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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.

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    Amy Adamson commented  · 

    I have created a RCTI using the Xero Help guide which suggests using a customised theme for Purchase Orders...the only problem is when the RCTI is attached to the email it is saved as a Purchase order with the PO Number...it would be great to be able to rename attachment