Settings and activity
17 results found
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4 votes
Nicola Robson
shared this idea
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262 votes
Hi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.
Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.
Nicola Robson
supported this idea
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7 votesNicola Robson
shared this idea
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31 votesNicola Robson
supported this idea
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74 votes
Thanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero.
We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂
Nicola Robson
supported this idea
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21 votes
Hi team, while we began work on developing the ability search and sort by tasks in Projects the teams focus had to shift to other priority work and we want to be open that this has been put down for now.
When there is the ability to pick this back up we'll return to share with you here.
An error occurred while saving the comment Nicola Robson
supported this idea
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150 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Nicola Robson
supported this idea
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14 votes
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24 votes
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51 votes
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245 votes
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33 votes
An error occurred while saving the comment Nicola Robson
commented
To be able to run a report or export a list to excel of submitted expenses claims from the Expenses claims screen to review before approval. This would also need to actually include details of the claims being made. At the moment it is only possible to run a report of approved claims using the aged payable report, and there is limited detail of what the claim consists of. When there are multiple claims submitted it can be difficult to compare and analyse a long list, especially when claims are paid monthly.
(This could be partly solved by enabling combined claims as suggested elsewhere)Nicola Robson
supported this idea
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32 votes
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126 votes
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11 votes
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49 votes
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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101 votes
We appreciate the support in being able to combine multiple expenses, here.
At present, this isn't something we have planned, but we'll continue to keep a pulse on the interest for this here.
Currently, from the web there is an option to 'Approve all' expenses for a single employee. 🙂
It would also be helpful to be able to manually re-order tasks, expenses and estimated expenses