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  1. Xero Expenses - Combine Expenses into a single claim

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    36 comments  ·  Payroll & expenses » Expense claims  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey community, thanks for your detailed feedback on combining expenses into a single claim.

    We recognise the value in creating a more streamlined process for submitting and approving multiple expenses, especially for events like business travel.

    Our product team are currently reviewing this functionality and are in an initial discovery phase, but it isn’t set in their product roadmap yet. We’ve moved the status to In Discovery to reflect this.

    We’re continuing to monitor feedback on this idea and will keep you updated.

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    Philippa Ghosh commented  · 

    I agree - we have multiple expense types with different VAT rates on one expenditure claim. Only being able to pick one category and one VAT - effectively all allocated to the same expense line is in efficient and inaccurate. It also results in loss of VAT claim or an over claim. The work around of splitting the expense and say add three for one actual amount spent is time consuming and messes with the reconciliation. We are a charity and started to use XeroMe to streamline and automate but unfortunately this basic approach to expenses is causing problems, extra work and devalues the product. Please update - if we were entering manually from a receipt we could do this in Xero so why not in the automated section that we pay extra for?

    Philippa Ghosh supported this idea  ·