Skip to content
← Share and support customer ideas for Xero

Contacts & files

Customer ideas for contacts, files and Hubdoc

Learn about the forums, how to contribute and create a good idea on Xero Central

Contacts & files

Categories

Enter your idea

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

62 results found

  1. 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.

    32 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  8 comments  ·  Files  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  2. 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.

    86 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    38 comments  ·  Files  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, while we're continuing to keep a close eye on the support for this idea here, we don't have any plans in the near term to control the naming of files sent form Xero.

    Just to share, though appreciate many will already be aware, once the file is received and downloaded by the recipient the file name can be manually edited on their local device.

    If there are any plans made we'll share here.

1 2 4 Next →
  • Don't see your idea?