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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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    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  ·