Xero Sign - Change wording to "Click to review and sign" rather than "Click to sign"
One of my clients found it very confusing when trying to view & sign a document within Xero sign, as she said there was not an option to view the documents before signing...
She only saw the option to "Click to Sign" - I advised her she could click this option & would then be able to view the documents before signing, but she was very upset that this option was described as "Click to Sign" & suggested that it should be changed to "Click to Review & Sign" instead.
This would have then been self-explanatory in her mind & there would have been no need to contact me for assistance. Can this option please be revised to "Click to Review & Sign" so clients can follow the instructions with ease?
Mandy Roger
shared this idea
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Tina Andersen
commented
We need to ensure this is review and sign, MYOB has this option and it informs clients to 'review' and 'sign'
Xero has 'Your Activity statement is ready', clients have no indication that they need to do anything, therefore, their BAS is not getting lodged on time without constant chasing up.
My Xero clients are asking NOT TO USE THIS SYSTEM becuase its confusing with the subject wording
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Mandy Roger
commented
Thanks for your comment Kiala, I think it would be easy enough for the xero team to change this wording to "click to review & sign" rather than "click to sign" so I hope this can be actioned very soon.
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Kiala Folkard
commented
We have also had clients call, thinking they won't be able to review their documents once they 'click to sign'