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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.

    Hayley Bowman supported this idea  · 
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    Hayley Bowman commented  · 

    This would save so much time. I just want the Quote number Customer Name Quote. For example Q3120 Joe Blogs Quote.