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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PPS Accounts commented
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.
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Chris Rogan commented
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!
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Robin Shaw commented
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!
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Webster Creative commented
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.