Reporting - Edit file name when exporting
Ability to change the file name when exporting reports
When exporting reports, it defaults to Company name_Report Name.pdf. We have a format of naming files in our business which does not match the default format. It would be simpler to be able to change the default file exporting system so that it more closely fits our standards, saving time. This could be added into the company settings. Options include: Report should say: Text [placeholder] Text [placeholder], and "include or exclude underscore".
Options for placeholders include date printed, company name, report name, etc.
Becky Dwyer
shared this idea
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Daniel Taft
commented
I would like this too. It's a major flaw at the moment with consistency and appearance to customers.
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Tom Pivac
commented
Users have been wanting this feature for over 3 years!
https://central.xero.com/s/question/0D53m00005SiOQJCA3/can-i-change-the-invoice-file-name is an ongoing discussion with multiple users crying out for this!Currently, Xero quoting software and custom templates pretty much unusable! If we want to create a template that changes the quote to an estimate we can change all the content but as soon as the estimate gets emailed there is a great big "Quote" stamped on the filename. This is unacceptable for most businesses.
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Shannon Corbett
commented
I would add the ability to edit file names should be available for any file available to download from Xero, including invoices/quotes/purchase orders etc.
There is an ongoing discussion about this on the discussion forum:
https://central.xero.com/s/question/0D53m00005SiOQJCA3/can-i-change-the-invoice-file-name -
Steve Popham
commented
I agree, it would help with maintaining consistent naming conventions in an accounting firm.