File Name Settings

File Name Components

Available components that can be used in file names:

• {date} - The invoice date
• {vendor} - The vendor/supplier name
• {invoiceId} - The invoice's unique identifier
• {amount} - The invoice amount
• {currency} - The currency code

Configuration Options

Component Order

• Use the arrows to change the order of the components
• The arrangement determines the final filename structure
• Components are separated by your chosen separator

Separator Selection

Choose the character used to separate components:

• Underscore (_) - Example: 2024-04-01_Amazon_INV123
• Hyphen (-) - Example: 2024-04-01-Amazon-INV123

Date Format

Select from various date format options:

• YYYY-MM-DD (e.g., 2024-04-01)
• DD_MMM_YYYY (e.g., 01_Apr_2024)
• And other standard date formats

Capitalize Filename

• When enabled, converts the entire filename to uppercase
• Example: 2024-04-01_AMAZON_INV123

Default Settings

You can restore to default settings at any time:

• Format: {date}_{vendor}_{invoiceId}
• Separator: Underscore (_)
• Date Format: YYYY-MM-DD