When I rename a file the changes are not shown in the Document Manager. How can fix it as I would like to see the changes also there?
Is there a way to add or rename folders shown in the Document Manager drop-down list?
When I rename a file the changes are not shown in the Document Manager. How can fix it as I would like to see the changes also there?
Is there a way to add or rename folders shown in the Document Manager drop-down list?
The Receipt Hub doesn’t rename the file as such, it just changes the receipt name. By default it assumes the file name when created.
At the moment I’m afraid there is no way to change the folder structure in the Document Manager although this has been proposed on a separate feature request here in the past.
Thanks Glenn for the prompt response.
I’m still a little confused especially as the file extension is always added to the receipt name.
If the the receipt name is just an attribute of the uploaded file, why is it not carried on into the Document Manager and vice versa to the Receipt Hub when I do the changes in the Document Manager?
It seems for the time being I should do any changes to the receipt name in the Document Manager, right?
The Receipt Hub is an additional layer that sits on top of the Document Manager. It allows you to assign names to receipts, the document manager on it’s own has no concept of names other than the name of the file. For this reason any changes to the receipt name can’t cascade down to the document manager.
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