CRM and Expense Integration
Is it possible to integrate the customers/accounts from Zoho CRM into Zoho Expense? I see that you can import users, but I cannot find a way to connect the customers and accounts.How do you record your time while traveling
We need to track both the travel expenses, as well as the hours spent travelling and at a clients location. I see how to record all types of expenses, however, we need to enter the hours by day. Any comments or advice is appreciated.Email of Scan Vouchers
how to send email of the scan vouchers along with expense details.UPDATE: Scheduled Maintenance planned for 9th May 2015
Dear Zoho Expense users, We have planned for a scheduled maintenance on 9th May 2015 (Saturday) between 00:00AM - 00:30AM (PST). There might be a few intermittent connection issues during this period. We apologize for any inconvenience that may be caused due to this. Regards SherryMileage tracking
Tracking mileage for multiple reasons: Tax reporting Billing a customer Reimbursing a contractor for mileage In every example mileage * rate must have a paid-through account. Why is paid-through required as no money is moving through a bank account until payments are created / received. What am I missing here? ThanksMaking an expense billable to a customer
I can create expenses and have them billable to a customer in Zoho Books. But if the expense was incurred by an employee, and they are reimbursed through Zoho Expense & Zoho Books, the expense isn't editable in Zoho Books so I'm unable to attach it to a customer and make it billable. How do I do this, as employees work on client's business and our company needs them reimbursing, and we reimburse our employee?Payment On Monthy Basis
Hi, We are a small SME and as of now only one person is travels 3-4 weeks, 4 times a year. I just wanted to be reassured on whether the account can be activated (paid monthly) just before traveling and the records will be synchronised and stored in Zoho Books. We used Zoho Books for all our invoicing and book keeping. BR - BM
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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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