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

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    27 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, appreciate and why you'd like to rename files. Our teams are aware of the interest in this and will consider for future enhancements, however we want to upfront that there are no immediate plans just yet. If there is any progress around this we will be sure to share with you on the idea, here.

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    Maxine Howe commented  · 

    For our business, this is critical to facilitate using the automated email function. We currently have to export the PDF invoices, change the filenames and email them manually to our clients. It's incredibly time-consuming and labour-intensive when we could be working smarter.

    Maxine Howe supported this idea  ·