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
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
"Print" option of GET Expense Report API not working
Hello! I have been trying to use the "print" option of the GET Expense Report API but it seems the option does not alter the output. Is there an issue with the API or am I using it wrong? Here's my request code, in Deluge: response = invokeurl [ url :"https://www.zohoapis.com/expense/v1/expensereports/"
Conditional Drop Downs
Am I the only one that has a problem when setting up the same project for multiple customers - resulting in a HUGE number of projects (e.g. Project A - customer 1, Project A - customer 2, Project A - customer 3 etc.). OR, am I doing it wrong? What results
Zoho Expense Import Reports Won't Work Because Default Accounts Already Exist
Im trying to import reports from another Zoho expense account to mine and im getting errors that won't allow the import to happen The account name that you've entered 'Ground Transportation' already exists. Enter another name for the account and try again.z
Need 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 there
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 go
Cannot reject empty expense report
Hello, We are currently having issues with two empty expense reports where if we try to reject them, either manually or through the REST API, we get error 114016, which says some of the expenses have already been billed and must be removed. I'd appreciate
Zoho 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 submit
Searching customer field
Hello, When entering a receipt, we select customer information. The customer information is synced with Zoho CRM. However, we can't find the customer information because it searches for words that begin with the entered value. It needs to search for words
Apply Advance option not shown in report
We are facing an issue in Zoho Expenses. While approving an Expense Report, the "Apply Advance" option is not appearing under the three dots (More Options). Details: Module: Expense Reports Issue: "Apply Advance" option not visible Status of Report: Awaiting
AutoScan Not Working Since April -Support says it with engineering
Hi there, Autoscan has not been working on my account since April. Without this feature, completing expenses reports is laborious and error-prone. I keep asking for updates seeing as this is a critical feature, but told that it's being looked into and
Calculating HMAC-SHA256 Hash Value for Webhook
I cannot figure out how to accurately calculate the HMAC-SHA256 hash for a webhook. Here's the documentation I'm attempting to follow. https://www.zoho.com/in/expense/help/automation/webhooks/#validate-webhook I created a VERY simple "Raw JSON" payload
Credit Card Feeds Not Working
Did anyone encounter the issue with CC feeds? On all my Credit Cards the button "refresh now" disappeared and data is no longer uploaded. Also, I am not able to reconnect the feeds. I am able to add the same Credit Card as a new Credit Card, but as I
Auto scan receipt multiplies values by 1000 where decimal separator is comma
This is a new problem as it worked properly in the past but not since Jan 2025. Where receipts use comma as the decimal separator values are multiplied by 1000 when auto scanning which means the user must go back and edit the expense.
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 and
Taxes 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 users
Shared 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."
Zoho 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. Using
Reimburse 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.
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
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?
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
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
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.
Zoho expense no longer auto categorize invoices
Hi, For the last couple of months none of the transactions I autoscan are auto categorized. These are from the same merchants I use all the time. Every single transaction I have to manually edit and supply a category. Thanks for any help.
Zoho Expense to Books integration is flawed
When a user submits a expense report for approval and then the report is approved there is a flaw where zoho books cannot break that single expense into multiple charges to match with any bank or credit card feeds. As we know once that report has been approved it cant be changed in zoho books. This becomes a major issue when purchasing through Amazon (or other retailer such as Alibaba) where they can break that single bill into multiple charges. The work around that I was given was to "Exclude"
Paid through accounts
"Other Current Liability" type accounts are not available in Expense at Setting>>Customization>>Modules>>Paid throught accounts. I understand that they should show up here and I want to use one but cannot. Suggestions?
VAT Calculation on Mileage Claims
It seems that Zoho is calculating VAT on mileage claims in a clever way. It seems to be calculating VAT on part of the mileage claim (the fuel part - presumably using HMRC approved rates? e.g. 17p per mile) and not on the rest (the difference between
Not showing ledgers in zoho expense
I have been using zoho expense for a year. By and large, it has been a good experience,but one basic and important thing is missing: Example: I'm the admin(Not owner of the company) and my colleague is submitter. The company has provided me (the admin)
Not Synching with Chase Credit Cards
I have been waiting for Zoho Expenses Support for a WEEK now to fix the problem with the connection to Chase credit cards. None of our transactions are getting downloaded. They keep telling me that there is a problem with Yodlee and need to wait in a response. I am seriously considering taking my business elsewhere. We run a large summer camp and our staff have hundreds of transactions that need to be submitted. The longer we wait, the more this piles up. Not a happy customer.
ZOHE Expsense iOS App / No Edge detection anymore
Hi I´m using an iPhone Pro. Up to now the edge detection worked fine while making snap´hots of my receipts. Recently it stopped working and I have to manually adjust the frame. Any idea why?
Need help today please -submitted report but email bounced it back
My manager's email address has not changed but when I submitted the expense report to him, I got back an email that the message had bounced back. Very strange. So, I need to submit it again. I tried sharing it but that didn't get to him either. The
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".
Report 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 company
Can'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 our
Cannot 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"
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".
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/
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