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It would be great if the document descriptions when downloading reports from Xero would be more descriptive. For example, I have clients with multiple bank accounts and I down load bank reconciliations for each of these accounts. but when I want to include them in my reporting pack, I first have to open each pdf and add more details to the description. Currently the report name only includes the Company name and bank reconciliation...for example ABS Printers_-_Bank_Reconciliation. This description is very limited. My idea is to include the Bank account Name and the reconciliation date... example ABS Printers_National Bank USD_- Bank reconcilliation_30_April_2024.pdf. This might look like a very long file name but when you have 10 bank accounts to down load and rename, these extra details will really help. And with other reports, adding the date of the selected report at the end of the report will also help. Example, ABS Printers_-_Balance_Sheet_30_April_2024

It's a really annoying bug and looks so unprofessional. Please fix this!

This should not be difficult as they've done it at least with Activity Statements. I don't understand how they can't standardize this when it's been a feature asked for for years.

Wild that something so simple but so impactful for a more polished customer experience has just never had any clear response from the Xero team as to whether they will ever prioritise it.

My desire is for having my business name at the front of my invoice file names without also having to change the naming convention of my invoice prefixes and also not having a short character limit getting in the way. The basics matter, Xero!

This is a critical option. We are spending time to make Xero reports have a more professional look for our clients
I am not sure why Xero changed back to under scores in report names it is very old

The ability to have a customisable invoice naming convention is also a recurring request we get from clients.

This is a must. Flexible naming conventions are a basic requirement that should have been rolled out years ago.

Any movement on this ?

This is one feature that is really needed.

Please review this feature. Would be great to have flexibility to include the REFERENCE field somehow in the name of the invoice pdf also.

this feature is needed. As many people have pointed out. some people use estimates and not quotes which you cannot change.

It basically does not look very professional. especially coming from professional paid-for accountancy software.

Much like the custom "mail-merge" within custom DOCX files. I think usings "mail-merge" and maybe - dash and _ underscore. You could create much better file names and actually look professional.

Im currently still wasting valuable time renaming the files produced.

«InvoiceTitle»-«InvoiceNumber»-«QuoteTitle»-«InvoiceDate»

That would be a start.

More options and more text options would be even better.

Would love this feature - let's make it easy for our customers to save our invoices.

I was asking about this in December 2020. It would be a very helpful and simple to implement feature.

It looks like this has been something that was on the radar years ago. It would be great to get an update here - if it's not happening, just tell us!

This must include custom file names for Invoice PDFs, "Company Name Invoice 000.pdf" would be ideal and save everyone time.

Having this feature would save so much time on our processes.

This would be so useful, and save so much time!

What an excellent idea!

This would save soooo much time for us AND please stop putting underscores randomly into report names! Either make the decision to have them in ALL reports or NONE.

Yes, for invoice file attachments this would be very helpful. Instead of 'Invoice INV-XXXX' we could customise it to have our company name in it.

We would rely the file name to include the reference on our invoices. We can manually change it, however this is time consuming.