Settings and activity
4 results found
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36 votes
Hi everyone, we wanted to provide a quick update on the idea to enable reconciliation of credit card expenses directly within Xero Me.
This idea is currently classified as Gaining Support and has started to gain traction within the community. We appreciate those who have shared their interest and feedback so far.
If this feature would help streamline your expense management, please continue to vote and share your thoughts. Your input is important in helping us prioritize future improvements.
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Amanda Dorreen
supported this idea
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9 votes
Thanks for sharing your feedback on vendor auto-fill in the new Expenses experience. We appreciate you explaining how this could streamline your workflow and maintain cleaner data.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Amanda Dorreen
supported this idea
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87 votes
Hey everyone, we've been following the conversation closely and appreciate the invaluable feedback regarding expenses in Xero.
Whilst we can see how forwarding expenses to an email address would be useful for your staff, this is currently a functionality that is not on our product team’s roadmap. In line with our new Xero Product Idea status, we’ve now updated this to Not In Pipeline.
We’ll continue to monitor the support for this idea and will keep you updated with any future changes.
Amanda Dorreen
supported this idea
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15 votesAmanda Dorreen
supported this idea
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An error occurred while saving the comment Amanda Dorreen
commented
Automating supplier invoices via Xero’s forwarding email is currently inefficient.
When emails are forwarded, Xero attaches all embedded files from the email (e.g. signatures, logos, web images), not just the invoice. This creates unnecessary manual work to remove unwanted attachments before processing.
Request:
Enable a filter so that only PDF attachments are imported when using the forwarding email address, or provide an option to exclude embedded images and non-PDF files.This would allow us to set up email rules to automatically forward supplier invoices to Xero, with only the relevant invoice attached, significantly improving efficiency and reducing manual handling.
100% It is such a frustration for us and a manual process. You have to manually add in each line from the credit card statement ,when it would appear so easy to have the transactions already in Xero Me and then we just have to code attach receipt and approve.