VAT Calculation on Mileage Claims
It seems that Zoho is calculating VAT on mileage claims in a clever way. It seems to be calculating VAT on part of the mileage claim (the fuel part - presumably using HMRC approved rates? e.g. 17p per mile) and not on the rest (the difference betweenE-Mail Erstattung Aufwendung: Übersetzung "Reimbursement Date" ins Deutsche
Wenn die Erstattung einer Aufwendung erfolgt, dann sendet Expense eine E-Mail (in Deutsch) an den Benutzer mit einem Englischen Wort "Reimbursement Date". Bitte ins Deutsche übersetzen!Corporate Card Integration with Multiple Card Holders
When setting up a AMEX Corporate Card direct Feed Integration, how do I limit the transactions imported to only those associated with my card. I am the Primary Card holder and we have five additional card holders whose transactions are also imported.Zoho Expense Paid Through Accounts
I have all my employees using an American Express Card(not corporate, just small business). Very little reimbursement is happening but I still want them using expense so that we can track category spend and receipt capture more easily, not to mention easy reconciliation in books. However, every time they submit an expense there are so many paid through accounts, petty cash, all the cards we use at the company, other bank accounts, etc.. Is there a way to only show them the amex account and makePaid through accounts
"Other Current Liability" type accounts are not available in Expense at Setting>>Customization>>Modules>>Paid throught accounts. I understand that they should show up here and I want to use one but cannot. Suggestions?Yearly Limit Questions
Hi, I'm trying to setup a yearly limit, which I want to start it by a certain date (Say 1-April every year), is it possible? And is it possible to have pro-rated limit for new joiners to the company? Best, Yu HangWebhook retry policy
Hi, I'd like to know how the webhook retries if the response status is not success 200. I saw that it continuously send request even if the report is approved. There is some specific documentation about webhook?Expense - Search by Expense
Is there a simple way to search for a single amount of an expense in the admin view. In other words, in the ADMIN view I would hope that I could easily search for a single expense by amount. In other words, an auditor asks us for a receipt for $22.48.A Trip Through 2022 for Zoho Expense
Hello customers, Like every other year, Zoho Expense in 2022 developed new features and made enhancements to existing ones based on your requests and valuable feedback. We've exclusively compiled this list for you to look back at Zoho Expense's journeyI can't see my cards on Expense! Only Cash and Banks.
Greetings, I hope find all doing well and safe! We have Books and Expense. In Books, we have Cash, Banks and Cards. Books versus Expense integration is activated. When adding a new expense on Expense, we can see Cash and Banks, but not our Cards addedDeletion of Test Data
We are using Zoho for testing and training. Now, we want to delete all test data and start on a clean slate. Tried doing it but cannot delete expense reports that were already reimbursed. How can I delete all these test data?Zoho Expense: Product Updates November - December 2022
Hello customers, As we're nearing the end of 2022, we want to take this opportunity to thank you for your support and love for Zoho Expense. We promise to put together new features time and again to help you have a smooth expense reporting experience.Auto Mileage Tracker
Is it possible to have the Mileage tracker auto start, similar to how Everlance, and Quickbooks Self-Employed work?Zoho Expense: Product Updates August - October 2022
Hello customers, We've compiled a list of updates made in Zoho Expense over the past three months. These features help report expenses efficiently and, in fact, a few of them were introduced based on popular requests. Now, let's dive right in and readPurchase Requests - how do I get Zoho Books Items to show up?
In Zoho Expense Admin View > Settings > Modules > Items the items in Zoho Books can be viewed, leading one to believe these items are available in Zoho Expense, I assume for purchase requests. However when I attempt to raise a purchase request, only twoBeleg-Scan: Vorgabe der enthaltenen USt. (tax)
Nach jedem Beleg-Scan muss der Schaltung gesetzt werden, das der Betrag eine USt. (tax) enthält. Wie kann man das vorgeben?Standard-Kategorie für gescannte Belege
Wo kann ich sterben Standard-Kategorie für gescannte Belege einstellen bzw. vorgeben? Bei uns werden Belege gescannt, die fast immer einer und der gleichen Kategorie zugeordnet werden. Nach jedem Scann muss das Beleg noch kategorisiert werden.Expenses in currency different from base currency
I have a bank account that is in a different currency from the organisation's base currency. Expenses are paid out of this account. My plan won't allow me to have expenses in another currency other than base currency (we are not upgrading). My questionWhen is partial reimbursement going to be launched?
Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.How To Reset Password When Old Email Can No Longer Be Accessed
Our company recently moved from Microsoft Exchange to Microsoft 365 which meant that our users got new email addresses. Zoho Expense still contains the old email addresses. Some of our Zoho users have forgotten their passwords in Zoho but they can noExpenses in multi organisatuon setup
I appreciate that this question can be a mix of zoho expense and books. I have 2 books organisations, where one of them is only being used for financial management of a subsidiary in a separate country. Literally just for purpose of input accountingTags - for Departments and Divisions
We created our Zoho Tags to be our Departments so that data will integrate as our Class ("Department") field in QuickBooks. Our monthly financial reports are by Department, using QuickBooks and Fathom Reporting. We would like to add Divisions and SubDivisionsWhen getting started, how can I be sure my expense reporting is linked to my employer/ manager?
Starting a new accountMileage rate change effective 1 July 2022
ZoHo, I have tried to change the mileage rate to the new mileage rate, effective 1 July 2022 to 0.62.5. It won't allow me to change the rate, can you help?Not showing ledgers in zoho expense
I have been using zoho expense for a year. By and large, it has been a good experience,but one basic and important thing is missing: Example: I'm the admin(Not owner of the company) and my colleague is submitter. The company has provided me (the admin)Mileage
How do I put in mileage expenses from website?What's new in Zoho Expense - March 2022
Hello customers, This month we've come up with new features to provide you with a better expense reporting experience. Read about the features we’ve released and learn how you can use them in your organization. Tax Support for Oman Edition You can nowSame Bank Account in Zoho Expense and Zoho Books?
Is there a way to add a business bank account which has a debit card that is sometimes used for expenses, to Zoho Expense to track the debit card transactions, when that SAME bank account the debit card is for is in Zoho Books and also functions as aMaking Tags Mandatory
When creating an expense, is it possible to make the Tags field mandatory? I see the option in settings to make other fields mandatory, like Merchant, Description, Customer, etc, but nothing about Tags. Thanks! KevinWhat is the Potential field for in expense submissions?
I'm trying out Zoho Expense in Zoho Project so I can record project expenses which aren't time related. On the expense form there is an option called Potential but I don't understand what this is for. When I click the dropdown it just shows the name ofZoho Expense: Product Updates - July 2022
Hello customers, We've made it halfway through 2022 with various features rollouts and enhancements. With another half year under way, we're working on crafting new updates to provide a better expense reporting experience for you. Let's take a lookI can't see my cards from Books in my Expense! Only Cash and Banks.
Greetings, I hope find all doing well and safe! We have Books and Expense. In Books, we have Cash, Banks and Cards. Books versus Expense integration is activated. When adding a new expense on Expense, we can see Cash and Banks, but not our Cards addedZoho Expense: Product Updates - June 2022
Hello customers, It's a new month again and we at Zoho Expense have developed a few features and enhancements to make your expense reporting process a little easier than it already is. Now, let's take a look at the features we've introduced for the monthusing Zoho Expense to auto scan expenses without setting up a an expense claim
I would like to be able use the autoscan receipts feature using Zoho Expense and import them directly into Zoho Books without having to create a Expense Report for one receipt.Expense/Trips Question
I am the system administrator for Zoho, and I need to be able to add Trip requests for our CEO and CFO. They like many other CEOs just don't document things well, or at all in Zoho. Is this a possibility? We like using Trips for our field staff, but notNot Synching with Chase Credit Cards
I have been waiting for Zoho Expenses Support for a WEEK now to fix the problem with the connection to Chase credit cards. None of our transactions are getting downloaded. They keep telling me that there is a problem with Yodlee and need to wait in a response. I am seriously considering taking my business elsewhere. We run a large summer camp and our staff have hundreds of transactions that need to be submitted. The longer we wait, the more this piles up. Not a happy customer.Zoho Expense: Product Updates - May 2022
Hello customers, Happy May! This month we have two new integrations and a few interesting mobile updates for you. Read on to learn more about how you can use them in your organization. Sage Accounting Integration Zoho Expense is now integrated with SageDirect Integration with Major Hotel Chains and Airlines for Auto Receipt Import
Hi Team, We love the Zoho Expense app - functions well, VERY simple to manage from an admin perspective, and the ability to have our team easily assign transactions to OUR chart of accounts is fantastic. We moved over from Concur and would never moveAsset account
Hi, I purchase assets (like laptops) with my credit card. I cannot add my It asset account (from book integration) into Zoho Expenses. How shoud I record this transaction? Thanks MariePurchasing Inventory with a Credit Card
It's not uncommon to purchase some inventory with a credit card. But Zoho Expense currently appears to only allow credit card transactions to be applied to expense accounts. Is there a suggested workaround for categorizing the inventory purchase in ZohoNext Page
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A Trip Through 2022 for Zoho Expense
Hello customers, Like every other year, Zoho Expense in 2022 developed new features and made enhancements to existing ones based on your requests and valuable feedback. We've exclusively compiled this list for you to look back at Zoho Expense's journeyZoho Expense: Product Updates November - December 2022
Hello customers, As we're nearing the end of 2022, we want to take this opportunity to thank you for your support and love for Zoho Expense. We promise to put together new features time and again to help you have a smooth expense reporting experience.Zoho Expense: Product Updates August - October 2022
Hello customers, We've compiled a list of updates made in Zoho Expense over the past three months. These features help report expenses efficiently and, in fact, a few of them were introduced based on popular requests. Now, let's dive right in and readWhat's new in Zoho Expense - March 2022
Hello customers, This month we've come up with new features to provide you with a better expense reporting experience. Read about the features we’ve released and learn how you can use them in your organization. Tax Support for Oman Edition You can nowZoho Expense: Product Updates - July 2022
Hello customers, We've made it halfway through 2022 with various features rollouts and enhancements. With another half year under way, we're working on crafting new updates to provide a better expense reporting experience for you. Let's take a look
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Corporate Card Integration with Multiple Card Holders
When setting up a AMEX Corporate Card direct Feed Integration, how do I limit the transactions imported to only those associated with my card. I am the Primary Card holder and we have five additional card holders whose transactions are also imported.
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