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.
How it works
- Each user in your organisation can add receipts for their own personal spending. They can't enter a receipt on behalf of someone else. Once all receipts have been added in Xero, a claim can be submitted for approval.
- The claim is reviewed by a user with the Adviser, Standard, Invoice Only + Approve and Pay, or Invoice Only + Purchases user role. They can approve or decline the full expense claim, or review each receipt individually.
- Once approved, a claim must be authorised for payment. It's given a reporting date and payment date. It can then be fully or partially paid.
- Expense claims can be edited, deleted, or voided depending on the status of the claim.