Approval process with Xero!

custom_only.pngIn summary, there are two different ways to handle expenses with Receipt Bank and Xero:

The first option uses the 'Expense Claims' section of Xero and requires each employee to be setup in Xero as described here

The second option does not require the employee to be setup in Xero and uses the 'Expense Reports' feature:

1. The employee would submit their items to Receipt Bank.
3. Then email this to their manager for approval.
4. This would then be published by a person authorised to do this.
5. The expense report can then be paid and the payment reconciled with the bank transaction.

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