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

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    submitted  ·  22 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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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  ·