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Xero users: Recording expenses
Xero users: Recording expenses

How to create and submit expense reports for Xero

Herman avatar
Written by Herman
Updated over a week ago

All Expend card transactions are automatically synced with Xero – there’s no need to sync the transactions themselves before you can start record expenses.

Expense reports

All transactions performed with your Expend card appear in the Expend app on the Expenses screen. To create an expense report, tap any purchase transaction to open it, tap the button to add an image of the receipt (optional), fill in any other details, and then tap Save. The transaction record in Xero will be updated with the details and attachments you provided.

Recorded expenses

An expense has a “Draft” tag until you have added details and submitted it. When you submit it for review, the tag changes to “Awaiting Review”. You can still make changes. After review, the outcome is shown. If the expense report has been accepted or rejected, no further changes can be made.

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