What's New in Zoho Expense: August - October 2023

What's New in Zoho Expense: August - October 2023

Hello users,
We're back again with our What's New post to inform you about the most exciting feature rollouts over the past three months. An all-new edition, an integration for business travel management, iOS 17 updates, and more are in store for you! Get set to delve into the full details and read everything there is to know about these new features.

New edition - Germany

We're excited to announce the launch of another regional edition—Zoho Expense: Germany. If your organization is operating in Germany, simply select the country as Germany on the sign-up page to get started. You can then enable VAT, and Zoho Expense will preconfigure the applicable tax rates for businesses in Germany. While recording business expenses, users can choose the appropriate VAT treatment and VAT rates from the options provided. You can also access Zoho Expense in Deutsch, if required. Additionally, if mileage is enabled in your organization, the government-suggested mileage rates for the car and motorcycle vehicle types will be automatically fetched to Zoho Expense.

Self-booking through GetThere

If you're an organization that lets your employees book tickets online, then this integration would be a great addition for you! With the GetThere integration, your employees can directly book tickets for their business trips from within Zoho Expense. If you don't want all your employees to self-book, simply select the users who can directly book tickets using GetThere. Additionally, you can easily set up the organization's travel policies in GetThere so employees can book tickets in compliance with the company's policies. Learn more.

Report automation for corporate card expenses

Enable report automation to automatically generate a report that will compile the expenses made using a corporate card. A report will be automatically created on the billing date you've configured and all expenses incurred using your corporate card will be attached to the report. You can set up automatic submission, if required.

To set up report automation for corporate cards: Go to Admin View > Settings > Report Automation. Hover over Corporate Card Expenses and click Configure Now. Set up your preferences and click Save.

Updates in delegate configuration

Now, you can set the start date and the end date by which a delegate should cease having access to your account. This feature will come in handy when you want to assign delegates for future dates. At the same time, you can modify the access given to your account, whenever required. Users can also view the list of previous delegates that were assigned for them in My View and the admins can view the list of all the delegates that have been assigned for a user in the Admin View. The list will have the details of each delegate's Access Type, Duration, and Added By date.

For Admins: Go to Admin View > Settings > Users. Select a user and scroll down to the Delegate Details section to configure the delegate access.
For Submitters and Approvers: Go to My View > My Settings. Scroll down to the My Delegate section to configure the delegate access.

Webhooks revamp

The following changes were made in webhooks:
  • Query parameters are now supported.
  • Three types of body types are now supported - Default Payload, x-www-form-urlencoded, and raw JSON.
  • Secret key support has been added. It will be used to ensure that the API is triggered by Zoho Expense by comparing the hash value in the header (X-Zoho-Webhook-Signature). You need to have the same token on your server in order to compute a hash value.
  • Placeholders can now be inserted in the URL field, query parameters, form URL encoded parameters, and raw JSON.
To create a webhook: Go to Admin View > Settings > Actions > Webhooks > + New Webhook.


Set up tax-inclusive expense limits

When you configure rules to set up limits for your expenses on the Policies page, you can now mark if the expense amount should be inclusive of tax. If you check the "Limit amount is inclusive of tax" checkbox in Policies, the rule will be executed only if the amount exceeds the sum of the expense amount and tax.

To set up tax inclusive expense limits: Go to Admin View > Settings > Policies. Select a policy and navigate to the Rules tab. Select a rule and check the "Limit is inclusive of tax" option. Click Save.



Force delete custom module

Earlier, if you had records under a custom module, you would not have been able to delete the custom module. However, based on popular customer requests, we're now providing an option to delete a custom module even if there are records in it.

To force delete a custom module: Go to Admin View > Settings > Modules. Click the module you want to delete. Click the Gear icon next to the module name and click Delete. In the pop-up that opens, click Delete. A force delete pop-up will open; click Force Delete.


Revert custom status

If you've created your own custom status for a module and have applied it on a record, you can now revert it back to its corresponding default status in Zoho Expense whenever required.

Help text for custom fields

Introducing help text for custom fields! Whenever you create a custom field, you can now add a note in the Help Text field to help users understand the purpose of the field. If you've added help text for a custom field, users will be able to view this text when they hover over the help icon next to the custom field.

To add a help text for custom fields: Go to Admin View > Settings > Modules. Select the module for which you want to add a custom field with help text. Navigate to the Fields tab. Click + New Field. Enter the Label Name and Data Type. The Help Text field will appear. Enter the help text and click Save.



Per diem preferences for expense types

When you create a new expense type, you can now select if you want to configure per diem for the expense type. Additionally, you can choose if you want to record the expense type as a component or a supplement and select the ways by which you can record per diem expenses for this expense type.

To configure per diem preferences for expense types: Go to Admin View > Settings > Modules > Categories. Navigate to Expense Types. Click + New Expense Type. Enter the name and select a default category. Mark the "Configure per diem for this expense type" option and click Save.

​

Preferences for chatlets

You can now enable chatlets for reports and trips from the respective Preferences page. If chatlet is enabled, all the admins and approvers can create chatlets by default. However, if you'd like to provide access to all users to create chatlets, you can select that option. This feature is only available for the Premium and Enterprise plans of Zoho Expense.

To configure chatlet preferences: Go to Admin View > Settings > Modules > Reports or Trips. Mark the "Enable Chatlets" option and click Save.


Fetch Canadian tax rates automatically

Zoho Expense can now fetch the Canadian government's tax rates and agencies automatically! If you create a new organization with Canada as the Country and enable "Taxes," all the government-suggested tax rates and agencies will be auto-fetched to allow users to apply them to their expenses. Additionally, if you have custom tax rates, you can create them as well.

Select a delivery address for purchase requests

When you create a purchase request, you can now choose the delivery address. The organization's primary address will be prefilled by default. However, admins will be able to add a new address or edit the existing address.


iOS app updates

  • Zoho Expense is now iOS17, iPadOS 17, and macOS Sonoma ready! Access shortcuts from Spotlight, view real-time updates on the distance covered using GPS, the time left for your flight on your lock screen, Dynamic Island with Live Activities, and view pending tasks by Zia with the interactive widgets.
  • For VAT-enabled Germany edition organizations, Zoho Expense will automatically fetch the government tax rates so users can apply them to their expenses. Similarly, the government's mileage rates will also be readily available to apply to your mileage expenses.

Android app updates

  • If you've enabled VAT for your Germany edition organizations, the government tax rates will be automatically available, and users can apply them to their expenses.
  • Improved accuracy of mileage tracking using GPS.

Explore a more efficient way to manage expenses with these new features. Try them and drop your feedback in the comments. Need assistance? Contact us at support@zohoexpense.com.

Regards, 
The Zoho Expense Team

    • Recent Topics

    • New Zoho triggers Google Dangerous flag due toabnormal charcters

      Just signed up and doing my first email test. I sent it to my google email account but it got flagged as Dangerous" due abnormal characters. My DNS setup looks ok. Page snips attached Help Please Thanks, Rick DC PowerWorld

    • Top Bar Shifting issue still not fixed yet

      I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstalling

    • Triggering Zoho Flow on Workdrive File Label

      Right now Im trying to have a zoho flow trigger on the labeling/classification of a file in a folder. Looking at the trigger options they arent great for something like this. File event occurred is probably the most applicable, but the events it has arent

    • Is there a way to set Document Owner/Sender via the API

      When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?

    • SendMail to multiple recipients

      Hi, I'm trying to send an email to a list of recipients.  Right now the "to" field is directed to a string variable. (List variables won't work here). In the string variable, how can I make it work? trying "user@app.com;user2@app.com" or "user@app.com; user2@app.com" just failed to send the emails. Ravid

    • Populate drop down field from another form's subform

      Hello, I found how to do that, but not in case of a subform. I have a Product form that has a subform for unit and prices. A product might have more than one unit. For example, the product "Brocoli" can be sold in unit at 3$ or in box of 10 at 25 $. Both

    • Usar o Inventory ou módulo customizado no CRM para Gestão de Estoque ?

      Minha maior dor hoje em usar o zoho é a gestão do meu estoque. Sou uma empresa de varejo e essa gestão é fundamental pra mim. Obviamente preciso que esse estoque seja visível no CRM, Inicialmente fiz através de módulos personalizados no próprio Zoho CRM,

    • Signup forms behaviour : Same email & multiple submissions

      My use case is that I have a signup form (FormA) that I use in several places on my website, with a hidden field so I can see where the contact has been made from. I also have a couple of other signup forms (FormB and FormC) that slight differences. All

    • getting error in project users api

      Hello, I'm getting a "Given URL is wrong" error when trying to use the Zoho Projects V3 API endpoint for adding users to a project. The URL I'm using is https://projectsapi.zoho.com/api/v3/portal/{portalid}/projects/{projectid}/projectusers/ and it's

    • Change total display format in weekly time logs

      Hi! Would it be possible to display the total of the value entered in the weekly time log in the same format that the user input? This could be an option in the general settings -> display daily timesheet total in XX.XX format or XX:XX.

    • In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf

      In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice number

    • Different Company Name for billing & shipping address

      We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets always

    • How to display historical ticket information of the total time spent in each status

      Hi All, Hoping someone can help me, as I am new to Zoho Analytics, and I am a little stuck. I am looking to create a bar chart that looks back over tickets raised in the previous month and displays how much time was spent in each status (With Customer,

    • Zoho Projects iOS app update: Global Web Tabs support

      Hello everyone! In the latest version(v3.10.10) of the Zoho Projects app update, we have brought in support for Global Web Tabs. You can now access the web tabs across all the projects from the Home module of the app. Please update the app to the latest

    • Zoho Community Weekend Maintenance: 13–15 Sep 2025

      Hi everyone, We wanted to give you a heads-up that Zoho Community will undergo scheduled maintenance this weekend. During this period, some community features will be temporarily unavailable, while others will be in read-only mode. Maintenance Window:

    • Agent Performance Report

      From data to decisions: A deep dive into ticketing system reports An agent performance report in a ticketing system provides a comprehensive view of how support agents manage customer tickets. It measures efficiency and quality by tracking key performance

    • Show both Vendor and Customers in contact statement

      Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer, 

    • URL validation

      We use an internal intranet site which has a short DNS name which Zoho CRM will not accept.   When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.

    • Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture??

      Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture ??

    • How can I adjust column width in Zoho Books?

      One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, but

    • Invalid value passed for file_name

      System generated file name does not send file anymore - what is the problem?

    • Custom Function for Estimates

      Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-Estimate

    • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

      I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

    • Search in module lists has detiorated

      Every module has a problem with the search function :-/

    • YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

      Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in

    • Search in module lists has detiorated

      Every module has a problem with the search function :-/

    • Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

      find attached extract of my report

    • Add Zoho Forms to Zoho CRM Plus bundle

      Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

    • Bigin: filter Contacts by Company fields

      Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround

    • Has Zoho changed the way it searches Items?

      Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.

    • Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.

      I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/

    • CRM->INVENTORY, sync products as composite items

      We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

    • Monthly timesheet, consolidation of time by project

      I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For example

    • Building a Strong Online Identity with G-Tech Solutions

      In today’s fast-moving world, having a strong online identity is essential for every business. https://gtechsol.com.au helps businesses establish a digital presence that reflects their vision and values. By focusing on innovation and quality, they create

    • Sending emails from an outlook account

      Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later

    • Struggling with stock management in Zoho CRM – is Zoho Inventory the solution?

      My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modules

    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

    • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

      Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

    • can't login Kiosk URGENT

      already try, can't login pls help to support. thanks.

    • Zoho Calendar not working since a few days

      Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using a

    • Next Page