72 results found
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Expenses - Introduce Bulk Actions for Submission and Approval
Bulk Actions for Expenses: Restore Submit/Approve Many. With the retirement of Classic Expenses, a major efficiency feature has been lost: the ability to process expense claims in bulk.
The Problem: Currently, each individual expense claim must be opened, reviewed, and actioned one-by-one. For anyone who needs to approve 20 claims at the end of the week, this is an incredibly tedious and time-consuming process. What was once a 30-second task now takes many times longer.
The Solution: Reintroduce checkboxes and a bulk action menu to the expense claims overview screen. This would allow users to:
Select multiple claims.
Perform bulk…24 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Xero Me - Ability to reconcile credit card expenses from a bank feed
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.25 votesHi everyone, we wanted to provide a quick update on the idea to enable reconciliation of credit card expenses directly within Xero Me.
This idea is currently classified as Gaining Support and has started to gain traction within the community. We appreciate those who have shared their interest and feedback so far.
If this feature would help streamline your expense management, please continue to vote and share your thoughts. Your input is important in helping us prioritize future improvements.
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Expense Claims on New Home page
The new Home page only shows 'My Expenses' as I am responsible for other peoples as well I need to know how may are waiting for approval etc from the home screen-like it was on the old style
4 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Expense claims - Search or sort by Spent by
Ability to search, sort, & filter a table of expense claims by the 'Spent at' field
12 votesThanks for your idea, Ian. We'll start to get a sense of the interest from community in searching and sorting by the Spent by field from your post here.
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Xero Expenses - Ability to bulk import Expenses
Problem
The migration to the new Xero Expenses module has created a significant regression in workflow efficiency. Specifically:No bulk entry path exists. Organizations processing high volumes of expenses must manually create each item one-by-one through the new expense form — which is itself slower and more cumbersome than the legacy interface it replaced.
The API is a dead end. Both the Receipts and ExpenseClaims endpoints are marked DEPRECATED, yet no replacement public API has been introduced for the Xero Expenses module. Receipts submitted via the deprecated API don't surface anywhere in the current Expenses UI. This means integrators and…
2 votesThanks for re-raising the idea with us here, Ben. We'll see if this idea gains support from more community users and please do share if there are others that you feel would benefit from this too sop they can add their support.
In terms of the API we have a separate idea forum where these ideas can be raised and experts that are better suited to handle and review these sort of requests.
I've found an idea for an API for the Xero expense feature that you may like to support for this.
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Expense Claims - Populate contact for reimbursable expense claims
Re-introduce Vendor Auto-fill in New Expenses to Save Time & Prevent Data Duplication. The new Expenses experience is missing the vendor auto-fill/suggestion feature that existed in Classic Expenses. This is a critical time-saving tool that also prevents the creation of duplicate vendor records due to minor spelling variations or typos. Re-adding this feature would greatly improve efficiency and data hygiene.
6 votesThanks for sharing your feedback on vendor auto-fill in the new Expenses experience. We appreciate you explaining how this could streamline your workflow and maintain cleaner data.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Stop hiding draft expenses
Currently if you add a receipt through Xero Me this is no longer obviously visible as it used to be on the old home screen. This makes it extremely easy to miss that there is anything pending.
Even if you click on Expenses to review, this does not bring up any draft receipts. It's as though this has been designed to make it really easy to overlook these!
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Expense Claim - Option to make 'tracking category' required field
Ability to make a 'tracking category' a required field on expense claim form. Currently this is in optional fields and isn't obvious to the expense submitters. This would also be relevant for 'customer', 'project' and 'label' fields depending on how an organisation has set up their Xero.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Xero Expenses - Add an 'Assigned To' reference in Expenses to show if its been assigned to a project or tracking category
When approving expenses in Xero Expenses, list the 'Assigned to: Project; show up next to the date and category for easy approval instead of having to click into the expense to ensure its been assigned to a project before approving the expense.
4 votesHi Kim! You might've seen we just released an improved expenses list that entails a few enhancements our customers have been asking for.
We have more planned for this space including surfacing the ability to view tracking and the customer or project an expense has been assigned to.
I'll come back to share once the teams start work on this 😊
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Xero Expenses - Add custom fields for SARS
EXPENCE MODULE - TRAVEL - NOT TAX (SARS) COMPLIANT
Xero Expenses currently captures the following for mileage claims: date, distance, and a description. This is wholly inadequate for South African tax compliance and exposes every South African business using Xero Expenses for travel reimbursement to material tax risk.
The South African Revenue Service (SARS) prescribes specific logbook requirements under the Income Tax Act 58 of 1962 and the Seventh Schedule thereto. A valid SARS travel logbook must record the following for every trip:Date of travel
Start time
End time
Starting point (address or location description)
Destination (address or location…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Expense Claim without staff using XeroMe
Would be great to be able to create an expense claim for all the staff members listed in Payroll without them having XeroMe access.
Our staff don't use XeroMe at all, but submit expense claims on the odd occasion. The Expense option is a great idea but very limiting to the staff members that we can use it for.2 votesHi Vanessa. Thank you for this suggestion.
We understand that for staff who rarely claim expenses, setting them up as a Xero user just to process a single reimbursement can be administratively heavy.
As you have found, the current Expenses module requires the "Claimant" to be an invited Xero user. Because your request is to allow claims for "non-users", we are classifying this as a new idea to Gain Support.
A note on Xero Me access: If the main barrier is that your staff prefer not to use the mobile app, it is worth noting that they can also submit their claims via the web version of Xero Me (logging in via a desktop) instead of using the app.
A workaround for non-users: For staff who do not have a Xero login, you can process their Expense Claim on their behalf. If you need an extra hand you can raise…
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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.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Expenses - Permission to submit on behalf without approval
Expenses - I want to be able to give an employee the ability to submit on another's behalf but not to be able to approve them or see everyone else's expenses e.g. Executive PA should only be able to submit her the Executive and not have the option to approve or see another employee's expenses.
6 votesHi Holly, thanks for sharing your idea here.
This can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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I raised a support ticket last week as our expenses system is very very slow. I have chased them this week and they have no update. They m
I raised a support ticket last week, as our expenses system has become painfully slow, going in and out of expense claims, after approving etc. I have chased them this week, but they have no update. This must have been after they they have updated something in the system. Has anyone else been experiencing these problems. If so, please can you add your support, so that Xero take this seriously and fix it?
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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User roles - Hide the Customers list for Expenses "submitter" users
I appreciate that the "Assign to customer" option is useful, but I do not want all of our field staff who use Expenses seeing our customer list. Surely this option can be removed for "Expenses Submitter" roles (but kept on for "Approvers" and "Admin")?
2 votesHi Dan, thanks for sharing your idea about how you'd like expenses submitters to not see customers in the Contacts list.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes too!
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Mobile App - Ability to manually edit or reset 'Common Expenses' list
Manually change Common Expenses! Infuriating that you can't changed these. I've been stuck with the top 4 I used in the first 3 months of the app but they are now so different.
2 votesThanks for sharing and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Expenses - Mileage tracking to alert when 10,000KM's are reached
For mileage expenses a way to have a total amount of miles used so that I can track once I reach 10,000 miles and adjust the rate from 45p to 25p. Or have this set to automatically.
3 votesThanks for the idea ✨ and for explaining the need to be alerted at a mileage threshold so the rate can be updated. We’ve reviewed this and, at this stage, we’re not planning to progress it. The approach needed here would rely on a GPS component for automated tracking, and this isn’t something we’re exploring right now. In the meantime, you can continue recording mileage manually and adjust the rate when you reach your threshold. We’ll keep monitoring interest in this space, and if our direction changes, we’ll update here. Thanks again for sharing your use case and helping us understand your needs 🙏
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Tracking - Assign Tracking categories for expense users
It would be useful to be able to assign default tracking categories to users for expense submission so these don't need to be manually added to each individual claim.
5 votesHello everyone, we understand that being able to automatically assign tracking categories to users for their expense claims would be a huge benefit, saving you time and ensuring accurate reporting. 📈
We've heard your suggestions we're continuing to monitor the interest in this idea, but it's not on our current development roadmap. We'll be sure to update you here if anything changes in the future. 👋
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Expenses - Employee Directory Attendee Picker for Expenses
I’d like to submit a feature request for an enhancement to Xero Expenses, specifically around team meal and group expense submissions.
Current Challenge
When employees submit expenses such as team meals, client lunches, or group events, there is currently no built-in way to select the attendees from within the organisation.At the moment, users can only enter attendee details manually (e.g., typing names into the description), which leads to:
-inconsistent formatting
-missing attendee information
-difficulty auditing expenses
-additional work for finance teams during review and P11D/PSA reportingRequested Feature
We would like Xero Expenses to include an attendee field that…1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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