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New expenses process #126
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🙄 I appear to still be able to submit expenses (in GBP) via this app: https://itunes.apple.com/us/app/xero-accounting-invoices/id441880705?mt=8 But I think you need an admin login to access it. |
Weird. Annoying. And cheeky. The 💶 / 💵 ones still have to be created as bills rather than expenses, by the by. |
I no longer have access to add expenses as bills via the Xero app - it tells me all expenses have to be added through the new expenses app which has to be paid for. SO cheeky 😕 A few questions:
Also, as an FYI: In 'classic' expenses, you had a preference for having all expenses as drafts and then submitting one expense claim. For the new one, I have saved a number of them as a draft but it looks like I'm forced to submit them one by one. |
Yeah Xero is going through a bit of a makeover at the moment, and the new Expenses process is a brand new product - judging by the various posts on the support forum, we're not the only ones with frustrations.
Do you mean "add expenses as expenses"? Because you should still be able to add bills from the app. (Neither here nor there, really, but just FYI!)
The app won't let you do this (there are a dozen people on the support forum who've asked for it, they're aware). The way you'd do this is manually open an expense item on desktop, attach the photos, and manually fill in the details.
Put
Sorry, my fault - I created a VAT category of IVA before I knew that Xero treats that as UK VAT; I've now deleted it. The answer is: ALL Portuguese receipts should be marked
Once they're screenshotted and in Xero we can live without the paper, but... can't hurt, can it? I've got all receipts which have passed through my hands in a box, so they're all there in case we get audited. (That said, I'd imagine the hypothetical auditor would be very happy that we've got everything saved on Xero!)
Yeah same. It's really annoying for reconciliations etc because they come up as individual transactions. Nothing to be done. Not only that, but you can't assign them to different people, it locks it as whoever submitted the receipt: which means all of your receipts are under my name.
In answer to the question you didn't ask, yes I shall. |
@rub1e |
@iteles I've added a task to get everything transferred from the old system to the new system (This is in response to your asking me to check for duplicate expenses that exist in So I've already cross-referenced the draft bills against expenses and removed duplicates - what's left in |
Completed. This system has been in effect and working. |
Xero have cheekily discontinued the ability to submit expenses for free from their app (and not told anyone about it) - so the process needs to be updated.
The stopgap process is: email receipts to @rub1e, he'll put them on the system and make sure you're paid
(In practice, this means I have to submit all expenses under my name on Xero, but then make the bank transfer to the appropriate person)
process-handbook
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