Compliance Documents - File Name
When adding documents to Compliance tab under the new 'Register' feature the system has a very high level of requirements for file names. Only letters or numbers are accepted. Your not allowed any other characters such as commas, dash or any type of other punctuation. Surely this can be less strict considering most file names have full addresses and other items in file names.
Currently the file name does accept using a dash, full stop and underscore however does not allow for commas. We are discussing this with our development team
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Jacqui Quinn commented
This takes so much time having to re name documents. This is also an issue when processing invoices, adding documents, email documents. Many of our creditors use commas, underscore, #, $, ( ) and & in the names of their invoices. It is becoming increasingly frustrating having to save individual invoices/documents just to be able to upload them.
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Leanne Connor commented
We would LOVE to see this fixed!
This is also an issue when processing invoices. Many of our creditors use commas, underscore, #, $, ( ) and & in the names of their invoices. It is becoming increasingly frustrating having to save individual invoices/documents just to be able to upload them. -
Amanda Griffin commented
YESSSS - this, you have to literally change the document name every other time. Would love to see this fixed.