Settings and activity
4 results found
-
8 votes
Hi Lynda, thanks so much for taking the time to share this excellent suggestion. Automatically importing receipt photos from your bank directly into Xero is a great idea, and we can certainly see how much time that would save you.
As you've pointed out, you can also import your receipts into Xero by using Hubdoc.
For transparency, the direct bank feed for Starling Bank was developed and is maintained by the team at Starling. This means they control the type of data—like the transaction date, amount, and notes—that is sent through the feed to Xero. For that reason, the best way forward is to make this feature request directly to Starling Bank, as they are in the best position to add this functionality to the feed they provide.
We’ll keep this idea open on our forum to continue gathering interest here.
David Roff
supported this idea
·
An error occurred while saving the comment -
5 votesDavid Roff
supported this idea
·
An error occurred while saving the comment 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? -
200 votesDavid Roff
supported this idea
·
-
37 votes
An error occurred while saving the comment 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
·
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 ?