Billable Expenses - Files to copy through to the Sales Invoice
Ability to have a copy of billable expenses to the sales invoice.
Purpose: Save them time from having to send another email of copies of the expenses.
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Rocky Harding commented
This seems like a flaw rather than a missing function.
Current workflow:
Picture > Email > Hubdoc > Xero. Then the convenience breaks down as I have to download the receipt from Hubdoc and reattach in Xero invoice to the client.
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Jasmine Mackenzie commented
Please update this as an anyone sending an invoice to claim expenses incurred usually has to provide the underlying invoice/receipt to their client/customer.
When assigning an expense, there should be an option to assign attached file with the billable expense. -
John Burke commented
This is a feature that should be a standard approach to expense claiming. The double handling of receipt images is maddening. (Which is what I tell people when they ask what it's like to use Xero!)
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Hannah Averill commented
Expand the function of assign to client.can it be possible when you assign to client in purchases that a option to choose to also include a copy of the receipt?
Currently i find i have to create 2 copies of a receipt one for the inputting the receipt into purchases and one for the sales invoice.
Why can it not be streamlined?
I only do accounting on IoS
Thank. You -
Andrew Weller commented
It is obtuse that expenses that need to be charged to clients can automatically generate a line, but the supporting expense document is not included.
Surely the people designing this are not regular users and I sufficient effort is being allocated to enhancements.
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Gemma Sheed commented
Absolutly ridiculous to have to reupload a file that is already attached in the bills function.....
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Luke Rogers commented
I need this as for all invoices they need a copy of expenses to pay them.
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Mark Cross commented
Would be very very helpful and a real time saver. Currently very time consuming to have to go back to the original payment and download the receipt.
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Lauren Hall commented
I’ve just sent my first invoice to a customer explaining that the 67 referenced receipts are not attached but I have them on file if he would like to see… Lo and behold he has asked to see them so I now need to collate all receipts and send them over to him. Times this by multiple projects occurring at once and it’s a complete waste of time and is actually impacting on customer satisfaction on our end.
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Roy Summers commented
This is the only reason we did not switch to Xero after the free trail.
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Pamela McIntosh commented
I support this feature wholeheartedly. We pass on the evidence to our customers for reimbursable expenses. ATM this porcess is super laborious. Consequently, we have been using Smart Receipts - fantastic app! If you can incorporate the features from that app into Xero you would be on to a massive win!
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Brian Jones commented
I agree this is my no1 needed feature
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Peter Angell commented
Fully agree - double upload of receipts is so unnecessary
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David Shipman commented
This is an absolutely fundamental requirement for claiming billable expenses, and working around it is time-consuming (and therefore costly!) and delays invoicing (which for a one-person business doesn't help cashflow).
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Kay Walsh commented
Please guys.. really no point in having the ability to assign billable expenses to a customer if you can't send the supporting documents you uploaded to each transaction. Used to use Receipt bank solely for this function but having to subscribe to another service is a mission.
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Jenny Rathmell commented
Any response from the Xero team on whether this is something that will be addressed or not?
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John Burke commented
Adding my voice to this request. Have just started using expenses in Xero and am astounded this isn't a standard function. The lack of this function makes the value of the Expenses module effectively zero.
Where does this enhancement sit in the Xero roadmap? -
Simon Phipps commented
I'm amazed this capability is not already included considering how fundamental it is and how the workaround of uploading twice must cost Xero a bunch of storage. Our clients require proof that claimed expenses are accurate, doesn't everyone?
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Julianne Forde commented
Please please add this feature. I have wasted an extortionate amount of time assigning hundreds on expenses to a customer only to discover the is no functionality to export automatically images of the expenses with the invoice that I issue to this customer. I have had to painstakingly download each one. I cannot do this by clicking on the line item of the expenses in the rebilled invoice, I must copy the items and search for it in another search bar. Then once I have manually downloaded each individual image that was uploaded to Xero, I must amalgamate them into a multipage PDF and upload again to Xero. This functionality is critical for me and I sincerely request that it is added as a feature.
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Roy Summers commented
This is one of two reasons we have not subscribed to Xero after completing the 30 day trail.