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File Organization

How to Rename Files Automatically?

ReceiptsAI automatically renames your documents based on extracted data like merchant names, dates, and amounts. This powerful feature helps you organize your files systematically, making it easy to find any receipt or invoice in seconds. You have complete control over the naming pattern with flexible schema options that adapt to your workflow.

Gone are the days of cryptic filenames like "IMG_2394.jpg" or "receipt_scan_001.pdf". Instead, your files will have descriptive, searchable names like "2025-10-14_Amazon_$90.14.pdf" or "Starbucks_2025-10-14_$12.50.jpg"—whatever format works best for you.

Powerful Document Organization

  • Automatic Renaming: Documents are automatically renamed based on extracted data like merchant names, dates, and amounts. Never lose track of receipts again with descriptive, searchable filenames.
  • Custom Naming Schemas: Choose your own naming pattern from merchant name, date, amount, currency, or any combination. Create a filing system that matches exactly how you work.
  • Retroactive Organization: Apply new naming conventions to all previously uploaded files. Keep your entire document library consistently organized even after changing your schema.

How to Set Up Automatic File Renaming

  1. Access Settings: Log in to your ReceiptsAI account and navigate to Settings → File Renamer.
  2. Choose Your Pattern: Select how you want files named using dates, merchants, amounts, currencies, and more.
  3. Apply & Organize: Save your settings and optionally rename all existing files for consistent organization.

Custom Naming Pattern Examples

Create the perfect naming convention for your business with flexible patterns. You can combine any elements in any order to create the perfect naming pattern for your workflow. Use underscores (_), hyphens (-), or spaces as separators. The system supports dates, merchant ` names, amounts, currencies, receipt numbers, categories, and more.

Date-First Patterns

Examples:

  • `YYYY-MM-DD_Merchant_$Amount` → `2025-10-14_Amazon_$90.14`
  • `YYYYMMDD_$Amount_Merchant` → `20251014_$90.14_Amazon`

Merchant-First Patterns

Examples:

  • `Merchant_$Amount_YYYY-MM-DD` → `Amazon_$90.14_2025-10-14`
  • `Merchant_YYYYMMDD` → `Amazon_20251014`

Amount-Focused Patterns

Examples:

  • `$Amount_Merchant_YYYY-MM-DD` → `$90.14_Amazon_2025-10-14`
  • `$Amount_Currency_Merchant` → `$90.14_USD_Amazon`