Alert trigger for user while creating a new trip in Zoho Expense
Hello everyone, I created one custom field. I need to create a custom alert/validation for that field. For Ex: User, only needs to select the trip date after 30 days from current date. Like Zoho CRM or Zoho Creator, we not unable to write code in Zoho
Access Token Expiration
I am using the Zoho Expense API and the OAuth 2 flow for authentication. I request an access and refresh token and after an hour passes, the access token expires. I make a POST request to /oauth/v2/token to refresh my access token, but it always comes
Unable to change Role for a user to Admin on Zoho Expense
We are trying to change the role of a user in Expense and we keep getting an error. Kindly see attached. We could do this prior to today.
Improve search matching of drop-downs
Hi, I've found that most of the drop-down fields that must be filled in on expense reports require knowing exactly how something is listed in the field to search for it. For example (and as a user, not an admin, I don't know if these are universal or
Can't add category to Expense
Zoho app has worked great until yesterday (March 13, 2024). I can put the information on an expense (vendor, amount, receipt) --- however, when I go to one of the categories I use regularly it is in the "Recently Used." When I click on it, nothing happens.
Automatic entry triggered by purchase or travel request
Does Zoho have a function that generates an entry based on a purchase or travel request in the Zoho Expense module? If yes, how can I check the settings? I would like to know to which accounts this function are applied, such as expenses, inventry, etc.
reconciliation
Hello I'd like to reconcile the defined expenses with the card statement. I do not want to create the expenses with the statement as all are created on go based on receipts. I'd like to check with the statement that no amount remained undeclared... Can
Multiple Mileage and Per Diem Rates
We need to have different mileage and per diem rates depending on where travel is taking place, or grant requirements. How can I configure this in the Expense App?
API to get the pdf export of an expense report ?
Hi there, I'm trying to code a custom deluge function that automatically upload the pdf of an expense report to a google drive when the report is approved. I already code a similar feature for bills in zoho books using the API. However I did not find
No email notification for Comments made in Purchase Request
Currently, there is no email notification to requestor and approvers when a comment is made in a Purchase Request. During the approval process, there are always some back-and-forth discussions about the request. Without email notification, it is not possible
Identical report names
Currently when you try to add a new report with the same name as a previous report, Zoho expense gives this error: "A report with this name already exists. Please provide a different name". This applies even to archived reports. This would get pretty limiting over time. It means that you cannot have generic report titles like "New York Trip" more than once. You would instead have to title it with some sort of unique identifier like the date or report number. This seems like an unnecessary duplication
Cannot 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 the
Integrate Google Maps and Zoho Expense Mileage
Hello, it would improve the user experience if we can integrate Google Maps to Zoho Expense Mileage tracking so that the Mileage can be recorded in the same step as getting driving instructions. At the moment, the user has to go into Zoho Expense> Mileage>Track via GPS to record mileage. Then they have to go to Zoho CRM Event>click in event location to open in Google Maps to get driving instructions. is this possible?
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 question
How to Add comments to an Expense Report
I create monthly Expense Reports for multiple users. I'd like to be able to call their attention to the report or even specific items in the report without going through email. Is there a way to add Comments to a report? Thank you
Purchase Requisition in Zoho Books
I want to understand if Zoho Books is having the following workflow: PR ( Purchase Requisition ) >> PO ( Purchase order) >> GRN/SRN ( Goods/Services receipt note) >> Bill
Amex Card Integration with Zoho Expense (India)
Hi, I'm trying to add my Amex card to Zoho Expense. When I sign into Amex I get a message that integration is not available for "my region" (Bangalore). Is there a fix to this?
Making 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! Kevin
Purchase 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 two
2023 Unwrapped – Reflecting on a Year of Growth!
2023 Unwrapped - Reflecting on a Year of Growth!
Taxes
Bonjour, Je voudrai ajouter le montant des taxes aux dépenses mais je ne trouve pas où se trouve le champ. Pourriez-vous m'aider svp ?
Provision to customise fields on bulk expense interface is removed
Provision to customise fields on bulk expense interface is removed. As a result of which we are not able to add notes for the expenses wherever needed
how to assign credit cards to individual users
I have been unable to figure out how to assign corporate cards to individual users, and it doesn't seem like it should be as difficult as it has been for me. Our company uses Capital one credit cards. Upon syncing our account to Zoho expense by adding
RFQ Module in Zoho Books
It will be helpful to all ZOHO users if ZOHO implements the RFQ module in Purchase Order Process with purchase request (Zoho Expenses).
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!
Missing ability to add bank charges to expense reimbursements is very annoying
When I reimburse an expense report, there is no ability to add bank charges to the transaction. Every other payment or deposit transaction I have seen in Books has this ability. However, with expense, I have to create a manual journal to account for bank
Automation of posting of invoices
Hello Community, This is my first project on Zoho to establish financial statements for a company, I recorded the sales directly in manual journal and I recorded the expenses in Purchases==>Expenses. Then I checked the report if it is auto posted and
Zoho expense
We are paying advances to our Managers to spend on Logistics, the expenses are being booked by the managers on Zoho expense and its approved by the manager. Now the advance paid is not getting synced with the expenses, so the employees advnces are not
Expense integration with CRM Custom Modules
For various use cases, I find it very interesting to be able to relate Expenses with custom CRM modules. Currently, the integration with CRM only allows you to integrate Contacts and Accounts. Please consider including the integration of custom modu
Trips (Zoho Expenses) to Zoho Books
Is there anyway, we can integrate the Trip Option - Zoho expenses (with approval matrix) to a PO and later on map it into the respective invoice. Idea is Trip (with approval matrix) -> integrate to Books through PO module -> Convert into Invoice -> and
Show expenses without taxes in analytics reports like the project expenses report
Analytics should allow reporting of expenses without taxes when drilling in a project expense report in ZOHO Expenses. The "Show-Hide columns" tool in the customize section of the report does not contain this column. I don't know any accountant who would
ZOHO - Account Expenses Report
When we create the expenses report, the items selection of the “Duration” bar is missing, why? Please kindly help to fix it.
Limit Expense Categories by Role
We need to have a fairly wide category of expense accounts exposed to Zoho Expenses so that a company principal or office manager can purchase a variety of things with company credit cards. However this presents a catch 22 because for employees we want to keep it simple - the only expenses they need are about 5 - hotel, airfare, meals etc. Seeing 20 different expanse categories slows them down when entering expenses and adds unnecessary confusion. Please consider the ability to define which expense
Lookup field in User module cannot look up to custom modules!
Hi there, Expense has been great so far but it's sad to see that a simple thing such as allowing a lookup to custom modules from the Users module is not yet implemented. Hope to see this in the next release. Do you have any plan for that?
Incorporate Travel Document (Passport/ID) to Trip PDF
I'm Trying to incorporate "Travel Document Number" (image 1) of a Traveler in the PDF generated for the Trip. But can't find the way to manipulate the PDF generated in the Trip View (image 2) Image 1: Image 2: Some workarround will be to automatically
Webhook 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?
Disable approvals in Zoho Expense
Hello, is there a way to disable approvals for Trips in Zoho Expense? Thank you
Workflow for "Expenses" module?
Hi there, over the last 2 years, Zoho Expense has seen tremendous growth and we are happy with it. But, sometimes it is frustrating to see things are being implemented halfheartedly, or so it seems. For example, There is the possibility to create workflows
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,
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