Zoho Expense: Product Updates for April - June 2020

Zoho Expense: Product Updates for April - June 2020

Hello all,

We're back with our quarterly update of features added to Zoho Expense. We hope all of you are staying safe. Without further ado, let's run through the notable features developed in the past three months and show how these features can benefit your business.

Advanced Autoscan

We have made significant enhancements to the autoscan feature by refining its Optical Character Recognition (OCR). The enhanced autoscan extracts line items and data from the expense receipts you upload, with increased accuracy and faster processing time. Also, Zoho Expense now reads receipts in ten new languages (Swedish, Spanish, Portuguese, Dutch, Italian, French, German, Danish, Chinese, and Norwegian Bokmål).

Mapping Taxes with QuickBooks Desktop (Canada Edition)

If you are using QuickBooks Desktop and the Canada edition of Zoho Expense, this feature is for you. You can now map the taxes that were created in Zoho Expense with the corresponding taxes in QuickBooks Desktop. When taxable expenses are exported from Zoho Expense to QuickBooks Desktop, the corresponding tax in QuickBooks Desktop will be automatically applied to them.



Split Expenses (Saudi Arabia Edition)

Multiple expenses consolidated under a single bill can be split according to category, date, amount, or expense fields, and recorded as individual expenses. This will help comply with company expense policies where each category has a spend limit. The number of expenses created will depend upon the number of splits you choose to make.

Let's say you want to record the expenses incurred on your business trip. But, the lodging bill includes the restaurant charges as well. However, your expense policy mandates that you record these two expenses separately as the expense limits for them are different. In that case, you can split the expense by category. Two separate expenses will be created — one for lodging and another for dining — complying with your company's policy. 



Cancel and reschedule trips using the mobile app

If your business trip gets cancelled or postponed for any reason, you can cancel or reschedule the trips with a single tap from your mobile phone. Your trip itinerary will be updated accordingly. 

.                                  
              Android App                                                                                iOS App


iOS App Updates

The Zoho Expense iPadOS and iOS apps have been enhanced with the following updates:

1) iPad users (iPadOS 13.4 and above) can now use the new magic trackpad or mouse to:
Expand and collapse sidebar: Expand the sidebar as you hover and collapse it as you move the cursor away.
Quickly create transactions: Hover the cursor over the Quick Create button in a module, to open the transaction creation screen.
View reasons for rejection: Hover over the status of a rejected transaction to view the reason for rejection.

2) Add all expenses at once: You can use the Select All button and add all the expenses to a report in one go.

3) Resolve violations: Resolve the violations highlighted in your expense reports and stay compliant with your company's policy. The violations that block you from submitting a report and the violations that appear as warnings are clearly listed in your report details.

4) Look up custom modules: You can now look up lists in the custom modules you've created, by adding a lookup custom field.

5) View transactions awaiting your approval: Approvers can now view the trips and reports that are pending their approval from the newly designed dashboard.

Check out these features and let us know how they help you in the comment section below. For further questions, please write to support@zohoexpense.com.

Regards,
Vidhya G.S.
Zoho Expense 


    Access your files securely from anywhere







                        Zoho Developer Community






                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                              • Ask the Experts





                                                        Manage your brands on social media



                                                              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

                                                                                  • CRM Community Learning Series

                                                                                    CRM Community Learning Series


                                                                                  • Kaizen

                                                                                    Kaizen

                                                                                  • Functions

                                                                                    Functions

                                                                                  • Meetups

                                                                                    Meetups

                                                                                  • Kbase

                                                                                    Kbase

                                                                                  • Resources

                                                                                    Resources

                                                                                  • Digest

                                                                                    Digest

                                                                                  • CRM Marketplace

                                                                                    CRM Marketplace

                                                                                  • MVP Corner

                                                                                    MVP Corner







                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now


                                                                                        Zoho Show Resources


                                                                                          Zoho Writer Writer

                                                                                          Get Started. Write Away!

                                                                                          Writer is a powerful online word processor, designed for collaborative work.

                                                                                            Zoho CRM コンテンツ





                                                                                              Nederlandse Hulpbronnen


                                                                                                  ご検討中の方




                                                                                                        • Recent Topics

                                                                                                        • Auto Capitalize First Letter of Words

                                                                                                          Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You
                                                                                                        • Follow-up emails via Workflow Automation not staying in the same thread

                                                                                                          Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within
                                                                                                        • Client Script refuses to set an initial value in Subform field

                                                                                                          I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.
                                                                                                        • Emails Are Not Being Delivered to My Inbox

                                                                                                          Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incoming
                                                                                                        • Help Center IFrame Issue

                                                                                                          I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty
                                                                                                        • Staff rules

                                                                                                          Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.
                                                                                                        • Comment Templates

                                                                                                          Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses
                                                                                                        • [ZohoDesk] Improve Status View with a new editeble kanban view

                                                                                                          A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
                                                                                                        • Adding Markdown text using Zoho Desk API into the Knowledge Base

                                                                                                          Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality
                                                                                                        • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

                                                                                                          A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI
                                                                                                        • Shared values: From classroom lessons to teaching moments in customer service

                                                                                                          While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.
                                                                                                        • Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

                                                                                                          How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter
                                                                                                        • Zoho Desk blank page

                                                                                                          1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS
                                                                                                        • I hate the new user UI with the bar on the left

                                                                                                          How can I reverse this?
                                                                                                        • Question regarding import of previous deals...

                                                                                                          Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's
                                                                                                        • Client Script also planned for Zoho Desk?

                                                                                                          Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field
                                                                                                        • One person/cell phone to manage multiple accounts

                                                                                                          Hi. I have a personal Free account to keep my own domain/emails. Now I need to create a Business account to my company's own domain, but I have only one mobile phone number I use to everything. How do I do to manage this? Can I manage a Free domain and
                                                                                                        • Tracking KPIs, Goals etc in People

                                                                                                          How are Zoho People users tracking employee targets in People? For example, my marketing assistant has a target of "Collect 10 new customer testimonials every month". I want to record attainment for this target on a monthly basis, then add it to their
                                                                                                        • Zoho Desk: Ticket Owner Agents vs Teams

                                                                                                          Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents and
                                                                                                        • Can not Use Attachment Button on Android Widget

                                                                                                          this always pops up when I touch the attach button on android widget. going to settings, there is no storage permission to be enabled. if I open the app, and access the attach feature there, I can access my storage and upload normally.
                                                                                                        • Announcing new features in Trident for Mac (1.24.0)

                                                                                                          Hello everyone! Trident for macOS (v.1.24.0) is here with interesting features and thoughtful enhancements to redefine the way you plan and manage your calendar events. Here's a quick look at what's new. Create calendar events from emails. In addition
                                                                                                        • Vendor Master Enhancements for Faster Purchase Entry

                                                                                                          I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically
                                                                                                        • Mass Mail Statistics - Number of unsent emails

                                                                                                          How do I find out which emails were not sent?
                                                                                                        • Est-il possible d'annuler l'envoi d'un mail automatique ?

                                                                                                          Bonjour, Lorsque je refuse un candidat, il reçois un mail dans les 24h pour l'informer que sa candidature n'est pas retenue. J'ai rejeté un candidat par erreur. Savez-vous s'il possible d'annuler l'envoi de ce mail ? Merci d'avance pour votre aide.
                                                                                                        • embed a form in an email

                                                                                                          Hello, how to embed a form in an email that populates Zoho CRM cases? I would like to send emails to a selected audience offering something. In the same email the recipients - if interested - instead of replying to can fill in a Zoho CRM form that creates
                                                                                                        • Zoho Bookings - Reserve with Google

                                                                                                          Does Zoho Bookings plan to to integrate with Reserve with Google?
                                                                                                        • How to add Zoho demo site page designs to my Zoho Sites website

                                                                                                          Hi, I would like to add the design from the following demo URLs into my current Zoho website. I have already created two new pages on my site, named “Menu2” and “Menu3.” For the “Menu2” page, I want to use the design from this demo: https://naturestjuice-demo.zohosites.com/menu
                                                                                                        • Digest Août - Un résumé de ce qui s'est passé le mois dernier sur Community

                                                                                                          Bonjour chère communauté ! Voici le résumé tant attendu de tout ce qui a marqué Zoho le mois dernier : contenus utiles, échanges inspirants et moments forts. 🎉 Découvrez Zoho Backstage 3.0 : une version repensée pour offrir encore plus de flexibilité,
                                                                                                        • Global Sets for Multi-Select pick lists

                                                                                                          When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
                                                                                                        • Text snippet

                                                                                                          There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that
                                                                                                        • Kaizen #206 - Answering your Questions | Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries

                                                                                                          Hello everyone! We're back with another post in the Kaizen series. We're grateful for the feedback we received from all of you! One of the questions we received was "I would like to see the list of Purchase Orders in Zoho Books for a Deal in CRM." We
                                                                                                        • Add Analytics function for Title case (capitalising each word in a string)

                                                                                                          At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.
                                                                                                        • How to conditionally embed an own internal widget with parameters in an html snippet?

                                                                                                          Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following
                                                                                                        • Where can I find rejected inbound mails and their reason for rejection

                                                                                                          Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is
                                                                                                        • Sync more than one Workdrive

                                                                                                          Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards
                                                                                                        • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

                                                                                                          I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very
                                                                                                        • Base Currency Adjustment Reversal

                                                                                                          Two questions surrounding the base currency adjustments (BCA). I recently ported over from QB so I need to enter the base currency adjustments. In QB, it will calculate the BCA for you at the end of the year and then reverse it at the top of the following year. Makes sense. Does Zohobooks not do this as well? I created a BCA for Dec 31, 2016 but no reversing entry was made Jan 1, 2017. Am I supposed to manually do a reversal? I'm not even allowed to post journals directly to the 'exchange gain loss'
                                                                                                        • Please implement UAE Central Bank FX rates

                                                                                                          Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways
                                                                                                        • Search Records returning different values than actually present

                                                                                                          Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"
                                                                                                        • Super Admin Access to All Courses and Spaces in Zoho Learn

                                                                                                          Dear Zoho Learn Team, We hope this message finds you well. We are using Zoho Learn extensively for internal and agent training. While managing our courses and spaces, we encountered a significant limitation regarding admin access and course management.
                                                                                                        • Next Page