Xero Expenses - Negative line on a claim
The ability for the expenses claimant to process a negative claim where they have purchased something using their company card and subsequently received a credit for part or all of the original payment amount e.g. over charge or returned goods.
Robert Edmonds
shared this idea
-
Michelle Hammersley
commented
So much agree. I use FreeAgent for my day to day and Xero for a charity. Free agent expenses already does all of this as standard, and it’s cheaper. Xero really need to up their game, this is an utter basic
-
Leah McVeigh
commented
Agree! I have folks buying and returning stuff ALL THE TIME! It's crazy to me that they can't submit a return receipt the same way they submit a purchase receipt. The fewer processes and steps my employees have to learn and remember, the higher the chance that they will actually submit something correctly, which is the end goal!
-
Dave Wee
commented
Adding an item for a discount is a critical feature for expense claims. Please add this feature ASAP.
-
Leonard Bogard
commented
As I don't have the ability to directly amend or modify a bill based on the expense claim, it's critical this feature be added so that this critical information is presented to the people who do.
-
Sue Bird
commented
I was amazed to find I couldn’t do this already. The workaround is clumsy to say the least. Please add!
EDITED: I have just tried the workaround suggested (add a credit note) but you can't add a credit note to something that's already paid!
-
Saskia Bird
commented
Considering how much we pay per user for Xero expenses I'm shocked this isn't a feature already. Free Agent offer this as part of their (free) expenses product. Come on Xero!