Expense Claims - Edit after it has been paid
It would be good if you could edit some fields in an expense after it has been paid, without having to undo the payment and redo. It would be the the same as for Bills where you can edit some fields after they have been paid.
We pay our bills in batches so to undo a payment means you have to undo a lot of payments and redo.
The fields we would like to edit (like a tracking category, or unassigning an expense as billable) do not affect the payment details.
Ross Elliot
shared this idea
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Maiara Teixeira
commented
Critical!!!
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Maiara Teixeira
commented
Xero currently prevents us from editing expenses without first reverting the payment, which is incredibly inefficient. There are many instances where we simply need to update a tracking category or adjust a description without affecting the total amount paid, yet Xero Me offers no flexibility for these minor changes.
Could Xero align the functionality of the Expenses module with the Bills module? Since these expenses ultimately sit within Bills anyway, it is frustrating to have to revert a payment just to fix a typo or add a word to a description.
This is far from ideal and adds unnecessary admin work.
Thank you!
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Nicole Dent
commented
Critical