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4 votes
Hi Joanne, thanks for sharing your idea, and letting us know the changes that matter most for you.
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! Cheers
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Jenny Hodge
supported this idea
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If the expense is a paid bill and you want to record that payment to a loan account, this cannot be done using Xero Me. Xero Me is only for payroll and employee expense claims, not for managing or recording payments on supplier bills.
Within Xero Me app..... If the person putting in the paid bill does not wish to be reimbursed straight away it should be able to be coded against a loan account of the payer. It seems totally unnecessary for an approver level to have to then go to another area to record payment. This waste their time and the bookkeepers time. Expense claims should incorporate not just reimbursing an employee as the majority of time it is the owner of the business or high level management that have paid the bill. This should be created under a sub heading under the Expenses .
Expense Claims
Payroll
Other
I would also suggest Other be a separate permission option when giving access to users.
Further you alternatively set up the person who has paid the bill as a bank account
On a monthly basis have a journal set up to clear from the bank account to their loan account. Not sure if Xero has the capability of handling this.
This should also be able to be reported using from & to dates. This information would benefit both Managers and bookkeepers helping with Cash Flows & Budgets
JAX said, at 10:43 am:
Thank you for sharing your feedback and suggestion. You’ve highlighted a practical workflow improvement: allowing users to allocate a paid bill directly to a loan account at the point of entry—especially when the person does not wish to be reimbursed immediately—would streamline the process and save time for both approvers and bookkeepers.
Currently, as you’ve experienced, this requires additional steps and permissions, which can be inefficient. Your suggestion to enable this functionality directly within the bill entry or approval process makes sense and could benefit many users.