Create and submit a new expense in iOS

If you have submitter status in Xero Expenses, you can capture, create, view, edit and submit your 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).

Capture an expense and submit it for approval

  1. From the Dashboard, tap Add expense. to create a new expense claim.
  2. To attach a receipt, tap Capture.
  3. Click Submit.

    Sometimes it can take a few minutes to extract receipt details after you have captured the image. If you're in a rush, tap Fill it out myself to enter the details. You can also tap No receipt to skip this step.

  4. Complete the Where did you buy it, What was it for, and Pick an Account fields.
  5. Select a tax rate from Pick a tax rate. This can also be Tax excluded.
  6. Select or add a Label.
  7. Tap Save Draft to add the expense claim as a draft, or tap Submit to send it to your approver.

To delete the draft while you are creating it, or after you have saved it, tap Tap delete..

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