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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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    Danny Brown commented  · 

    this is something we would also like to see implemented sooner rather than later, we send quite a lot of invoices but the majority are auto generated so not an option for us to manually rename, when i'm processing invoices received its so much nicer when the company name and invoice number is pre included on the attachment.