Xero Expense Claims

Helping small businesses better manage reimbursable employee expenses integrated within Xero

xero-expenses-header

At

Xero

When

2017 - 2019

What

  • Product strategy & design

  • User research

  • Responsive web

  • iOS

  • Android

Team

  • Design lead (me)

  • Sr. designer

  • Design researcher

  • PM x2

  • Devs x12

  • QA x2

 

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How might we reduce the time needed to manage, account for, and pay back employee purchases when they spend their own money?

Small businesses are almost like a family and business owners want to make sure their employees are supported. When an employee has to spend their own money on a business expense, business owners want to reimburse them as quickly as possible.

 

Process

Case study presentation around receipt capture experiences.

Case study presentation on adding a new type of reimbursement for work travel.

 

Result

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Proven to be a successful new feature for the business as a new revenue steam.

28,000 small businesses are paying a monthly subscription.

2.5 active users per month = ~70,000 user’s per month