Manage all your expenses and receipts
For small businesses, Expense Claims are a common way to reimburse personal expenditure. Xero makes it easy to enter and manage those payments.
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- Enter receipts for your Expense Claims as you collect them, or all in one go
- Approve or decline receipts, then set your payment date
- Part Payment of Expense Claims
- Even your Expense Claim payments can be automatically reconciled.
- One Expense Claim, multiple receipts
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Xero allows you to group multiple receipts into a single expense claim.
- Approval and authorisation workflow
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Once an Expense Claim has been submitted for approval each receipt can be approved or declined. The entire Expense Claim can then be authorised for payment on a specific payment date.
- Expense Claim status
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Expense Claims are automatically assigned the relevant status, based on where they are in the workflow process. An intuitive tab layout enables you to easily find any Expense Claim in any status.
- History and Notes
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You can add notes to both the Expense Claim and individual receipts to add additional information about the expenditure.
- Add receipts at any time
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You don’t need to enter the receipts all at once. Depending on when your organisation requires you to submit Expense Claims you can add receipts as and when you spend your own money.
- Automatic bank reconciliation
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Expense Claim reimbursements are treated the same as invoices paid directly from the organisation’s bank account. These can be automatically reconciled as part of the bank reconciliation.
- View previous Expense Claims
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You can view claims that have been previously submitted, ensuring you know the status of any outstanding claim.
