Xero Files - Rename files once they are attached
Ability to rename the files in Xero Files once it’s attached.
Purpose: To make other users in Xero (the one that doesn’t upload the file) can easily identify the file without having to click it.
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H Goldsworthy commented
I agree , while I am in the files view screen (opened the file) - I want to be able to rename it (top left). At the moment you have to close the file locate it then select rename to change the name. ie if you have 100 files to rename this is very time consuming.
I realise you can have 2 file documents open, but trying to keep track of what file #23 is when you have a group of jpeg names is problematic and leads to errors. -
kristina williams commented
The ability to rename a saved file from the quick view screen. If you are wanting to save the file by the reference name/number for example you need to write the number down and then return to the file inbox screen and rename there.