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
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
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
Chris W Parker
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
why can't agent see accounts & contacts
My new user, with 'Agent' privileges, cannot see records that don't belong to them. How can I give them access? Why isn't this the default configuration in Zoho?Sender Email Configuration Error.
Hello Team, Hope you are all doing well. We are in the process of creating the Zoho FSM environment in the UAE. When we try to add the sender email address “techsupportuae@stryker.com”, we receive the error message: “Error occurred while sending mail【Zoho CRM】フィルター機能のアップデート：ルックアップ項目を使ったデータフィルタリング
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からフィルター機能のアップデートをご紹介します。 ルックアップ項目を使ったデータフィルタリングがより詳細に行えるようになりました。 この機能は詳細フィルターとカスタムビューで利用でき、必要な情報を正確に取得できます。 これにより、タブ間を移動することなく、より深く正確な方法でデータを絞り込むことが可能になります。 ◉できること 詳細フィルターとカスタムビューで、ルックアップ先タブの項目が選択可能This will be long, Please bear with me - Next Gen Layout - Search
In general, I think that Zoho are going in the right direction with the Next Gen UI. The latest update brings some nice improvements and all-in-all from a user's perspective I think the improvements are generally very good. However, there are some areasZoho Books | Product updates | July 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in ZohoZoho Books | Product updates | August 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.Quotes Approval
Hey all, Could you please help in the following: When creating quotes, how to configure it in a way, that its approval would work according to the quoted items description, not according to quote information. In my case, the quote should be sent to approvalImportant Update: Facebook Pages API Deprecation
Dear Zoho Analytics users, As of January 26, 2026, Facebook has officially deprecated Facebook Pages API version 18. This update involves the removal of several metrics that were previously supported by the API. As a result, these changes will affectAdding a Deal to and Existing Contact
I want to easily add a Deal to an existing Contact. If I click on New Deal on the Contact page this currently this is what happens: All of the mandatory field (and other field) information exists within the Contact. Is there a simple way for it to automaticallyCustom SMTP is now available in Zoho Sign
Hi there! Want to send Zoho Sign emails from your organization's or personal email server? Look no further! Zoho Sign has introduced custom Simple Mail Transfer Protocol (SMTP) for Enterprise users across all data centers. By enabling custom SMTP, youEmail was sent out without our permission
Hi there, One customer just reached out to us about this email that we were not aware was being sent to our customers. Can you please check on your end?Flexible Partial-Use Coupons (Stored Value Credits)
Subject: Feature Request: Ability for users to apply partial coupon balances per transaction Problem Statement Currently, our coupons are "one-and-done." If a user has a $50 coupon but only spends $30, they either lose the remaining $20 or are forcedPrevent accidental duplicate entry of Customer Ordersome
Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platformsCollapsing and expanding of lists and paragraphs
hello Would you ever implement Collapsing and expanding of lists and paragraphs in zoho writer ? Best regardsMigrating Brevo Automation Logic to Zoho Campaigns
Hello Zoho Campaigns Support Team, I am in the process of migrating my email marketing from Brevo to Zoho Campaigns. I have around 10,000 contacts, which I have already successfully exported from Brevo and imported into Zoho Campaigns. I now need guidanceIs there a way to delete workspaces?
I want to remove one of the workspaces in my Campaigns account. I don't see any obvious way to do this. Am I missing something?New Custom View -Sorting the Custom fields
While creating a New Custom View in invoice , Customers, Bills ,expense etc , the sorting of custom fields are not available , a query function "order by / sort by " may also be included in Define new criteria module which will be more beneficial toMake CAMPAIGNS email look as simple as possible
Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)[Webinar] Top 10 Most Used Zoho Analytics Features in 2025
Zoho Analytics has evolved significantly over the past year. Discover the most widely adopted features in Zoho Analytics in 2025, based on real customer usage patterns, best practices, and high-impact use cases. Learn how leading teams are turning dataSorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused.
Hello. Lately we are having problems with some campaigns, which show us this error message. Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused. We can't findCan I remove or divert certain contacts from an active Campaigns workflow?
I have created a workflow in Zoho Campaigns, which sends different emails, once contacts have been added to a mailing list. To choose which email to send to the contacts, there are conditions, which divert contacts based on their company type and their company size. There was a subsection of this workflow, where company size wasn't selected correctly, and some contacts have been sent down the wrong path and received the wrong email. The workflow contains a reminder loop and a further series of emails.How to map fields from Zoho Recruit to Zoho People
I've got these fields from my Job Offer that I'm trying to map to the Work information fields in Zoho People, but they arent showing up. For example, how do I get the department name field (in the job post) to map to the work information field in ZohoUTM in zoho campaigns
Helloo everybody!!! Someone know how IF ZOHO CAMPAIGNS has UTM for tracking the url of any campaigns. thank uFull Context of Zoho CRM Records for Zia in Zoho Desk for efficient AI Usage
Hello everyone, I have a question regarding the use of Zia in Zoho Desk in combination with CRM data. Is it possible to automatically feed the complete context of a CRM record into Zia, so that it can generate automated and highly accurate responses forKnowledge base printing
I saw a posting about printing the knowledge base as I was looking for the answer, but we would like the ability to print out the entire knowledge base with a click, keeping the same organization format. Bonus would include an index of keywords andSearch not working!
I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?Zoho Books | Product updates | January 2026
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With theUpdates for Zoho Campaigns: Merge tag, footer, and autoresponder migration
Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.Sharing my portal URL with clients outside the project
Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.How do i integrate google analytics to Zoho Campaigns?
Looking to track Zoho Traffic from email Current topic is outdatedHow do teams manage meeting follow-ups across Zoho tools?
We’re using Zoho tools for collaboration and tracking, but managing meeting notes, action items, and follow-ups across teams is still challenging. Curious how others are handling this within Zoho workflows. Are there best practices or integrations thatCustomize Colors used on graphs and charts according to users desire.
It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!Let us view and export the full price books data from CRM
I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing forMejoras urgentes para ZOHO MEETING
Tengo unos meses usando Zoho Meeting. En general, es buena, pero hay cosas vitales que no logra cumplir con mínima calidad. 1) Calidad de audio y video: urge mejoras. Audio con retraso, imagen borrosa, mal recorte de silueta con fondos virtuales. Además,Multiple header in the quote table???
Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appearSaving sent email campaign as PDF
I'm looking to add all campaigns sent to an archive folder in sharepoint. Is there anyway to accomplish this in Zoho Flow ? I'm falling at the first hurdle ... can I automatically save a sent campaign as a PDF to a folder location ?Exporting All Custom Functions in ZohoCRM
Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any wayConditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help.Appreciation to Qntrl Support Team
We are writing this topic to appreciate the outstanding level of support from Qntrl Team. We have been using Qntrl since 2022 after shifting from another similar platform. Since we joined Qntrl, the team has shown a high level of professionalism, support,How can I hide "My Requests" and "Marketplace" icon from the side menu
Hello everybody, We recently started using the new Zoho CRM for Everyone. How can I hide "My Requests" and "Marketplace" from the side menu? We don't use these features at the moment, and I couldn't find a way to disable or remove them. Best regards,Next Page