Keeper
Create
Log in
Sign up
Roadmap
Feedback
Feature Requests
Changelog
Category
Management Reporting
Voters
K
T
G
B
Powered by Canny
4
Add more descriptive file names to the management reports
under review
J
Jelena Arkula
Add a better default file name to Management Reports in Keeper than Month-end Financial Report.pdf
This should include the client's name, the close period, and the date the report was generated.
Created by Ben Stein
·
January 18, 2022
R
Renae Leahy
Since that is an editable field, I have always made changes to the name before sending.
·
January 26, 2022
·
Reply
G
Greg Cullup
1000%!
·
January 21, 2022
·
Reply
B
Ben Stein
marked this post as
under review
·
January 20, 2022
·
Reply
Powered by Canny