Expenses Report - Ability to view unapproved expense claims
Xero Expenses - Currently there is no report to get information on expense claims needs approving. (by staff member, period etc) It would be useful to have a report which can be filtered rather then logging in to screen and view all. Thanks!
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Christine Ashton
commented
How can you have replaced the classic Expense Claims system with Expenses and not written a report for keeping track of those expenses? Not all approvers of Expenses need Xero access. How are you supposed to review old expenses paid to ensure nothing has been missed? Very disappointing that such a report was not considered critical when introducing the new design, thoroughly annoying when nothing has been done about it once it has been brought to your attention. Please don't assume the fact that people aren't voting for it reflects a lack of importance - this is another example of a basic accounting/bookkeeping/business management tool that is missing in action from Xero.
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Cathriona McCormack
commented
I agree, this is a basic Xero report that should be available. I see this was originally logged over 2 years ago, so is there any update on this?
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Annette Croot
commented
I agree and this seems like it would be an easy addition the Expense claim report to give the option to view different status expenses on the report (submitted, approved, paid etc). When Multiple management need to be consulted regarding approval it is easier to send a report to all rather than ask them all to log in which often they wont do if on the road.