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  1. Files - Control/edit the name of PDF files sent from Xero

    80 votes

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    35 comments  ·  Contacts & files » Files  ·  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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    Lucinda Monks commented  · 

    To add to the examples already given for where this is needed - I need to send out self bill invoices. I have used the workaround in purchase orders to create these in Xero, but when I send them to the supplier the document is named "Purchase order....". This is unprofessional and confusing. Being able to edit the pdf name would remove this issue.
    Until e-invoicing is mandated and we need a proper solution for self bill invoices in Xero.

    Lucinda Monks supported this idea  · 

  2. UK Payroll - Show warning when a pay run which includes employee(s) leaving date is reverted to draft.

    5 votes

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    submitted  ·  0 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    Lucinda Monks shared this idea  ·