As I’d like to start using the attachments feature starting from the new financial year (April), I wanted to revisit the naming convention of attached documents following the discussion back in November 2016.
You’ll recall my suggestion that attached documents should retain logical filenames in the physical file system structure to ensure they are easily identifiable outside of the Manager application and also therefore easily exportable. You said you’d look into this and I wonder if you have had an opportunity to do so? As I say, I’m keen to use the feature but unfortunately, I can’t do so with the current implementation, at least not without keeping duplicate copies outside of the application, something that obviously is wasteful in both time and storage space.
Related, I’d also like to see some basic reporting ability whereby I can pull up a report of all documents of a particular category (e.g., purchase invoices) that do not have an attached document. This will aid ensuring that all expenses have required documentation (i.e., receipts) associated with them. Alternatively, if this can be indicated in the P&L drilldown with the familiar attachment icon for transactions where their associated invoice has an attachment, this could also be a help here.