8/27/2023 0 Comments Xero app for receipts![]() Note: if not already done, make sure purchase approval is forwarded to the Accountant or included in the photo submitted. If you are not ready to submit and run out of time, you can save as draft and get back to it by the next dayįigure: Saving as draft or submit for approval Once you have downloaded the app to your Android or iPhone, simply snap your receipts. Business owners and their employees can easily capture receipts and make claims for work expenses on their mobile device through our Xero Expenses and Xero. Overview Print or email a PDF receipt after youve made a batch deposit or recorded a customer payment on an invoice in Xero. When all details have been checked and are complete, click submit for approval and then wait to be reimbursed.Confirm whether the expense was paid personally or with company moneyįigure: Option of reimbursable and non-reimbursable.Either allow the app to analyse the details automatically or enter the details yourself (if you are strapped for time, you can take a photo and come back to it or hold on to the receipt and attend to it when possible)įigure: Details required of a submitted receipt. ![]() For digitally emailed receipts, you can either take a photo of the email and upload it as per usual or you can upload the PDF version of it within the app. 3 likes, 1 comments - Reign Accounting Limited (reignaccounting) on Instagram: 'How many paper receipts do you lose Do you have a drawer, file or even bin bag full of piles of. Open the Xero Expense mobile app and submit a photo of the receipt for reimbursement or filing.Steps to completing an expense reimbursement Employees It is recommended to use the Xero Expense app in tandem with the Xero Accounting software because this combination makes it simple to perform reimbursements and has a high level of customer satisfaction. Integration capabilities with Accounting Software.Value of expenses allowed to be reimbursed (minor, major or any values).Number of employees approved to request expense reimbursements.Frequency which a reimbursement is made (daily, weekly, monthly etc.).Check your app has the correct operating system. Tip As we release updates regularly, we recommend you keep your app up-to-date for the latest features and improvements. There are several factors to consider when choosing the right expense receipt system, such as: Overview Xero has six mobile apps that work on Google’s Android and Apple’s iOS operating systems.
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