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  1. Expenses - Ability to filter by spent date

    24 votes

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    12 comments  ·  Payroll & expenses » Expense claims  ·  Admin →
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    In development  ·  AdminKelly M (Community Manager, Xero) responded

    HI everyone, thanks for the continued engagement in this idea. We appreciate wanting more ways of looking and zoning into expenses. Atm, our team are rolling out an improved list view and as part of the changes have reviewed many of the idea in the forum here.

    While not a filter - one of the improvements is that you'll be able to sort by 'Spent Date' so you can easily group and bring claims from a specific period to the top of the list, which will help verify and process expenses by date, and pick up on duplicates,

    Ryan Kelly supported this idea  · 

  2. Xero expenses - Ability to change sort order

    34 votes

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    20 comments  ·  Payroll & expenses » Expense claims  ·  Admin →
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    In development  ·  AdminKelly M (Community Manager, Xero) responded

    Hi team, thanks for all your engagement in this idea. We've been working on some updates to the Xero Expenses list which are in the process of rolling out to users. As part of the changes the new list will have the ability to sort by Created date, Edited date, Spent Date, Purchaser, and Claim status on the 'All' tab.

    I'll round back to confirm once this is live to all.

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    Ryan Kelly commented  · 

    This sort feature is basic, yet so important, we keep having our employees entering duplicates, as they can't sort their submitted/approved expenses in any logical order - aka by date spent!
    People work in logical order through their calendar, through their receipt photos.
    Makes me actually want to move away from Xero expenses as this just frustrates me trying to work out for myself, let alone my employees, whether i already submitted.
    Have to go to browser desktop and do ctrl+f on Amount and hope that works.

    Ryan Kelly supported this idea  ·