7/26/2023 0 Comments Xero app for receiptsIn conclusion, if you are looking for a low-cost solution to keep full records of staff expenses, then the Xero app is an efficient tool for the job.įor more information, please contact Gareth Cliffe at or your usual UHY adviser. If an employee does not submit any claims in a particular month, or simply logs in to look at previous claims, then no charge will be applied. The monthly cost is minimal and is charged per employee.The app eliminates the need for storage of paper invoices and receipts.Reports can be generated within Xero to monitor expense claims by employee, so patterns and trends can be seen at a glance. Dext Prepare is a clever Xero add-on that allows users to submit receipts and invoices to Xero in a number of ways, including using the Dext App, email.Expenses can be re-imbursed without delay. Download the Hubdoc mobile app and get up and running by signing in with your Xero login.With the mobile app you can receive notifications whenever a claim is submitted, and the mobile app also allows approval on the go.When a claim is approved it is automatically converted into an invoice on Xero, ready to be paid.So there is a full approval system to ensure only genuine claims are allowed. There are different access levels available – “submitter” who can only submit the claim, “approver” who can approve a claim, and “admin” with full access rights.Expenses can be assigned to a customer if it’s going to be charged on, with the expense automatically added to the customer’s next sales invoice.Mileage can be tracked and recorded using the map in the mobile app, making distance calculations easy and quick.Digital copies of invoices and receipts are retained within Xero, eliminating the need for bulky paper files. Staff can photograph their expense invoices and with data capture technology, Xero Expenses can read the data and automatically fill in the fields required, reducing time spent and the margin for error.Here are some of the key features of the app: With the Xero Expenses app, the process can be simplified and streamlined. However, there is a way to make the expense claim procedure quicker, easier, and more efficient – by using a simple cloud app. But they can often be very awkward to keep track of paperwork can go missing, expenses can be duplicated or missed, and keeping paper copies of small receipts and invoices can be cumbersome.
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