An expense claim is a collection of receipts from personal spending that needs to be reimbursed by the business. Each user in your organisation can add receipts recording their expenses, 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.