Discover how to smoothly submit expense reimbursements with supporting documents using Xero's expense claim. Check out our helpful demo video for a hassle-free claiming experience.
Xero _ Expenses - 15 November 2023.mp4Create a New Expense.
Upload supporting documents.
Fill in details:
Purchase Amount: Convert to USD.
Description: Expense category. (Refer to ‘Reimbursement type’ column from the below table).
Spent At: Vendor or Shop Name mentioned in the Invoice attached.
Spent on: Date of Invoice.
Account: Expense category. (Refer to ‘Account’ column from the below table).
Saving the draft lets you add more attachments later.
Once Finalize click "Submit."
Reimbursement type | Category | Reference |
---|---|---|
Computing Device Policy | Repairs and Maintenance 75% | Computing Device Policy |
Health & Wellness | Health and Wellness 75% | Fitness Allowance |
In-Person Team meet up | Team Meetup=1 Team Meetup=2 Team Meetup >2 | In-Person Team Meetup |
Home Office Setup | BYOD Infrastructure 85% | Home office Allowance |
Continuing Education/ Certifications/Books/Courses | Continuing Education and Training (Up to Rs. 4,000) -90%
Continuing Education and Training > Rs.4,000 - 90% | Education Sponsorship |
Event Sponsorship | Events (Up to Rs 4000) Events > RS 4000 | Event Sponsorship |
Annual Retreat | Retreat Expenses | Annual Retreat (Year) |
Co-working Space | Desk Rent/ Co-Working Space | Co-Working Stipend |
Software Subscription | Dues & Subscriptions (Employees) | Software Subscription |
Recommended Certification | Recommended Certifications | Recommended Certification |
Child care Allowance | Child care Allowance | Child care allowance |
Computing Device | Repair and Maintenance 75% | Repair and Maintenance. |
For Canadian locations use the entity name "Axelerant Technologies Canada Inc" and for other locations, team members can use "Axelerant Technologies Inc"
While the shipping address can be of the team members, the billing name must include the name of the company.