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  1. Quotes - Ability to change the PDF file name

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Ben McNicoll supported this idea  · 

  2. Email - Ability to cc and bcc sent emails

    59 votes

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    6 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing. 

    With this new side-by-side view you'll find you can also CC and BCC other emails 🎉

    While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!

    Ben McNicoll supported this idea  · 

  3. Reporting - Edit file name when exporting

    62 votes

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    31 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Ben McNicoll commented  · 

    This would hugely useful.

    My ideal format of invoices would be:

    {Invoice Date: as YYYY-MM-DD} - {My Company} - {Client Name} - Invoice {Number:XXXX}.pdf

    Should be a doable as some text tokens in a template field...

    Ben McNicoll supported this idea  ·