Xero Expenses - Customise the bill reference field
Expenses module: We want the ability to customise the Expenses Claim Reference.
All expenses under the Reference are set as "Expense Claims," which makes it impossible to search specific claims/events or others. Can this not be customised within the expenses Module ?
The recommendation from Xero is to revert to manual expenses, which defeats the objective of paying for the Expenses module. Any chance this can be added or will we need to remove the feature as there is no point paying for something we need to do manually?
Ryan Mangan
shared this idea
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Bronwyn Woods
commented
We are going to have to stop using Xero expenses, having a report which just states "expense claim" is no use at all, we really need a field that explains what the expense is.
Could the info entered into the description field by the employee when submitting an expense, automatically transfer or be entirely replaced by the reference field -
Tina Howard
commented
Agreed, please could we have the ability to use the reference field in the expenses module to enter relevant details. It can then be easily seen what the expenses was for.
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Kathryn Fuller
commented
I agree! My vote would be to have the info entered into the description field by the employee when submitting an expense, automatically transfer or be entirely replaced by the reference field. When reconciling or reviewing items under a contact we have to click three different fields to fully open the transaction so that we can view the description. We would rather have the description show in the reference field so we can easily view the content of the expense transaction.
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Peter Willis
commented
I totally agree with Ryan, having a report which just states "expense claim" is no use at all, we really need a field that explains what the expense is for
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Gabrielle Bannard
commented
I'd like to request that Xero add a field for Invoice/Reference numbers on the Edit of an expense claim please.
This is important because if someone is using a company credit card and submitting an expense to match the credit card transaction (ie. pay via company money non-reimburseable), they can also submit it as a personal expense (reimburseable), and duplicates won't get caught on review.