Xero me receipts added to Invoices
I use Xero Me to upload expense receipts and assign to a client. I rename the photo of the receipt so that it should be traceable. The expenses are then visible when I create an invoice for that client. All good so far, however, there are two things that could be improved:
There is no option to add the receipt file to the invoice when the expenses are added. Very often clients want to see the original invoice when expenses are charged back at cost.
The expense files are saved in the fie library, however, the names I have given the files are no longer there - Xero changes the name to either 'receipt.jpeg' or 'file.jpeg'. As they all have the same name, it is impossible to know which receipt is which. Especially if there are a lot in one day and for different clients, it is impossible to know which receipt is which. Especially if there are a lot in one day and for different clients. You can open and see what the files are, but can't see from the file name.
This seems like a massive miss on Xero's behalf. Is it something that will can be addressed?
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Mark McPartland commented
Fully agree, that expense receipts should be able to flow through automatically when customer invoices are created.
PS: should change the name of this feature request to what you want to happen eg 'Xero me receipts added to Invoices' rather than 'Xero me files'