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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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    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  ·