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Files - Control/edit the name of PDF files sent from Xero

Ability to edit the PDF name when sending PDF attachment from Xero.

Purpose: Users’ can name their attachment with their business name.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, appreciate and why you'd like to rename files. Our teams are aware of the interest in this and will consider for future enhancements, however we want to upfront that there are no immediate plans just yet. If there is any progress around this we will be sure to share with you on the idea, here.

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  • Chani Martin commented  ·   ·  Report

    xero is fantastic for creating quotes, attaching documents to them, and easily flowing through to generating PO's and invoices.
    The only thing that is missing is Order confirmation
    If documents sent from Accepted Quotes could be renamed Order Confirmation, we would be able to to our entire sales process from Xero.

    Please Please consider this - it feels like an oversight that there is no order confirmation stage

  • Melissa Dawe commented  ·   ·  Report

    This would also be ideal for quotes and any other invoice templates

  • PPS Accounts commented  ·   ·  Report

    Error Message: File not found. It may have been moved, edited or deleted.

    The # they are using in PDF file names causing an issue/error in PDF files preview in File Explorer and Microsoft Outlook on Windows 10 or Windows 11 computers.

    Can Xero remove the # from Purchase Orders and Quotes pdf file names ? No issue with Invoices.

  • Chris Rogan commented  ·   ·  Report

    The # that they stick in front of quotes causes an issue with Outlook when previewing. This is a bug, but the support team have told me to vote on this!

  • Robin Shaw commented  ·   ·  Report

    It would be helpful to be able to set the default naming protocol for the PDFs of invoices (and other docs) so we can add client's name to their invoices. Thank you!

  • Webster Creative commented  ·   ·  Report

    It would be very helpful when Xero creates the pdf for the receipt that attaches to the email receipt, you should be able to dictate the name or have it at least be the the invoice number.

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