As the release of Xero Personal gets closer, we thought you might appreciate finding out about one of the features that we have been working on.
Very often small businesses mix their personal and business expenses, using personal bank accounts or credit cards for business purchases. That’s why we’ve made it simple for you to send purchase receipts from Xero Personal directly into into your business organisation to ensure you correctly account for this business expense and also reimburse yourself.
This means that if you are using Xero for your business and you categorise a Xero Personal transaction as a business expense, you will also be given the option to send the receipt to your business organisation.
Here’s a quick overview of how it works.
You categorise a transaction as a business expense and then you’re given the option to send a receipt
You choose your organisation and include some information in the description field.
You hit Send Expense Claim and now a draft receipt will be in your business organisation.
Your transaction will also update inside Xero Personal to show that your claim has been sent.
That’s a sneak preview of just one of the great features coming with Xero Personal. We know many of you are dying to try it. But it’s not long now – stay tuned for the full product release in the next few weeks.