Train Chat Specialists on Plan Options
Ensure chat support knows what account plans can Claim and use Expense information, please. I was given explicit instructions, copied and pasted into a Word doc this morning, from someone named Luke, on how to set up Expense. However, he apparently didn't know the kind of account I have doesn't have the capabilities he explained to me. This was an unnecessary waist of time for me.
Julie Mitchell
shared this idea
Hi Julie, thanks for sharing your feedback with us here.
Taking a deeper look into the chat with our team I understand you had a few questions and were currently on a trial at the time. It looks like there may have been a little misunderstanding when it came to what you were trying to ensure was included in the plan you needed.
While on the trial you'll have access to all of Xero's features, but it's great to have a good look over our website to see what features are offered within each plan to best suit your needs.
We do appreciate your feedback in helping to make Xero better.
