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

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    34 comments  ·  For small businesses » Settings & user roles  ·  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.

    An error occurred while saving the comment
    Chani Martin commented  · 

    xero is fantastic for creating quotes, attaching documents to them, and easily flowing through to generating PO's and invoices.
    The only thing that is missing is Order confirmation
    If documents sent from Accepted Quotes could be renamed Order Confirmation, we would be able to to our entire sales process from Xero.

    Please Please consider this - it feels like an oversight that there is no order confirmation stage