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Ralph E.
Great lesson (second time watching!)

Do you use the individual or business plan? Further, I immediately thought of how cool it would be if there was a way to set the naming conventions in Text Expander with Zapier functionality, so for example, I wouldn't have to touch the receipt at all and it would be named appropriately. Possible? Thanks.
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paulminors
Thanks Ralph, I'm on Business. Exactly, that's the kind of thing it's perfect for. I do this with my receipts.