Settings and activity
7 results found
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17 votes
Kristen. Sass
supported this idea
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237 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
Kristen. Sass
supported this idea
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34 votesKristen. Sass
supported this idea
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2 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Kristen. Sass
supported this idea
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57 votesKristen. Sass
supported this idea
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20 votes
Thanks for sharing your request for a Network Key and explaining the changes that matter most to you. 👍
We've reviewed your idea, and the community can now vote and comment, including sharing how a Network Key could improve their experience with Xero. Feel free to share it with colleagues who'd like to see this too, so they can add their support. We'll keep a pulse on the interest it receives and share any updates.
An error occurred while saving the comment Kristen. Sass
supported this idea
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10 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.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Kristen. Sass
supported this idea
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An error occurred while saving the comment Kristen. 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.