Xero Expenses - Combine Expenses into a single claim
Currently Xero Expenses creates a single expense claim for each individual item.
Normal practice for an expense claim is it contains multiple lines (different expenses), such as parking, a restaurant bill and a hotel.
I would like to have the ability to group individual expense lines into one expense claim.
I would then have a single bill to pay (an expense claim with multiple lines) appear in my Bills to pay, rather than one for each line.
Stewart Marshall
shared this idea
We appreciate the support in being able to combine multiple expenses, here.
At present, this isn't something we have planned, but we'll continue to keep a pulse on the interest for this here.
Currently, from the web there is an option to 'Approve all' expenses for a single employee. 🙂
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Leanne Taylor
commented
This is 100% needed in our business, we give people a daily allowance and having multiple smaller receipts is causing more admin for us to check the claims are valid and make sure that they don't go over their limit. Especially is someone submits a whole weeks worth of expenses in one submission
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Jenny Mackenzie
commented
I 100% support this - the issue we are having is when a user posts an expense item say £15 for a taxi but this included a tip. The money coming though in the bank is say £14.50 and £0.50. We are not able to match this in the bank feed - i.e split a payments on expenses. You can do it against supplier bills I know but not an expenses. Also happens with hotels - they take a small charge like a deposit and then the rest on a separate payment and transport companies where they take an initial fee then a second fee when they know how much the user has travelled. Not sure it the same request as the thread but appropriate anyway
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Kathy O'Neill
commented
100% agree, multiple items and receipts into one claim is absolutely necessary.
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Kathy O'Neill
commented
It would be ideal if a number of expenses and a mileage claim could be grouped together as one claim, with the ability to upload supporting paperwork (e.g. a number of receipts)
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Natasha Cardoso
commented
If a person goes into a conference, and has expenses related to that event, it would be helpful if it could be done all at once. Flight, hotel, mileage, food expense, supplies, etc all in one submission.
This could be beneficial to some of our programs when we request payment for travel expenses.
As of now, Xero has a mileage expense, but its ONLY mileage. And it has an “expense” claim, but it doesn’t allow for several documents to be uploaded or select different funds or accounts.
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Deliana Jooste
commented
it would be great to do 1 payment for multiple receipt without having to add them separately as a refund on each receipt
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Karen Melville
commented
Totally agree here, endless individual bills for $3 coffees is just madness - Xero Me for expenses might save the submitter time & admin, but it creates a headache for the accounts team.
Submitters and/or administrators should be able to combine individual lines into one submission, resulting in one, multi-line, bill. -
Fiona Show
commented
This is total madness. Who on earth wants to see 20 individual lines in their accounts for each trifling line on an expenses claim.
Not going to be using Xero expenses unless they sort out this and the equally bonkers approvals free-for-all. -
Sheena Waring
commented
Plus a reference field for the approver would be helpful