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Everything you need to know about Xero Expenses

Live webinar



Learning objectives

  • Explain the value that Xero Expenses will add to your clients
  • Demonstrate best practice navigation within Xero Expenses
  • Outline the additional functionality that will benefit clients who use Xero Expenses

Course outline

    Xero Expenses is available within Xero on our standard and premium plans. Xero Expenses is a new product with great functionality that your clients will love.

    Xero Expenses is fully integrated with Xero, so your clients can auto-capture receipts and submit expense claims on their mobile devices, link billable expenses to Xero Projects, automate journal entries, and update reports. The new permission settings give clients control over who views, approves and pays claims. And best of all, Xero Expense provides real-time insights into who’s spending, how much, and on what.

    In this webinar, the Xero team will take you on a detailed tour of the product, walking through the expenses workflow and highlighting key functionality. They’ll also how the pricing works and outline the key benefits of the revamped product that you can talk through with your clients.

Topics covered

  • Settings
  • Users
  • Expense claims
  • Mobile
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