What's New in Zoho Expense: July 2023
Hello users,
We're delighted to present our monthly roundup of updates to help you stay informed and experience hassle-free expense management with Zoho Expense. From real-time budget insights to effective date configuration for policy rules and per diem rates, we've tailored our features to meet your unique business needs. Let's dive right in and read everything about them.
Effective date for policy rules
Now, you can add the date from which the rules you configure in policies can be made effective. Once you set up an effective date for a rule, the rule will be applied only to the expenses that are dated on or after the effective date. If you don't set up an effective date, the rules will be applied to all the expenses.
To add an effective date for a rule: Go to Admin View > Settings > Policies. Select a policy and navigate to the Rules tab. Click a rule, enter the effective date, and click Save.
View actual amounts spent while editing budgets - Early access
While editing a budget, if you enter a budget lesser than the actual amount that was spent by the users in that category or expense type, Zoho Expense will display the actual amount spent by the users and will restrict you from saving the budget. This real-time visibility lets you make data-driven decisions and allocate funds strategically. This feature is still in early access. Contact support@zohoexpense.com to enable it for your organization.
To do this: Go to Admin View > Budgets. Click a budget and click the Edit icon in the top-right corner. You can view the actual amount spent if you enter a budget greater than the actual amount spent.
New preference for purchase request and expense association
We've introduced a new preference for Purchase Requests, wherein you can restrict users from creating an expense with a category different from that of the associated purchase request item. For instance, if the category of the expense is "Meals and Entertainment," then the purchase request item you're associating with the expense should also have "Meals and Entertainment" as the category. In this way, you can ensure your users associate appropriate purchase request items with their expenses.
To enable this preference: Go to Admin View > Settings > Modules > Purchase Requests. Enable the option and click Save.
Effective date for per diem default rates
In addition to configuring effective dates for per diem rates you've configured for each location, you can now configure effective dates for default per diem rates, as well. If you have multiple default rates, this feature will come in handy by applying the default rate based on its effective date.
To add an effective date for a default rate: Go to Admin View > Settings > Policies. Select a policy and navigate to the Per Diem tab. Click the More icon in the right corner of a default rate and select Edit. Enter the date and click Save.
View expired travel documents inside trips
Currently, admins can view an employee's travel documents directly within the employee's trip requests in the admin view. They can also filter documents based on their type and view them inside the trip. In addition to displaying all travel documents, to ensure full compliance, we've now introduced a dedicated section to display expired travel documents. This will keep admins informed about the validity of each employee's travel documentation.
To view the expired travel documents: Go to Admin View > Trips. Click the trip for which you want to view the documents and click Travel Documents on the right side of the screen. Click Expired to view the expired documents.
Android app updates
- Users can now autoscan receipts from the report details screen to create new expenses that will be added to the report.
- Users can now switch to the free plan using the Android app.
iOS app updates
- You can now request free-of-cost items in your purchase requests using the iOS app.
We hope you're excited to try these new features. Let us know what you think in the comments below. Be sure to keep an eye out for more updates and enhancements in the coming months. If you have any questions, please contact support@zohoexpense.com.
Regards,
Zoho Expense
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
Vidhya G S
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
Customize Layout
I am using "Customize Layot" for customize Quotation template but I try to add logo into the header by "%ScaledLogoImage%" code but dont add logo into header. what is problem?Problem - cant add Users (i.e. Zoho one / CRM Users) to BCC or CC in email, i.e. Sales orders or Retainers
I can go to zoho books email templates, and select any email template, and automatically include any Zoho One user, i.e. member of staff. However in the context of sending an email, it will not let us add a member of staff from the user list, insteadUK MTD ITSA
UK Making Tax Digital for Income Tax I have had notice this is to apply from April 2026. What is Zoho doing about this? I will need to start planning to implement this in the next months so need an update as to what I will and will not be able to do inZoho Books Roadshows are back in the UAE!
Hello there, Business owners and accounting professionals of the UAE, we’re coming to your cities! FTA accredited Zoho Books is now officially one of the Digital Tax Integrators in the UAE. With the newly launched direct VAT filing capabilities, we'reNew user After moving over from QBO
New user observations/suggestions. QBO took away a lot of features I was used to with the desktop version. Chaos ensued. Zoho Books has a lot of what I was used to and a bit more. Good deal Some things I have run into and suggest some upgrades. 1: TheSole Trader - Financial Advisor (Appointed Representative) - Paid via Capital Account but no Invoicing...
Hi. I'm about to venture into a new business after 12 months of intensive learning/exams. A little chuffed if I may say so especially at 52! I really like the look of ZoHo Books for my modest enterprise but I'm in need of some guidance, please. My servicesMulti-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)
We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in BoxesDisputed Purchase Invoices
We have recently moved to Zoho Books from Sage. In Sage we were able to post a purchase/vendor invoice but mark it as on dispute. This would usually be a pricing query or if something was damaged. It would show in their ledger, so we could agree theirNo TDS Deduction
In some of our case, where we are reselling items at the same rate we purchased. In this scenario, Indian IT Law has a provision to request customer not to deduct TDS if the transaction value is same. TDS is paid by us (intermediary reseller) before weCBSA - GST CHARGES on imports
Hi there, We have a questions about landed cost categorization. We received a shipment from overseas. CBSA invoiced us for the GST on the items. Now we entered the CBSA-GST as a separate bill and attached it as landed cost to the main invoice based onZoho Books
How do I manually insert opening balance?Sales order & purchase order item links for item details
This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,Bank charges are applied. Please select a bank account.
Hello, I'm trying to add bank charges to a customer payment, but I get the error message "Bank charges are applied. Please select a bank account." I found this old thread, where it says that I need to "select a Bank account for the 'Deposit To' dropdownHow to add receipts
How to add receiptsSupport for auto-upgrade in TrueSync (for Windows)
WorkDrive TrueSync app now supports auto-upgrading to the latest version for Windows OS. You must manually download and install the TrueSync app version 3.4.0 to avail this feature. Download the latest TrueSync app for Windows (version 3.4.0) SupportedWorkDrive API Documentation
WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.March 15, 2023: Zoho Docs is discontinued
As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaborationIntroducing WorkDrive 4.0: Enhanced productivity. Advanced data administration. (Phase 1)
Hello All, We're excited to share the release of WorkDrive 4.0, which includes important new features and enhancements focused primarily on productivity, secure collaboration, data administration, integrations, and user experience. Read the official announcementExternal download link limit
Can You please help us to understand this For Zoho WorkDrive external users, the download limit is a maximum of 5 GB total download size and a maximum of 50 first-level files and folders What is the meaning of first level? We are using these files inDynamically catching new file creations
I have a team folder with many subfolders, and in those folders we add new documents all the time. I'd like to have a workflow or script to notify me (and then take other actions) when a file is added anywhere in that structure that ends in "summary.txt".Rotate an Image in Workdrive Image Editor
I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and uploadWorkflow workdrive rollout
Hi! When will workflow be rolled out to all users? Thanks.Creating and managing a Team Folder using WorkDrive TrueSync
Hello everyone, Are you tired of constantly switching between your Desktop TrueSync app and the WorkDrive web app to create and manage Team Folders? We’ve made things easier for you. You can now create and manage Team Folders directly within the TrueSyncEdit images seamlessly with WorkDrive's built-in Image Editor
Are you tired of switching between multiple tools just to make simple edits to your images? We understand the hassle, which is why Zoho WorkDrive now comes with a built-in image editing tool, powered by Zoho Annotator. This tool allows you to edit imagesSupercharge your email workflow with WorkDrive's add-in for Microsoft Outlook
Consider this: You’re handling a critical project, and your inbox is packed with important attachments, email threads, and client communications. The back-and-forth routine of downloading files to your computer, uploading them to WorkDrive, and manuallySecure and promote your content with Custom Watermarking
Imagine this: You’re a professional photographer who regularly shares your work online with potential clients and collaborators. Recently, you notice that some of your images have been reposted without any credit or permission. This not only impacts yourJoin us in Singapore for the Zoho WorkDrive User Group meetup!
Hello, everyone! Exciting news! We'll be hosting an upcoming Zoho WorkDrive user group meetup in the beautiful city of Singapore this November. At this Zoho User Group meetup, we'll guide you through ways to use WorkDrive as a platform and build customWorkDrive TrueSync now supports ARM64-based Windows devices!
We’re excited to announce that the Zoho WorkDrive TrueSync app now fully supports Windows devices with ARM64 architecture! Whether you're working on an ARM-based device or an x64 processor, you can now enjoy the same seamless file synchronization experienceOption to Disable Download for Documents Shared via Permalink
Dear Zoho Writer Team, Currently, when sharing a Writer document using the regular permalink (Collaborators with external users), there is no option to restrict the ability to download the document. While the external share link allows such restrictions,How to Download a File from Zoho WorkDrive Using a Public Link
How to Download a File from Zoho WorkDrive Using a Public Link If you're working with Zoho WorkDrive and want to download a file using a public link, here's a simple method to do so using API or a basic script. This approach helps developers or teamsdomain not verified error
Hi when i try to upload a video from zoho creator widget to zoho work drive iam getting domain not verified error.I don't know what to do .In zoho api console this is my home page url https://creatorapp.zoho.com/ and this is my redirect url:www.google.com.IamLive Webinar: Getting Started with Zoho WorkDrive - A Complete Overview
Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to set up your team, bring in your data, and make the most of WorkDrive’s collaboration, organization, AI, and security capabilities. This session is perfect for anyoneCalendly One-way sync- Beta Access
Hello Community, Many of our Zoho Calendar users have expressed their interests in Zoho Calendar and Calendly integration. We've been tightly working on with Calendly team to provide a two-way sync between Calendly and Zoho Calendar. However, there haveThe year that was at Zoho Calendar 2023- Part 2
In continuation with our previous post on all the exciting updates and improvements that have shaped Zoho Calendar over the past 12 months, Lets delve into more: Bring your calendars together- Introducing Zoho Calendar and Outlook calendar synchronisationTip of the week #18: Change the event organizer in Zoho Calendar.
We cannot always be available to conduct an event when we organise one. In these circumstances, you can use Zoho Calendar to change the event organizer at any moment before the event begins. This way, you can avoid cancelling the event while still takingTip of the week #20: Create and manage multiple personal calendars.
Zoho Calendar provides users with the facility to create and manage as many calendars as required. All these calendars can be managed and edited as per user requirements. You can alter the calendar view, make changes to the calendar theme, share the calendarTip of the week #24: Subscribe to the calendars of a Zoho Calendar user.
Calendars that are created by Zoho Calendar users can also be added to your Zoho calendar. All public calendars listed by the users will be available when you enter the email address. You can choose the calendar you need to subscribe to. Once the emailRemoving calendar for zoho email group
How do I make it so that an email group created in Zoho Mail does NOT have a calendar? I have a couple groups for our phone systems voicemails - one for each department. Voicemail recordings are sent to this groups email address so they have access toTip of the week #27: Edit personal calendars in Zoho Calendar.
In Zoho Calendar, the personal calendars you create can be edited to make changes you need to make. Edit a Personal Calendar The following changes can be made to the personal calendar by editing it: Calendar title Calendar color Reminders and DescriptionTip of the week #28: Show/ hide, enable/ disable and empty/ delete your calendars in Zoho Calendar.
The popularity of online calendars has soared in recent years. It's used both for personal and professional reasons. Calendars have evolved into an effective productivity tool in our lives, from creating events for birthdays and anniversaries to schedulingNext Page