Settings and activity
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9 votes
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Margaret Valletta
commented
Expenses - Company money transaction
We are using this feature for our employees that have company cards. They are entering their transactions that were paid on our credit card so that the expense can be reviewed and approved and reconciled to the actual charge that comes in. Problem is that when the airline, for example, splits a $500 charge into 2 transactions (the ticket cost of $400 and $100 for the seat), it hits the card with two transactions instead of the one $500 total that the employee entered. There is no way to split the payment against the expense! We then need to go back in and decline the approved entry by employee, edit it and create another entry for the seat cost for example. This is such a time waster. Is there any way to Split the bank feed payments against the submitted expense amount like we do with invoices? This would save time and aggravation when the vendor splits the transactions on the credit card.
In addition, is there a way to keep the Approved Expense Visable without having to go into ALL to try and locate it as it is waiting for the credit card transaction to hit the card account? Couldn't there be a line showing "company Paid Expenses" that we could click on to see the running list?!An error occurred while saving the comment Margaret Valletta
commented
Please update this so that we can properly reconcile (Split transactions) on one expense. When our employee uses our company credit card for example, they enter the expense so it is tied directly to the credit card as payment. BUT, when the transaction comes through as two parts (charge and perhaps a tip), the original full amount cannot be reconciled since the charges came through as two transactions. This is enabled in banking reconciliation, why is not enabled with the expenses so that I do not have to go back and ask employee to back out the full amount and divide expense into 2 separate transactions when the receipt clearly shows one total, not the broken down total. HELP! This should be available to save everyone time. CRITICAL need.
Margaret Valletta
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2 votesMargaret Valletta
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25 votes
An error occurred while saving the comment Margaret Valletta
commented
This feature is worthless without pulling in the original line data! Who wants to go back and look up line data on let's say, 30 transactions? This has made one invoice take HOURS to create and this is so disappointing. The date of the transaction has disappeared as well. The bigger Xero gets the worse its functionality gets for everyday accounting items. PLEASE make this work!
Margaret Valletta
supported this idea
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192 votes
An error occurred while saving the comment Margaret Valletta
commented
It is so time consuming to have to go back and look up every single expense that is being billed to the intended client so that we can. download and then upload those receipts to the billed client. Why on earth would those receipts not carry through for us to decide if we want to have them "viewable" to the billed client or not? If you are going to provide us the means to bill items to clients, we should also have the files transfer over and THEN have the option to include or not include them as visible to the client. Its just good, simple paper trail. Lets get this done please!
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34 votes
An error occurred while saving the comment Margaret Valletta
commented
THIS! Every time employees have to submit their expenses, in some cases 50-70 at a time, they enter their USD amount that I need to pay them. Which in turn converts to GBP. I then need to painstakingly keep track on an excel spreadsheet of the USD amount of each expense item so that we pay them the proper amount! It's such a waste of my time! Can you please find a way to create something that I can generate (report) of the original currency amount to make this process run smoother? The entire expense report module should be looked at as there is no reporting functions for anything expense related (Already made a bunch of suggestions). This could be so helpful for auditing as well. And, employees like to know how much they have entered in expenses (In USD for example), unless they add them all up themselves, they have no idea how much they are due as well!
Margaret Valletta
supported this idea
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9 votes
An error occurred while saving the comment Margaret Valletta
commented
When deleting file from an invoice, a prompter comes up asking if we really want to delete that file. But as noted above, with a contact that has files attached, there is no prompter to make sure the file is not deleted by accident. PLEASE make this happen! It is way to easy to delete important attachments that are irretrievable
Margaret Valletta
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33 votes
An error occurred while saving the comment Margaret Valletta
commented
Would love to be able to create expense report for review that lists all expenses for an employee or selection of employees by DATE of expense to review for overlap. Would also like to be able to search the expenses by the tag that the employee uses? I feel like there is something missing with the expense reporting feature that allows for error, for oversight, and over payment. (Like duplicate submissions, similar submissions, the ability to see how many employees submitted expenses on that given day for check/review for over spending. Bouncing from employee to employee for comparison or review is a real pain.
Margaret Valletta
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54 votes
Thanks everyone - It's good to know how we can enhance Xero expenses for our customers. While we'll consider how we can develop labels in the long term, we don't have any plans for adding filters within expenses or reports for Expenses labels right now.
If there's any updates to share around this I'll definitely share with you all through the idea.
Margaret Valletta
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22 votesMargaret Valletta
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18 votesMargaret Valletta
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7 votesMargaret Valletta
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9 votesMargaret Valletta
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12 votesMargaret Valletta
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44 votesMargaret Valletta
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32 votesMargaret Valletta
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If a credit card charge is entered as one total amount as charged on the expense paid on company card, but the vendor splits the transaction into two charges, there is no way to reconcile the expense on company card unless I go in and recreate two transactions. it would be nice to be able to apply the payment against the total to create less work.