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Settings and activity

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

    83 votes

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    37 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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    Lisa Page commented  · 

    Please update the name of Statements sent from Xero in PDF format. They are automatically named Activity Statement which can be confusing for a client when they deal with BAS and IAS already.

  2. XPH - Bulk address change from Client group

    268 votes

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    91 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.

    I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.

    I'll share more news here as this gets closer to release.

    Lisa Page supported this idea  · 
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    Lisa Page commented  · 

    I and our admin team here agree with everyones comments - please bring back the "related clients addresses" update and the address column to be added in the view of a client group.