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2248 results found
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Xero Expenses app - Edit receipts
It would be beneficial to be able to edit transactions via Xero Expenses.
I find if a client has approved something to the wrong code you have to remove the whole transaction and redo it. In Xero normally you can Edit a transaction.
I have checked with Xero and that is the only current resolution.Xero is usually so user friendly but this way is time consuming and slow. Thanks
2 votesHi Antony, when processing expenses on the Xero Me app there is the option to edit an expense that has been submitted on both iOS and Android.
On iOS this is available from the Options menu, and on Android you'll want to tap the 3 dots in the top right of the claim. 😊
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Xero Expenses - Email to create expenses
Xero Expenses - The ability (like with bills) to forward an email invoice to Xero and it to be automatically added to your Xero expenses app.
72 votesHi Lilly, with Xero expenses you can upload a copy of a receipt and have it auto capture the contents to create an expense through the app - See more on this here
Is there a reason you'd prefer to email receipts to your org over the existing method? Will help when sharing back with the team.
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Xero Me | Expenses - Allow time to focus camera when capturing receipts
When using the xero me app to capture an receipt image to upload to an expense, the capture is much too quick, and does not allow enough time for the phone camera to focus. Also it does not support multi receipt capture.
3 votes -
Xero Expenses: Automatic receipt scan in web app
Add the ability to extract data from scanned receipts in the Xero Expense web app.
At the moment, both the mobile app and HubDoc can automatically scan receipts and extract data (date, amount, payee, etc). This doesn't work in the web app and Hubdoc cannot send documents to the Expense app.
We use a document scanner to scan multiple reciepts at a time and then batch upload to our expense keeping app (Zoho Expense). Drag and drop multiple receipts into Zoho Expense and the software will automatically extract the data from multiple reciepts at a time. This is…
19 votes -
Xero Expenses - Notification for declined expense
send notifications for declined expenses (Xero Expenses). the only notification send is for approve expenses but not for declined expenses
22 votesHi community, returning to share an update on the work we had done here - Though our product team started releasing updates to the notifications we quickly found that this meant some users began receiving a lot more notifications, and we've made the tough decision to switch these back off.
In time our team would like to create controls so users can set notification preferences. However, this will require considerable work and not something we commit to right now.
We're going to shift the idea back to Accepted and soon as we can pick this up again I'll make sure to share an update here.
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Xero Expenses - Ability to change 'How did you pay' through Xero Me app
Xero Expenses - be able to change an expense claim submitted by an employee through the Expense App as Personal money (reimbursable) to Company Money (non-reimbursable). Currently within Xero Expenses, you can change the 'How did you 'pay' on an employee's submitted expense only if it was processed as Company Money (non reimbursable). It would be good if we could also do it the other way round in that if an employee submits an expense on the app as Personal, it could be changed to Company.
11 votes -
Pricing Plans - Add Xero Expenses to the Basic/Starter plan
to be able to add expenses app without having to upgrade the subscription to standard- most traders dont use Xero and we keep as managed client- but they just want the expenses app to keep receipts out their vans - ability to have expenses without the rest of the cost of upgrading to standard - lets keep costs down for folk.
11 votes -
Xero Expenses | Labels - Enable filters and reports
Would love for Xero Expense Admin to be able to see Expense Reports listing the Labels, and being filtered/grouped by Labels.
For background, Xero Expense allows employees to put a Label. The Labels can even be pre-set in the organization's settings. But the Xero Expense Admin's don't have a way to report on on expense claims by Labels.
Reporting based on Labels would allow users to tag Xero Expenses for projects for instance.
60 votesThanks everyone - It's good to know how we can enhance Xero expenses for our customers. While we'll consider how we can develop labels in the long term, we don't have any plans for adding filters within expenses or reports for Expenses labels right now.
If there's any updates to share around this I'll definitely share with you all through the idea.
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Xero Expenses - Ability to edit exchange rate
"As an employee submitting my expenses I don't want to be left out of pocket because Xero Expenses doesn't allow me to set the exchange rate I was charged by my bank."
Xero Expenses uses XE.com exchange rates for foreign currency exchange rates and it's not possible to override/change this.
It should be possible for the employee, or approver, to manually set the foreign and domestic currency amounts, or set the exchange rate itself.
34 votes -
Xero Accounting app - Invite users in an organisation directly from the Xero App
Enable to invite a user into an organisation via the Xero App interface.
9 votes -
Xero Expenses - Set a default mileage rate for reimbursement
Set a default mileage rate for reimbursement in Xero expenses
117 votesThanks for sharing and supporting the idea here, Community. We understand the needs and desire to set a default mileage rate for Xero expenses, however want to be upfront that this is not something we have plans for in the short term.
Our product team are staying close to the feedback, and will continue to review this idea, so if there's any changes planned we'll update you of this, here.
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Xero Expenses - Multiple images per expense claim
Xero Expenses - In multicurrency expenses there is currently no ability to add more than one image/PDF to an expenses claim.
We have many employees who travel for long periods of time or for certain jobs and need to be able to submit one large expense claim with multiple line items and also provide a photo/PDF of receipts for each of these items. But currently you can only upload one image per expense claim.On top of this there is no ability to set a different currency as the default currency for specifics employees which would be a helpful feature…
51 votes -
Xero Expenses - Create receipt from body of email
I would like to be able to forward receipts I have received via email which are NOT attachments, but are inline / html receipts, and have Xero read them, like Expensify can.
I waste so much time receiving emailed receipts (BPME for example) which I then have to save as a PDF and forward / upload.
14 votesHi James, to clarify would this be when using Xero Expenses app to submit receipts or when emailing bills to your organisation? Thanks
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Xero Expenses - Ability to overwrite VAT amount
When uploading a 20% vat rate expense via the Xero Expense App please allow for the VAT box to be overwritten if required. This is an issue when the Xero rounding is different to that on the receipt, usually by 1p.
Thanks
Andrew11 votes -
Xero Me: Demo app
Xero Me App - Testing
It would be great if we could test the Xero Me app (similar to how we can with the Demo Company for Xero) to be able to see what employees see.
13 votes -
Xero Me | Notifications for unreconciled and expenses
Can Xero Me send alerts to users who have unreconciled credit cards amount but haven't added their expenses yet?
Thanks
5 votes -
Xero Me - Ability to reconcile credit card account for expenses
It is impossible to us the credit card bankfeed function and allow for the credit card user to account for these expenses in Xero Me.
Solution: allow for credit card transactions to pull through into Xero Me via automatic sychronisation. This should provide a more streamline approach to recordinng individual company card expenditure, remove time in reconciling missing receipts and remove duplication.8 votes -
Xero Expenses - Combine Expenses into a single claim
Currently Xero Expenses creates a single expense claim for each individual item.
Normal practice for an expense claim is it contains multiple lines (different expenses), such as parking, a restaurant bill and a hotel.I would like to have the ability to group individual expense lines into one expense claim.
I would then have a single bill to pay (an expense claim with multiple lines) appear in my Bills to pay, rather than one for each line.
112 votesWe appreciate the support in being able to combine multiple expenses, here.
At present, this isn't something we have planned, but we'll continue to keep a pulse on the interest for this here.
Currently, from the web there is an option to 'Approve all' expenses for a single employee. 🙂
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Xero Me - Change Expense claimant on Xero Me app
Change Expense Claimant in Expense Claims.
I have a delegate who adds most all of my expenses using XeroMe.They are not an employee rather a bookeeper at the accountant. At present using XeroMe all expeneses are created in their name and in Xero, it states them as an Employee and after saving or submitting you cannot change whom it is for.
In Xero on a laptop, you can change who a claim is for, why is this greyed out in XeroMe?
It should be the same.Also, it would be good to enhance Xero,…
2 votes -
Xero Expenses - Show original currency + currency amount
Have the original currency + amount available as field options in the Reports section, so I can run an expense details report and see both the original currency and the GBP.
The use case here is that we have US people using Xero Expenses who need paying in USD. I have to go into each expense item to manually write down the USD value and the add it up to pay. It's properly daft when I know the currency amount is there. And we can't enter it as a bill because they are using Xero expenses.
35 votes
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