Approve or decline employee expenses in iOS
If you have approver status in Xero Expenses, you can approve or decline employee expenses using your iOS device.
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).
Approve or decline an employee expense
- From the Dashboard, scroll down to review a summary of your Team Expenses by employee.
- Tap an expense to open and review it.
- If you are editing, tap Edit:
- Tap into any fields you want to edit and update as needed.
- Tap Replace to upload a new receipt image.
- Select either Approve or Decline:
- If you've approved the expense, you'll be able to process the payment under the Accounts tab in Xero.
- If you've declined the expense, complete the Add a note field and tap Decline.