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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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    Paul Selby commented  · 

    Xero currently does not have the capability to issue Sales Order Confirmations/Acknowledgements. The suggested workaround is to create a Quote Template and rename it as an Order Confirmation. This will only be suitable if the file name is editable, because currently all attachments start with the word ‘Quote’, rendering the workaround inadequate.

    Paul Selby supported this idea  ·