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  1. Manual Journals - Assign Contact name to journal

    304 votes

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    156 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we're pleased to share that this work is now underway.

    Our intention is to allow you to associate a contact per line in a manual journal.

    We appreciate there is a lot of interest in progress for this feature and I'll be back to share as soon as we have more news to update you on, here.

    Robin Shaw supported this idea  · 

  2. Files - Control/edit the name of PDF files sent from Xero

    81 votes

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    36 comments  ·  Contacts & files » Files  ·  Admin →
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    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.

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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!