What’s New in Zoho Expense (April – July 2025)

What’s New in Zoho Expense (April – July 2025)

Hello users,

We're happy to bring you the latest updates and enhancements we've made to Zoho Expense over the past three months, which include introducing the Trip Expense Summary report in Analytics, extending Chatbot support to more editions, rolling out user budgets, introducing keyboard shortcuts, and much more. Let's take a look at the key updates released between April and July 2025.

New Trip Preference in Policy Settings

You can now enable the trip submission window for your employees and specify how many days before the travel date a trip must be submitted. Whenever employees submit after the specified deadline, they will receive a warning.

To enable this preference: Navigate to Admin View > Go to Settings > Select Policies under Users and Control > Under Policy Settings, enable Trip Submission Window and enter the number of days.



Manage Unreported Advances in Trip Cancellation

If there are any unreported advances associated with a trip during cancellation, you can now either mark all unreported advances as void instead of deleting them or choose to retain the advance amount for your employee's future trip. You can also void the unreported advances later from the advance details page. 

Note: This feature is available only to users for whom advance approval is enabled.

Import User Budgets

You can now create budgets for the employees in your organization by importing them into Zoho Expense. Create budgets in bulk by allocating fixed amounts for all categories or expense types or by allocating specific amounts for each category or expense type. You can download and view the sample sheets to create budgets of your own and import them. First, select the budget details, then select the file you want to import, and map the mandatory fields to import the user budgets.

Note: This feature is available in early access. Write to us at support@zohoexpense.com to enable this feature for your organization

To import user budgets: Navigate to Admin View > Budgets > Import User Budget.



Export Current View

You can now export the current view of your analytics reports in the Trips, Reports, and Advances modules. If you have filtered your data or rearranged the columns, then you can export that particular view of trips, reports, and advances using the Export Current View option.

To export the current view: Navigate to Admin View > Go to the module (Trips, Advances, Reports) for which you want to export data > Click the More icon > Select Export Current View > Click Export again.



Configure Notification Preferences for Workflow Rules

You can now set a threshold (percentage) for your workflow actions such as email alerts, webhooks, and custom functions, and receive email alerts when the specified threshold for each workflow action is crossed. You can also choose to receive notifications (hourly, daily, weekly, or monthly) when a workflow action fails so that you can take timely action by mentioning the day and time, and the email recipients.

To configure notification preferences for workflow rules: Navigate to Admin View > Settings > Workflow Rules under Automation > Gear icon in the top right corner > Configure Notification Preference.

Introducing Trip Expense Summary in Analytics

We've introduced a new analytics report called Trip Expense Summary. The report gives both admin and employees a comprehensive view of all the expenses, including personal expenses incurred by employees during their trips. The analytics report includes details such as trip number, name, booking expenses, per diem allowance, trip expenses, and the total expense amount. Additionally, you can group the trip data by status, policy, department, or the travel type.

To view the report:
1. Navigate to Admin View > Analytics > Trips > Trip Expense Summary
2. Navigate to My View > Analytics > Trips > Trip Expense Summary



Analytics Revamp

We've revamped the analytics module in both My View and Admin View, giving you better visibility into actions. We've made the following enhancements to the Analytics module:

1. Date customizations and criteria filters are now displayed on the report details page. You can click + More Filters to apply criteria and filter the report data.  
2. Group by and Column customizations have been moved above the table.
3. Search for other reports in your organization by clicking the Hamburger icon on the report details page.
4. The print option has now been moved inside the Export dropdown. 

Introducing Keyboard Shortcuts

We've introduced keyboard shortcuts to perform certain actions quickly and easily navigate within the application by pressing specific combination keys. You can press Shift + / to view the list of keyboard shortcuts available in Zoho Expense, or click the Profile icon and click View Keyboard Shortcuts to access them.

Additionally, you can edit shortcut keys by clicking the Edit icon next to the shortcut key you want to update. In case you've edited the shortcut keys and want to go back to using the default keys, you reset them.


Chatbot Now in More Editions

In addition to the Canada, Australia, and UAE editions, the AI chatbot that provides 24/7 assistance is now available in the Bahrain, Germany, Kenya, Mexico, Oman, Saudi Arabia, United Kingdom, South Africa, and Global editions of Zoho Expense.

iOS and Android App Updates

1. In the iOS app, when a purchase request is ready to be processed, you can click the Undo On-Hold button to remove its On-Hold status and resume processing the purchase request.
2. We've enhanced the trip creation process for better usability. Your users can now create and save trips, then add itineraries later from the trip's detail or edit screens using iOS and Android apps.
3. We've now added new filters to view unsubmitted transactions and those pending approval in the card details page. Your employees can view the number of unmatched transactions below each card in the cards list page. The active cards will be displayed on top, while the inactive cards are grouped inside the Inactive Cards filter on the cards list page. Additionally, we've made some design improvements to improve usability and overall user experience for users using the Android and iOS apps.
4. We've moved all calls-to-action (CTAs) to the bottom of the page across the app for better visibility and a more enhanced user experience for users using the Zoho Expense iOS app.
5. For users using the iOS and Android apps, the customized themes created in your web application will now also be applied to your organization's mobile app automatically. 

That brings us to the end of the post. Try out all the new features and let us know what you think in the comments below.

If you have any inquiries or feature requests, please write to us at support@zohoexpense.com

Stay tuned for more updates!

Regards, 
Zoho Expense Team


    • Recent Topics

    • Zoho Learn - AI Translate

      Hi Learn team, I had a situation today where I was providing training to a client team and I had written articles into their Zoho Learn to support their learning. I realised that one of the team members was a non-native English speaker and they were struggling

    • Need support in setting up the company email and few other setups

      Need support in setting up the company email and few other setups

    • This mobile number has been marked spam.

      Dear zoho team, I am very happy to use zoho,because it india 🇮🇳 own app, but when we login into zoho account we facing some issue, please solve below issue ASAP. Add your mobile number As an added security measure for Accounts, you need to verify and

    • IP Address Blocked

      Hi Team. Hope you're doing good. I'm unable to access Zoho with my IP address. I have to use VPN to access it. IP: 39.44.12.153 This is happening with all the Zoho products, the admin console and the mail.

    • Add an external email to the allowed list

      I need to allow an external email to raise a ticket on Manage Engine ServiceDesk Plus. The external email is a outside of our domain and is not a domain user. The email address that needs to be allowed to raise a ticket request is noreply@formsatack.com.

    • Display name & account type change

      I made a mistake and subscribed with an individual account instead of business, how can I change the account type and enter the details of the business. The other question, if I can't, then I want the display name of our email to be 'Business name' instead

    • Request to change display name in Zoho mail

      Hello Zoho Mail Support, I am experiencing an issue with changing the display name on my Zoho Mail account. My email address is: info@witchcraftproduction.rs . I have already updated the display name in Settings > Mail Accounts, where it now shows as

    • Outbound IP address SPAM problem.

      Hello Zoho Support, We noticed that one of your outbound IP addresses (136.143.188.12), which delivers our domain’s mail, is currently listed on the UCEProtect blacklist. Because of this, our messages are sometimes flagged as spam by recipient servers.

    • Answer Bot and Personalized Questions

      Hi there, I have the same problem using the SalesIQ Answer Bot and the Zoho Desk Answer Bot (which really need different names, to be honest, in order to avoid confusion...) Customers that visit our website ask questions in the form of "What do you do?"

    • Forwarding

      How can I forward my Zoho account to my gmail account? Noël

    • Your bot just got smarter: AI-Powered routing that reads between the lines

      What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing

    • Add a Way to Duplicate Cards in the Same Canvas (Retain All Settings)

      Dear Zoho SalesIQ Team, We would like to request a new feature in Zoho SalesIQ: the ability to duplicate an existing card within the same canvas while retaining all of its information and settings, including conditions, configurations, and display preferences.

    • Zoho Mail CC and BCC not working

      Zoho Mail CC and BCC not working. I have tried multiple combinations amongst my domain aliases but emails sent as CC or BCC never arrive, not even to Spam. I have checked that the DNS is set up correctly in Cloudflare and have even received a DMARC report

    • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

      When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working

    • Feature Request: Tag, Search, and Report on Individual Private Comments

      Zoho Desk Team, First, I want to say that we are extensive users of Zoho Desk and it is a core part of our support operations. We rely heavily on the private comments feature for internal communication, knowledge sharing, and maintaining a clear history

    • Zoho Autoplay Issue

      Currently, we run our graphics on a playlist with youtube videos interspersed in our office -- however, when we go to update the playlist (since last Thursday at around 8-9am EST) it no longer saves the autoplay function.  We have tried making a new account, manually saving with cntrl+s, making a new show, etc but nothing seems to work.  Even with our old program, we can't change it off of autoplay for ones that were created in the past. Another issue is that if we change a slide transition to anything

    • Allocating inventory to specific SO's

      Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

    • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

      Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted

    • Kaizen #152 - Client Script Support for the new Canvas Record Forms

      Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

    • Adding hyperlinks in CRM emails time automatically

      It may just be me, but when I am writing an email to a lead, I find inserting a hyperlink very time consuming. Granted, I can use templates but there are a ton of scenarios where I might want to put a link in to an website that wouldnt require me to go though the effort of creating a template.  Ideally, the crm would identify that I that a string of text is a URL and insert the hyperlink automatically, just like microsoft outlook or gmail. Has anyone else had this same experience and found a way

    • Enhance "Applications Usage" with Date Filters, Historical Analytics & App-Level Breakdown

      Hello Zoho Creator Team, We are writing to request a critical enhancement to the Applications Usage section to improve our ability to monitor, analyze, and manage our platform consumption over time. While the current view of today’s usage is helpful for

    • External File Share - Allow delete

      Hi Team, when I share an external link and give it edit rights the external user can add but not delete files and folders. what am i doing wrong?

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • Tables from ZohoSheets remove images when updated from source

      I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see the

    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

    • Where is the Global Search field?

      I am looking for an alternative to SF.com. Zoho CRM seems to be work fine, and be customizable in terms of the fields and reports. But there's one big thing missing and it's going to prevent us from using it: there's no global search box at the top of

    • Enhancements to finance suite integrations

      Update: Based on your feedback, we’ve updated the capabilities for integration users. In addition to the Estimates module, they can now create, view, and edit records in all the finance modules including Sales Order, Invoices, Purchase Order. We're also

    • How to notify all members on any updates to zoho crm?

      Hi, I am using the free version of zoho CRM and currently seeing this will work for our company. We are a small company and wanted to be more informed about all the changes in zoho. 1. How do I s et notifications that go to the team for any and all changes

    • How to change the format for phone numbers?

      Mobile phone numbers are currently formatted (###) ###-####.  How can I change this to a more appropriate forms for Australia being either #### ### ### or (#)### ### ###?

    • Unattended Access on Android without Play Store

      I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollment

    • How can I bold text on Zoho Forms submit buttons?

      In the old theme builder, I could bold the text on a form's submit button. With the new theme builder, I can only change the text of the header or fields in the form, and not the button itself.

    • 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

    • Is it possible to embed Zoho Bookmarks in the Cliq sidebar?

      Is there any way that each Zoho user can access their bookmarks (that live in https://bookmarks.zoho.eu/ which is technically a part of Zoho Mail) directly within Cliq? As a widget, or an item in the sidebar? My team does not use Mail, it uses Cliq all

    • Show Attachments in the customer portal

      Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.

    • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

    • Navigate with Ease: Announcing Improvements to Your Zoho CRM for Everyone's Setup Experience

      Hello Everyone, We’re thrilled to announce new enhancements to the Setup Menu in our Zoho CRM for Everyone system, designed to simplify your workday and streamline your overall experience. What's New? Addition of a Setup Homepage Faster Search in Setup

    • Zoho Projects Webhook fails with HTTP Error 0

      Hello Zoho Community, I am pulling my hair out over this one. I have setup a very basic http(s) server that always responds "ok" and code 200 to incoming GET requests. It will accept any parameters, and any path. Really, all it does is say "ok," and log

    • API 500 Error

      Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":

    • ZOHO Campaignで表のカラムの幅を調整したい。

      表を作成した際、個々のカラムの幅を調整したいのですが、方法が分かりません。 どなたかご存じの方ご教示ください。

    • Currency abbreviations

      Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?

    • Next Page