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

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    31 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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    Angharad Davies commented  · 

    Edit the naming structure of PDF files sent from Xero |

    Is this a function yet?

    Its crucial our company is able to include the customers name and the reference within the PDF invoice. We are having to rename PDFs to ensure it meets our policies and document control functions. Xero is causing us more work in this respect.

    Angharad Davies supported this idea  ·