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  1. Bank Feeds - Photo imports from Starling account

    7 votes

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Roff supported this idea  · 
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    David Roff commented  · 

    I think this is a no brainer for Xero, its the same for all banking apps btw (Revolut, Tide and Starling) the bank triggers you to upload a photo from teh app as the transaction goes through meaning you always have the receipt.

    Some of these banking apps are trying to flog their own accounting package which might be great for some but not all, but all data is available on the API surely. depends who is the driver here Starling OR Xero ?

  2. Billable Expenses - Retain source currency when invoicing expenses

    5 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    David Roff supported this idea  · 
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    David Roff commented  · 

    I have this same issue its so frustrating, I incur travel expenses for a client when travelling, pay from my euro bank card and when reconciling assign to a customer, then the amount on the invoice is ALWAYS out.

    I cant add as an expense from the mobile app as it ONLY allows base currency expenses, which means I would have to convert and then enter (pointless) and for the same thing to happen.

    I think this is so easy to resolve for Xero but a daily headache for many of us.

    Not sure why its not as simple as this from mobile app.

    1. Add receipt - assign to customer, and for the currency I paid in (from my euro bank)
    2. Rebill on expense invoice, if incurred cost is in same currency as invoice no conversion otherwise convert?

  3. Billable Expenses - Files to copy through to the Sales Invoice

    192 votes

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    submitted  ·  111 comments  ·  For small businesses » Business features  ·  Admin →
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    David Roff supported this idea  · 

  4. Invoice - Add billable expense hyperlink invoice to bill

    31 votes

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    submitted  ·  11 comments  ·  For small businesses » Business features  ·  Admin →
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    David Roff commented  · 

    I support this issue, I have a similar point about files attached to billable costs incurred and would like to include the file ideally Or the hyperlink as noted.

    When incurring an expense which is to be rebilled to a customer on reconciliation I add the original receipt

    However when invoicing I can add the billable expenses to the invoice but cannot easily add the uploaded receipt, I suggest this could be pulled to the invoice for selection or in the attached files but not to customer allowing me to choose what to add

    Without this I have to find the cost in xero and download the receipt and then come back to the invoice to attach as they have to be passed to clients for expenses invoice to be paid

    David Roff supported this idea  ·