Expenses - Submit expense claim without filling all required fields
Looking at the mileage and expense app in the demo company, I noticed many fields need to be completed each time, such as bank account, categorised to an account etc. This level of detail should be managed by an administrator rather than an employee who is on the road and needs to worry about what code the expense should be linked to and the tax rate, and so on. All they need to do is take an image of the receipt, type a few words explaining the reason for the expense and then send it. After which, it is up to the Accounts Dept or whoever to update any other fields before approval. I have attached an image to help explain my suggestion. I would appreciate someone from Xero responding to my request. Thank you
Michael Hathaway
shared this idea
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Natasha Kearney
commented
It would be really helpful if users were able to submit an expense to finance/approver for coding, rather than having them try attempt to code it themselves without any knowledge of the chart of accounts. Its not an effective use of their time and is something we need to check and correct anyway. Especially for users who have a lot of transactions, this creates a lot of re-work.