Run a report on a monthly basis to pay my employees expenses
If employees are putting their expenses onto Xero Projects then you should be able to pull a report and pay their expenses from it. Otherwise they are going to have to duplicate work by putting it on Projects and then submitting an expense claim.
Rachel Keirle
shared this idea
Maybe a case of understanding your workflows here a bit better, Rachel. Currently when entering an expense through Xero Expenses you can assign to Projects so these'll attach and show against your Projects in Xero - Would be great to get more details if there's something in here which requires duplication.
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Jessica Vasey
commented
we need a report for all personal and company expenses that have been submitted per staff member through the year with a description of what gl account this has been coded too of this financial year.
this is a critical report to determine the cost of staff members to the revenue they bring in to the business. I also need this to be exported into excel. -
Rachel Keirle
commented
In order to streamline our software we have opted to use Projects with Xero but without this function it's not really viable due to duplication of work required by employees. It defeats the object I'm afraid, to record an expense but then not be able to get reimbursed for it...