130 results found
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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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Exchange rate on expenses
Expenses Exchange Rate to be XE + Y%
As a company director, I want to be able to set up the exchange rates on our expense claims to be the XE rate plus Y% (where the Y% is in the favour of the employee). This would save us a lot of time with people having to 're-adjust' their expenses when they get their credit card bills through.
I know we can set our own exchange rates but that requires us to do that manually and will not track the market. Having XE + % will allow for the exchange rates…
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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MILEAGE EXPENSE CLAIM
MILEAGE EXPENSE CLAIM. Currently from the home screen if you click on create New Expense, you can't select mileage unless you come out of the screen and go back in. Its bit of a "bug" and just means extra clicks. Can you please resolve 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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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 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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Xero Me - Add detail to notifications
Xero permissions are all or nothing - you either have access to timesheets and expenses or you don't. As such, you get a lot of notifications about things that aren't yours to deal with. It would be good to have a little more detail in notifications, for example; "There is a new expense from Robert Smith to review" so you know if it's relevant to you or not
2 votesThanks for sharing your idea here, Sophie. Atm our product team are working on a few changes for expense notifications - Once live there will be a few different scenarios for notifications
- When an expense is submitted users with the admin or approver role will receive an email notification that an expense is awaiting approval
- When an expense is approved or declined the user that submitted the expense will receive an email notification
- Users will no longer receive notifications when they take an action on their own expense
I'll let you know once these changes have been rolled out. But if there are other specifics in the notifications that you'd find helpful it would be good to hear these, too.
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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 - Option to submit NIL mileage claim
Allow users to put in mileage claims at a nil rate per mile.
This would allow the invoicing team to pick up mileage to charge to clients that is not claimed by operational staff: for example, where operational staff have a vehicle provided by the company.4 votes -
Expenses - Restrict tracking category options
Currently, all our tracking categories are available to those entering expenses, however, the majority are not relevant to expenses (although they are required for invoicing so we cannot remove them from the list). We would like to be able to chose which items in the categories are available and which are not, just like we are able to with the GL accounts.
4 votesHey Vanessa
Thanks for submitting this idea on Xero Product Idea's.
As you're aware, currently there isn't a restriction on which tracking options you can select when you're entering transactions and expense claims.
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 - 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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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.13 votes -
Expenses - Export expense claim receipts
Expense claims - Download all pdfs submitted by employees
17 votes -
Expenses - Rename "Mileage" claim to "Trip KM's" for countries that use metric system
It would make sense to rename "Mileage Claim" to "Trip KM's" or something like that.
There are only 3 countries around the world that officially still use the IMPERIAL system (Miles). United States, Liberia, and Myanmar.
It's a term that doesn't come naturally to the rest of the world.
In the back of my mind, I feel that I need to do a "KM's to Miles" conversion calculation, for every trip entry. Even though I know that's not necessary.3 votes -
Dashboard- Take a mobile Photo
Mobile - photo
When I quickly want to take a photo of a receipt using mobile, I have to go through several clicks from the Dashboard: Purchases | Files Inbox | Take Photo. Which is frustrating. Can't you put a button on the dashboard [Take photo]?5 votes -
Xero Expenses - Ability to Add Item Code
It is essential to be able to add an Item code along with the Account on the expense claim. We are tracking item codes and reporting them to our management.
3 votes -
Expenses - Inbuilt calculator
The sum and subtract function in invoices is a great feature; it would be great to use it in expenses as well. I often have to itemise a gross expense total into separate items with different VAT treatments. It would be useful to subtract the itemised line amount from the gross total directly in Xero rather than using a calculator.
4 votes -
Xero Me | Expenses - Allow time to focus camera when capturing receipts
When using the xero me app to capture an receipt image to upload to an expense, the capture is much too quick, and does not allow enough time for the phone camera to focus. Also it does not support multi receipt capture.
3 votes -
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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Xero Expense - Use date of last entry
When entering expense claims, the program should be set to retain the date entered in the last expense claim item. When catching up on accounting, it is cumbersome to be working on July in December and have to go back and change the entire date for each entry. I should be able to retain the last entry date on the next and simply be able to edit the day.
2 votesThanks for sharing your feedback here, David. Appreciate how this could be useful when entering back dated expenses. Have you tried enabling receipt scanning as an option to automate some of this data entry?
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