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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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106 results found

  1. 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.

    11 votes

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     ·  2 comments  ·  Expense claims  ·  Admin →
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  2. Allow casual, one off, expense claims WITHOUT needing to purchase the "Expenses" subscription.

    I am the treasurer of a Men's Shed and, occasionally, members use personal funds (either card or cash) for Shed expenses, generating an expense claim. These are rare, usually one off, and might not occur again.

    Could an exception be allowed for this, within the software, that would allow a one off expense to be recorded? This could then then trigger the need to purchase the "Expense" module if that person had any future expense claims within, say, 12 or 18 months.

    4 votes

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     ·  1 comment  ·  Expense claims  ·  Admin →
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  3. To have a filter or sort option on expenses to filter by spent date.

    Purpose: To easily check whether expenses have been entered by the users or not.

    23 votes

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  4. Ability to trigger notification when expense claims are awaiting approval and approved status.

    Purpose: So the approver can review the expenses faster and the one who’s asking for an approval don’t need to wait longer for approval.

    140 votes

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    Hi team, we appreciate and thank everyone for feedback. While we began a roll-out for the notification changes mentioned in my last update, as shared in some of the recent comments this resulted in a fair amount of noise for some customers inbox.

    We've made the decision to turn off the recent notifications changes.

    We'd like to provide more controls around this so users can set a preference, however this does require a fair amount of work and not something we're able to do right now.

    Please know we have keen eyes on this idea and when we're in a position to progress this again I'll share news with you all here. Thanks

  5. 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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  6. Ability to create recurring expenses in expense claims area in Xero.

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

    56 votes

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    Thanks for the detail and support shared for this idea, everyone. We understand how recurring expenses would enable efficiencies when you frequently have expenses of a similar nature (like subscriptions). Currently there is work needed within expenses to enable us to develop future capabilities. We're keen to continue tracking the interest in this through the idea here, and as soon as we're in a better position to be able to dive deeper this work we'll share any progress with you all here. So, while not in the plans at present, please keep sharing detail of your needs and supporting in the idea here.

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