I support this recommendation. The reference field is essential for verifying and tracking individual claims, and it's critical that we can customise this within the Expenses module.
Currently, all expenses are grouped under a generic reference, "Expense Claims," making it difficult to search for specific events, trips, or claim types. This limitation greatly reduces the module’s effectiveness for detailed tracking and reconciliation.
Xero’s recommendation to revert to manual expense claims undermines the purpose of investing in the Expenses module, especially when automation and clarity are key reasons for using it.
Effa Azira
supported this idea
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I support this recommendation. The reference field is essential for verifying and tracking individual claims, and it's critical that we can customise this within the Expenses module.
Currently, all expenses are grouped under a generic reference, "Expense Claims," making it difficult to search for specific events, trips, or claim types. This limitation greatly reduces the module’s effectiveness for detailed tracking and reconciliation.
Xero’s recommendation to revert to manual expense claims undermines the purpose of investing in the Expenses module, especially when automation and clarity are key reasons for using it.