Creating an expense report (or claim, as Xero calls them) can be tedious, especially if you have multiple receipts to add to it. With Xero you can add a bunch of files — like photos of receipts — all at once, and then attach them to your claim later. Here’s how:
Start by logging into Xero. From the Dashboard, you’ll see a file folder icon in the upper right corner. Click on that icon.
The Dropbox app for iOS devices (iPhone/iPad) has this neat little trick to help you keep up-to-date with your expense receipts. The great thing about this approach is that, once you’ve set it up, there’s no need to go any further than your lockscreen to snap a receipt when say, taking a client to dinner.
1. On your iOS device, Download Dropbox from the App Store.
If you do any travel for work, manage a team, bring in lunch, heck, even buy paper clips and pens, at some point you’ll be filling out an expense report. And, if you’re anything like me, chances are you’ll remember to add your receipts only after you’ve finished your expense report.
But don’t panic! If you’re using Xero, you can still add that receipt to a saved claim.
A quick note here on terminology. What I call an Expense Report, Xero calls an Expense Claim. This may be a U.S. to New Zealand language thing (Xero was founded in NZ). But if you’re used to the term Expense Report, don’t worry — we’re talking about the same thing here.