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Payroll & expenses: Expense claims

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Expenses - Export expense claim receipts

Expense claims - Download all pdfs submitted by employees

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Kata Jereczek shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded  · 

Thanks for sharing this idea with us 🙂 We understand why being able to download attachments directly from an expense claim would be useful, especially where customers need to keep a copy of supporting documents or work with multi-page files.

We’re continuing to see interest in this idea, and recent feedback suggests support for this capability is growing. That helps build a clearer picture of the demand and the value this change could bring for customers using Expenses.

While we don’t have any plans or timeframe to share right now, the idea is gaining more visibility through feedback and engagement. We appreciate you taking the time to add your support and we’ll continue to share updates if there’s any progress in future.

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  • Sey Yen Tan commented  ·   ·  Report

    We are currently facing an issue where we are unable to download supporting documents as PDF files before approving claims.

    When a PDF file contains many pages, we are forced to save each page individually as an image. In some cases, the images are unclear, which makes it difficult for us to properly review and approve the claims. Saving pages one by one is extremely time-consuming and greatly reduces our work efficiency.

    Previously, in Xero, we were able to download documents before approving claims, but this function is no longer available. It feels like the system has been downgraded instead of improved.

    We sincerely hope that you can reinstate this feature as soon as possible, as we are working against tight deadlines to approve claims. Kindly prioritize this issue and restore the PDF download function by May 22 if possible.

    Thank you for your prompt attention and support.

  • Chang Wai Jun commented  ·   ·  Report

    Previously, PDF receipts uploaded in Expense Claims could be previewed and downloaded directly from the Expense Claim screen. Currently, PDFs only appear as image previews, and the original PDF file cannot be downloaded until the claim is approved and converted into a Bill.
    It would be great if the previous behavior could be restored, where PDF files can be previewed and downloaded as PDFs, while image files can be previewed and downloaded as images. This would make it easier to review and verify receipts during the approval process.

  • Brad Dawson commented  ·   ·  Report

    If you cannot export the expenses easily for your client I will need to rescan everything again manually and then add the commentary. Until you can share the receipt I would suggest your Xero Expenses is not a finished product

  • Chris Middleton commented  ·   ·  Report

    We need to submit receipts with invoices so it would be a very good feature to have.

  • Meilea McClelland commented  ·   ·  Report

    Our staff use Expense claims. It would be good if Expense claims had an export feature so that I could export and analyse expense claims by staff to analyse the claims submitted by staff members