21 results found
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Expenses - Sort by Expense Date, not Created Date
Xero expenses now seems to be showing the date created in the list of expenses to be approved, rather than the date of the purchase. That makes processing much more difficult. I think that has changed in a recent update. Please can that change be reversed?
7 votesThanks for sharing your idea about how you'd like to see the expense claims screen improved.
We've reviewed this, 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 and comments about how they'd like to see this too!
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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…12 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.21 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 - Search or sort by Spent by
Ability to search, sort, & filter a table of expense claims by the 'Spent at' field
11 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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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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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.
3 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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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.
5 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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Xero Me - Allow Project Selection in Timesheets App
We need the ability to allow the user to select a project within Xero me app when booking their timesheets. This would allow simple reporting of hours booked to projects
3 votesWe appreciate your idea and the detail you provided! Our team has reviewed it, and now the power is in the community's hands.
Please get the word out and share this with your network! Gathering more votes and comments is the best way to demonstrate the value of this change.
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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.
4 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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Expense claims - Choose which fields are optional
Adding a feature in Xero that allows finance admins to designate specific fields on expense claims as mandatory or optional would ensure consistent data entry, improve financial tracking, and streamline the approval process.
Key Benefits:
Enhanced Compliance: By making certain fields mandatory, such as business function or event tracking, admins can ensure that all necessary information is provided, reducing the risk of incomplete or incorrect submissions.
Improved Data Accuracy: Mandating specific fields ensures that critical data, like cost centers or project codes, are always captured, leading to more precise financial tracking and reporting.
Flexibility: Different organizations or departments may have…
31 votes -
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.
1 voteThanks 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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Contacts - When entering an expense claim, create a supplier contact with the employee bank account details
When an employee submits an expense claim for reimbursement, a new "supplier" contact record is created and the bill is assigned to this contact. When the contact record is created the employee's bank account details are not copied over to the supplier contact record. In order to pay them - using the batch payment screen, we have to load up their employee record and copy over their bank account details.
I am suggesting an enhancement to copy the employee's primary bank account over to their supplier contact record when the bill is created.
1 voteHi Ed, thanks for sharing this idea about how you'd like to see the Expenses feature create/update a Contact record for the employee.
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 also benefit, so they can add their votes and comments about how this would help them, too!
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Expenses - Show remaining balance "To pay" if part payment is made.
The new dashboard shows the amount of the original expenses claim and NOT the balance outstanding and it is shown under the heading "To Pay". example I added an expenses for £340.10 and paid £200 so balance to pay is £140.10. However the tile shows £340.10 and will do until it is paid in full. This is misleading and means the liability is overstated. I think it should be amended so it is clearer.
1 voteHi Jenni, thank you for suggesting this improvement.
We completely agree that seeing the full original claim amount To Pay after a partial payment has already been made can be misleading. As you noted, this makes it difficult to see your true outstanding liability at a glance.
It's now up to the community to get behind and support this idea. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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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.1 voteHi 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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Xero Expenses - Custom list of accounts per expense user/role
In "Expense claim settings" you can select from the chart of accounts which are available in expense claims, and there is a separate list for mileage claims. I would like to be able to customise these lists by user, or better still to be able to create user roles and assign customised account lists to each role. This is to prevent people submitting expenses against accounts that are irrelevant to them, and to simplify the expense entry process.
1 voteThanks 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. Remember to 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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Expense claims - Item field
Xero Expense claims do not provide the field "Item" when submitting an expense claim for small items of inventory purchased infrequently. This means the inventory items purchased via expense claims will not show up on the reports "Inventory Item Details" and "Inventory Item Summary" reports" and a separate reconciliation just on expense claims will need to be run in order to account for the true inventory balance.
2 votesHi Camilla, thanks for your engagement on this idea regarding an item field in expense claims. We know that it's not possible to add an inventory item directly to an expense claim and the current process to track inventory for an expense is to raise a bill instead. 📊 The team is still looking at the best way to address your feedback, and while we can't promise a timeframe just yet, please know that we will be watching this to see how much interest it might generate 👀
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STP Finalisation - Add a prominent warning before finalising to confirm the year
The lack of warnings, pop ups or anything relating to accidentally finalising STP for the wrong financial year is pretty disappointing.
I work on a large screen and didn't see the tiny little 2025-26 drop down menu top right. I've selected the employees to finalise and proceeded with the wrong year. At no point was there a warning, note, message or anything to bring light to it being the wrong year.
Yes I know I should have concentrated more, yes I realise now the financial year is displayed at the top of the confirmation screen, but for something that has…1 voteThank you for submitting your idea and highlighting the key improvements you'd like to see. We have reviewed it, and now it's time for the community to show their support. Please share your idea with colleagues who would benefit so they can vote. Others can also now comment to provide more detail on how this could enhance their Xero experience.
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Expenses - Edit Submitter when awaiting approval
The expense reimbursement function should include an option to change the submitter after the request has been sent for approval, rather than declining the request and re-enter just to be able to update the submitter name in case of 'submitting on behalf'
Additionally, it should allow exporting the entered expenses into an Excel file to verify whether everything has been entered correctly. Currently, exporting is only possible once the request has been approved. This feature is especially important when there are numerous expense lines.
Furthermore, the screen layout feels a bit cramped. Could the input fields be arranged in a…
1 voteThanks 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!
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Expenses - Import claims on PDF files
Allow submission of PDF expenses. We frequently see invoices paid on expenses in small businesses that come in by email as PDFs but need to be printed and photographed to upload the expense.
1 voteThanks for sharing your idea about importing expense claims from PDF files.
We've reviewed your idea and now it's up to the community to get behind and support it.
You might like to share this idea with any colleagues that this could benefit, so they can add their votes and comments too!
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Navigation - Add "new expense claim" to 'Create new' drop down
As above - in the drop down on the main screen that allows you to create new items, please add 'expense claim'
1 voteHi Kelly, we appreciate your feedback here and I did want to share an update seeing as we have recently released our new navigation. While we hope you'll find your overall experience in navigating Xero simpler we do want to be upfront that we have not made any additions to the '+' menu options at this time.
For now we'll continue to watch the appetite for this grow through your idea and share if there are any updates. Thanks
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