Submitting expenses

How to submit expense claims for reimbursement

To submit expense claims, you can use the Xero Me mobile app (iOS or Android), or via the Xero website. See Travel and expenses for details of what kinds of expenses can be claimed.

You should attach a copy of the receipt to the expense claim.

PDF receipts can be uploaded via the mobile app. Trying to upload them via the website doesn't seem to work.

Expense claim fields

Field	Usage
Amount	Amount of expense
Description	Name of event/conference/trip/thing
Spent at	Name of vendor/business purchase was made
Spent on	Date of purchase
Account	See below
Tax	Will usually update automatically
Consultant	Your name
Company	Pick appropriate one from the list
Assign to customer	Only use this if you've been asked to
Label	Leave blank

The Consultant and Company field are in the Optional fields section (which is collapsed by default on the mobile app).

Account suggestions

Jayne can fix this up if you pick the wrong one, but these are commonly used values for the Account field:

Example expense	Account
Exam/certification	Staff training & development
Laptops	Computer Equipment
Personal software license bought using shop points	IT expenses
Local or interstate conference registration fee	Staff Training & Development
Local or interstate conference meals	Travel - National
Interstate conference travel	Travel - National
Overseas conference registration	Staff Training & Development
Overseas conference meals, travel	Travel - International

Example

Mobile App expense