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
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 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
Spell Check default language
Hello All, Is it possible to set the Spell Check default language? I can't find it in the settings. Thanks a lot! LeventeZoho Backstage 3.0 - Boostez vos événements avec des outils malins
Zoho Backstage vous accompagne dans l’organisation d’événements réussis, avec des outils qui simplifient la planification, optimisent l’exécution et renforcent la connexion avec votre public. La version 2.0 a apporté une nouvelle interface, plus de flexibilitéPortal user activity reporting
Aside from the metrics section in the admin dashboard, is there a way to view/create reports for portal user activity? Im looking for a more granular option to see exactly what users are utilizing the portal. Thanks!Automation #11 - Auto Update Custom Fields with Values from Emails
This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimizeAdmins to set Agents Picture
Admins should not have to rely on agents to set a nice profile picture for them. Admins get the headshot pictures from HR and should be able to upload and set their picture, not rely on them to: 1) upload a picture at all 2) upload a good picture 3) uploadTime Tracking Reporting and Billing
I wish for the time tracking module to be enhanced further. Currently it is independent of Support Plans and Contracts. Support Plans and Contracts are also mostly separate. We need a better dashboard of this with the ability to natively mark billed orEnhanced Email Signature Folding
We have departmental signatures setup which are great, however, when viewing ticket details, it gets very overwhelming when scrolling though threads and conversations where you scroll past ten different signatures of your own team, then ten signaturesHow to add formatting in zoho.cliq.postToUser(...) message?
In a CRM Deluge function, I'm trying to use the message formatting guidelines given here: https://www.zoho.com/deluge/help/cliq/posting-to-zoho-cliq.html#message-formats My message is: message: #Title text. The result in Cliq is: #Title text. (no largeHow to add line breaks in zoho.cliq.postToUser(...) message?
In a CRM function using Deluge I'm sending this message and attempting to add some line breaks but they are ignored. Is there another way to add these breaks? My message: message: New urgent task\nDescription \nThis is a fake description.\n A new line?Zia Agents/End of Day Reports
As a manager or owner it would be nice if Zia analyzed today's (or this week's tickets) and gave an end of the day report to management team. - what important tickets were worked on or submitted today? - what agents were unproductive today and answeredProject Cost Tracking
I see there are questions/concerns that Zoho doesn't track costs to a tasks in a project. We are a manufacturer and are in the early stages of tracking costs to project. I would like to expand out the COGS Chart of accounts in Books and record costs viaHow to record if the payment made is return due to transaction failed.
So there is Bill of $2000, and a payments made transaction to clear the bill. The amount is actually deducted from bank account. However, a few days later, I found the bank returned only $1750 cause there are $250 bank service charge for this failed transaction.Help Center Customization UI
The customization screens for the help center needs the UI improved. It looks straight out of 2004. The Zoho Desk normal UI is great. All it takes is uniform fonts and colors across all parts of the tool... I compare this to Zendesk Guide.Este domínio já está associado a esta conta
Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.I need some help in Expenses Per Diem Policy
this is my script written for restricting the PerDiem Components. Say if Lodging and Per Day Allowance both is selected from Per Diem Page then the report should gets auto rejected. When Im trying to executing it says the following error {"code":11,"message":"TheAdding Photos to Dashboards on Zoho Analytics
I am creating a dashboard to showcase data from survey results from focus groups. I am creating a focus group participant profile tab where it is filtered by the name of the participant and showcases information about them using KPI widgets. I am runningWhat is the difference between Retainer invoice and Advance Payments?
Retainer invoice seem like they are just advance payments with extra details. Instead of creating a Sales Order with order details, a retainer is created. It feels like they are a workaround to link advance payments with sales orders. Is there any advantageExporting record notes in bulk
Hi team, Is it possible to bulk export the notes attached to a record? i.e to a CSV file or otherwise. Our use case is exporting all notes for our lead/account/Deal records. We have another system we'd like to import these notes to but I can't seem toField customization
Hi Team Good day! I am a commission agent who sell and purchase goods from vendors, while in purchasing invoices I am not able to deduct the expenses such as commission and other expenses on actual amount. Kindly help me to customize the invoice basedvendors / customers with 2 different address and gst no
Why can't we have option for more than one address and depending on the state option for more than 1 GST no. ? We have customers / vendors PAN india with different addresses and GST no. for different states.Error: Invalid Element gst_no, Invalid Element gst_treatment, Invalid Element place_of_contact
so i am creating a new contact post request and i want add gst infomation when amount is above 50000 and if pass gst info in request body then i get this errors > Error: Invalid Element gst_no, Invalid Element gst_treatment, Invalid Element place_of_contactAdd multiple Billing Addresses under one GST number
My client owns multiple businesses in various locations but they all come under one GST. Is there a way to add multiple billing addresses for the same GST? Managing this by adding multiple Shipping addresses is not an option. The client wants the GSTZoho Mail API - Upload Attachment
https://www.zoho.com/mail/help/api/post-upload-attachments.html I followed the steps from the API documentation and wrote a backend in JavaScript to send emails. Normal emails are sent without any problems. However, I can’t send emails with attachments.Unable to create custom fields for shipment order
I'm unable to create custom fields for shipment orders, even though the custom fields are set up correctly. A request to the following endpoint: https://www.zohoapis.com/inventory/v1/settings/preferences/customfields?organization_id=${ZOHO_ORGANIZATION_ID}&entity=shipment_orderKaizen #202 - Answering Your Questions | Testing and Using REST APIs in Widgets
Hello Developers! Welcome back to a fresh week of Kaizen! Thank you for your active participation in sharing feedback and queries for the 200th milestone. This week, we will look at the following queries related to widget: Widget Testing Using REST APIIntroducing the 'Send as Email' option on the Zoho Desk iOS mobile app
Hello everyone! In the latest version(v2.10.2) of the Zoho Desk iOS app, we have brought in support for the 'Send as Email' option while creating a ticket. This feature enables you to reach out to the customers by sending outbound emails. The emails areZoho Forms Not Loading on Website – DNS Resolution Error
Dear Zoho Support Team, User ID : 20069458731 We are experiencing an issue with the Zoho Form embedded on our website (https://vitel.com.tr/satis-destek-formu/). The form is not loading, and the following error message appears in the browser: “forms.zohopublic.euData backup retention question/
My zohocrm subscription gives me 2 full data backups per month. I have a scheduled backup configured to run twice a month. I just went to download my backup and i can't find it, it ran about 9 days ago... From what i can tell with google zoho only keepsBasic Apple Watch App
Sometimes I leave my phone behind. I will get push notifications that tickets are updated etc.. It would be nice to at least view them and do a few basic functions. reassign. public reply. private comment.Look and Feel Uniformity
Someone needs to go through the mobile app and match the look and feel of the web version. For example, it is global standard to highlight private notes as yellow background hue. Desk does that on web, but not on mobile. Mobile also has an odd blue iconManaging two books in Zoho Books
is it possible to effectively manage two separate books within Zoho Books? My organization is considering handling accounting for two distinct subsidiaries, and we would like to understand the best way to achieve this within the Zoho Books.Display All Custom Buttons Without Dropdown on Record Page
In my org's workflow we usually want to do some kind of quick action off of an individual record - i.e. of an individual contact, or individual deal. What we have always found a hindrance is the location of all custom buttons being in the drop down onZoho Sales Team - Extremely Slow Response Times
Hi everyone, Has anyone else experienced unusually slow response times from Zoho’s sales team? I sent an email last night, and it’s been nearly 24 hours with no reply. While I understand delays can happen, this seems longer than expected for a sales inquiry.Yodlee Bank Feeds
I'm well aware of the many bank feed issues out there that haven't been resolved, but I'm looking for information on Rules in relation to bank feeds. U.S based, Bank of America user and prior to Yodlee all of my banking feeds and Rules worked seamlessly.Unable to create custom function
Unable to create custom function - Please check the screenshot for the details HERE IS THE FUNCTION!! try { // 1. Fetch the details of the approved Bill using its ID billDetails = zoho.books.getRecordById("Bills", organization.get("organization_id"),Need a feature which can validate PAN from Income Tax Portal
Hello Zoho, We need a feature which can help us validate PAN which is being entered in AR/AP Profiles to check if it is valid and display the name as per Income Tax so as to get rid of incorrect PAN into the systems. Please do the needful ThanksPAN - Aadhar Link Status
Can Zohobooks also get latest PAN-Aadhar Linking Status from Income Tax Portal ?Canvas translation
We want to offer our CRM system to our users in English and Dutch. However, it seems that text in our deal Canvas isn't available for translation through the translation file. The same applies to the field tooltips. They don't appear in the translationAre Cadences visible to anyone with Cadence permission?
When setting up a new Cadence is it possible to restrict its use to a specific user? How can I prevent users from making modifications to existing Cadences?Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are workingNext Page