What’s New in Zoho Expense: August - October 2024
Hello users,
We are thrilled to share some exciting product updates and enhancements in Zoho Expense that will help you streamline and improve your travel and expense management experience. Our latest additions include the ability for users to view their budgets, petty cash management, a feature to track your rides automatically from the mobile apps, a new edition of Zoho Expense, and much more. Let's dive in to explore all the updates!
User Budgets in My View
Users can now view their budgets from the Budgets tab in My Settings. By default, the current fiscal year's budget will be displayed. However, users can also view their previous years' budgets by selecting the desired year from the Budget Period filter. The Budgets tab will be available to all users with default roles. Users in custom roles can access their budgets when admins configure the necessary permissions for them to view their budgets.
Note: Only the particular user's budget will be displayed here, not the organization's budget.Petty Cash Management
Petty cash management, commonly referred to as the imprest system, involves overseeing and controlling a small fund of cash set aside by a business to cover minor, everyday expenses, typically for branch operations. We've added the Petty Cash Accounts module in Zoho Expense to help businesses manage their petty cash.
In the Admin View, users can view all pending funds and unsubmitted expenses. Admins can also perform actions such as creating funds and fund withdrawals, as well as activating or deactivating petty cash accounts. In My View, users can perform actions such as creating expenses, requesting funds, and generating reports.
Note: This feature is currently available for early access. Write to us at support@zohoexpense.com to enable it for your organization.Audit Trail Backup [India Edition]
We’ve introduced the Audit Trail Backup feature, allowing users to back up their audit trails. Users can export the data in ZIP format, which they can download on the same page or from an email sent to them once the backup is completed.
To back up your audit trial, go to Admin View > Settings > Data Administration > Backups > Audit Trial Backup > Backup Your Audit Trial.
SBI Bank Integration [India Edition]
Integrate Zoho Expense with SBI Bank to reimburse your employees' expense reports directly from Zoho Expense. For an employee to receive reimbursements, you need to add their bank account through which they'll receive the reimbursement.
To reimburse your employees' expenses, go to Admin View > Reports > Awaiting Reimbursement > Select the report to be reimbursed > Reimburse > Via SBI.
Note: This feature is currently available for early access. Write to us at support@zohoexpense.com to enable it for your organization.Traveler Details Under Trips
We've included the traveler's information on the Details page of trips in Admin View. This allows admins to access all traveler information in one place while booking itineraries, including their travel profile, travel documents, and loyalty programs.
Introducing the South Africa Edition of Zoho Expense
We're expanding Zoho Expense's presence in the MEA region with the VAT-ready South Africa edition of Zoho Expense.
Businesses in South Africa can use the Zoho Expense South Africa edition to configure VAT, which allows users to associate VAT with expenses recorded in Zoho Expense. Once you record expenses, you can gain insights into your taxable expenses by generating a tax report.
Automatic Mileage Tracking
We are thrilled to announce a major update to our mobile apps that will make tracking your rides easier than ever! With our new Automatic Mileage Tracking feature, tracking your rides happens seamlessly in the background, saving you time and effort!
How it works:
- Enable Automatic Mileage Tracking: Turn on Automatic Mileage Tracking in your app under the Mileage Log Preferences in My Settings.
- Permissions: Grant the necessary permissions.
- Set Ride Classification Rules: Set your usual work hours in the app, and your rides during this period will be added as unexpensed rides which you can convert to an expense later. The rides tracked outside your work schedule will be automatically excluded.
- Manage Mileage Logs: Use the Mileage Logs module to view all your mileage logs with the ability to search, filter, and convert them to expenses.
- Track and Review: Drive as usual, and the app will automatically capture and record your rides. You can merge multiple rides to a single expense and exclude rides which do not need to be expensed.
Note:
- This feature is available only in the Zoho Expense iOS and Android apps.
- This feature is currently available for early access. Write to us at support@zohoexpense.com to enable it for your organization.
Assets and liabilities in Budgets
We’ve added two new groups, Assets and Liabilities, in the Budgets module of Zoho Expense. This enhancement enables you to create and manage budgets specifically for your assets and liabilities, giving you greater control and visibility over your financial planning.
Note: For organizations integrated with Zoho Books or other accounting software, assets and liability accounts retrieved will be listed under the Categories module.
Real-Time Feeds [Canada Edition]
We've now introduced Real-Time Feeds for the Canada edition of Zoho Expense. Real-time feeds are card transactions that are received directly from card networks without relying on the bank, as soon as transactions occur. Read our help document on Real-Time Feeds to learn more.
Note: Currently, Real-Time Feeds is supported only for users using the Canada edition of Zoho Expense using Mastercards issued in the Canada region.Other Updates and Enhancements
- We've added a new filter in the Advanced Search feature for users. Admins can now easily identify users who have added their bank account information and those who have not. This new filter will help admins ensure all users have provided bank account information to receive reimbursements.
- Updates for the Zoho CRM Integration in Zoho Expense:
- We've introduced new preferences for duplicate contact persons in Zoho CRM. You can Overwrite or Skip duplicates.
- We've included a new field, Potential, on the Bulk Add Expenses page and the Bulk Field Update pop-up. Potentials are prospective business opportunities or deals identified with your customers, representing the possibility of converting leads into customers and including details about the estimated deal value and stage of conversion in the sales process.
- We've provided an option to display terms and conditions in the advance creation page. This enables admins to communicate the organization's terms and conditions to all employees, ensuring they are informed when requesting advance requests.
- We now support the option to include car rental loyalty programs in addition to frequent flyer and hotel loyalty programs. To include car rental loyalty program details, go to My View > My Settings > Travel Details > Loyalty Programs > Add New Program > Car Rental Loyalty Program.
- We’ve introduced filters in Notifications to help users easily find specific types of notifications. Unread will be the default filter to help users focus on notifications they haven’t viewed yet. You can also view All and Mentioned notifications.
- Users can now store details of their emergency contacts in case they encounter any emergency during trips. Users can add up to two emergency contacts, which will be synced with online booking tools like GetThere. To add an emergency contact, go to My View > My Settings > Travel Details > Emergency Contacts > + Add Emergency Contact.
That's a wrap for now! We hope you found these updates useful. If you have any inquiries or feature requests, please write to us at support@zohoexpense.com.
Until the next update!
Cheers,
The Zoho Expense Team
Access your files securely from anywhere
Zoho FSM Video Tutorials
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
Jessica Sharon W
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Billing 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
How do I migrate from Office 365 to Zoho Mail?
Check out Advik Email Migration Wizard, this software is specially developed to move mailboxes from Office 365 to Zoho Webmail. In addition you can migrate from Gmail, Yahoo, Rediffmail and 80+ webmail servers to ZOHO MAIL. Isn't it amazing? This is an all in one email migration solution. Steps to export emails from Office 365 to Zoho Webmail are as follows; Run Advik Email Migration Tool in your system. Select Office 365 as source and enter its login credentials. Select mailbox folders and choose【続々公開】Zoholics Japan 2026 セッション情報を更新しました！
ユーザーの皆さま、こんにちは！ Zoholics Japan 2026のセッション情報を続々と公開しています！ 今年は3つのトラックで、Zohoの最新情報やAI活用、製品アップデート、 活用事例など、多彩なセッションをお届けします。 現在公開中のセッション（一部） ・Zoho CRM 製品アップデート ・Zoho CRM Plus 製品アップデート ・Zoho Community セッション ・Zoho Desk セッション ・中堅・成長企業の人事DX ～AI時代に何から始めるべきか？～ ・ZohoZoho Forms integration Google Sheets
Hi, quick one. I wonder if you can help. I have a Zoho Form integrated to a Google Sheet. The fields are showing across the top, but no records are there. I have checked in Zoho Forms to see if there have been any failed integrations, but there are none.What's New in Zoho POS - August 2026
Hello everyone, Welcome to Zoho POS’s monthly update, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how August went. Boost your customer loyalty with loyalty points In a retail business, keeping a customerZoho ERP | Product updates | June 2026
Hello users, We launched Zoho ERP on January 23, and since then, our goal has been to help businesses streamline and manage their operations with greater efficiency, flexibility, and control. Since the launch, we've continued to enhance the platform every3 numbers after comma in discount field
Hi, i need to make discount like: ex. 34,345% it's possible? Thank you.ZOHO Campaigns in ZOHO Analytics - Campaigns vs Contacts Table
There seems to be information in the Zoho Campaigns table such as Unique Opens and Unique Clicks that can't be found in the Campaigns vs Contacts table where only Opens and Clicks are shown on a per contact level. Is there a way to bring Unique OpensCanva Integration
Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,Time Zone is incorrect
Time zone is not working properly...I've checked it twice. I'm eastern U.S. time it's currently 12:22 pm EST. CRM shows 3:22 pm EST.Default Country list suggestions on CRM is different then on Book; how do/did others address this?
So I already have a support ticket in for this and waiting for a response but figured I'd ask the community also to see if others experienced the same problems and/or how they went about addressing it because sometimes I feel like I'm going crazy withZoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview
Hello everyone, Availability: This feature is now available for all users. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built to guide our teams through form-filling by showing the right information to theVehicle Tracking
we have GPS devices that installed on our vehicles, and we would like to know if it's possible to get vehicle live location data from the GPS device To Zoho Creator App. Thank YouCheck out the new Checkbox in Zoho Sheet
Checkbox, the simple GUI widget that lets you choose between two mutually exclusive options i.e Yes or No, is now in Zoho Sheet. Having made it across the web, Checkbox is familiar but is still elusive to most spreadsheet software. Special developer ribbons, macros and all other complexities to add a checkbox to a spreadsheet? Not in Zoho Sheet. How to add Checkbox to Zoho Sheet? Adding a Checkbox in Zoho Sheet is simple. Select a cell/range and choose "Checkbox" in "Input Controls" under the FormatI want to delete payment detail of my cards from the system.
I want to delete payment detail of my cards from the system.Custom Calendar View for a Custom Module in Zoho CRM
Hello everyone, I’m looking to create a calendar view (monthly grid, similar to Google Calendar) for a custom module in Zoho CRM, based on a date field within that module. The goal is to have a highly customized visual layout — colors depending on theEnhancements related to emails
Dear All, We hope you're well! We talked about the new email configuration in our previous announcement. In line with that, we're here with a few enhancements related to emails in Zoho CRM to improve how users view their emails and attachments from withinProject Change Orders and Additions
We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure outHow Can I Recover My Website After the August Spam Update?
Hi everyone, My website was hit quite badly during the August spam update 2026, and I'm trying to understand what I should do to recover it. My traffic and search visibility have dropped, but I'm not sure what exactly caused the problem. I have alreadyAssembly Reporting in Composite Item View - Add 'Per-Unit Cost' Column
When a user in the UI goes to a Composite Item, looks under Transactions, and selects Assemblies, the screen below is shown. This is all good information, but one piece of very important data is missing... the per-unit cost. I realize that for those onZoho Deluge Outage
Hello Enterprise Support Community, We wanted to make you aware that we are currently experiencing an outage affecting Zoho Deluge. Our developers are actively investigating the issue and working to restore service as quickly as possible. We apologizeImpact/Best Practices when "US Zoho Services Availability - Incident, Zoho Deluge is down"
I've been seeing this more recently and I've been wondering exactly what that means/affects and how to best address it when it does. I can check for function failures, but are all function calls when this happens logged a failure, or are errors silentlyDay 2: Wait, where did everything go?
You log in the next morning, and the setup you finished yesterday is nowhere to be found. You are having a hard time finding your data. Here is where to look. In this post I logged in, and my data is gone. Where is it? I set things up, but I am lookingEstimates or quotes in Inventory
Our pottery wholesale business is heavily inventory based. We are planning to switch from Quickbooks to Zoho Inventory which will be a great improvement on the "sales" side for in-house sales and salesreps. The only thing we are missing in Zoho InventoryCLIENT PORTAL (If clients can place orders directly on the portal)
Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.Deal win rate
Hi, I would like to know something very simple, yet very important. Wath is the winning rate of the deals I've created. For exemple, what percentage of the deal i've close the last month where wins. Would seems easy to find... but can see a report for that... Help please.Create Flexible Layouts with Layout Rules
In a project, when a work moves from planning to execution, the information teams need can change at every stage. A project can need one set of details, a phase can need another, and a custom process may require an entirely different set of information.Zoho Team Inbox - roadmap
Hi, would be good to understand the Teaminbox roadmap, in particular: 1. API / Zoho Deluge connections. We have a process where the each email needs to be either tagged or assigned daily. It would be great if we could automate a 5pm alert for any exemptionsConditional branching in Zoho Desk with Automation Studio
Hello everyone, We are introducing conditional branching that will allow businesses to manage complex, multi-condition workflows for customer service processes using Automation Studio. The primary goal is to create multi-branched logic in a single rule.Custom Function to increment a value by one
Hi, I'm trying to find a solution to set up a counter on CRM records that tracks how many times certain actions have taken place. As a specific example: We have a field on Deals called "Times Close Updated". This starts at 0 on record creation. I'd likeGuide customers to the right booking page with routing forms
Greetings from the Zoho Bookings team! We're excited to introduce Routing Forms in Zoho Bookings. Routing forms let you collect information from customers before they schedule an appointment and automatically direct them to the most appropriate bookingOne flow for fulfillment exceptions across CRM, Inventory, and Desk | Kiosk Studio Session #11
Hello folks, Some orders get flagged in the fulfillment stage. One is short by six units, with nothing from the warehouse explaining why. Another shipped in full three days ago and still reads as pending, because the carrier never posted a scan. A thirdZoho CRM Community Digest - August 2026 | Part 2
Hello everyone! August's second half brought a strong set of updates to Zoho CRM. The Functions experience gets a complete redesign, Incentives brings commission management natively inside the platform, and Dashboards pick up four focused improvements.Spam Control in Zoho Mail: Manage and Filter Incoming Emails for Your Organization
Unwanted emails are a common challenge for organizations of all sizes. Without a structured spam control system, spam emails can flood user inboxes, expose sensitive data, and disrupt communication. Zoho Mail's Spam Control feature gives administrators[Webinar] Automating document review and approval workflows
Live webinar on September 10, 2026 | Time: 2 PM IST | 2 PM EDT Hi, Still juggling multiple tools, chasing approvers manually, and losing visibility into where your documents stand? Join our live webinar to learn how Zoho Writer's built-in workflow engineVersion Control and Git Integration for Zoho Creator Applications
As Zoho Creator applications grow in complexity, managing code changes, tracking history, and collaborating across developers becomes increasingly difficult. Currently there is no native way to: Track what changed, when, and by whom across Deluge functions,Zoho Inventory - Imporoved Order Fulfillment Reporting
Hi Inventory Team, i've tried to contact you through support@eu.zohoinventory.com but haven't received a response. I am contacting you on behalf of a client. Our client is a car parts wholesale business and we set them up on Zoho Inventory earlier thisZoho Webinar - Sharing System Audio (NOT AVAILABLE)
Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applicationsPhone field Zoho CRM E.164 format
Hi, We have a webhook triggered flow in Zoho Flow which creates a lead in Zoho CRM. However, the phone format is not always in E.164 format. How can I solve this problem? Do I need a custom function within Zoho Flow or in Zoho CRM? So the following formatsWorkshops Zoho – 5 & 6 novembre 2026 | Paris
Les Workshops Zoho reviennent en France avec une édition pensée pour tous les niveaux ! Les 5 et 6 novembre, nous vous donnons rendez-vous au Mercure Hôtel Paris Porte de Versailles Expo pour deux jours de formation pratique, de démonstrations en directStock Based Sort-by option in Category Pages
In a category page product with In-Stock should come in the top of the categories product list rather than out-of-stock products. No having this option is extremely disappointing, I made the initial request about 7 months ago but still not even an updateNext Page