2025 Highlights: A Year of Steady Progress and Significant Developments
As we come to the end of 2025, let's take a moment to reflect on the significant progress and developments we've made to improve your travel and expense management.
In the Spotlight
Introducing Online Booking
(US edition only - Early access)
Enable online booking for employees and let them self-book their flight and hotel itineraries. Create a travel policy and ensure that users associated with the policy book their tickets online while staying compliant with the defined rules and spending limits.
(US edition only - Early access)
Enable online booking for employees and let them self-book their flight and hotel itineraries. Create a travel policy and ensure that users associated with the policy book their tickets online while staying compliant with the defined rules and spending limits.
Pine Labs Prepaid Cards
(India and Global edition with country set to India)
Using Pine Labs prepaid cards, you can easily track and manage your corporate card spending with minimal manual effort in Zoho Expense. It comes with a dashboard which provides insights into the spend summary, transaction history, and top-ups.
Using Pine Labs prepaid cards, you can easily track and manage your corporate card spending with minimal manual effort in Zoho Expense. It comes with a dashboard which provides insights into the spend summary, transaction history, and top-ups.
Introducing Batch Payments (Offline and Online)
Add multiple reports to a batch and reimburse them together using batch payments. Create a batch, export, and upload it in your bank portal for reimbursement. Once the reimbursements are settled, you can mark the batch as processed in Zoho Expense. If you've integrated with HSBC, you can add approved reports to a batch and reimburse them online via HSBC. After reimbursement, the batch will be marked as processed automatically. The HSBC integration is available only for Indian edition users of Zoho Expense created under the zoho.in domain.
Add multiple reports to a batch and reimburse them together using batch payments. Create a batch, export, and upload it in your bank portal for reimbursement. Once the reimbursements are settled, you can mark the batch as processed in Zoho Expense. If you've integrated with HSBC, you can add approved reports to a batch and reimburse them online via HSBC. After reimbursement, the batch will be marked as processed automatically. The HSBC integration is available only for Indian edition users of Zoho Expense created under the zoho.in domain.
Pay Advances Online
Users using the India edition of Zoho Expense, created under the zoho.in domain, can pay advances online via ICICI, YES, and HSBC. Users using the US edition of Zoho Expense can pay advances online via ACH Forte. This feature is only available in organizations where advances can be marked as "Paid."
Users using the India edition of Zoho Expense, created under the zoho.in domain, can pay advances online via ICICI, YES, and HSBC. Users using the US edition of Zoho Expense can pay advances online via ACH Forte. This feature is only available in organizations where advances can be marked as "Paid."
Forecast Analytics (Early access)
Using historical data, Zoho Expense will forecast trip expenses in your organization to help you plan effectively and make informed decisions in the Trip Expense Summary report in Analytics.
Using historical data, Zoho Expense will forecast trip expenses in your organization to help you plan effectively and make informed decisions in the Trip Expense Summary report in Analytics.
Notify Employees via WhatsApp
Integrate with your WhatsApp Business account and use your purchased WhatsApp Credits from Meta to send instant notifications. Notify submitters and approvers when a report or trip is submitted, approved, rejected, or when expenses are reimbursed. You can also customize the notification messages you send out in Zoho Expense.
Integrate with your WhatsApp Business account and use your purchased WhatsApp Credits from Meta to send instant notifications. Notify submitters and approvers when a report or trip is submitted, approved, rejected, or when expenses are reimbursed. You can also customize the notification messages you send out in Zoho Expense.
New Edition: Singapore
In addition to the existing editions, Zoho Expense now has a Singapore edition, helping you manage business expenses while staying GST compliant.
In addition to the existing editions, Zoho Expense now has a Singapore edition, helping you manage business expenses while staying GST compliant.
Card, Expense, and Budget Management
Real-time Feeds in New Regions (Early access)
Users using Zoho Expense in the UK, Germany, and Italy can fetch card feeds in real time with support for both Visa and Mastercard.
Users using Zoho Expense in the UK, Germany, and Italy can fetch card feeds in real time with support for both Visa and Mastercard.
Report Automation for Trip Expenses
Once you enable report automation for trip expenses, a report will be automatically generated for your employees with all their expenses incurred during the trip.
Once you enable report automation for trip expenses, a report will be automatically generated for your employees with all their expenses incurred during the trip.
To enable: Go to Admin View > Settings > Report Automation > Configure Now, next to Trip Expenses
Enhancements in Per Diem
Instead of creating a custom rule for a per diem rate every time, create per diem rule templates that can be applied to any per diem rate in any policy to reduce time and manual effort. Additionally, per diem has been enabled for users using the UK edition of Zoho Expense (Early access).
Instead of creating a custom rule for a per diem rate every time, create per diem rule templates that can be applied to any per diem rate in any policy to reduce time and manual effort. Additionally, per diem has been enabled for users using the UK edition of Zoho Expense (Early access).
Import User Budgets (Early access)
Instead of manually creating a budget for your employees, you can import them into Zoho Expense. Create budgets in bulk by assigning a fixed amount across all categories or expense types, or by setting custom amounts for each one individually.
Instead of manually creating a budget for your employees, you can import them into Zoho Expense. Create budgets in bulk by assigning a fixed amount across all categories or expense types, or by setting custom amounts for each one individually.
Analytics
Analytics Upgrade
The analytics module has been upgraded to provide better visibility into actions in the Admin View. Here's what the new enhancements include:
- Date customizations and criteria filters are displayed on the report details page.
- Group by option and column customizations are located above the table.
- Search for other reports using the Hamburger menu icon on the Report Details page.
- The print option is now available under the Export dropdown.
Custom Reports (Early access)
Customize a report in Analytics and save it as a separate report. You can add filters, customize columns, define a layout, and set your report preferences. The reports will be displayed under Custom Reports in the Analytics module.
Customize a report in Analytics and save it as a separate report. You can add filters, customize columns, define a layout, and set your report preferences. The reports will be displayed under Custom Reports in the Analytics module.
Liability Summary Report
To see how much each employee owes the company and how much the company owes each employee, use the Liability Summary report found under Reimbursements in Analytics. You can view the report in the Admin View under Reimbursements in Analytics.
To see how much each employee owes the company and how much the company owes each employee, use the Liability Summary report found under Reimbursements in Analytics. You can view the report in the Admin View under Reimbursements in Analytics.
Trip Expense Summary Report in Analytics
We've introduced a new report, Trip Expense Summary, in Analytics. The report gives admins a holistic view of booking expenses, the per diem allowance associated with the trip, and trip expenses including personal expenses incurred on the trip.
We've introduced a new report, Trip Expense Summary, in Analytics. The report gives admins a holistic view of booking expenses, the per diem allowance associated with the trip, and trip expenses including personal expenses incurred on the trip.
iOS and Android Mobile App Updates
- Zoho Expense's iOS app adopted the Liquid Glass design to give users a richer visual definition of the interface. Additionally, with Apple Intelligence, the Date and Amount fields are now auto-filled when an employee manually adds an expense after selecting a receipt.
Introducing the Singapore edition for Zoho Expense that helps you manage business expenses while staying GST compliant.
Employees can view and manage the petty cash accounts assigned to them to cover minor, everyday expenses, typically for branch operations in My View (Early access).
While creating a mileage expense using the UK edition of Zoho Expense, select whether the charging location of your vehicle is home or public to ensure mileage reimbursement for electric vehicles is calculated in line with HMRC rates.
Customer Testimonials
"Doing my expenses now takes me seven minutes when they used to take me four hours a month."
Tim Williams,
Executive Director, Go Geothermal
"The transition to Zoho Expense was smoother than we expected. Given the scale of our operations, we anticipated challenges, but the implementation process was well-structured, and our employees adapted quickly. In just three to four months, we moved from a completely manual process to a fully automated system that everyone was comfortable using."
Jothi Prakash,
Deputy General Manager IT, Coromandel International Limited
"The Zoho team's support throughout our journey, from onboarding to project go-live, has been outstanding, making the transition smooth and hassle-free."
Pankaj Pandit,
Chief Information Officer, Oberoi Realty Limited
Thank you for traveling along with us on this journey marked by notable milestones and growth. We look forward to a more rewarding and enriching 2026. Wishing you an incredible 2026!
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Geethanjali R K
Sticky Posts
Zoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Automatic Refresh on Page?
Hi everyone, We use a page as a dashboard which shows data for the laboratory and tasks pending etc. Is there a way to set the page to automatically refresh on a X time? Many thanks TOGIs It Possible to Convert a Custom Module to a Quote?
I recently created a custom module in our CRM environment for RFQs so that our sales team can submit quote requests directly in Zoho rather than by email/phone. This allows for a cleaner overall process, minimizing potential errors and potentially encouragingDropshipping Address - Does Not Show on Invoice Correctly
When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company beingInventory "Bulk Actions" button - add more fields to "Bulk Update > Select a field"
Can we not get a lot more actions that are commonly used by customers into the "More Actions" button on the Inventory list? More fields listed in the Bulk Update > Select A Field? Possible Bulk update Fields Preferred Supplier ( to quickly move itemsBulk upload image option in Zoho Commerce
I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enterFunction #11: Apply unused credits automatically to invoices
Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.Tip #60- Exploring Technician Console: Screen Resolution- 'Insider Insights'
Hello Zoho Assist Community! Have you ever started a remote session and felt the screen quality wasn’t sharp enough for detailed work? A new user recently explored Zoho Assist after installing the trial version and running a few initial tests. While theRight Moment, Right Message, Right Operator: Never Miss a High-Intent Lead
Ever been on a website or app, thinking “Should I buy this or not?” and suddenly a friendly “Hi! How can I help you?” pops up at the perfect moment? That’s not luck. That’s timing done right. Engaging right visitors at the right moment, with the rightCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageMultiple header in the quote table???
Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appearZoho CRM Workflow Automation: Activate & Deactivate Workflows Using API
Zoho has now enabled: ✅ Activate / Deactivate workflows using API ✅ Schedule workflow activation & deactivation This is extremely useful for real-world automation use cases 💡 🧩 My Use Case I created a scheduled automation that: ☀️ Activates workflows{Action Required} Re-authenticate your Google Accounts to Continue Data Sync
Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,Function #53: Transaction Level Profitability for Invoices
Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP
While working with customers across different industries, we have identified a few functional questions and gaps that commonly arise—especially for project-based and service-oriented businesses. Many organizations, such as those in shipping, construction,Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!
Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficientRelease Notes | January 2026
We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usability[Free Webinar] Zoho RPA - OCR, PDF Automation, & More
Hello Everyone! Greetings from the Zoho RPA Training Team! We’re excited to invite you to our upcoming webinar on the latest release updates for Zoho RPA, where we’ll unveil powerful new capabilities designed to make your automation journey smarter, faster,Zobot Execution Logs & Run History (Similar to Zoho Flow)
Dear Zoho SalesIQ Team, We would like to request an enhancement for Zoho SalesIQ Zobot: adding an execution log / run history, similar to what already exists in Zoho Flow. Reference: Zoho Flow In Zoho Flow, every execution is recorded in the History tab,Capture Last check-in date & days since
I have two custom fields on my Account form, these are "Date of Last Check-In" and "Days Since Last Contact" Using a custom function how can I pull the date from the last check-in and display it in the field "Date of Last Check-In"? and then also display the number of days since last check-in in the "Days SInce Last Contact" field? I tried following a couple of examples but got myself into a bit of a muddle!Global Search Settings
I'd love a way to remove some modules from being included in the global search. This would allow use to provide a better user experience, limiting the global search to only those modules that are regularly used removing any models used for backgroundCard Location in Zobot
Hello, when using the “Location” card in a codeless builder Zobot, the behavior in WhatsApp is inconsistent. When asking the user to share their location, they can type a message, which will return the message “Sorry, the entered location is invalid.Automation Series: Auto-create Dependent Task on Status Change
In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup usingZoho CRM || Unable to Bulk Assignment of Territories for Contacts
Dear Zoho CRM Support Team, I hope this email finds you well. We recently performed a bulk upload of Contacts into Zoho CRM using the official sample Excel template downloaded from the CRM. The upload itself was completed successfully; however, we encounteredLanguages in Zobot
Hello, I have found a list of supported languages for the Zobot. The information specifies the languages are supported in the following 3 features: SalesIQ supports 34 different languages in the following features. Resources (Articles, FAQs, Small Talks)Sync your Products Module for better context.
In customer support, context is everything. The integration between Zoho Desk and Zoho CRM helps your sales and support teams function as one, delivering better customer experiences. With the latest update to this integration, you can now sync the Product module in your Zoho CRM with your Zoho Desk portal. This feature enables products from Zoho CRM to reflect in the "product" field in Zoho Desk. This can save your support team valuable time and effort. Some things to note when syncing the two:Composite items inside of composite items; bill of materials needed
Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weightsAction required: Reauthorizing your Google account for automatic cloud backup to Google Drive
This is applicable to users who have already configured automatic cloud backup to Google Drive. Hi there! Google has mandated reauthorization of all preconfigured third-party integrations to ensure only the necessary scopes are shared as an improved securityZoho CRM Layouts
I have customised all our modules, Leads, Contacts and deals, and within them, I have created lots of different layouts depending on the type of Lead or contact, for example. Since the new Zoho UI came out, they have all disappeared. I have gone intoZoho Desk API - Send Reply to CUSTOMERPORTAL
Hello! I'll try to send a reply to Customer Portal, But the response is 500 (INTERNAL_SERVER_ERROR in service response). {"Error":"{\"errorCode\":\"INTERNAL_SERVER_ERROR\",\"message\":\"An internal server error occurred while performing this operation.\"}"}Zoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everythingWhatsApp IM in Zoho Desk always routes to Admin instead of assigned agent
Hello Zoho Experts, I connected WhatsApp IM to my Zoho Desk account. I only assigned my Customer Service (CS) agent to the WhatsApp channel, and I did NOT include Admin in this channel. However, every new WhatsApp conversation automatically gets assignedhide resolution from help centre
to my surprise, i just found out that the resolution text is public in the helpcenter, even if 'notify customer' is off. is there a workaround to that? how do others deal with this? How zoho support does this and I don't think its used by Zoho in the first place. the resolution is meant to be private, not publicMultiple Cover Letters
We are using the staffing firm edition of Recruit and we have noticed that candidates cannot add more than one cover letter. This is a problem as they might be applying for multiple jobs on our career site and when we submit their application to a client,Zoho Analytics + Facebook Ads: Performance Alerts for Active Campaigns
Is it possible with integration of Zoho Analytics with Facebook Ads and set up alerts or notifications for active campaigns when performance drops? For example, triggering a notification if CTR goes below a defined threshold or if other key metrics (likeMultiple upload field CRM
I desperately need the functionality to add more than one upload field to web to contacts form. How can I do this?Workdrive Oauth2 Token Isn't Refreshing
I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops soSort by age
It would be very helpful if there was a way to sort by age in the Age column. Please add this function if possible. Thanks!Lookup Field Option Not Available in Customization
Hello, I am trying to customize different modules (e.g., Work Orders, Systems, and others), but I am unable to find the Lookup field option in the layout customization. When I go to: Setup → Customization → Modules and Fields → Add Field The Lookup fieldSnapchat
Are there any plans to add Snapchat to Zoho Social or is there any API that we can use to integrate into Zoho.Scheduled sending of a poll and its results
Is there a way to schedule sending a poll to all my users and have the results sent separately to the team?Next Page