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  1. Xero Expenses - Email to create expenses

    71 votes

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    29 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

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    Shane Lee commented  · 

    Many invoices that are paid on our corporate cards are received via email. Being able to email invoices to xero for import is the quickest and most easy way to capture them on the go for busy staff.
    The likelihood of our staff opening an email, logging into Xero online and then uploading the invoice is basically "non-existent". To forward an email takes a split second, whereas the current process is tedious and time consuming.
    If all they have to do is forward an email, we'd be more likely to get a better compliance rate among members of them team.

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    Shane Lee commented  · 

    With the expense claim module, we need the ability to "email in" expense claims rather than just uploading a document. (ie. send an email to business_name@xeroexpenseclaims.com, where it then picks up the document attached or the contents in the email as a new expense claim) Products like DEXT have this function. In my opinion, it is the only function missing that lets Xero Expense Claims down and without it means this product isn't an option for our business.

    Shane Lee supported this idea  · 

  2. Reporting - Ability to consolidate multiple Xero organisations

    241 votes

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    97 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.

    We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets. 

    For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store. 

    We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned. 

    We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value…

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    Shane Lee commented  · 

    Unless this feature can be added asap, were going to have to move our 30+ entities to another accounting software provider.

    Shane Lee supported this idea  ·