Settings and activity
9 results found
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56 votes
An error occurred while saving the comment 
Roy Moorefield
supported this idea
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91 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. 🙂
Roy Moorefield
supported this idea
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59 votes
Hi Lilly, with Xero expenses you can upload a copy of a receipt and have it auto capture the contents to create an expense through the app - See more on this here
Is there a reason you'd prefer to email receipts to your org over the existing method? Will help when sharing back with the team.
Roy Moorefield
supported this idea
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12 votes
An error occurred while saving the comment Roy Moorefield
commented
I definitely agree with Mark. This function and being able to email receipts in to be analyzed (as we can do with bills in Xero web) are key functions that competitor products have.
Roy Moorefield
supported this idea
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96 votesRoy Moorefield
supported this idea
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535 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Roy Moorefield
supported this idea
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5 votes
An error occurred while saving the comment Roy Moorefield
commented
Really agree. First big gap I've seen with what Zoho offers and what Xero offers on the expense function.
Roy Moorefield
supported this idea
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10 votes
Hi James, to clarify would this be when using Xero Expenses app to submit receipts or when emailing bills to your organisation? Thanks
An error occurred while saving the comment Roy Moorefield
commented
If I may chime in here, I think there is an aspect of this need for both Xero and Xero Expenses.
On Xero Expenses, as two of a number of examples I can cite, most airline and hotel reservations are confirmed through emails. Being able to forward those emails (and ideally having them go through an initial scanning process) would be much easier than downloading to a PDF file then uploading the file in Xero Expenses.
For Xero itself, James provided one example for an inline bill with no attachment, which I agree with. We have a number of vendors that where that is the case. We also have vendors (like Xero) who send us an email with a link that we have go retrieve the invoice through the link to attached it to the bill. The ability to shortcut that process would be great, such as clicking on the link from inside Xero so that invoice is uploaded and scanned in one action.
Finally, and related, in Xero, if have a bill set up as a repeating bill, I forward the invoice to the Xero file library (to avoid creating a duplicate bill). In matching it up to the repeating bill, I have to update the information from the invoice manually (number, dates, amounts, etc.). It would be great if in that process certain key information could be scanned in.
Thanks, RoyRoy Moorefield
supported this idea
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26 votesRoy Moorefield
supported this idea
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An error occurred while saving the comment Roy Moorefield
commented
Agreed. And even with transactions in the same day, the fx rate the bank uses fluctuates. Thus, when the amount in the reporting/base currency is known, there should be some way to ensure the expense matches what the bank, etc. is using.
Generally agree with prior comments. I didn't see anyone mention that some vendors were now printing double sided receipts, so that would also be relevant here.
Today, I uploaded a 2 page emailed PDF receipt via Xero Me. Both pages were captured, and the details were auto-scanned correctly. However, I had to move the PDF file from my desktop to my phone to be able to upload with auto scan. I guess for a multi-sided or multi-page printed receipt, you could take separate pictures on you phone, combine them (somehow) into a PDF, then upload that PDF, but that is a time-consuming hassle.