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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.

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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  ·