Expense Claims - Dashboard Widget and Review Summary
I note in the latest update, the Expenses to Review widget no longer allows for a 'Create New Expense' option on the dashboard. It would be helpful for this to return for those in administration who assist in uploading reimbursements on behalf of others. Previously I could simply submit an expense reimbursement from the dashboard, now I need to navigate to expenses before I can submit.
Additionally, the preview page no longer shows 'Spent <date>' in the line by line summary of expenses pending approval. Showing 'created on <date>' is not helpful at quick glance. We're now required to look at each individual transaction to view the expense date. This is particularly time consuming when there are in excess of 100 individual expense reimbursements requiring review. Our staff travel frequently for work and are not always in sufficient wifi range to upload expenses on the go so may upload several days of expenses when back in range. This results in the review summary showing bulk entries on the 'created date' as opposed to transactions on the 'spent date' that was previously used.
Rebecca Parsons
shared this idea
Hi There,
I really appreciate you taking the time to explain how these recent changes impact your workflow—especially the time-consuming nature of reviewing over 100 reimbursements at once. That context is incredibly helpful for our product teams.
While we look into these improvements, there are a couple of existing features that might help speed up your current workflow:
- Global "Create New" Menu: You can quickly add an expense from any screen in Xero by clicking the plus (+) icon in the top right navigation bar and selecting Expense claim. It’s not quite the dashboard widget, but it saves you from having to navigate through the Business menu first.
- The Expense Claim Detail Report: For your review process, try running the Expense Claim Detail report (found under Accounting > Reports). You can customize the columns to include the Invoice Date (which pulls from the "Spent Date") and the Reporting Date. This will give you that "at-a-glance" visibility for large batches of expenses that the current review summary screen might be missing.
Ideas for Support
If you would still like to raise these ideas, we can suggest the following :
- Expenses - Suggestion for improvement: Add 'Create New Expense' button to Dashboard widget
- This focuses on bringing back the direct shortcut within the widget for administrators.
- Expenses - Suggestion for improvement: Display 'Spent Date' instead of 'Created Date' in Review Summary
- This addresses the need to see the actual transaction date during the bulk review process.
In the meanitime, the existing idea raised has been passed to feedback.
