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Insight, news and updates from Alliott NZ Chartered Accountants, Auckland New Zealand. The views expressed here are the views of the author and should be discussed in further detail should an article be relevant to your individual circumstances.

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Recording Expense Claims in Xero

Written by Rose McNair on March 23rd, 2017.      0 comments

Recording Expense Claims in Xero

iphone inside screen-87Recording expense claims in Xero might sometimes feel a bit niggly so here is a reminder of how to do this using the Xero Mobile App:

Download the Xero Mobile App on your phone from the App store if you use iOS, or get it on Google Play for an Android phone. Once done you can start using the App by doing the following:

Open the Xero App. Click on Receipts>Plus Key at the top right-hand corner.

Then take a photo of the receipt or, if you prefer, take the photo as you normally would take a photo before adding it to the App. If you choose the latter then you simply upload the photo from your photo gallery.

Then the fun bit starts. You complete the details of the payment including what it was for (fuel, parking, etc), who you paid (Caltex or Broadway Parking). Fill in the date and allocate it to the expense code. Add the amount and as the French would say “voila” you are DONE! Literally.

Just like that! No carrying around hordes of receipts or trying to remember where you put them.

Recording your expenses on the fly might mean losing out on selfie time but taking photos is certainly fun and even better if it improves organising your expenses when it comes to claiming deductions accurately.

Contact our Xero Specialist, Rose, on 09 520 9200. As part of Alliotts' team in Auckland, Rose provides streamlined and efficient remote / offsite bookkeeping services to businesses who want to outsource their day-to-day processes such as Accounts Payable, Accounts Receivable, NZ GST, PAYE and Payroll.  

Or, to obtain an initial outline of how we can help your business, please complete the form Let's Talk About Your Business - we look forward to hearing from you.
 

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