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74 votes
Thanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero.
We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂
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Heinrich Badenhorst
commented
Our company has locations in in London, France, Germany, and the US and has a Xero entity set up for each.
I onboarded all employees to Xero Expenses 2 months ago and it staff are happy with the mechanics of the process.
The challenge I have is the approval hierarchy. All expense approvals sit with me. This needs to change as each line manager/ department/ team head should be responsible for approving their teams’ expenses.
We have a tracking option for “Department” which can be used to pool employees in their respective teams.
I would then like to add approvers for each “Department” that controls their teams’ expenses and be the first line of approval.
The finance team and MD's are responsible for final (second tiered approval).Hope this can be implemented and this scenario is prevalent elsewhere. Xero expenses works really well, we just need it to be scalable from a hierarchial perspective.
Heinrich Badenhorst
supported this idea
·
Our company has locations in in London, France, Germany, and the US and has a Xero entity set up for each.
I onboarded all employees to Xero Expenses 2 months ago and staff are happy with the mechanics of the process.
The challenge I have is the approval hierarchy. All expense approvals sit with me. This needs to change as each line manager/ department/ team head should be responsible for approving their teams’ expenses.
We have a tracking option for “Department” which can be used to pool employees in their respective teams.
I would then like to add approvers for each “Department” that controls their teams’ expenses and be the first line of approval.
The finance team and MDs are responsible for the final (second-tiered approval).
Hope this can be implemented and this scenario is prevalent elsewhere. Xero expenses work really well, we just need it to be scalable from a hierarchical perspective.