File naming of PDF downloads (invoices, offers, reminders) configurable
J
Johannes Schmidt
When downloading the PDF documents (invoices, offers, reminders), the file is named in a structure specified by projo. Currently when I've deciphered it correctly:
(YEAR) - (MONTH) - (INVOICE NUMBER) - (ADVANCE STATEMENT) - (INDEX)
Here it would be nice if you could configure the export yourself something (similar to the number ranges)
For example, in
(YY) - (MM) - (TT) Invoice (INVOICE NO) - AZ (ADVANCE STATEMENT) - (INDEX) - (PROJECT NAME)
I
Ilko Mauruschat
Isabel: Exactly, because the download format is too long and contains duplicates
Isabel
Merged in a post:
Make the download format customizable for offers
I
Ilko Mauruschat
The download name for offers generated by Projo is very long and contains many redundancies. For the test project: “Test | Test Project, Teststraße 99, 12345 Testingen”, Projo generates the following PDF file name:
“Offer-MDK-2504_ang_16 Test - Test Project, Teststraße 99, 12345 Testingen-MDK-2504_ANG_16.pdf" - Offer number and project abbreviation appear twice and are also advertised in long text. It's confusing. Please make the download format adaptable in analogy to the invoice download.
Isabel
Ilko Mauruschat For invoices, it is possible to specify your own download format. So far, this is not the case for offers. Do I understand correctly that you would also like to set the download format for offers individually in the number ranges?
M
Mira Schwind
I can only agree with that. However, I think that the old invoice names from the download were better than the ones that are now displayed! RE-25-015_project name was completely sufficient.
I
Ilko Mauruschat
Hi Johannes, you can determine the download format for invoices yourself under Office Area->Settings->Number Range->Invoice. Not for the other documents.
@projo: This overlaps with my feature request from yesterday. Please merge if necessary.
J
Johannes Schmidt
Ilko Mauruschat Thank you for the tip, I wasn't aware of that.