Jan 30

Let's talk expense claims

Posted by Kirsten Hawke at Tuesday, January 30, 2018

Anjini, our East Auckland Number Nurse® would like to talk Expense Claims this month - here is what she has to say:

- An expense claim is a collection of receipts from personal spending that needs to be reimbursed by the business. Each user in your organisation, with a role other than Read Only, can add receipts to record their expenses. They can then submit an expense claim to be reviewed and approved by a user with the required user role.

- To add a receipt to an expense claim, go Accounts, select Expenses Claims, then click Add Receipt.  Complete the rest of the details in the remaining fields and attach a copy of the receipt.  And SAVE.

- To submit an expense claim for approval go back into the claim and select Submit for Approval and OK.
It’s a great and easy way for employees and business owners to record and claim any expenses and attach the receipts and invoices to prove the claim.

Find out more about Expense Claims in Xero here or contact Anjini today to lend a helping hand. 
Anjini Singh - 021 157 3485 
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