File Name Settings

Live Preview

The settings card shows a live preview of the resulting filename (e.g. 2026-04-12_Amazon_INV-1043.pdf) with a copy button, updating as you change options.

File Name Components

Enable and reorder components with the checkboxes and arrows:

• {date} — the invoice date (enabled by default)
• {vendor} — the vendor/supplier name (enabled by default)
• {invoiceId} — the invoice's identifier (enabled by default)
• {amount} — the invoice amount
• {currency} — the currency code

At least one component must remain enabled. The order of components determines the filename structure.

Date Format

Choose from over 20 formats: numeric (YYYY-MM-DD, DD-MM-YYYY, MM-DD-YYYY, YYYYMMDD), with month names (DD-MMM-YYYY → 15-Mar-2024, DD-MMMM-YYYY → 15-March-2024), and month-only variants (YYYY-MM, MMM-YYYY, etc.) — each also available with underscores instead of hyphens. Default: YYYY-MM-DD.

Other Options

• Separator — underscore (_, default) or hyphen (-) between components
• Uppercase filename — converts the whole filename to uppercase (e.g. 2024-04-01_AMAZON_INV123)
• Enable renaming — when disabled, files keep their original names and the naming rules are not applied

Defaults

Restore default returns to {date}_{vendor}_{invoiceId} with underscore separator and YYYY-MM-DD dates. Settings apply after clicking Save.