View and edit your expenses in iOS

If you have submitter status in Xero Expenses, you can view and edit 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).

View and edit a draft expense

  1. From the Dashboard, scroll down to review a summary of Incomplete expenses. This includes expenses that have been declined.

    You can also sort your expenses by any tracking tags you applied when you created them, for example 'Melbourne Trip'.

  2. Tap an expense to open it.
  3. Tap into any fields you want to edit and update as needed.
  4. Tap Replace to upload a new receipt image.
  5. Tap:

    • Save to continue holding the expense claim as a draft.
    • Submit to send it to your approver.
    • Tap 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 Submitted for expenses that haven't been approved yet, or Incomplete for expenses that have been reviewed and declined.

    You can also sort your expenses by any tracking tags you applied when you created them, for example 'Melbourne Trip'.

  2. Tap an expense to open it.
  3. Tap into any fields you want to edit and update as needed.
  4. Tap Replace to upload a new receipt image.
  5. Tap:

    • Save to continue holding the expense claim as a draft.
    • Submit to re-submit it to your approver.
    • Tap delete. to remove it.

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