What’s New in Zoho Expense: January - March 2025
Hello users,
We're excited to bring you the latest updates and improvements we've made to make your travel and expense management smoother and more effortless. Let's take a quick look at the important updates we've rolled-out in Zoho Expense between January and March.
We're excited to bring you the latest updates and improvements we've made to make your travel and expense management smoother and more effortless. Let's take a quick look at the important updates we've rolled-out in Zoho Expense between January and March.
To restrict users from creating reports for closed and cancelled trips, we've added a new option in the Trips preference. To enable this feature, you can mark the option Restrict report creation for trips and select the trip status from the dropdown.
Enhancements in Real-Time Card Feeds
1. Users using the German edition and five countries in the global edition, including the US, UK, Canada, Germany, and Italy, can now fetch their card feeds instantly in Zoho Expense as soon as a transaction is made using their cards, which are connected for real-time feeds.
Note: This feature is currently available in early access. Write to us at support@zohoexpense.com to enable it for your organization.2. In addition the Mastercard support for users using the UK edition of Zoho Expense, we now support Visa cards as well.
Quickly update the category, date, amount, merchant name, currency, description, and custom fields of your expenses from the expense detail page, without navigating to the edit page in the Expenses and Reports modules. Users can hover over the fields and click the Edit icon that appears next to it. Once the changes are made, click the tick icon next to the updated field to save the updates.
Export All Analytic Report Details
If you'd like to export or download all the data in an analytic report for backup, unmark Export Current View while exporting the analytic report. Once you click this, the report will be exported with all the data. However, this option is available only for exporting analytic reports in XLS, XLSX, CSV, or to Zoho Sheets.
Field Customizations For Recording Advance Refunds
If you'd like to capture specific details related to advance refunds for better clarity and record keeping, you can mandate the Refunded To, Notes, Reference#, and other custom fields for users while recoding an advance refund.
If you'd like to export or download all the data in an analytic report for backup, unmark Export Current View while exporting the analytic report. Once you click this, the report will be exported with all the data. However, this option is available only for exporting analytic reports in XLS, XLSX, CSV, or to Zoho Sheets.
Field Customizations For Recording Advance Refunds
If you'd like to capture specific details related to advance refunds for better clarity and record keeping, you can mandate the Refunded To, Notes, Reference#, and other custom fields for users while recoding an advance refund.
Note: This feature is available in early access. If you want to enable this feature for your organization, write to us at support@zohoexpense.com.
Associate multiple criteria to a workflow and automate tasks in Zoho Expense seamlessly. You can trigger actions such as an email, SMS alert, or custom functions, which will execute actions automatically whenever the set conditions are satisfied.
Introducing Online Advance Payments
In addition to recording advance payments offline, we've enabled online payments options for advances. Choose your preferred option to pay employees' advances from the Pay Advance dropdown on the advance details page. Users using the India edition of Zoho Expense can pay via ICICI, HSBC, and Yes Bank, while the US edition users can pay via ACH.
Note: This feature is only available to organizations that've enabled the Paid status feature for Advances.
Add Multiple Items at Once to Purchase Requests
If your users want to add multiple items at once to a purchase request, they can select + Add Items in Bulk from the dropdown next to + Add New Row in the items table. In the pop-up, all the available items in the organization will be displayed. Select the items you want to include in the purchase request and use the plus and minus icons to adjust the item quantity. Once done, click Add Items.
Filter and Import Users from Zoho People to Zoho Expense
Set criteria and import only the users who meet the specified criteria into Zoho Expense. Once you integrate with Zoho People, you can sync its modules with Zoho Expense. Under the Users section, click Configure Now and set the criteria that will be used to filter and sync users into Zoho Expense.
iOS App Updates:
Calculate Mileage Expenses Using Maps: While calculating mileage expenses using maps, users can add their travel locations. Once added, all the possible routes will be displayed on the map. Choose the travel route, and the distance travelled will be calculated automatically. These details will also be displayed on the expense details screen.
Note: This feature is available in early access. Write to us at support@zohoexpense.com to enable it for your organization.
Additionally, users can also add their travel locations while creating mileage expenses using the Odometer reading or by manually entering the distance travelled, if you've enabled the calculate mileage using maps feature.
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
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
Geethanjali R K
Luke Anderson
Hemila S A
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
Replace Zoho Invoice with QuickBooks
We are implementing Zoho FSM for a cleaning business in the US with 50+ field workers. This business has been using Quickbooks for accounting for decades and will not migrate to Zoho Books. A major issue in the integration is the US sales tax calculation.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 onlineFunction #42: Show the actual rate of items on invoices
Hello everyone, and welcome back to our series! In Zoho Books, you have the ability to create Price Lists, wherein you can mark up and mark down the item rates by a specific percentage or set custom rates. Generally, when you apply a price list to anAbility to Set Text Direction for Individual Cells in Zoho Sheet
Dear Zoho Sheet Team, We hope you are doing well. We would like to request an enhancement in Zoho Sheet that allows users to set the text direction (right-to-left or left-to-right) for individual cells, similar to what is available in Google Sheets. UseWarehouse fast processing
Hey guys, would anyone be interested in something like the attached image ? If there's any interest I'd be willing to develop it further for others to use, it's much faster than using Zohos native solutions, it can part pack, pack in full, part ship,Can I create a CODE 128 custom field for my items in Zoho Inventory and then use it for generating Sales Orders?
Can anyone helps me, I don't want to use the SKU code for scanning my products. Because all my products have a CODE-128 label attached.Start/Stop Timmer in Chrome Extension
The chrome extension is great and allows you to do allot however one of the most common things employees working on projects need to do is track their time. Having an easy start/stop timer to track time would be great.Invalid collection string
I haven't changed anything in one of my functions. I'm trying to run it manually and suddenly "Invalid collection string" appears. My code has 6 lines and the error says that the error is on 7th line. Why? What does this error mean? Nothing has been changedZoho Directory 2025: New Features | Security Enhancements | Enriched UI
Hello everyone, Greetings from the Zoho Directory team! 2025 has been a highly successful year for Zoho Directory. We are delighted to introduce a fresh set of features, an enriched UI, and major product enhancements. These updates aim to deliver a smootherzoho people 5 report
How do I customize my report in Zoho People Report? I understand that I can get the results of multi-table queries through SQL join statements, but I don't know the relationship between each table. I tried to create a report using Attendance User ReportLeave Report Emailed Weekly
I am wondering if someone knows how to have a report generated either weekly or monthly or both for department heads and ownership of upcoming employee leave. For instance, it would be nice to get an emailed report on Friday for the upcoming week of whoZoho Flow Decision Continuing Despite Not Meeting Conditions
I have a picklist field called Lead Status in the leads module, with the following lead Statuses: New Lead Attempted Contact - 1 Attempted Contact - 2 Attempted Contact - 3 Attempted Contact - 4 Attempted Contact - 5 Attempted Contact - 6 Attempted ContactTip #55- Accessibility Controls in Zoho Assist: Exploring Vision Settings- 'Insider Insights'
As we approach the end of the year, it’s a good moment to reflect on how we can make our tools more inclusive and easier to use for everyone. Remote support often involves long hours in front of screens, varied lighting conditions, and users with differentZoho Recruit Slow and Freezing on all screens
We have had an issue with Zoho Recruit for weeks being extremely slow and at times freezing. We have 100 mega internet, and I went into each computer and updated the virtual memory so there is more available. Also restarted all computers daily. Still having the issues. Almost unable to work.Credit Management: #2 Configuring Right Payment Terms for Credit Control
Think about the last time you ordered something online and saw that little note at the checkout, "Pay on Delivery" or "Pay later". It's simple, but it actually sets the tone. As a business owner, you know exactly when payment is expected. Now, imagineDependent (Conditional) Fields in Zoho Bookings Forms
Hello Zoho Bookings Team, Greetings, We would like to request the ability to create dependent (conditional) fields in Zoho Bookings registration forms. Current Limitation: There is currently no way to make one field’s available options depend on the valueBug Report: Search fails to find existing notes after Evernote import
Hello, I recently migrated from Evernote (~2600 notes across 23 notebooks), but the search functionality is currently broken. The Issue: I can manually browse to a specific note and see it exists. However, when I type the exact or partial title of thatMarketing Tip #13: Win repeat customers with post-purchase emails
The relationship with your customer doesn’t end after the sale; that’s when it begins. A thoughtful post-purchase message shows customers you appreciate them, keeps your brand top of mind, and can even lead to another sale. You can thank them, ask forZoho Form
I have problem with Zoho Form. One of form i don't received the PDF version. Others okay except this one. W904533Create & Update Zoho Vault Passwords via Zoho Flow
Hi Zoho Flow / Zoho Vault Team, We’d like to request an enhancement to the Zoho Vault integration in Zoho Flow. Current Limitation: At the moment, Zoho Flow supports only the following selected Zoho Vault actions, such as: Fetch passwords, Share passwordsCustom Related List Inside Zoho Books
Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");Migrate different zoho subscription to zoho one
Dear We have different zoho subscription we need to migrate it to zoho one. Currently we are paying for zoho email, zoho expense, zoho payroll etc under different admin We need to move it too zoho one flexlible plan for all my employeesFeatures, Feedback and Votes
We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promisePayment system for donations management
I manage an organization where we receive donations from payers. Hence, there is no need to first create invoices and then create payments received against the invoices. What are the recommended best practices to do this in ZohoBooks?There Might Be A Glitch in Determining If A String Represents A URL
I suspect there might be a glitch in determining if a string represents a URL or not. For example, I cannot embed the following URL. Perhaps the exclamation mark or parentheses are the culprit? https://en.wikipedia.org/wiki/How_the_Grinch_Stole_ChriCustomer Management: #4 Enhance Customer Journey
When Neha started DefineOps, a growing IT support and consulting firm, most of her work was straightforward. A client would sign up for a free version, decide whether the service works for them, and then either continue or discontinue. Billing was simple,Android app sync problem - multiple devices have same problem
Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and theMarketing Tip #1: Optimize item titles for SEO
Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantlyTerritory Assignment Issues (Lead to Account + Contact)
1. Lead → Account & Contact Territory Assignment on Conversion A Lead is automatically assigned one or more territories using a workflow and Lead Assignment Rules. This works as expected, and we are able to assign multiple territories to a Lead automatically.Marketer's Space: Proven tips to improve open rates – Part II
Hello Marketers! Welcome back to another post in Marketer's Space! We're continuing from where we left off a fortnight ago. We ended the previous post discussing the subject line, and we'll continue from there. Let's dive right in. Pre-header Pre-headerSQL Table slowed to a crawl
Hi all - I seem to have noticed an update. Now whenever I am typing in the script field for the SQL tables there is a huge delay and it is all very slow. This has never been the case for me in over 5 years of using Analytics - I really hope it's fixedDeluge Events/search API works in user environment but not in sandbox – why?
I am creating an Extension for Zoho CRM using Zoho Sigma Platform I’m using the following Deluge code to search Events in Zoho CRM based on Start_DateTime: criteria = "(Start_DateTime:greater_than:2025-12-20T00:00:00+00:00)"; url = "crm/v8/Events/search?criteria="Ensure Consistent Service Delivery with Comprehensive Job Sheets
We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While onWhat are Zoho Meeting capabilities included in Zoho Workplace Standard?
I am evaluating using Zoho Meeting for my organization, but it is not clear what Zoho Meeting capabilities are already included in Zoho Workplace Standard. - Are meeting recordings included in Workplace Standard? - Can we invite external meeting participantsHow can I get the participant list of a reoccurring meeting afterwards?
I'm trying to use the Meeting Participant Report from the API docs but when I call it on a reoccurring meeting it returns that there are no participants because it thinks I'm talking about the meeting in the future. Is there a way to use webhooks or someFunction #50: Send Mass emails to your customers
Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamliningFull Hebrew Language Support for Client-Side Zoho Assist Interface
Dear Zoho Assist Team, We would like to request an enhancement to Zoho Assist's client-side interface to support full Hebrew language customization, including all popups, notifications, and session-related messages. Current Limitation The Join page allowsAdd Hebrew & RTL Support to Feedback Widget
Hello Zoho Desk Team, How are you? We are using Zoho Desk and would like to utilize the Feedback Widget. While Zoho Desk itself supports Hebrew and RTL, the Feedback Widget unfortunately does not. We kindly request that Hebrew and full RTL support beMerge Tickets Directly from Contact Page in Zoho Desk
Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which canDifferent languages for users
Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,Next Page