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Expense Claims are great in Xero - Could we make it even better?

I love the Expense Claims section in Xero. It is one of the first areas that I teach my clients. Many small businesses have lots of expenses that go through their personal credit cards (particularly when they are first starting up). Here are some suggested improvements -

1. Make the processing of owner/director expense claims even faster. Perhaps somehow give the owner the option to directly approve and know which Directors Loan account that it should default to. It just feels a bit long-winded as it is at the moment.

2. The Expense Claims Report - A must in my mind to print out. It could be made clearer where this is and you could be given the option as to whether to print it out.

3. A note to explain what the Payment and Reporting Date means - I think this confuses alot of people.

Any other suggestions?

Tags: Claims, Expense

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Permalink Reply by Catherine (Xero) on January 27, 2012 at 2:01

Great suggestions! Thank you so much. We do want to get into this area of Xero and make some improvements and this really helps.

We do have an orange help tip at the top of the authorisation screen explaining the different check boxes, buttons and fields on that screen but I can see that it might be missed at the top of the screen.

Thanks again.