How to Add an Expense Claim in Xero

Quick summary

Adding an expense claim in Xero takes just a few clicks — navigate to Business, open Expense Claims, and fill in the required details before submitting. This guide walks you through every step of the expense claim process so you can track and submit employee expenses accurately.

Steps

1. On Xero's main dashboard, go to the top menu bar and click 'Business'.
2. Select 'Expense Claims' from the list of options.
3. Click 'New Expense' at the top-right corner.
4. Pick 'Expense Claim' to proceed.
5. Tap 'Upload' and select the image file (receipt or document) you want to attach.
6. Enter all required expense details — including Purchase Amount, Description, Source of Expense, Transaction Date, and Account — into their respective fields.
7. Review the details and click 'Save Draft', 'Submit', or 'Approve'.
8. The new expense claim will now appear in your Xero account.