What's New in Zoho Expense - February 2019
Hello Everyone,
We are back with some wonderful features and enhancements. Without any further delay take a look at everything we’ve enhanced in Zoho Expense in the past month.
PAGE LAYOUTS
Page layouts allow you to customize the expense creation page for your users based on the expense categories. You can choose whether you would like to show certain fields in the expense creation page by enabling or disabling them, adding default values or hints to specific fields based on categories
This feature is available for early access. Read more.
PER DIEM ENHANCEMENT
We have introduced new enhancements to per diem(early access):
Per diem based on travel hours.
City and country support for configuring per diem based on travel locations.
Effective date from when the per diem rate should be applicable.
Learn more on how to configure per diem and create per diem expenses.
WEB TABS
This feature allows you to open any web application or website with an embed or publish URL within Zoho Expense. You can also configure users and roles to provide selective access to the Web Tabs.
Instead of loading various web applications in separate tabs, you can simply access them inside Zoho Expense with this feature.
Learn more
(Early Access).
OUT OF OFFICE APPROVER
You can let another user approve reports, trips and advance payment requests in your absence. The approval requests you receive will be auto-forwarded to the assigned out of office approver. (Early Access)
XERO INTEGRATION
Xero Integration is now available for all editions. You can now import customers, expense accounts and tracking categories from Xero into Zoho Expense. Similarly, all your approved expenses will be exported to Xero automatically.
EXPENSE RULES
You can now configure daily, monthly or yearly expense limits under 'Rules' in the 'Policies' section. Additionally, you can also set actions to the rules such as warning or blocking. Expenses violating 'Blocking' rules are blocked from submitting.
OTHER ENHANCEMENTS
- We now support admins who set up the QuickBooks Online integration to share their access with another user with admin role to export reports to QuickBooks Online. Additionally, this user with shared access can also sync data instantly.
- We now provide the option to admins who set up the accounting integration to map vendors from QuickBooks or Xero with Merchants in Zoho Expense.
- We have now added Time Taken for Approval report under the Analytics tab for you to get more details on the time taken by approvers to approve expense reports.
- We have introduced Reimbursement Details Report that provides all the necessary reimbursement details such as report title, reimbursement date, amount, and paid through.
- We have now added Expense Policy Violations by User report under the Analytics tab. This report provides details such as violated expense count, violated expense amount based on users.
Try out these features and let us know your feedback in the comments below
.
Cheers,
Marini.D
The Zoho Expense Team
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