Settings and activity
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23 votes
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7 votes
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Paul Granier
commented
Is Xero going to enhance Xero expense in any meaningful way? Lack of functionality in Xero Expense is my biggest pain point in daily use of the Xero product.
Product management - will you respond back with any plans for Xero expense?
An error occurred while saving the comment Paul Granier
commented
I agree. All development needs to do is allow a negative Expense Claim.
Paul Granier
supported this idea
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122 votes
Hi everyone, thanks for all of your valuable feedback on this idea. The number of detailed comments clearly show how important this feature is for many of you.
We also agree that this would add significant value to Xero Expenses. That’s why we’re pleased to update the status of this idea to Accepted. This means we have reviewed your feedback and it aligns with our product vision.
While it is a feature we’d like to build, it’s not currently on our roadmap, so we can't provide a delivery timeframe just yet. We will share another update on this thread as soon as we have more news.
An error occurred while saving the comment Paul Granier
commented
In January, we switched from QuickBooks Desktop to Xero and overall, we are extremely happy and are so glad we made the change. Xero's system performance is great, their pricing model is much more fair than Intuit's QuickBooks Online and the vast majority of features are as good or better than what we had in QuickBooks Desktop. The main dashboard is great and the daily account reconciliation process is definitely more efficient than it was with QuickBooks Desktop. So, overall, we are clearly happy and Xero should be proud of the product that they offer.
With that being said, there are 3 missing features (compared to QuickBooks Desktop) that I think would make the product significantly better:
1) Customer Hierarchies - We have large customers that have many departments and within Xero the only way to manage this is with Customer Groups, but the sophisticated Customer Hierarchies in QuickBooks Desktop were much better in terms of financial reporting. This allowed sales reports to subtotal by customer group, which I have found no way to accomplish in Xero. We currently need to run a "Sales by Customer Group" and a "Sales by Top Customer Summary" to get what was accomplished with one report in Quickbooks Desktop.
2) Lack of Xero Expense Approval Hierarchy - In fairness to Xero, we did not even have Employee Expense capabilities in QuickBooks Desktop (QuickBooks Online does offer Expense Mgmt.), but the inability to be able to assign an approver by employee or do any type of approver hierarchy has resulted in only one person doing all expense approvals for all employees. 1st line managers really need to be able to approve expenses for their employees.
3) The ability to set a default mileage rate. This is such a basic feature and would be so easy to implement, and the lack of this capability kind of undermines confidence that Xero Expense is a credible product.
Overall Xero expense is definitely a good start and most of the basics are there, but it needs some feature updates like these in order to make it viable for anyone but the smallest organizations.
I sincerely hope these features requests make it into the product in the near term.
Thanks!
An error occurred while saving the comment Paul Granier
commented
This should be a very simple enhancement and would add a lot of value...
Paul Granier
supported this idea
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6 votesPaul Granier
shared this idea
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286 votes
Hi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.
Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.
An error occurred while saving the comment Paul Granier
commented
This will not matter much to very small businesses, but the larger the company, the more critical this feature is going to be. We are new to Xero and the only feature that we are needing from your top tier license is Xero Expenses. And probably half of the value that I was wanting was to be offload the expense approval process to the employee's manager. But without pending approval notifications to an employee's manager, this really is not possible and the burden of manually getting approvals for employee expenses will still fall on accounting. This is definitely not where it belongs and hope that Xero enhances this functionality soon.
I will also put a plug in for adding a default mileage rate. This should be very simple to add and would prevent the employees from having to remember the mileage rate each time they enter a mileage expense.
Paul Granier
supported this idea
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This should be a really easy one to add to the product, since all you need to do is allow a negative number. Since you have recently approved adding a default mileage rate, I thought maybe product management could include this simple fix, as well. This would allow our users to submit returns rather than the admin needing to enter it on their behalf. Thanks in advance!