Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    75 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    34 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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
    Mustafa Meghjee commented  · 

    Exteremely important to make the whole documentation professional and match with the content of the email - plus utilising the automatic linking via Xero. The Manual process - defeats the purpose of the email automation and adds both labour time and in-efficincies.

    Grateful if this can be expediated. Thank you.

    Mustafa Meghjee supported this idea  ·