Approve or decline employee expenses in iOS

If you have approver status in Xero Expenses, you can approve or decline employee expenses using your iOS device.

Access to the new Xero Expenses feature is currently restricted to a selection of businesses in UK, Australia, New Zealand, Asia and USA. It'll be more widely available soon.

Before you start

  • By enabling Xero Expenses, you are allowing a trusted third-party to access your receipt data.
  • Ensure your device and operating system are compatible. To request access to Xero Expenses for iOS, you'll also need an email client set up on your mobile phone.
  • Download Xero Expenses for iOS for free from the Apple App Store (Apple website).

Approve or decline an employee expense

  1. From the Dashboard, scroll down to review a summary of your Team Expenses by employee.
  2. Tap an expense to open and review it.
  3. If you are editing, tap Edit:
    • Tap into any fields you want to edit and update as needed.
    • Tap Replace to upload a new receipt image.
  4. Select either Approve or Decline:
    • If you've approved the expense, you'll be able to process the payment under the Accounts tab in Xero.
    • If you've declined the expense, complete the Add a note field and tap Decline.

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