Card Transactions - Filter by a search term
The current filter allows you to filter card transactions by date. It would be amazing to be able to filter them by a search term. We have multiple transactions from a single payee, and rather than use browser search a filter with search term would beBulk Update to Card Transactions - i.e Category / Tax etc.
We have card multiple transactions - such as software subscriptions that repeat monthly, some have multiple charges in the same month. They have the same tax category, same category, and most are the same amount. It would be great to be able to 'bulkHow to see overall advance report?
When I choose Analytics, and see the report. I just see Reimbursement "advance by user". Its means just only can see how much money of advance apply to charge for expenses. But I can not see How much total amount of money which advances, and how manyIntroducing the all-new Zoho Expense
Hello everyone, We are delighted to announce the launch of our newly revamped Zoho Expense. We've brought you a brand-new user interface with power-packed features and a superior user experience, for hassle-free business travel and expense reporting.Undelivered Mail - [NEW UI] Zoho Expense: global : Feedback from
Hello, We are having problems when submitting a request for support and when we are approving expenses. We receive an email with a subject "Undelivered Mail - [NEW UI] Zoho Expense: global : Feedback from" or "no-reply=zohobooks.com@eu-notifications.zohobooks.com".Zoho Expense Reimbursement
I am using Zoho Expense for employee expenses. At year end I accounted for reimbursement for the founders' expenses by doing a manual entry between employee reimbursements and shareholder loan. All is correct in the balance sheet, but in Zoho expense the expense report totals are showing as owing still. It doesn't impact the books, but I don't want to see amounts owing. How can I zero these out? The only way I can see it is by creating a transaction in Books that pays the employee via a banki am using zoho expence to autoscan receipts but its not showing paid by owners equity
i am using zoho expence to autoscan receipts but its not showing paid by owners equityUsing Zoho for Receipt Capture
Is anyone using Expense for receipt capture of non-reimbursable expenses? We want to make it easy for our staff with company cards to be able to self-categorize and capture receipts. Expense does a great job of reimbursable expenses, but I’m curious whatReport submission fails from mobile device with internal error
Hello! I'm doing level 2 tech support for my employer, and we recently began deploying Zoho Expense. One of our employees was just given a license for it and began working with it today. She told me she's stuck doing her first expense report using a companyAuto scan receipt uses wrong currency
Hi When I scan my receipt from the mobile app it scans the amount is USD not ZAR (South African Rands). ZAR is set as my organization currency. How do I get the receipts to scan as ZAR not USD? Thanks AndrewZoho Expense: Option to add more than one delegate
It would be very helpful to have more than one delegate in Zoho Expense. In our company the accounts team has part time employees who share the role and so we need to have more one delegate assigned. Zoho Ticket Reference ## 30375323 ## advised this is not possible at the moment.Invalid Reference Id : Names element id 2315 not found
Invalid Reference Id : Names element id 2315 not found 05 Feb 2021 12:37 PM Reply Comment JO joanna.kolton just now Can we PLEASE get more information other than this error message? Invalid Reference Id : Names element id 2315 not found It would be moreIdea: Report Submission Date?
For the life of me, I cannot find the actual date the report was submitted for approval. Sure, it's in the history - but when approving reports, it would be helpful to have the actual submission date there. We ask our guys to submit prior week expensesIdea: Easier Skip from Report to Report
I'm approving 60 reports on a monthly basis. Once you're in a report and approve it, it looks like you have to exit the report and open the next one. This is quite time consuming. Would it be possible to have forward and backward buttons inside a reportWhere is Zoho's integrity? - Phone Support Is Not Actually Available.
I am evaluating Zoho products, including Zoho Expense for use by my corporation. Thus far my experience with Zoho support has been quite impressive. When it comes to Zoho Expense that is not the case. I have a few questions and have called multiple timesUsing Zoho Expenses to upload receipts to Zoho Accounts (sole trader, no employees)
I'm testing Zoho to see if it does what I need. The autoscan feature in Books is limited (i.e. a paid add on) so I'm exploring whether Expenses can be used as a work around. In my current software (Wave) I use their receipt app to scan on the go, e.g.Authtoken Deprecation for Zoho Expense APIs
UPDATE (2 July 2021): We've extended the deadline to 30 August 2021 for converting Authtokens to OAuth. UPDATE (4 Feb 2021): We've extended the deadline to 1 July 2021 for converting Authtokens to OAuth. Hello everyone, The usage of Authtokens to authenticateExpense 2.0 Trip, Budget to be in each item and summed up
Hi there. I have been testing the Trip function and the link to advance is good. However, the 'Budget' field in Trip forces the user to sum the budget amount manually and this is not favorable. It is better if, let's say, flight has its own budget field,Why is Zoho Expense so slow today?
Why is Zoho Expense so slow today?2.0 Dashboard Widgets
Guys, In the previous version we had a dashboard widget that was available to all users that shows the number of unexpensed transactions on their corporate card. This was a very helpful trigger to make sure users would match and reconcile their creditAnyone using ZOHO Expense with Capital One Credit Cards?
I'm trying to understand how the master account can display only their own transactions, not those of all cardholders. Zoho said I should do a direct feed integration, but Capital One says they won't do that for Zoho. Is anyone successfully using Zoho Expense and Cap One credit cards with a parent and sub cards?How do I edit expenses
I have set up a feed from my Credit Card. The data has imported successfully, I can see them all (104 of them). I next want to categorise the expenses, but I can't seem to edit them. I can click on the Credit Card and this shows me the transactions, butCan't get through to support
Trying to call the support line and it just hangs up. It either hangs up right when I select Support-Zoho Expense. Or it hangs up after it rings for a bit. We have been trying to get our corporate credit card linked with Zoho since June. June 16th ourZoho Expense and Zoho CRM integration
I would like to know if it is possible to link Zoho Expenses Report Fields with Zoho CRM modules to exchange information and get expenses integrated with Zoho CRM to calculate the Sales Cost. If not there is an API to develop such connection?? Best regards Rodrigo PintoMake Expenses easier to use for small businesses and sole traders by having auto reports as a baked in feature setting
As a sole trader I do not need to submit reports for approval. I am coming from wave apps which had a brilliant expenses app. As far as I can tell when I submit expenses I have to run a report before those expenses are added to the running tally. ThisTrip report question
When associating an expense to a trip, it seems I'm forced to create a separate report for a trip. Is this correct? Is there any way to associate an expense to a trip AND have it appear in a "general" expense report. Our accounting dept. likes the ability to understand expenses related to a specific trip, but would like to see personal expenses all collated into a single report. Why? We do monthly expense reports, but receipts around a trip may span across two months. Thanks for any insight intoIntegrate with MYOB
Hello There! I can see all the integration with accounting software, but is that can integrate with MYOB? hope you reply soonCannot get through to support
I have tried a few times now to get through to Zoho expenses support using the UK telephone number. As soon as I hear the message telling me the call may be recorded it then just cuts off and gives a dead tone??? You have also removed your "chat online"Attribute budget to specific users/teams
Hello there, Our company needs to attribute various budgets according to different users/teams. So far I didn't manage to have it done. I was told that it is not possible to do in Zoho expense. But I was also told that I might be able to attribute budgetsZoho Expense phone number hangs up on me
Zoho lists 844-316-5544 but when you call it and press 1 for support and then 4 for Zoho Expense it simply hangs up on me. Does Zoho have any plans on fixing their phone support? Is there a better way to get phone support?Percentage-based reimbursement
All the "employees" are part owners so are not the typical employee. We have many expenses that do not receive 100% of the expense amount reimbursed. This is because we only reimburse based on the stated "Business Use Allocation" or "Business Use Percentage".Can a single piece of documentation be used for multiple expenses without have to upload multiple times?
For example, we have users that will be submitting gasoline expenses by submitting a statement from their credit card (not linked to Zoho) that has, say, 5 gasoline expenses on it from different dates. They would want to create 5 separate expenses forZoho Expense: Product Updates (July-September, 2020)
During the past few months, we've focused on making Zoho Expense compatible across multiple platforms. These set of new enhancements for the mobile and web application can help you sync your expense related data accurately. Apart from unveiling the much awaited Amazon Business integration this month, we've worked on other enhancements such as filtering reports based on the report type to a slew of other iOS updates. Read on to know all the enhancements we have worked on. Amazon Business IntegrationExpense Pricing - Multiple Orginzations
I am coming from a competitor product. I have 8 users, and 8 separate quickbooks companies that I manage. In order to manage the expenses for each of these companies we would create organizations within zoho. My question is what will the subscriptionauto scan - IOS
Everytime i take a picture for a rceipt and press auto scan no dat is pulled through - Is there trick?If I can only purchase ZOHO Expense, instead of the whole ZOHO ONE plan?
Dear Madam/Sir, Now since we don't use ZOHO other functions very often, we hope to purchase ZOHO only with Expense, not the whole ZOHO ONE suites. If this is possible to happen? Thanks!"Awaiting Reimbursement" shows reports with no reimbursables
I started using Zoho Expense last week. When I create an expense that is not reimbursable and submit it as a report, that report will show up in "Awaiting reimbursement" section. Clicking on the report it shows 0 to be reimbursed. So why does it show up in the "Awaiting reimbursement" on the dashboard? Do all reports require reimbursement even if there is nothing to reimburse?ZOHO Payment Plan
Hello! Our head manager seems to inactivated payment plan for one of our expenses accounts, so now we this account marked as free and we dont now what to do. Is it ok to just upgrade this plan again, our we should do something more in ave to not delete our data in this particular account? Hope you may help us with this/Different Organization profiles for Zoho books and expense. How can we merge them?
We had setup Zoho expenses earlier and its is associated with an Organization profile. Some months later our finance department signed up for Zoho books. Now Zoho books and expenses do not integrate as they have different organization profile id for the same Organization. We have few months of data in the Zoho Expenses and a months of data in Zoho Books. How can we merge the expense Organization Profiles with books so that the expense data is not lost.Need to disconnect Zoho Expense from Zoho Books
We have internal issues that have forced us to remove the integration between books and expense, but I cannot find a way to turn this off. I need help!Next Page
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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!
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Employees can not add some expenses suddenly
Zoho expense was working fine and whenever there was a new merchant, it would automatically add and also the same auto added in Zoho Books (due to merchant-vendor sync) untill now. From today, it is having problems in searching the existing vendors andVenezuelan Bolivares missing from available currencies
My mother is ill and lives in Venezuela. I do her finances and insurance expences related to medical billing. Most receipts are in Venezuelan Bolivares. However I cannot find this currency. I am migrating from Expensify which conveniently has Bolivares
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