Zoho Expense: Product Updates - April 2022

Zoho Expense: Product Updates - April 2022

Hello customers,

We're back again with what's new in Zoho Expense. While we were in the works of enhancing your expense management process, we came up with a slew of new features this month. Do check them out and try them for your organization.


Standard Plan for All Editions

In addition to the India edition and a few countries in the Global edition, we are now introducing the Standard pricing plan for all editions. Few of the features available in the Standard plan include receipt autoscanning, corporate card reconciliation, cash advance management, and more.


Microsoft Edge Extension for Zoho Expense

If you use the Microsoft Edge browser to access the internet, you can now clip and send receipts directly to Zoho Expense from its web pages. Download the extension and simply add receipts for autoscan by cropping and uploading the receipts from the web pages. Also, click the extension to view the status of the uploaded receipts. Besides these options, you can also right-click on a receipt image and send it to Zoho Expense for autoscan, at once.



Delegate Permissions for New Roles

When you create a new user role in Zoho Expense, you can now customize the delegate permissions for that role. You can configure if the users associated with the role can appoint delegates to submit records or to approve records or both. Disable both the permissions if you do not want a user with that role to appoint delegates. The default roles, Admin and Approver, will have both these permissions enabled by default. However, the Submitter role will only have the submit records permission. If you've created custom roles, you can edit those roles and configure delegate permissions based on your preference.

To configure delegate permissions for a role: Go to Admin View > Settings > Roles & Permissions > + New Role > configure the permissions > Save.



Update Custom Status in Bulk for Advances

With this update, you no longer have to update custom statuses one after another for advances. If custom statuses are configured for your organization, you can simply update the advances with the custom status in bulk. You can update custom statuses in both Admin View and My View. Additionally, for Trips and Reports, you can now update custom status in bulk in the All filter and custom views.

To update custom status in My View: Go to Approvals > Advances > select the records for which you want to update the status > Change status > select the status.

To update custom status in Admin View: Go to Admin View > Advances > select the records for which you want to update the status > Change status > select the status.



New Filter In the Advanced Search of Reports

If you wanted to find a particular report based on a specific criterion, you would perform an advanced search. Now, we have introduced a new filter, Policy, using which you can search and find reports based on the associated policy. For example, if you'd like to view a report that you had created for an international business meeting, you can simply select the policy under which you record international business expenses and click search to filter out the reports.

To do an advanced search: Click the Search icon dropdown in the top bar > Advanced Search > select a policy in Policy filter > click Search.



Try these features and let us know what you think in the comments below. If you have any questions, please write to support@zohoexpense.com and we will be happy to help you.

Regards,
The Zoho Expense Team

    • Recent Topics

    • Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked

      My account is mino@flawless-frames.com, or flawlessframesstudio@gmail.com Could you please unblock my account, I've got restricted from sending more emails

    • If I turn off the Task Prefix & ID in the Portal Configuration section, will it remove the dependencies in my projects?

      Hi all, basically the title, I am new to zoho projects and trying to get my head around some basic principles. Unfortunately I have not found this information via the search option and after deleting yesterday some Phases I had created in the Phases tab,

    • Move a Contact from Current Account to a NEW Account

      I do not believe the functionality to Move a Contact from a Current Account to a New Account is not available. Please someone tell me I am missing something! I have been through designing, developing, using and selling CRM systems for over 25 years and had this functionality20+ years ago in other CRMs.  In the real world people move from one organisation to another. In the sales, finance and technical world it is nice to see the communication history with that person in their old account and also

    • Force Specific Layout for CRM Contacts Portal

      Hello: We're in trial on ZOHO One and looking at the CRM Portal (just for the contacts module). We have a client layout set up for Contacts that is working well for our internally, but for the portal we don't want to require (make mandatory) some of the

    • How to refresh the page by widget in related list?

      Hello, ZOHO.CRM.UI.Popup.closeReload method does the thing I need. But in my case, I'm not using popup. I have a widget in related list and I want to refresh the page when I'm done with it. I searched for it but I wasn't able to find it. Is there an any

    • Automatic Removal of Departments and Groups for Inactive Employees in Zoho One

      Hi Zoho One Team, We hope you're doing well. Currently, when an employee is marked as inactive in Zoho One, they remain listed as a member of their department and associated groups. This creates a challenge in maintaining accurate records and ensuring

    • Zoho Sheets not compatible with Excel/Google Sheets

      In order to share a copy of a Zoho sheet with someone that does not use Zoho, it must be downloaded as MS Excel format and then added to an email.  This is a labor intensive, and frankly confusing process.  I have forgotten to do this before, only to

    • Change eMail Template for Event-Invitations

      Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, Juerg

    • Zoho Social integration with Zoho Flow

      Is there any plans for Zoho Social integration with Zoho Flow?

    • Zoho CRM Widget and translations

      Hi everyone! We're building a Widget with zoho-extension-toolkit, how is localization supposed to work? "zet init" created a translations/en.json file, but what should go inside it and how is it supposed to be accessed from the Widget/javascript? Thanks

    • Merging contacts does fail because of help center membership

      I'm trying to merge two contact records (they are the same contact) where one of them is a member on the help center. The system warns me about this situation and then I de-activate this contact as an "End User" for the help center. Right now the system

    • Bienvenue à Zoho FSM : l'optimisation des opérations locales qui offre une expérience de service impeccable

      Nous sommes ravis de vous présenter Zoho FSM, la plateforme de gestion des services terrain de bout en bout. Les solutions de gestion des services locaux s'adressent aux organisations qui effectuent des activités d'installation, de réparation et de maintenance

    • Adding tag to specific record as an acion in a workflow

      Hi! I've created the following workflow in the module 'Leads'. When a record meets the criteria, there should be a tag added to the specific record in the module 'Contacts'. In the module 'Leads', there is a look-up field named 'Kandidaat' which is connected

    • Duplicate Contacts - how to get merge or delete

      I have noticed that our list of contacts in Zoho Desk duplicates contacts periodically.  I have yet to identify when or why.  How do I merge or delete them?  I see there is a "Deduplicate" but I am unable to find anything that explains this feature.

    • Trying to catch error with ZOHO.CRM.HTTP.get (Response Code)

      Hello, I'm trying to get response header from ZOHO.CRM.HTTP.get, in order to catch error like 404 or something else but it seems that ZOHO.CRM.HTTP.get() method only returns the body of the response, and I see no way to access the headers returned. Is

    • FSM - How to ADD PHOTOS to Estimates & Invoices

      How can you add photos to estimates and invoices that are being emailed to the client so the can see what you are estimating and your completed work?

    • Sent emails not going and showing "Processing"

      Hello Team, Could you please assist with sent emails showing "processing" and not actually going through? Many thanks and regards, Cycology

    • Free developer edition of Zoho CRM

      A question for Zoho and other developers: How can you set up a demonstration version of a Zoho CRM implementation to show employers/clients what can be achieved? Do you pay for Zoho CRM Enterprise/Zoho One for this purpose? Does Zoho offer a free version

    • "notes"-field in a task to full width?

      Hi, Is there someone that can tell me how to adjust the "notes"-field in a task, to full width? I already played around with 1 or 2 columns, but this has nu effect on the standard width. Thx in advance for your help. Cheers, Ralph.

    • Can I add Conditional merge tags on my Templates?

      Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

    • Dialing Microsoft Teams Phone Service via Zoho CRM

      I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone

    • Where are scheduled emails stored?

      After you schedule an email to go out through the CRM, how do you go about changing that scheduled email? Or even where can I see the list of emails scheduled to go out? They are not listed in my Zoho Mail account in Outbox which has been the only answer

    • CRM Home Page Dashboard, how can i add zoho desk cases?

      How can i see which tickets are in my group as a dashboard component on the home tab in zoho crm? I don't see any way of adding this.

    • Custom Module missing SDK function fetchRelatedRecords(...) in a Client Script

      Good day, We have added a new module with a Multi-Lookup relation to Contacts.  When we tried to use the fetchRelatedRecords(id, related_list_api_name) function to get Related Records it is missing for our new custom module. https://js.zohocdn.com/crm/5124797/documentation/DotSDK/Modules.html

    • send file to ftp or another external service

      i'v created a zoho creator application for take a picture and rename it by phone. Now i need to send Each renamed pictures to my ftp or to specific folder on google drive...then, delete it from creator. (every picture recived it will processed by another program and stored on my Erp) HOW CAN I DO ??

    • Subform Client Script

      Good day,  I have a subform where users can subscribe to various magazines. I would like to prevent the user from selecting the same magazine twice when adding a new row. Is there a way to prevent the user from doing this? (Can it be done via a client

    • Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM

      hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier

    • Introducing 'Queries' In Zoho CRM

      Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.

    • Serious question: Are there actually "solo-preneurs"/small business owners who made Zoho-one work well for them?

      L.S. After already many years of continued struggle with Zoho-One, I am seriously wondering if there are actually solo-preneurs (one person small business owners - without a large, dedicated IT dept.) who got it (Zoho-One) to work well for their businesses.

    • Calendar Bookings in Recruit

      Hi there, We have recently started using Zoho recruit and although it has some great functionality there are a few gaps that are causing real headaches. One of those being how interviews are scheduled. The majority of our hiring managers are field based

    • Getting Error : Developer Tool Detected

      Hi Team, Getting the error during open the portal, error attached on the same ticket. Please check and help us to resolve the same.

    • Send Zoho Creator Template by Email or sendemail

      Hello All Question:- How we can send the Zoho creator email template using the send email by the workflow or using the Function? by the Workflow sendmail [ from: zoho.adminuserid to: "zohodeveloper@yopmail.com" subject: "Test Template" message: "Test

    • Upgraded to Zoho One but Zoho Meeting still says Free Plan

      I signed-up for the Zoho One plan. When exploring the applications included, I came across a problem with Zoho Meeting. It says it's the free plan. I emailed support but they sent me a link that doesn't work and, when I found the article on my own, it

    • 新年のご挨拶、直近のイベントスケジュール

      🎍🐍謹賀新年🎍🐍 ユーザーの皆さま、明けましておめでとうございます！ コミュニティチームの中野です。 本年もよろしくお願い致します。 昨年のZoho Japanコミュニティでは、東京・大阪・名古屋・福岡 4都市でのユーザー交流会開催や、自社最大イベント「Zoholics Japan 2024」でZoho Championの皆さまとのパネルディスカッション、10月の東京ユーザー交流会では本社CRMプロダクトマネージャーを招きロードマップ解説セッションの実施、さらにZohoアンバサダープログラムのローンチ（近日公開予定）など、新たな取り組みに挑戦しました。

    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

    • Request to Customize Module Bar Placement in New Zoho CRM UI

      Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive

    • Create workflow rules based on notes

      Last modified on 17/04/2023: Creating Workflow rules based on notes is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of April 13, 2023, it is rolled out for al Zoho CRM accounts.

    • Error 403: Forbidden When Updating Email Signature via API

      Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden

    • Client script: Can not choose a date field for an onChange field event

      Hi Zoho Team Why can't I choose one of my date fields to trigger an onChange event? Is this a client script limitation, or something wrong with my instance? If it is a limitation, is this mentioned in the documentation anywhere? Thanks. Marcus

    • How to upload mass inventory quantity adjustment with batch number?

      I wanted to clean-up our inventory list; however, I have trouble performing the task as I don't know how to mass upload inventory adjustment with batch numbers. I don't want to do it manually as there are if not thousands at hundreds of inventory tr

    • Next Page