Add a receipt in Xero for iOS

Add a receipt in Xero for iOS to create an expense claim or a spend money transaction. Only users with the Standard, Adviser or Invoice Only (Purchases Only) user role can add a spend money transaction.

To add a receipt:

  1. Either:
    • From the Dashboard, tap +, then tap Add Receipt.
    • From a contact, tap Options, tap Add New…, then tap Receipt.
  2. Complete the What was it for?, Where'd you spend? and Spent today fields.
  3. Tap How did you pay?
    • To create an expense claim, tap I want to be repaid.
    • To create a spend money transaction, select a business bank account from the list.
  4. Complete the account, tracking, amount and tax rate fields.
  5. Tap Optional details if you need to assign the expense to a customer, enter multiple lines or add a reference.
  6. Tap Add files, then select one of these options:
    • Take photo to take a photo of your receipt.
    • Choose Photo to add a photo that is saved on your device.
    • Choose from Xero Files to select a file from your Xero Files Inbox.
  7. You will need to ensure the Xero app has permission to access your camera. This can be updated in your phone settings.
  8. Tap Add.

Created an expense claim? Depending on your user role, you can choose to save it as a draft, submit for approval, or submit and approve.