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It is a nice to have - I export files a lot, and the organizations involved have really long names.

When creating or saving exports (e.g. PDF,s XLSX's) the name of the organization is used as part of the file name. Often these names are quite long, making the length of the filename extra long. In the setup for the account, a Short Name (would could be an acronym) could be entered. If setup, then this Short Name would be used to create the filenames.

3 years on – This must be fixed, given the cost of this professional software, I expect my estimates and invoices to look professional. Sending a document that is titled 'estimate' with the file name reading 'quote' does not look professional.

I would love to have the ability to define and enforce firm-wide custom file naming conventions for reports generated using custom templates within Practice Reporting and Xero HQ.

Currently, exported reports are named using a generic default (e.g., CompanyName_ReportName.pdf), with no option to set naming rules at the firm-level. For firms managing multiple clients and maintaining standardized file systems, this can create inconsistency.

My ideal solution would allow each custom report template to include a predefined naming convention which would be applied automatically when reports are exported.

For example, we prefer:

Balance Sheet MM.YY – ClientName
Income Statement MoM MM.YY – ClientName
Income Statement MM.YY – ClientName

To do so, a setting within custom templates to define default file naming rules would be ideal. I'd like to see the use of variables like {Month}, {Year}, {ClientName}, etc. and the option to override or adjust at the report level when needed, but default to the template's naming logic.

This feature would improve consistency and save time during report exports, and I believe it would add significant value to other accounting practices working at scale, too.

We use the quotes functionality to create proforma invoices then convert that to a tax invoice upon payment. It would be nice to have the PDF attached to the quite called invoice or pro-forma rather than 'quote' as it is currently which can lead to confusion.

Need to include company name and reference in PDF file name when printing/downloading file

Need to rename files. We use the RCTI process which used the Purchased order function to create a RCTI and then concert it to a bill. The RCTI we sent has the file name as Purchase Order PO00001.pdf. We need to be able to change the file name to RCTI to avoid confusion. I cant see how this is done, unless im missing something?

I just want to take out the REALLY REALLY annoying underscores. That never used to be a feature and now I have to waste so much time renaming the reports each time. I've been thinking of switching our 10 companies over to Quickbooks for some time now and this and the new invoicing reports are tipping me in favor of doing just that

This would hugely useful.

My ideal format of invoices would be:

{Invoice Date: as YYYY-MM-DD} - {My Company} - {Client Name} - Invoice {Number:XXXX}.pdf

Should be a doable as some text tokens in a template field...

This is critical for Quotes when I want to send a document via Quotes that is not called QUOTES

Is there any update to this request at all? I too find it frustrating having to rename every invoice manually each time. Cheers

Every invoice should be sent in a way that your client (us) requires it to be sent to their clients. The file name inv 0012 is not professional and doesn't really help the user.

It would be great to see the ability to say have the file name added on the same as the reference box which would actually be an easy fix. I can understand that this would be limited but I could work with that.
Be good to get a response from Xero on this.

Would love to see the underscore removed. We spend time on every job manually renaming our exported reports from Xero. This would be a really quick win with accountants - kinda like that time when you added running totals in GL reports. We know how you Xero's love your "woop woops" at the Roadshows ;-)

Even as a student I've already found it really odd that this feature doesn't exist; especially since it's pretty standard to most every other application that produces documents or media.

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.