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34 votes
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Alex Garner
supported this idea
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33 votes
Thanks for sharing this idea and explaining how being able to customise the bill reference for expense generated bills could improve your workflow ✨.
Our Community team have reviewed your idea and moved it to Gaining Support so it can gather input from other members. This means others can now vote and comment to share how this change could improve their experience with Xero.
At this stage, we do not have any current plans to share for developing this specifically for expense generated bills. We will continue to watch the support and detail this idea receives from the community, as that helps us better understand the level of demand and the use cases behind the request.
If others would also find this helpful, their votes and comments can add useful context for future review.
Alex Garner
supported this idea
·
An error occurred while saving the comment Alex Garner
commented
Agree with this one and, because so much of the Xero product works so well and is so much easier and more configurable that our previous platform Reckon, this seems like a big oversight.
We reimburse staff/volunteers via expense claims and pay them using batch payments/ABA files. On the remittance advices and in reports, all we see is “Expense Claim” (pulled from the Reference), which is useless to the recipient – they can’t see what they’re actually being reimbursed for.
Please allow the Description from individual expense lines (or from the claim header) to flow through to:
* Remittance advices (line description instead of or as well as “Expense Claim”), and
* Expense/batch payment reports.Even an option like “Use Description instead of Reference for expense claims” would solve this.
This should be an easy fix as the data is already there, it just needs to be exposed where it is useful. Can we get an update from Xero as to when this is expected to come off the backlog and into a sprint?
Yeah - the un-reconcile, remove payment, edit expense to add in a tracking category, re pay, re-reconcile workflow is so antediluvian. You can modify the tracking category for any other regular transaction, but not a transaction delivered through the expenses workflow. This needs to be fixed. I'm paying for Xero to avoid tedious busy-work, not doing more of it.