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i have signed up with freshbooks a canadian company that seems to do what you are doing. I have not used it yet hence can’t compere. However I will study bot and make a decision in which to use.
Do you have training sessions? How much is the service? Is this Australian compliant?
Thanks for help
Hi Gerard. Freshbooks are a great company with an excellent invoicing product. Xero is an accounting system, that does invoicing as well. We are working on an Freshbooks interface so your FreshBooks invoices can be be imported easily into Xero.
We work great in Australia with GST and BAS returns. Work through the demo and getting started guide. Contact our support center for training and access to Xero partners in your region.
The biggest problem I have right now is tracking and paying my contractors. I’d guess “claims” seems to be the area closest to this, but it doesn’t actually address paying contractors/employees, does it?
To elaborate a little further, it’s not going to allow me to break down and track each contractor, just simply a spot to mark all of my claims, is what it seems.
Hi Joe, Expense Claims in Xero are for your employees to submit business expenses incurred from their personal funds. I’m unsure whether this suits what you’re trying to achieve in Xero.
Can you please email email@example.com with an example of the transaction you’re trying to create, so we can get back to you with a comprehensive answer.
Any updates on Freshbooks Integration?
My staff are not able to allocate accouting or GST information to their expense claims, they are not quaolified to do so, and it’s company policy this is handled by accounts. however they can’t submit their claims without entering this information.
Nor can the accounts department view un-submitted receipts in order to file them correctly.
This feature also needs to be available for company accounts (spend money) as there are a great many “small” coalface transactions to be taken care of in that area.
Expenses claim worked well before. But I have a problem recently.
One claim I created 2 days ago, I followed all the steps and the claim was paid from petty cash.
I print out the account payable report today, I found out that that expense claim still sitting there as outstanding expenses claim.
In expenses summary shows it was paid, but in account payable shows outstanding. It is really frustrating, I can not delete it or change it.
Can someone help me out.
Is it possible to add expenses as a line in an employees monthly Payroll, and reconcile that with expense claims that have been entered by them?
When adding expense receipts it doesn’t display all available accounts under Account drop down menu i.e. 493 Travel National not listed but Travel International is. Is there any reason for it? Most of our expense claims are comes under 493 Travel National.
Hope this makes sense!
Hi Melissa, someone with the access to edit the chart of accounts will need to tick ‘Show in Expense Claims’ for your account 493. More in Help here.
+1 to having the ability to add an expense claim for a different user.
We’re a small company and I need to input expense claims for the Directors and credit their current accounts with the sums reimbursed, as advances are offset against claims. I can’t see that I can create claims for someone else…
Hi, I would like to get employees to add their expenses direct into xero and looks like xero does this really well. However it also looks like they would also get to see all of the financial information about the company like its bank balance, financial reports etc. Is there any way to give employees access just to allow them to submit expenses?
I have staff who make international trips, and so often find myself needing to issue expenses-in-advance payments. I currently have to put it through a Liability account “Suspense” – then, when the trip expenses are submitted by the employee I would like to be able to add a line in the expenses saying “Less expenses in Advance” “Suspense and add the negative amount -£1000.00 – but the expense claim will not allow me to enter a negative amount, and so at the moment I unreconcile the Suspense item – deleted the payment, and then remake a payment of the advance from the claims window with the date of the advance, and then make a final payment of any outstanding amount. I don’t like having to delete all this stuff – it doesn’t leave a clear trail of what’s happened. Please can you allow -negative amounts!
Hi Tim, it sounds like the Invoice Only + Draft role is what you’re after.
I have the same question as Stephen above. I noticed in the video there is a section to enter the consultant in the expense claim. As I enter expense claims for my staff this feature seems handy. Is there a way to add this feature back in or am I missing something? Isolating an individual consultants expenses would be handy.
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