Default tax type for mileage?
Where we are, mileage includes a government tax. Is there any way to set a default tax for the Personal Car Mileage category of expense? (Or any other way?)How to include total km for multiple trips in expense report.
Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?Automatic category assignment
Hi, I’d like to ask if there is a way to automatically assign an expense category based on the recognized Merchant. What would be the simplest way to set up automatic category assignment? Alternatively, is there an option to first choose the categoryShowing the map along with mileage expense
When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associatedI need some help in Expenses Per Diem Policy
this is my script written for restricting the PerDiem Components. Say if Lodging and Per Day Allowance both is selected from Per Diem Page then the report should gets auto rejected. When Im trying to executing it says the following error {"code":11,"message":"TheChange rate after xxxx kilometers
Is there a way to change the miileage rate after a certain mileage. After 5000 kilometers, we want the rate to automaticly change. Thank !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 bankTax is missing in expense unable to submit report
Im getting the above error when submitting a report with an expense. Its complaining about the Tax is missing but there is no Tax area just "Amount". And if I try to Itemize the amount to break out the tax portions with the initial product portion itZoho Expense Integration with Zoho Books
I want to know what flexibility do i have in selecting the chart of accounts which get a hit whenever we are posting any expense or advance in zoho expense?invalid element hsn_or_SAC
Hi, I am trying to record expense in Zoho expense. when submitting I am facing this issue invalid "element hsn_or_SAC" please help me with this. Regards, Abdul Hameed MWriting Checks to Employees for Reimbursable Expenses
I couldn't find a way to write a check through books or expense to an employee for reimbursable expenses. The expense created an entry in the system with a debit (expense) credit (liability). I entered a bill and used the liability account so it wouldView Expenses in Zoho Books Without Approval or Reports in Zoho Expense
Hello, I’m using both Zoho Books and Zoho Expense (on the free plan for both). I would like to view the expenses recorded in Zoho Expense within Zoho Books, but I read that they need to be approved first. Since I manage a small freelance business, I don’tZoho Expense - Update Expense Report through web API
Hello, I am currently having issues updating fields in expense reports (not individual expenses) through the API as described in the API documentation. When I make that request using the invokeAPI Deluge function, I receive a response from the API sayingExpenses in multi organisatuon setup
I appreciate that this question can be a mix of zoho expense and books. I have 2 books organisations, where one of them is only being used for financial management of a subsidiary in a separate country. Literally just for purpose of input accountingAdd Mileage Tab on Expenses
Hello, the 'Add Mileage' tab is not visible. How can I enable it? I checked the settings, and my user has admin privileges. I also enabled mileage in the policy, but the 'Add Mileage' tab is still not visible. What could be the issue?Trip form, how to update a custom field
We have a very basic trip form, that contains these custom fields: Hotel Cost Airline Cost Total Cost (read only) When someone enters a value into "Hotel Cost" or "Airline Cost" we simply want to sum them and update the read-only "Total Cost" field. HowIphone receipt capture stopped working
I have been having difficulty getting receipt capture to work on the iPhone app. I have been using a work around by taking a photo with my camera then uploading it into the app instead of taking the picture through the app. This adds way too much extraHow Can Zoho Help Me Track My Driving Distance and Improve My Routes?
I’ve been using Zoho for a while now, and it’s been great for managing my business tasks. However, I’ve been looking for a way to track my driving habits within Zoho. I’m a regular commuter, and managing my time and routes efficiently is really importantHow to make the Reprots field default to be empty when entering a new expense or remove it completely
Currently the Reports field is defaulting to a specific report when entering a new expense. I would like that field to default to empty or remove it completely. That way the user can select the expenses to move to the report later.How to make the Merchant and Expense Date fields required when entering a new expense
How do I make the Merchant and Expense Date fields required when entering a new expense? I was able to make the Projects field mandatory by going to Admin < Settings < Customization < Modules < Expenses < Fields and checking the mandatory box, but theZOHO Expense API Documentation - Can't see anything about Purchase Requests
Hello, I am reading the API Documentation for Zoho Expense but can't see anything about Purchase Requests - This is one of the modules we use the most. Has anyone had any luck getting Purchase Requests data from Zoho Expense via API? Thanks,How to Create and Edit Advances in Zoho Expense Using Deluge?
Hi everyone, I am working with Zoho Expense and need to manage Advances (Advance Payments) using Deluge. I’ve familiarized myself with some basic functions, but I have specific questions about how to create and edit advance records: Creating Advances:Zoho 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!). thanksHow to Download Expense Attachments from Zoho Expenses Using Document Details?
I am currently working on syncing Zoho Expenses with our internal portal. While syncing, I can successfully retrieve expense details, including document-related information such as file_name, document_id, and other metadata. However, I am facing an issueHow to Retrieve and Store Expense Attachments from Zoho Expenses?
I am currently syncing Zoho Expenses with our internal portal. During the sync process, I can successfully retrieve expense details, including document-related information such as file_name, document_id, and other metadata. My goal is to retrieve theseWhen is partial reimbursement going to be launched?
Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.Venezuelan 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 BolivaresApproval system in Books/expenses
Hi In Books Is there a way to do the following: 1) Submitter to know the balance in Budget/cashflow before sending the amount for approval? 2) Approver to know the same as 1 above? In Expenses, is the above possible?Zoho Expense suddenly not working on iPhone X Max
With the last app update -- which it appears was 3 days ago -- Zoho Expense no longer works on my Apple iPhone X Max. (7 year old phone) I updated both the phone AND Zoho Expense -- and when I click on it...it starts to open...then just disappears. Itexchange rate tab switch off
Hi Team, I want to switch off exchange rate tab. When I am submitting expense in USD it's fine because my base currency is USD but when I am submitting expenses in INR or any other currencies it still says USD in report. can you help me if one user canZoho Expense - Multiple Credit Cards
Hi, I have two questions about credit cards in zoho expense (Canada). 1. We have multiple credits cards (i.e. two amex's, 3 visa etc). When I set the amex cards up they all come into the same expense account (unsubmitted). Is there a way to direct whereManage different delegated expense accounts from mobile app
Hello, I have several expense accounts of my company delegated, but from the mobile application, I can't find the option to add or choose any of the accounts I have delegated. It only gives me the option to register expenses with my account. From theI keep getting a max number of requests error in my function
There was a change in how report automation is made and it caused us having to create a custom function in zoho expense. I'm trying to grab all expenses of the month from each user and create a report. However, I'm getting too many API Calls error. HowAuto Mileage Tracker
Is it possible to have the Mileage tracker auto start, similar to how Everlance, and Quickbooks Self-Employed work?Custom functions for buttons
Hi. How can I use the fields of a custom module in a custom button within Zoho Expense? Thanks in advance.mother company expenses, and subsidiary expenses
Hi, I have a few subsidiary companies which has different currencies- Israeli shekels, GBP, and Euro. how do I build it for separate expense reports in Zoho expenses? Thanks!Digital MR
How we can create digital MR in zoho? We need a proper option for creating MR against our expenses so our expenses and sale are balanced we didn't find the option like that.What is the Potential field for in expense submissions?
I'm trying out Zoho Expense in Zoho Project so I can record project expenses which aren't time related. On the expense form there is an option called Potential but I don't understand what this is for. When I click the dropdown it just shows the name ofIs there a way to see when the user for added in Zoho expense?
Hi There, I need to know when the users got added to Zoho expense and by whom. Let me know how can we achieve this.Is there a way to get record id of Categories in Zoho expense
Hi Team, Recently I have came up with a simple request to get the record of category module records. But I couldn't get that , because these records are shown in popup window, I couldn't get the id from url. I had to do an API call in avery lengthy wayNext Page
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What’s New in Zoho Expense (April – July 2025)
Hello users, We're happy to bring you the latest updates and enhancements we've made to Zoho Expense over the past three months, which include introducing the Trip Expense Summary report in Analytics, extending Chatbot support to more editions, rollingSwipe, Snap, and Submit Instantly with Zoho Expense's Real-time Feeds
It's time your employees enjoy the smoothest expense reporting experience ever. It's time to switch to Real-time Feeds by Zoho Expense. Upgrade your Zoho Expense experience with real-time corporate card management for the fastest, easiest, and most accurateWhat’s New in Zoho Expense: January - March 2025
Hello users, We're excited to bring you the latest updates and improvements we've made to make your travel and expense management smoother and more effortless. Let's take a quick look at the important updates we've rolled-out in Zoho Expense between JanuaryZoho Finance Workshop 2025 is Happening Now!
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As we step into 2025, we’re excited to share the progress and developments we’ve made to simplify and streamline your travel and expense management in the past year. Let’s take a look back at some of the key updates and enhancements that have helped us
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Zoho Expense - Report Templates
Hi Expense Team, I do a recurring trip once every week which has the same cost: Per diem Milage Toll Payment It would be great if there was a feature which allowed me to clone a previously submitted report or create a template reports. This would save
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