Expense Claims

Manage all your expenses

For small businesses, Expense Claims are a common way to reimburse personal expenditure. Xero makes it easy to enter and manage those payments.

Automatic bank reconciliation

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.

Expense Claim status

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

One Expense Claim , multiple receipts

Xero allows you to group multiple receipts into a single expense claim.

Add receipts at any time

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.

History and Notes

You can add notes to both the Expense Claim and individual receipts to add additional information about the expenditure.

View previous Expense Claims

You can view claims that have been previously submitted, ensuring you know the status of any outstanding claim.

Approval and authorisation workflow

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.