At InvestorKit, All expense claims must be approved by managers before they can be processed for reimbursement. It's essential to follow these guidelines:
- Receipts must be clear, legible, and show the complete transaction details including date, amount, and vendor name
- Digital copies of receipts must be properly uploaded - blurry or partial images will be rejected
- Each expense claim should include only business-related expenses
- Claims without proper documentation or receipts will be returned for correction
Once submitted, managers will review the expense claim and either approve it for processing or return it with comments if any information is missing or unclear.
Create & Submit and Expense Claim Process
You can also use Xero Me for iOS or Android to create your expense claims.
iOS
- Open the Xero Me app.
- On the dashboard, tap + New claim.
- Tap Expense claim.
- Tap Add receipt to attach a file to the claim. You can:
- Take a photo of the receipt, then tap Continue.
- Tap the document icon to select a photo, file, PDF or document from your device, then tap Continue.
- Tap the photo icon to select a photo from your photo library, then tap Use photo.
- Tap No receipt to continue without attaching a receipt.
- Enter the expense details in the required fields.
- (Optional) Under Optional fields, add tracking categories, assign to a project or customer, or assign a label to this expense.
- Tap Submit to send it to an approver, or tap Save draft to add the expense claim as a draft.
Android
- Open the Xero Me app.
- On the dashboard, tap + New claim, then tap Expense claim.
- Your camera opens or Xero asks for permission to open it. Then either:
- Take a photo of the receipt, then tap Use Photo.
- Tap the document icon to select a photo, file, PDF or document from your device, then tap Use photo or Use document. The option you get depends on the file type you select.
- Tap the photo icon to select a photo from your photo library, then tap Use photo.
- Tap Skip if you have no photo or file, then enter the details manually.
- If you uploaded a receipt:
- Tap Add details now to manually fill out the expense claim fields.
- Tap Analyse for Xero to extract the receipt details and enter them into an expense claim. You'll get a notification when the claim is ready to view.
- Once the claim is created, check the details and enter any missing information, such as amount, description, and date.
- (Optional) Under Optional, add tracking categories, assign to a project or customer, or assign a label to this expense.
- Tap the send icon, then tap:
- Save draft to add as a draft
- Submit to send it to an approver
- Approve if you're the approver and want to process the claim