how can i hide all PAID invoices?
once paid, i do not want to look at the paid invoices. all i care about are "Draft, partial, due, overdue, etc". paid should be hidden. i want them hidden. doing a custom view DOES NOT WORK. i have had a chat session with the help people 4 times without being able to tell me how to do it! help!!Zoho Expense's 2017
Hello everyone, 2017, like any year, had its fair share of ups and downs. We at Zoho Expense did our part to keep the smiles on our customers' faces by releasing a host of new features this year. As the new year rolls around, let us take a look at the major milestones we reached, and the other changes and additions we made, in Zoho Expense. Major milestones: The QuickBooks family joined us We introduced the QuickBooks Online integration in February, which was welcomed by many of our users. But weGenerate Analytics Report and include all receipt attachments at print out
I got the following response from support. However, I would like to generate an analytics reports and include all receipts when printing the report. Any advise? Hi , Greetings from Zoho Expense. Hope you are doing good. I presume you would like to generate a report with a users' expenses for a particular month. Please go to 'Analytics' > 'Expenses by User' > 'Customize Report' > enter the date range and other required criteria and click on 'Run Report'. The generated report would contain all thePDF is not shown local language
I revived the PDF file as expense report, but the file is not shown only English, not shown local language, Japanese. It can be shown Zoho CRM/Books, can you please confirm and fix the issue?How setup Merchant vat number and address?
Hi Why is just possibile to edit the name of merchant? How can i add vat number and address of my recipe merchant? thanksHow to edit advance payment mode
How do i change the payment through advance payment under the zoho expensesWhat's new in December
Merry Christmas and a Happy New Year folks! This festive month, we bring the following features to you: Exclude tax information of selected categories from your books (Available for customers in Australia, Europe, and the UK) You can choose to exclude the tax information of selected categories from your accounting software’s tax reports. To set that up, Navigate to Admin > Settings > Categories. Go to the category for which you would like to make the changes and uncheck the option ‘Allow tax associationSalaries based on sales
Hi! I'm starting my small business and found Zoho Books soooo helpful for my cash flow records. I recently hire a courier to deliver our products and i have an agreement that i'll pay him for each trip he make. Is there any possible way with Zoho Books so his salary slip can auto-generated as the agreement? Thanks :)Zoho Expense formatted wrong for iPhone X
The buttons when you add in a receipt that would ask about auto-scanning or enter expense information are nearly off the bottom of the screen.Edit Report template - Japanese compatible fonts
Good afternoon, I'm doing my monthly expenses with Zoho expense and send it to my accounting firm. The PDF reports do not have Japanese compatible fonts. So the reports have much less information : On the website : Versus PDF : The dates, the name of my company and address, the name of the tax, the name of merchants etc... are gone. Thanks for your help! Alex.When ''using maps'' will worked like Google Maps
Hi, I'm just wondering when the ''using maps'' will work as expected? It's kind of disappointing that someone use the Zoho expense app to declare mileage, but needs another app (google maps) to get directions. Thank you,Attach proof of payment when reimburse is made
Hi, I'd like to know if there is a way to save/attach a proof of payment when a reimburse is made on Zoho Expense. Another question would be if can I attach a receipt before it be approved and/or submitted, even in admin role. Thank you, Adriana MestrinerUnreported expenses are duplicates- need to delete
I have what looks like 8 unreported expenses that were added thru a download but the expenses were already added thru another method. I need to delete these. How do I do that?What's new in November
Octobers are always very eventful. With Diwali, Inktober, and Halloween, we become so busy that we don’t realize how the time passed. Even at Zoho Expense, we have been busy to ensure that you get the best of what we do. Here’s what we have for you in November: New features : Get your corporate card feeds directly to Zoho Expense. Using Direct feeds, you now get to fetch your corporate card feeds directly from your Card providers. You don’t have to rely on a middleman (third party service provider)Excel Import
Trying to import petty cash expenses into zoho expenses, only 7 records getting imported. Even your sample excel template not matching when we try to import with data. Please see the attachmentchange customer in expense
Hi, I am trying to change a customer in an expence and I obtain the following message: Expenses associated with customer "Old customer" can only be added to this report. Would you know why I have this error message? It does not seem that there is any rules that force to this precise customer. If I reject the report, the report owner has the same error message when he tries to change the customer. Thanks for your help! StanislasLooks good on screen but details won't print - PLease Help!
After creating a report and choosing to print or saving the pdf file everything looks good on screen but when I choose print the pages come out with only the generic form headers but none of the data. I see the list of specific expenses and the attached receipts but no matter how I save or try to print the approved report it comes out blank! I have not had this problem before and have not changed any setting to my knowledge. If there is a setting I need to change please be specific about how toZoho Expense Free Plan
I surbscribe Zoho CRM for more than 3 users, and I want to integrate Zoho CRM and Zoho Expense. But only 3 users need to use Zoho expense, so I am thinking to use Zoho Expense free plan. Is it possible? Do I need to subscribe the same number of users as Zoho CRM? Sincerely, Yoriko KojimaExpense module not sticking within CRM
Zoho Expense module is intermittently available as a module within CRM. Integration seems unstable. It works for a day, and then stops working until I disable and re-enable the integration. We are using Zoho One and the Expense app is enabled although none of the other Finance suite apps are as we are not using them yet. Anyone have any ideas? Much appreciated!UK Business Mileage
Can any one suggest a work around for UK Business Mileage.. Below are my Question to Zoho Support with the response. I am new to Zoho Expenses and I am trying to set up to Pay Business Mileage n the UK we have 2 mileage rates which are 45p per mile for the first 833 miles a month and then 25p for all miles over 833 miles. Currently, you can have only one default mileage rate under a Policy. We don't have an option to setup mileage rates according certain criteria (i.e different rate if it is moreZoho expense linked with Campaign instead of customers
Hi, Is there a development planned for linked an expense or a report to a zoho campaign? Indeed, suppose I created a campain in which I add different clients (for example a trip to a foreign country where I meet 3 different clients), I would like this campaign to be linked to the expenses I have. Say I have a plane ticket, taxis and 1 hotel night, I would like those expenses to be linked to the 3 clients. With Zoho expense, it is not possible at the time (or maybe it is but I do not know how!). thanksMultiple base currency
Hi, Can Zoho Expense setup multiple base currency? Our employees are based in different countries and they will have to be paid in their local currency. Thanks in advance. EricInputting our Expenses has changed
I add expenses for our team. In the past (just a few days ago), I was able to upload a receipt after I clicked ADD NEW EXPENSE and input the data. Today, there is no option to upload a receipt. Also, when trying to correct some entries from July, I am now no longer able to preview a receipt. What and why has this all changed?Help - Expenses no longer showing possible merges to receipts
This function was working fine until this month. When I click on a credit card transaction, instead of showing possible matches, it goes directly to Create Expense. I've tried to add a receipt manually from the "existing receipts" but it tells me that I do not have any. I have verified that there are matching receipts in the Inbox. I've also tried logging out and back in.Joint credit card transactions feed
We have a Barclays business account (UK) and the transactions of two users with separate cards show up together in the imported data. There doesn't seem any way to tell them apart. Do I simply get each user to import the feed and work out if there any unclaimed transactions? Or is there a smarter way to work around this? Thanks!Re Record expense with different VAT rates
I have an expense where the VAT breakdown is as follows: Local Amount VAT Airline Split Fee 80.00 (11.20) Customs Docs 550.00 (77.00) Cartage 450.00 (63.00) Customs VAT 0.00 2281.30 EDI Fee 85.00 (11.90) Agency Fee 950.00Excel extract
I want to download a subset of fields to an excel spreadsheet. Is that possible?Expenses Needs an Announcement Function
We need the ability to place certain announcement messages on the screen when users login. This will enable us to easily convey important messages to all users with a single announcement. The most obvious place for this announcement would be the Dashboard. When a user logs in - the announcement would be displayed at the top of the dashboard - preferably with some 'symbol' or different font colour to draw user attention to the message.Cost center
How to manage branch cost center Income and expenses branch wise datasWhat happens after the 14 day trial period of SOHO EXPENSE ?
After my 14 day, what hapens? Is my data loss? Does Soho Expense have a free account type?Offline Expense Posting
Hi, I like to use Zoho Expenses Mobile App (Windows Phone) when i am between meetings / in the flight. However, it refuses to accept expenses when there is no network connectivity. Anyting you can do? SrirangDifferent rates fir mileage per user
Hi, Is it possible (if yes, how) to have different rates for mileage depending on the user? The majority of them are at 0.20$/km, but some power users need to be at 0.48$/km. Thank you,"Your account is disabled. Please contact your administrator for details" Error in Zoho Expense
Hi, I deleted my organization's admin user account from Zoho Expense which was running on trial expenses to start with new actual expenses. However, when i try to integrate the admin user account in Zoho Invoice to Zoho Expense it shows this error "Your account is disabled. Please contact your administrator for details". Can you please guide me thru this to activate my admin user account for Zoho expense? Regards, Suyog PowleIMPORT EXPENSE AND REPORT TROUBLE.
Once, Ive tried to import the expense and report from another zoho expense account and it works. Now, I'd like to import again but it's totally failed due to : 1. in the "import expense", it says NONE THE ROWS CAN BE IMPORTED, and the trouble is USER DOES NOT EXIST. 2. in the "import report", it says NONE THE ROWS CAN BE IMPORTED, and the trouble is There can be only a maximum of 400 rows for each of your entities. Please check and try again. Please let me know what im doing wrong, because i haveWhat's New in Zoho Expense - April 2017
What's new in April It’s April already. Along with the new month, comes a host of new features. Try them out and let us know what you think. :) 1. Set up multi-level hierarchical approval using Custom Approval. We hope custom approval has streamlined the approval flow for your organization. Enhancing it further, we bring to you multi-level hierarchical approval flow. You can now set up an approval flow based on your company’s reporting hierarchy for up to five levels and do much more. 2. ExcludeA real resolution setting is a must
Hello, I understand that your priority may not be to reduce to much the storage requirement of the scanned receipts, but it would at least reduce the bandwidth to integrate a real scanner function including functions like in TinyScanner (Andriod) : crop scanned photo incl. angle correction possibility to set an absolute resolution like black/whithe or color 150 dpiRegards ChristianCan submitter add new expenses category
Hello Kindly clarify if submitter can add expenses category in the zoho expenses Awaiting your immediate responsesCannot delete users in Zoho Expense Finance Plus
Is there a way to delete users in Zoho Expense Finance Plus? I see the option when clicking on the gear icon on the specific submitter, try to delete, i get this message: “User deletion is not allowed in Finance Plus. Please mark the users as inactive.” I cannot mark the user as inactive since the user had an incorrect email address and never got the registration.Can I show reimbursement date on the generated PDF
Hi,Is there a way to show the reimbursement date on the generated PDF? It does show the date the reimbursement was recorded (in the approval history), but not the recorded reimbursement date (which may be different). Best regards, Andreas WilmsmeierNo Taxes in Zoho Expense Settings
According to the following support article, I should see an option for Taxes in the Settings area--however, I do not: https://www.zoho.com/us/expense/kb/expense/how-to-add-tax.html Here is a screenshot: Can you please advise? It is very important that we can add taxes to our expenses.Next Page
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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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