Zoho Expense: Product Updates - January - March 2020

Zoho Expense: Product Updates - January - March 2020

Hello, customers,

I hope all of you are safe and healthy in the midst of the COVID-19 pandemic. While we’re going through these unforeseen circumstances, staying on top of your expenses is vital for every business. So, we have made enhancements to our app that will help you manage your expenses efficiently. Read through all the updates we've rolled out in the first quarter of 2020 and put them to best use while managing your expenses.

Attach Receipts from Zoho WorkDrive

Zoho WorkDrive joins Zoho Expense's list of cloud accounts. You can now upload the receipts you've saved in your Zoho WorkDrive into Zoho Expense directly. Create expenses for those receipts and report them on time. 

To do this: Go to Receipt Inbox > Click here to attach > from cloud > Zoho WorkDrive > Select Receipt > Attach.




Share Your Access to Export Reports to Xero

If you have integrated your Zoho Expense organization with Xero, you can now share your access with other admins to export the reports from Zoho Expense to Xero. All the admins with this access permission will be able to export the reports to Xero, without having to depend on the integration owner to do it. Besides exporting reports, they also have permission to sync the data instantly between the two apps. 

To share your access: Go to Admin > Integrations > Xero > Show Details > Change Configuration > Share Access > Select the users > Save. 



New Camera Modes to Capture Receipts (iOS App)

Switch between different camera modes to capture your receipts in the iOS app. We've introduced Quick Scan, Single, and Multipage modes to help you click the photos of your expense receipts. 

If you're in a hurry, but have a lot of receipts to scan, use the Quick Scan mode.  With this mode, you can continue to capture photos of your receipts while scanning happens in the background. Use the Single mode, if you want to create a single expense for the receipt you upload. Use the Multipage mode to capture long receipts with multiple pages, and upload it as a receipt to create a single expense.

To try this: Open Zoho Expense iOS App > Camera icon > Select a mode.




Zoho Expense - itilite Integration

itilite is an end-to-end travel management software, which helps corporate organizations in booking flights, trains, buses, and other transportation services for their employees' business travel. 

After you integrate with itilite, every time an employee books a service through itilite, a non-reimbursable expense will be automatically created for the respective employee's account in Zoho Expense. Also, the integration will help you keep a track of your employees’ travel bookings and expenses.

To integrate: Go to Admin > Integrations > itilite > Contact Us and request access to integrate with itilite. 




Zoho Expense - Zoho Projects Integration

Zoho Projects is an online project management software that helps you plan and track your work efficiently. By integrating Zoho Expense with Zoho Projects, you can fetch your projects and customers easily. Also, you can record expenses for the imported projects and bill the customers you've imported, if required. Learn more about this the Zoho Expense – Zoho Projects integration.      

To do this: Go to Admin > Integrations > Zoho Projects > Connect Now. 




iOS App Updates

  • You can now associate Projects and Customers with the advances you record.
  • If the receipts fail to be uploaded to Zoho Expense, we will retry the syncing of receipts automatically. Also, you can retry syncing the receipts manually.
  • You can now associate report types to reports and create expenses with the expense categories filtered based on the associated report type.
  • If your report has expenses that were incurred in multiple currencies, you can view a summary of the total amount of expenses made and advances received, for each currency.

Android App Updates

  • Search option is now available for Reports in the Android app. You can now search the reports you've created in both online and offline modes.
  • If you have statuses other than the default statuses for the advances you record, you can create a custom status of your own, in the web app. The custom statuses created in your web app can be used from the Android app.

Try out these features and share your feedback in the comments section below. We'd love to hear from you.

Also, to help businesses during this tough period, Zoho has introduced: 
  1. A remote work toolkit, Zoho Remotely, for free until July 1, 2020. 
  2. Emergency Subscription Assistance Program (ESAP) to help small businesses that have been severely impacted due to the economic disruption.
If you need further assistance, write to us at support@zohoexpense.com. 

Regards,
Vidhya G.S.
The Zoho Expense Team 

    • Recent Topics

    • Open Sans Font in Zoho Books is not Open Sans.

      Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

    • Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books

      As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates

    • Reusable Jira Connection for Multiple Zoho Projects Imports

      Hello Zoho Projects Team, We would like to raise a concern and submit a feature request regarding the Jira → Zoho Projects migration process, specifically around how Jira connections are handled. Current Behavior: When setting up a Jira connection for

    • Zoho invoice doesn't support Arabic language

      I added a clause in the terms & conditions section in Arabic but it doesn't appear when I sent or print it.

    • Recurring Invoice Placeholder Not Updating Billing Period

      Hi, I’m using Zoho Invoice Free and want the billing period to update automatically in recurring invoices. In Item Description I tried: Billing Period: %(m-6)% %(y)% to %(m-1)% %(y)% but even if the invoice date is in 2026, it still shows the period based

    • Related list Mobile Device

      Hello, We use an the Zoho creator application to make reports linked to Accounts. On the computer: it's easy to go the Account and see all the created reports in the related list below On iPad/Phone ZOHO CRM APP: we cannot see the reports on those accounts

    • Can't update the company address in zoho invoice

      Dear Sir/Madam, I want to update the company address in Zoho Invoice but failed. It popped out a sentence "Invalid value passed for Website". Please advice how to solve this problem. Thank you.

    • Is there a plan to allow for the hierarchical organization of Customers / Companies in Zoho Billing?

      We have a few customers who have organizational structures that we haven't quite found a way to deal with in Zoho Billing. In CRM, these sub-companies (or subsidiaries or whatever you want to call them) all have another CRM account as the parent account.

    • 【Zoho CRM】作業リスト機能リリースのお知らせ

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、作業リスト機能リリースのお知らせ情報をご紹介します。 目次 作業リスト機能　概要 機能①　自分の未完了の活動 機能②　処理待ち 機能③　自分の作業リスト 作業リスト機能　概要 営業チームでは、CRM内に業務やデータが分散しているため、管理が煩雑になりがちです。この断片化は、機会の見逃しや生産性の低下につながります。 作業リスト機能は、タブを横断する業務項目をひとつのカスタマイズ可能なダッシュボードに集約し、業務を効率的に管理できるようにします。

    • SalesIQとPageSenseの利用について

      初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。

    • Parent-Child Tickets using API or Deluge

      Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the

    • Closing connected ticket after closing WA conversation

      Hi, At the moment, once someone sends a message to our WA number, a corresponding ticket is automatically created. After the question is answered, our support department closes the chat/conversation. However, after that, the connected ticket is still

    • Note sync turn off

      Hi, Is it possible to turn off notes sync between task notes and the parent module? (Account/Deal)

    • Basic Plan Active but Survey Creation Still Limited to 3 Surveys

      I have an active Basic (Monthly) subscription (valid period: Dec 24, 2025 – Jan 24, 2026), but the system still limits survey creation to only 3 surveys, which matches Free plan behavior. The subscription appears active in Portal Information, however

    • 2025 in Review: Powering Field Services Forward—One Feature at a Time

      As 2025 draws to a close, it’s time to pause and reflect on a year of meaningful progress at Zoho FSM. This year was all about listening closely to our customers and partners, building with purpose, and continuously improving the way field service teams

    • API Support for Creating Invoices with Batch-Tracked Items

      Hi Zoho Community, I am working on an integration where we create invoices in ERPNext and push them to Zoho Books. I need to send batch-tracked items (batch numbers) when creating invoices. I could not find any reference in the Zoho Books API documentation.

    • New to automation - please help

      Hi there! We are new to automations in Zoho. We built out one automation campaign and it seems to be firing off for some people but others not. Please advise what's the best practice or if anything we should tweak. Thank you so much!

    • Unable to Create Zoho Booking via the Book Appointment API

      Its giving the below error {     "response": {         "errormessage": "Error setting value for the variable:customer_details\n null",         "status": "Error"     } } Request: POST Url: https://www.zohoapis.in/bookings/v1/json/appointment attached Zoho-oauthtoken

    • Task Details on task template

      When creating a task template in settings that task details seem to be missing. Is it not possible to set the details of a task, such as the priority, type, reminder settings, and custom field values?

    • Building Toppings #3 -Testing and publishing Bigin toppings

      Hey Biginners! In previous forum posts, we discussed what a Bigin topping is and explored the Bigin Developer Console's features. In this post, we're going to create a topping from scratch and discuss how to test and publish it. Our topping will automate

    • markdown files?

      How can I import a markdown file into a note?

    • Mail to Zoho Notebook

      In the Instuctiosn I faound as email add@notebook.app In my account I see add@eu.notebook.app What is correct please

    • Auto-Invite Users to Portals in Zoho CRM based on Conditions

      Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to

    • Growth You can Count On: Zoho Billing's 2025 Journey

      As we wrap up 2025, we’re reflecting on a year rooted in steady progress and meaningful growth for Zoho Billing. Every enhancement we have introduced was built to support scalable and reliable billing growth for your business. From launching the Enterprise

    • Need help with creating workflow with Bigin and Clickup

      Can you please help me with this? I am trying to create a workflow in Zoho Flow wherein a bigin Pipeline deal moves to Decision Closing, it will create a task and subtasks in Clickup, under the condition/filter that the Deal name contains the word Social

    • [Webinar] Automate generation of wills, trusts, POAs, and other estate planning documents with Zoho Writer

      Managing the lifecycle of the estate planning documents such as wills, trusts, and POAs, from client intake to final storage, can be complex and time-consuming. Join our live webinar to learn how Zoho Writer transforms this process by automating document

    • Create / Update Rule in TeamInbox when record is updated in ZohoCRM using flow?

      I'm currently evaluating options and trying to work out if the possible scenario is possible; If a record in ZohoCRM is updated, take 2 of the fields from that - lets call them 'OrderRef' and 'OrderTo'. Using flow, if a record is added or updated, add

    • Plans to allow more columns of monitoring, and monitoring not only your own channels?

      Are their any plans to allow more columns of monitoring, and monitoring not only your own channels? Here's why - I'm sure I'm not alone in that we sell other brands products, so not only am I interested in my own brand social channels, but also the social

    • Unwrapping the best practices for the Zoho Desk mobile app: Part 1

      In focus: Empowering the field and frontline customer support representatives Imagine having to carry your computer everywhere to respond to customers, handle escalations, and update your process. This series presents you with efficient tips to handle

    • dealing with post dated cheques

      Hi, can you help me please the best way to deal with this We sell an item of three months duration that is paid for with post dated cheques in monthly stages example - item is sold £3000 Cheque 1 is for £1000 due at time of sale (say Sept) cheque 2 is dated 25th of next month (Oct) cheque 3 is dated 25th of next month +1 (Nov) Now, with invoice number one it's simple - i send a standard invoice as usual But with the other two here's what i want zoho to do next month i want it to send an invoice on

    • Is there a way to sell in a practical method multiple subscriptions of the same product? i.e. domain names

      In evaluating Zoho Billing, a hurdle to adopting it is that Zoho Billing does not seem designed to support businesses that sell multiple subscriptions of the same product. In our case, we need to sell and manage several domain names per client. Am I right

    • Paid Support Plans with Automated Billing

      We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The

    • Bug Report: "Name A-Z" sorting fails when Note titles start with an Emoji

      Hello, I recently migrated from Evernote (~2600 notes across 23 notebooks). I use emojis at the start of my note titles for visual organization. The Issue: When I set the view to Sort by: Name (A to Z), the sorting logic breaks for any note starting with

    • Copy & Paste not working

      I could create and save 10 new documents but when I go to copy and paste content (just text) into them, only 1 of 10 would save the content. It would appear to save the content but when I go back into the documents, they are empty.

    • Currency for Petty Cash

      Currencies for Petty Cash should be available

    • editing/applying online payments

      We have customers who pay part or all of an invoice and then cancel their service and want the payment as a credit to future work. It would be ideal if we could make it an excess payment and then void the invoice. I can't make it an excess payment because

    • Contacts per department

      Hello, Is it possible to limit Contacts to a Department? Thanks

    • This site can’t be reached mail.zoho.com took too long to respond

      In my office at any system, we couldnt able to login zoho email. it shows " This site can’t be reached mail.zoho.com took too long to respond". please fix it soon.

    • Can send email from zoho mail, but can't receive any.

      Hi, My domain is sattvameditationresort.com. I've updated MX records with those of Zoho. But i can't send any mails to this email id from gmail. I have checked the MX status with MXTOOLS, its showing the correct entry either. The error is as shown below:

    • My domain did not activate

      Hi, my domain (apsaindustrial.com.ar) did not activate, and the phone verification message never arrived. Please would you solve this problem? Thanks.

    • Next Page