View and edit expenses in Android

If you have submitter status in Xero Expenses, you can view and edit your expenses using your Android 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

View and edit a draft expense

  1. From the Dashboard, scroll down to review a summary of expenses by status - either Incomplete or In Review. You can also sort your expenses by any tracking tags you applied when you created them, for example 'Melbourne Trip".
  2. To edit a draft expense, tap an Incomplete expense to open it.
  3. Tap the menu icon Image of the menu icon. and select either Edit or Delete.
  4. Edit the What was it for, Spent at, Spent today and Account fields.
  5. To replace a receipt, tap Receipt to open the existing attachment. Tap Image of the delete icon. and select either Replace or Delete.

    Sometimes it can take a few minutes to upload and process receipt details after you have captured the image. If you're in a rush, tap Fill it out myself to enter the details.

  6. Tap Tax rate to edit the Total incl. tax. Either accept the standard rate such as 15% GST on Expenses, or adjust to exclude tax.
  7. Tap the menu icon Image of the menu icon. and select either:
    • Save as Draft to continue holding the expense claim as a draft.
    • Submit to send it to your approver.
    • Delete to remove it.

View and edit a submitted or declined expense

If you have submitted an expense, or an expense claim is returned to you with incorrect or missing information you can edit and resubmit it.

  1. From the Dashboard, scroll down to review a summary of expenses by status - either Incomplete or In Review. You can also sort your expenses by any tracking tags you applied when you created them, for example 'Melbourne Trip".
  2. Tap an expense In Review to open it.
  3. Tap the menu icon Image of the menu icon. and select either Edit, or Delete if you want to remove it completely.
  4. Edit the What was it for, Spent at, Spent today and Account fields.
  5. To replace a receipt, tap Receipt to open the existing attachment, then tap Image of the delete icon. and select either Replace or Delete.
  6. Tap the tax rate to edit this. Either accept the standard rate such as 15% GST on Expenses, or adjust to exclude tax.
  7. If you want to save the expense to update later, tap the menu icon Image of the menu icon. and select Save as draft. Tap Image of the icon to resubmit. to resubmit it to your approver.

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