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Payroll & expenses

Customer ideas for Xero Payroll, employees, expenses and using Xero Me

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Payroll & expenses

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72 results found

  1. Add the ability to extract data from scanned receipts in the Xero Expense web app.

    At the moment, both the mobile app and HubDoc can automatically scan receipts and extract data (date, amount, payee, etc). This doesn't work in the web app and Hubdoc cannot send documents to the Expense app.

    We use a document scanner to scan multiple reciepts at a time and then batch upload to our expense keeping app (Zoho Expense). Drag and drop multiple receipts into Zoho Expense and the software will automatically extract the data from multiple reciepts at a time. This is more user…

    22 votes

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     ·  5 comments  ·  Expense claims  ·  Admin →
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  2. Xero should not allow employees to submit Expenses for locked periods. It must have a Posting Date & Document Date to facilitate this. The document date should always be what's on the invoice/receipt

    22 votes

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     ·  8 comments  ·  Expense claims  ·  Admin →
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  3. To produce a report that shows all expenses entered via the expense claim feature for a specific period, which also shows who entered the expenses and details of the claims?

    This is a useful feature required for comparing budgets and forecasting future cash flow expectations.

    34 votes

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  4. Xero should add "Add Note" to Expense Claim just like we have it on Bills to pay. This would be helpful for requesters to provide additional information or make comment on their payment requests. Thank you.

    13 votes

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     ·  4 comments  ·  Expense claims  ·  Admin →
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  5. Add in the facility to include "description" when using the expenses app.

    Its included in all other transactions, but when expenses imported via the app it loses this feature. Wouldn't be difficult to drag this line in surely?
    Purpose - would increase visibility/transparency when reviewing credit cards

    12 votes

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     ·  6 comments  ·  Expense claims  ·  Admin →
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  6. The ability for the expenses claimant to process a negative claim where they have purchased something using their company card and subsequently received a credit for part or all of the original payment amount e.g. over charge or returned goods.

    24 votes

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     ·  7 comments  ·  Expense claims  ·  Admin →
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  7. To assist organisations to be able to carbon offset km travelled, we should be able to pull a report from Expense Claims in an Excel format so we can add the amount of miles/km travelled to figure out travel footprint.

    10 votes

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     ·  0 comments  ·  Expense claims  ·  Admin →
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  8. to be able to add expenses app without having to upgrade the subscription to standard- most traders dont use Xero and we keep as managed client- but they just want the expenses app to keep receipts out their vans - ability to have expenses without the rest of the cost of upgrading to standard - lets keep costs down for folk.

    11 votes

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     ·  1 comment  ·  Expense claims  ·  Admin →
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  9. Once expenses are approved it would be fantastic to have an option to "send" this to their next approved payslip rather than having to manually add this to the payslip.

    Seems madness this isn't implemented already - what is the point in doing everything in Xero if you need to faff around making adjustments for details that are already in the system.

    Employee's submit expenses - so you know who needs reimbursed already.

    26 votes

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    Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

  10. Xero Expenses - be able to change an expense claim submitted by an employee through the Expense App as Personal money (reimbursable) to Company Money (non-reimbursable). Currently within Xero Expenses, you can change the 'How did you 'pay' on an employee's submitted expense only if it was processed as Company Money (non reimbursable). It would be good if we could also do it the other way round in that if an employee submits an expense on the app as Personal, it could be changed to Company.

    16 votes

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     ·  4 comments  ·  Expense claims  ·  Admin →
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  11. Ability to have a flag feature when potential duplicate expense claims are uploaded.

    Purpose: To make users easily noticed when the same/similar expenses are already uploaded.

    34 votes

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     ·  6 comments  ·  Expense claims  ·  Admin →
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  12. Ability to create recurring expenses in expense claims area in Xero.

    Purpose: To save users’ time from entering their regular expenses in Xero manually.

    58 votes

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    Hello everyone, thanks for the detail and support shared for this idea. We understand how recurring expenses would enable efficiency when you have frequent expenses of a similar nature (like subscriptions), so have moved the idea to Accepted.

    Currently there is work needed within expenses to enable us to develop this capability. Once we're in a better position to be able to dive deeper into this work, we'll review all of your suggestions and share any progress with you here.

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