Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Ability to edit the naming format for saving of PDF downloads

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
  • Jul 20 2020
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  • Hemantkumar Patel commented
    December 21, 2020 21:42

    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