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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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    Rachael Ignite commented  · 

    This is an important update that is required for businesses due to jobs having there own P.O's and if we could save the PDF as a different name it would give companies the ease of matching invoices to the correct P.O's raised with clients.

    Rachael Ignite supported this idea  ·