Zoho Expense - Multiple Credit Cards
Hi, I have two questions about credit cards in zoho expense (Canada). 1. We have multiple credits cards (i.e. two amex's, 3 visa etc). When I set the amex cards up they all come into the same expense account (unsubmitted). Is there a way to direct whereCannot reorder fields in Page Layout in Expenses and Purchase Requests
It is very inconvenient that the custom fields in Page Layout cannot be re-ordered. The only way is to remove the fields and re-create them; however, it is impractical. This would affect the reports and dashboards we are having. Not able to re-order theTaxes on per diems
Taxes should be available on per diems expenses. The current state makes importing per diems into our accounting system rather inefficient, as we have to extract the taxes manually afterwards. This is a huge problem (and potential deal breaker) for usersZoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books
Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submitexchange rate tab switch off
Hi Team, I want to switch off exchange rate tab. When I am submitting expense in USD it's fine because my base currency is USD but when I am submitting expenses in INR or any other currencies it still says USD in report. can you help me if one user canManage different delegated expense accounts from mobile app
Hello, I have several expense accounts of my company delegated, but from the mobile application, I can't find the option to add or choose any of the accounts I have delegated. It only gives me the option to register expenses with my account. From theWhat’s New in Zoho Expense: August - October 2024
Hello users, We are thrilled to share some exciting product updates and enhancements in Zoho Expense that will help you streamline and improve your travel and expense management experience. Our latest additions include the ability for users to view theirZoho Expense suddenly not working on iPhone X Max
With the last app update -- which it appears was 3 days ago -- Zoho Expense no longer works on my Apple iPhone X Max. (7 year old phone) I updated both the phone AND Zoho Expense -- and when I click on it...it starts to open...then just disappears. ItShared trips not allowing addition of expense report
I am listed as a co-traveller on a trip that has been approved. However when I go try to create an expense report to the trip - I get a message that "You are not authorized to access this trip."PR AND PO LINK
Dear Team, Thanks for providing me a chance to share my experience with Zoho. its wonderful ERP. Just noted now some features, if these are added it will be wonderful 1.There is a workflow defined in Zoho expenses, for PR which is eventually convertedI keep getting a max number of requests error in my function
There was a change in how report automation is made and it caused us having to create a custom function in zoho expense. I'm trying to grab all expenses of the month from each user and create a report. However, I'm getting too many API Calls error. HowShowing the map along with mileage expense
When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associatedAuto Mileage Tracker
Is it possible to have the Mileage tracker auto start, similar to how Everlance, and Quickbooks Self-Employed work?Custom functions for buttons
Hi. How can I use the fields of a custom module in a custom button within Zoho Expense? Thanks in advance.mother company expenses, and subsidiary expenses
Hi, I have a few subsidiary companies which has different currencies- Israeli shekels, GBP, and Euro. how do I build it for separate expense reports in Zoho expenses? Thanks!Zoho Expense and Chase Bank Visa credit cards - Direct Feed?
Our company uses JP Morgan Chase Visa credit cards. We can't be the first to try and use a combination of Zoho Expense + Chase Bank + Visa Credit Cards --- anyone successful with this combination? 1. The direct feed automation isn't working. When I goDigital MR
How we can create digital MR in zoho? We need a proper option for creating MR against our expenses so our expenses and sale are balanced we didn't find the option like that.What 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 ofIs there a way to see when the user for added in Zoho expense?
Hi There, I need to know when the users got added to Zoho expense and by whom. Let me know how can we achieve this.Is there a way to get record id of Categories in Zoho expense
Hi Team, Recently I have came up with a simple request to get the record of category module records. But I couldn't get that , because these records are shown in popup window, I couldn't get the id from url. I had to do an API call in avery lengthy wayModify Report Template to Allow 1 Expense / Receipt per page
It would be great to have a way to modify the current reporting template to export an expense and corresponding receipt(s) on individual pages.Partial reimbursment of expense reports or split expense reports
i really need to partially reimburse an expense report so if you can't allow that, can you please allow me as the admin to split the expense report or create a new report and move specific expenses to that report that i can reimburse?How to print out Payment Voucher
Hello sir, How to use Payment Voucher (PV) in zoho? i have try using under Money Out and then Bill but i cannot print out the PV.. can you assist me or give some advice to using Zoho?Deleted expense retrieval
I accidentally deleted an expense. Is there a way to retreive it?Expenses without Books
Hi We're looking at rolling out Books but we're many months from being ready. Until then, are we able to use Expenses for the staff to enter their expenses, have them approved, and then just run a report to PDF or XLS for our finance people to make paymentWhat's New in Zoho Expense: May - July 2024
Hello users, We're back with the latest set of features and updates in Zoho Expense, aimed at improving your expense and travel management experience. This update includes a Per Diem Calculator, a feature to track your loyalty programs, and other enhancementsZoho Expense Report API CORS problem
Hello, In my project where I use Angular 16, I want to use the Zoho Expense APIs, specifically the expense report API. Since I am using Angular, I created a client-based application and obtained my Client ID, from which I generated an access token. UsingCan Vendor Bill in Zoho Books Be Marked Paid by Credit Card Charge Submitted Through Zoho Expense
I am my company's accountant. I have a company credit card that is set up in Zoho Expense with a feed to the issuing bank. I pay a few vendors using my company credit card. Is it possible to enter a bill in Zoho Books, pay the bill using my credit cardUsing the Zoho Expense Report API, why can't I see all the expense reports in my organization?
Hello, When I make a request to the Zoho Expense Report API, even though I am an admin in the expense module, I can only see my own expense reports. However, when I open the module in the browser, I can see the expenses of other employees. Upon reviewingNeed more details on API Usage Dashboard
Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept theredifferent per diem rates per location
is it possible to set different per diem rates per location? Or is there an other way to manage that issue? for example: Amsterdam, The Netherlands , per diem rate 60 euro (based on company requirements) Amsterdam, The Netherlands , per diem rate 20 euroWith the free plan, will I still be able to configure my organization's policies? How do category limits?
With the free plan, will I still be able to configure my organization's policies? How do category limits?Can we get Employee wise Statement in Zoho Expense
Hi Team, How can we get employee wise Balance Statement for each employee. Use Case : We need to get the total claimed by the staff, Total Paid to the staff and What is the balance to be reimbursed. It should be visible to the all the staff in their ZohoImprovements needed in Zoho Expense APIs Documentation
Hi Team, While working for one of the client where they wanted to integrate Zoho Expense with the SAP modules. We face few setbacks where i am posting here to get this notified. 1) Postman collection for Zoho Expense can be added. 2) APIs for AdvanceAuto-update Category on an expense when 'Billable' ticked
I want to be able to auto-update the Category on an Expense if the field 'Billable' has been ticked and possibly also have a pop-up box letting the user know that has been done so they can accept or decline to change. Does anyone know how to do this?Two Mileage rates - Reimbursement and Invoices
When employees enter an expense that is billable to a customer we want to have 2 rates on that expense. One rate is the expense rate that is reimbursed to the employee for example $0.XX per km and a different rate that is billed to the client for thoseReimburse from two different methods
Hi, I have a report that I would like to reimburse with both a check and petty cash. Is there a way to do two different payment methods for reimbursement?Number of Policies
I am enrolled in the standard plan in Zoho Expense and I should be allowed to create 10 policies, but I receive an error when trying to add more than three.Allow breakdown of per diem for meals provided
Would it be possible to break the per diem down into what you get for each meal. The reason for this is we want to offer per diem but if a meal is provided by a customer or sales we need to remove this from the per diem bucket for that day. We break downodometer mileage
Hello, How do I record beginning and ending odometer mileage? Thank you,Next Page
Access your files securely from anywhere
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
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 Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
What’s New in Zoho Expense: August - October 2024
Hello users, We are thrilled to share some exciting product updates and enhancements in Zoho Expense that will help you streamline and improve your travel and expense management experience. Our latest additions include the ability for users to view theirWhat's New in Zoho Expense: May - July 2024
Hello users, We're back with the latest set of features and updates in Zoho Expense, aimed at improving your expense and travel management experience. This update includes a Per Diem Calculator, a feature to track your loyalty programs, and other enhancementsWhat’s New in Zoho Expense: January – April 2024
Hello users, We are thrilled to share some exciting product updates and enhancements in Zoho Expense that will help you streamline and improve your travel and expense management experience. Our latest additions include new integrations, new preferences2023 Unwrapped – Reflecting on a Year of Growth!
What's New in Zoho Expense: August - October 2023
Hello users, We're back again with our What's New post to inform you about the most exciting feature rollouts over the past three months. An all-new edition, an integration for business travel management, iOS 17 updates, and more are in store for you!
Most Discussed Topics
Zoho Expense suddenly not working on iPhone X Max
With the last app update -- which it appears was 3 days ago -- Zoho Expense no longer works on my Apple iPhone X Max. (7 year old phone) I updated both the phone AND Zoho Expense -- and when I click on it...it starts to open...then just disappears. It
Zoho Developer Community
Zoho DataPrep Resources
Zoho Subscriptions Resources
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
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
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,
Top Contributors
S Sudhir
Aswathi P
Sona
Jonathan Santiago Escaleras Carrión
Ernevi