Currently, when downloading an SA100 Tax Return PDF, it is automatically named with the forename first, i.e. "John Smith 2020 Tax Return". It would be beneficial for this to be changed to "Smith John 2020 Tax Return" so that my downloaded files are ordered by surname. At the moment I have to change each filename when I download.
Guest
Well, From documents management and sorting name by ASCI convention, this should be done in report setting with various option. . Say I may want [CLINET REF] [TAX YEAR] [FIRST NAME] [LAST NAME] SA TAX RETURN