Key Highlights of 2024: Recalling a Year of Progress and Advancements!

Key Highlights of 2024: Recalling a Year of Progress and Advancements!


As we step into 2025, we’re excited to share the progress and developments we’ve made to simplify and streamline your travel and expense management in the past year. Let’s take a look back at some of the key updates and enhancements that have helped us move forward in our journey together! 


Key Highlights of the Year


  1. Petty Cash Management: With the petty cash module, manage a branch or department's minor expenses smoothly and keep track of day-to -day expenditures with ease and maintain control over your organization's budget.

  2. Real-Time Feeds: Connect your corporate cards with Zoho Expense to fetch feeds instantly using real-time feeds. Fetch feeds into Zoho Expense instantly as soon as a transaction is made. This feature is available only for the US, UK, and Canada editions of Zoho Expense.

  3. Automatic Mileage Tracking: Employees can now automatically track their rides in Zoho Expense using mileage tracking. In the Mileage Log module, they can select rides to convert into expenses or exclude as needed. This feature is currently available for early access. Write to us at support@zohoexpense.com to enable it for your organization.

  4. New Per Diem Process: Configure per diem rates with ease: auto-fetch the official government per diem rates, import manually, set custom per diem rates, and add rates for a specific location, based on your business needs.

  5. New Edition - South Africa: Create an organization with South Africa as the business location, enable VAT, allow users to apply South Africa-specific VAT rates to their expenses and stay VAT compliant.


Now, let's take a look at the other product updates and enhancements we've designed to make your expense and travel management in Zoho Expense hassle-free!  

Enhanced Travel Management



  1. Emergency Contacts: Employees can now add emergency contacts to their Travel Profile, Ensuring that anyone with the necessary information can easily reach emergency contacts during travel emergencies.

  2. Loyalty Programs: Introducing Loyalty Programs for flights, hotels, and car rentals in Travel Details. Employees can now add their loyalty program details in Zoho Expense, which can be used while booking tickets, unlocking exclusive benefits, and making every trip more rewarding.

  3. Custom Fields in Ticket Details: Now, enable custom fields for the add ticket page that suit your business needs. This feature is currently in early access, you can reach out to support@zohoexpense.com with your requirements, and the team will enable the fields tailored to your needs.

  4. Travel Document Expiration Alerts: Send reminders to your employees now via email whenever their travel document expires or is about to expire. This feature is still in early access. If you want to enable it for your organization, write to support@zohoexpense.com

  5. myBiz Integration: Enable employees to plan and book their flight tickets and hotel reservations by themselves seamlessly while staying compliant with your organization's travel policy.



Customizations

  1. New Filters in Analytics: Introducing new filters in analytic reports. Now, select the parameters such as expenses, reports, expense date, etc by which you want to group a report. Additionally, you can set criteria and run a customized report seamlessly.

  2. New Notifications in Purchase Requests: Update employees instantly with email and in-app notifications when purchase requests are:

  • Put on hold

  • Marked as processed or when the processed status is reverted

  • Comments are added

  • Cancelled

Policies, Automations, and Currencies

  1. Audit Trial in Purchase Requests: Allow employees to view the activity logs of purchase requests, compare against previous versions of the edits, and track every change made to purchase requests, ensuring transparency and control.

  2. Incoming Webhooks: Using incoming webhooks, you can perform actions in Zoho Expense when it is triggered by an action in a third-party service.

  3. Manual Exchange Rate: In addition to the live exchange rates, you can also add the exchange rates manually, providing flexibility and accuracy for businesses and individuals dealing with multi-currency transactions. 

 


Effortless Reimbursements

  1. State Bank of India: Reimburse employees hassle-free with SBI integration. Select Via SBI from the Reimburse dropdown on the reports detail page, and once the transaction is approved, it will be processed. This feature is available only for the Indian edition of Zoho Expense.

  2. Batch Payments: Streamline employee reimbursements with bulk batch payments. Add all approved reports to a batch, export them along with bank details, and upload them to your reimbursement bank portal. The bank will directly deposit the funds into employees' accounts, saving you time and effort.

Expense and Advance Handling

  1. Merchant Category Codes: Enable auto categorising of card expenses, easily track the employees' spending, and make smarter financial decisions.

  2. Recording Payments for Advances: When you record an advance payment, you can now attach a copy of the payment receipt, verifying payment details more easily.

  3. Managing Advances: You can now export an advance in the CSV, XLS, and XLSX formats, print, and mark it as void, ensuring accurate financial records while retaining the history of the transaction.

  4. Track Your Spending: Easily monitor your spending with a detailed, itemized list of expenses, each expense item linked to the date it was incurred. Stay organized and in control of your financial timeline.

  5. File Size for Attachments: The file size limit for attachment of documents and receipts uploaded has been increased from 7 MB to 10 MB.

Streamlined Budget Management


  1. View Budget vs Actuals: For the budgets shared with you, easily track the actual spending of your business and compare it with the budget set by switching the View Budgets vs Actuals toggle.

  2. Budgets in My View: Introducing budgets in My Settings, enabling employees to track their actual spending and monitor their balance.

  3. Assets and Liabilities in Budgets: Budgets are categorized into asset and liability, enabling you to create and manage them efficiently while ensuring better visibility and easier navigation.


Mobile App Updates


  1. When you record a mileage expense, view the location details tracked by GPS along with the route map. This feature is available only in the Premium plans and above in Zoho Expense.  

  2. Now, view receipts and expenses uploaded offline, receipts being scanned, and receipts that failed to scan, under separate headers on the expense list page.

  3. Introducing a new edition: South Africa. You can create and manage expenses while ensuring VAT compliance.

  4. Included support for Canadian French in addition to the other languages in the Zoho Expense mobile apps.

  5. You can view expense receipts directly from the expense list page for quick access.

  6. Introducing the Cards module in the Android app, enabling you to match card transactions with expenses effortlessly and view all transactions linked to each card.


Customer Testimonials



Zoho Expense automates a variety of expense management-related operations and helps users record their transactions quickly and efficiently. Furthermore, it simplifies, digitizes, and improves the expense claims and reporting process across all WSB support centers. We have saved almost 90 to 95% of our time in terms of speedy reporting and easy approval.

Dhamayanthi Karuppiah,
Accounting Manager, World Scout Bureau
 

I can very well say that all the people, especially the salespeople who are traveling frequently these days as part of their job, have found this product quite interesting. It's something that can be done on the fly as everything is available on the app, and everything related to scanning the documentation demands the least effort in submitting the expense report. From the timing perspective, yes, that also has helped, especially during month-end. I generally push for all people to submit their expenses on time and get them approved on time, and I think, by far, we have been quite good at that. Through Zoho Expense, the entire process has become seamless.

Murali Kumar, Head of Finance,
Palsgaard Pvt. Ltd.


We thank you for your support throughout our journey. Wishing you a successful 2025!

    • Recent Topics

    • Creating a Chart from a Report

      In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.

    • Restrict Users access to login into CRM?

      I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to

    • how to change the page signers see after signing a document in zoho sign

      Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!

    • Holidays - Cannot Enter Two Holidays on Same Day

      I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time

    • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

      Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

    • Can a project be cloned?

      Good afternoon, greetings. I would like to ask if it's possible to clone a project in Microsoft Project. I found a way to do it using templates, but I'm not sure if there's a direct way to clone a project. Thank you in advance for your attention, and

    • Unknown table or alias 'A1'

      I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement:  SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers), 

    • Why Sharing Rules do Not support relative date comparison???

      I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static

    • in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null i want to show as blank

      in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null ,i want to show as blank instead of showing null. input.Billing_Address.address_line_1 = ifNUll(input.Customers_Name.Address.address_line_1,"");

    • Question about upgrade and storage space Zoho Notebook

      After upgarding my Zoho Notebook plan, I am running into the following issue. I just upgraded from a free Zoho Notebook subscription to Pro Lite after I got a notification in my Window Zoho Notebook desktop app saying that I had run out of space. However,

    • how to add email to existing organization i w

      I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?

    • add zoho account

      How to add a zoho mail to previous zoho account? I have two

    • Name changed in settings for mailbox but still not changed when typed in To field

      In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I

    • Printing to a brother label maker

      I see allot of really old unanswered posts asking how to print to a label maker from a zoho creator app. Has their been any progress on providing the capability to create a customized height & width page or print template or whatever to print labels?

    • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

      Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

    • Track online, in-office, and client location meetings separately with the new meeting venue option

      Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the

    • Calling the new 'Custom API' feature from within a Custom Widget

      From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working even

    • Announcing new features in Trident for Mac (1.32.0)

      Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to reinforce email security and protect your inbox from evolving threats. Let’s take a quick look at what’s new. Deliver quarantined emails. Organization admins

    • Zoho LandingPage is integrated with Zoho One!

      Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,

    • Marketing Tip #5: Improve store speed with optimized images

      Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.

    • PDF Attachment Option for Service Reports

      Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments

    • ZOHO Work Drive Back Up

      I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?

    • Zoho Browser??

      hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  

    • Task/Activity indicator in SalesPipeline overview has disappeared

      I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).

    • SMS to customers from within Bigin

      Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive

    • No OR Filter for Views with a Related Modules Criteria

      We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between

    • Admins cannot see each others' Scheduled Reports?!

      Very frustrating that as an admin I cannot see what my reports my fellow admins have created and scheduled.  After asking about this on the help chat, I was told the issue is trust and security.  By giving someone Admin status, it means we trust them with those responsibilities. Please change this, it is not a good process to have to bother other users to change a report or change users within a report.

    • Automatically CC an address using Zoho CRM Email Templates

      Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our

    • Writer update results in BitDefender blocking it as malware

      After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.

    • Is there a way to invoke deluge function from within a widget?

      Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?

    • Missing Import Options

      Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize

    • Zoho CRM Portal Field Level Permission Issue

      Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for

    • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

      I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks

    • Zoho Tables is now live in Australia & New Zealand!

      Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

    • Custom Fonts in Zoho CRM Template Builder

      Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

    • Introducing the Zoho Projects Learning Space

      Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

    • Import Function: ONLY update empty fields

      When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update empty

    • Collaboration with customers made easy with Zoom Meeting and Zoho Desk integration

      Hello everyone! We are happy to announce that you can now integrate your Zoho Desk account with Zoom Meeting. The integration bridges the gap between digital communication and human connection, empowering teams to deliver timely support when it matters

    • CRM Canvas - Upload Attachments

      I am in the process of changing my screens to Canvas.  On one screen, I have tabs with related lists, one of which is attachments.  There doesn't appear to be a way to upload documents though.  Am I missing something really obvious?  Does anyone have

    • Next Page