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Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
Community > Feature Requests >

Expense Claims - Force user to add file attachment for certain expenses

Started by Elton Bartel in Feature Requests | Idea

It would be good if we could force user the user to add file attachments to certain expenses eg. New Capital It, Repairs & Maintenance, Donations. The setting for this could be in the chart of accounts edit account.
Official Xero Reply
Hi everyone, we just launched a brand new Expenses feature that's free of charge until 28 September 2018 - after this date, a per user charge will apply for all active Expenses users.

I want to be upfront and let you all know that we will be retiring the current classic expense claims feature on 31 Jan 2019. This means that you won't be able to enter new claims from here after this date, but still view any previously approved claims via your reports in Xero business.

I know that this release doesn't necessarily cover exactly what you're asking for, but a major part of new Expenses is the receipt processing feature that works to reduce data entry. This is done by allowing you to take photo of your receipt, which Xero then processes to auto-fill fields in your expense screen. When users click to enter a new receipt, the camera on our device automatically opens to encourage them to take a photo of the receipt, which'll also be attached to the Expense entered.

This release allows us to add many more enhancements to the Expenses over time. So do keep adding your votes here so we can get a good idea of demand. For now, I'd really encourage you to make the most of this free period and give the new Expenses feature a try. :)

Kavi S (Community Manager)