Skip to main content
Solved

Exported Excel Name From GI or Document Primary List

  • March 13, 2023
  • 4 replies
  • 183 views
  • Translate All
Freshman I
Forum|alt.badge.img

Hi Acumatica,

Just want to ask if the exported file name from a document primary list can be edited?

Please see attached :

 

 

Regards,

Best answer by Naveen Boga

@Fie  The Acumatica software currently not providing thsi feasibility as a configuration.

As a workaround, the program assigns a unique name to files by including the primary list GI screen name and the date to make the file uniqueness. This helps to ensure that each file is distinct and easily identifiable.

View original

4 replies

Manikanta Dhulipudi
Captain II
Forum|alt.badge.img+16

Hi @Fie 

I dont think we dont have an option. We can post an Idea to Acumatica to provide an option for exporting files Like we have in reports to change the download format.

Thanks

Translate
Acumatica Functional Consultant & Customer Experience Supervisor
    aaghaei
    Captain II
    Forum|alt.badge.img+11
    • aaghaei
    • Captain II
    • March 14, 2023

    @Fie you can name the file as you wish when you download. 

    Translate
    Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
      Naveen Boga
      Captain II
      Forum|alt.badge.img+20

      @Fie  The Acumatica software currently not providing thsi feasibility as a configuration.

      As a workaround, the program assigns a unique name to files by including the primary list GI screen name and the date to make the file uniqueness. This helps to ensure that each file is distinct and easily identifiable.

      Translate
      Naveen B - Acumatica MVP 🏆 | Acumatica Developer 🚀 ⏩ https://www.linkedin.com/in/naveenb-acumatica-mvp/
        Freshman I
        Forum|alt.badge.img
        • khowe86
        • Freshman I
        • July 7, 2025

        At our office, we have a naming convention with yyyy/mm/dd then subject.  It would be great if Acumatica could allow us this option when exporting to Excel. 

        ie:

        2025-07-07 Transactions for Period

        Translate
        Terms & ConditionsAccessibility statement
        About Acumatica ERP system
        Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
        © 2008 — 2024  Acumatica, Inc. All rights reserved