Expense claim report for company money
Our company are making use of the "personal money" and "company money" options to submit their expense claims. There is a report to track cost paid with personal money but no report to track cost paid with the company money. This report will be critical for commission calculations.
Hiten Taylor
shared this idea
Hi Hiten, company money transactions are recorded in the organisation as Spend money. You could run the Account Transactions report for your bank accounts, and add a filter for, or group the report by source to only see spend money transactions.
In terms of commissions, we don't have a specific feature for tracking this however you could use Tracking in Xero to set up a Tracking category and each of the employees as a tracking option on that category. This way when they are entering company money transactions you could track it back to the employee by filtering by that tracking option.
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Darren Gore
commented
Hi Xero team, we have 100 staff and 30 credit cards, we are going to pay $500 a month for the expense module which is 5x the amount we pay for the core xero software. Surely you can do the courteous thing and provide us with a some effective and easy to use simple reporting for the $500 a month we will pay to enable us to actually use the expense and get visibility over the platform feasibly without creating lots more admin work. Please Please Please resolve this.
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Hiten Taylor
commented
There is no report to track non-reimbursable expenses per contact/employee. Such a report will save a lot of manual time in our finance department as cost tracking is part of our responsibilities.