File renaming and file structure for receipts, bills, etc.
A
Annette Thorson
File auto rename needed like Hubdoc or Dext:
YYYY-MM-DD_Vendor/Customer_$XX.XX_CC1234
Auto file by vendor, supplier, customer, etc.
Auto create Folders for Vendors and Customers.
Sync folder structure/files to Google Drive.
Essential for cleanup/catch-ups as well as daily bookkeeping.
Have to use other apps for basic renaming and filing, too cumbersome and time consuming to attempt to do these basic functions in DoubleHQ. PLEASE!!!