Attachment Naming

Attachment naming convention and saving

 The system now allows for all attachments that are uploaded and saved into the Webaccounting system to be named with a file based on the name that you put in and it appends the date and time that you uploaded it.

 

A good naming convention for creditors would be as follows:

1.short name for supplier

2.date of invoice

3.invoice number

4.amount

 

It is better to separate the name of the file with an underscore than to have space.

This is because we will remove the spaces when naming the file

 

 The file name matches the Name field in the attachments upload

 

 

 This helps for auditing purposes and if we ever have to access the uploads folder, your naming of upload files will be there so that it will be easier to find.

For Purchase Orders and most other documents, all upload files are kept in categories eg Purchase Orders and then in the month that they were uploaded.