Settings and activity
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15 votes
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K Sass
supported this idea
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6 votes
Thanks for sharing your idea, and letting us know that you'd like to see the ability to send credit notes via the Xero to Xero network.
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K Sass
supported this idea
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An error occurred while saving the comment K Sass
commented
Why wouldn't you have this as an option? Is it too complicated to update?
The directions for creating an invoice emphasise being careful not to send duplicate invoices. However, I find it strange that the primary action available when creating an invoice is "Approve & Email", as this seems to contradict the warning about avoiding duplicate sends and increases that chance of sending a duplicate. When someone is processing bulk inv entering, we want the process to be smooth and less clicking all over the shop.
The process for sending an invoice via Xero-to-Xero is unnecessarily complicated and inefficient. Instead of being integrated into the invoice approval workflow, users are required to:
1. Click the dropdown beside "Approve & Email".
2. Click "Approve".
3. Navigate to the Sales tab.
4. Click Invoices from the dropdown.
5. Locate the invoice you were just working on.
6. Tick the invoice box.
7. Click Email.
8. Ensure "Include files", "Include PDF attachment", and "Send via Xero Network" are selected.
9. Double-check whether you originally selected the option to include attachments with online invoices. This step is a complete waste of time and double up process.
10. Finally send the invoice via Xero-to-Xero.
This is the actual process required to send an invoice through the Xero Network, and it feels extremely clunky. The number of steps creates unnecessary opportunities for uncertainty and mistakes, particularly around attachment settings.
A much more intuitive approach would be to incorporate the Xero-to-Xero delivery option directly into the "Approve & Email" workflow. If a customer is configured to receive invoices via the Xero Network, the system should simply use that delivery method when the invoice is approved and sent. If they are not configured for Xero-to-Xero delivery, the standard email process can continue as normal.
From a user experience perspective, this seems like a straightforward improvement that would reduce clicks, minimise confusion, and better align with the guidance about avoiding duplicate invoices. I struggle to understand why this functionality was not included as part of the Sales updates, unless there were technical limitations that prevented it from being implemented, IE you dont know how to write the code? Do your programmers actually process things from start to finish in Xero to fully understand how things work? When did we decide that we liked things taking longer to process ahead of quickening how long things take to process? Your updates always seem cosmetic - no consideration on the time it takes to process things into xero.