This is my nightmare because my job duties include billing clients for travel expenses from Expense Claims. Though I am able to generate the invoices, I find that I still need to re-add receipts to that invoice because they do not go over automatically. On top of that, in the My Xero app you cannot name the receipts as you are saving them; nor can you re-name them after saving. This compounds the original problem of receipts going with Expense Claims. As you can see in the attachment, the File Library where you need to go to find receipts, does not supply any identifying information either, plus you have to go through a lot of contortions and maneuverings to download all of these unidentified receipts. When after the download you can identify them, you still need to re-name them, and then attach them to the invoice(s) to which they belong, and FINALLY bill your customer. This wastes an incredible amount of time. If you work for a small company, this time is very, very precious. Please help!
Margaret Gasper
supported this idea
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This is my nightmare because my job duties include billing clients for travel expenses from Expense Claims. Though I am able to generate the invoices, I find that I still need to re-add receipts to that invoice because they do not go over automatically. On top of that, in the My Xero app you cannot name the receipts as you are saving them; nor can you re-name them after saving. This compounds the original problem of receipts going with Expense Claims. As you can see in the attachment, the File Library where you need to go to find receipts, does not supply any identifying information either, plus you have to go through a lot of contortions and maneuverings to download all of these unidentified receipts. When after the download you can identify them, you still need to re-name them, and then attach them to the invoice(s) to which they belong, and FINALLY bill your customer. This wastes an incredible amount of time. If you work for a small company, this time is very, very precious. Please help!