the info you use in the receipt to be used for a name. My choice would be YYYYMMDD Vendor Amount.

Jennifer Dial

This is the exact suggestion I gave to Ben when we talked at BKX! With the technology available these days, we definitely should not have to spend so much time just renaming files!

Mike Wibe

This is a must!

Jessica Dion

Yes! I love this idea. Would be so beneficial to have the file name auto update based on the final info added when published �

Jeff Cecchini

YES! YYYY-MM-DD-VendorName-Receipt.pdf

Katie Johnson

Great idea!

Tyler Otto

OOOOHHHH, i like this.  All our clients have a 3digit alpha numeric code (XXX).  So we save all our clients files as such
XXX YYYY.MM File name - Vendor name if a receipt
If we could have it autoname on suggestions, that'd be awesome.  Love this idea Amanda!