Showing 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 associatedAnyone 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?Auto Mileage Tracker
Is it possible to have the Mileage tracker auto start, similar to how Everlance, and Quickbooks Self-Employed work?When 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.Zoho Expense Paid Through Accounts
I have all my employees using an American Express Card(not corporate, just small business). Very little reimbursement is happening but I still want them using expense so that we can track category spend and receipt capture more easily, not to mention easy reconciliation in books. However, every time they submit an expense there are so many paid through accounts, petty cash, all the cards we use at the company, other bank accounts, etc.. Is there a way to only show them the amex account and makeZoho 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?Reimbursement Language for Non-Reimbursable Expenses
I'm reviewing Zoho Expense for implementation in our organization. One of the things I've noticed is that even though a purchase is marked as non-reimbursable there's still reference to your "claim for reimbursement" or "Awaiting Reimbursement" for non-reimbursable language. Is there any way to modify that? At least on the emails that reference "claim for reimbursement"? If I'm simply tracking a purchase and capturing the receipt it's not a reimbursement if I'm using a company credit card. I don'tCan Admins enter expenses for other users?
I need to log airfare costs, sent to me from our travel agent. The travelers do not get always see all the costs associated (change fees, service charges), so they cannot enter these personally. Is this possible?Zoho Expense Digest
Hi folks! Introducing "Digest," a one-stop source for updates for the Zoho Expense community! Upcoming webinars, product news, trending discussions, and more! Here is what we have for the very first edition: Upcoming Webinars: Topic: Essential Business Survival Guide During COVID-19 Description: A discussion on how you can keep your business afloat during the current COVID-19 crisis. This webinar will help you manage and analyze your company's cash flow, and understand the tools and resourcesHow do you delete an approved report and expense?
I created a test expense, and test report, to try Expense out. Now I can't find how to delete it, is it possible? The expense seems to be permanent in Zoho Books too.How do I reimburse and employee that created an expense report.
I am currently testing Expenses and Books together. I am new to both. Once I approve the expense report it shows as an expense in Books, associated with the Employee Reimbursement account. Question is, how do I write a check to the employee? I don't have a bill due. Also, it seems to me that the following should happen based on what I know about Zoho so far. 1) Approve Expense 2) Expense Created against reimbursement account 3) Bill created payable to reimbursement account 4) Payment created fromThis transaction has been matched or categorized. Hence, the fields which affect the transaction amount cannot be modified.
Hi, I have a receipt which I have matched to a credit card statement. The receipt includes sales tax. When I try and add the sales tax I get the error: This transaction has been matched or categorized. Hence, the fields which affect the transaction amount cannot be modified. How do I fix this? Do I need to unlink the card transaction and remove the category? This should be an easy fix, since I'm not actually modifying the transaction amount - just the reporting of sales tax. 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. EricChase Credit Card Feeds are broken?
All of our Chase Credit Card feeds are broken. Is this a known issue?"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?Train icon ?
Hi, I'm adding a lot of train expenses... I added the missing category, but how do I get a train icon ? I see only a plane and car...Same Bank Account in Zoho Expense and Zoho Books?
Is there a way to add a business bank account which has a debit card that is sometimes used for expenses, to Zoho Expense to track the debit card transactions, when that SAME bank account the debit card is for is in Zoho Books and also functions as aZoho 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 bankQuestions for Zoho About Corporate Cards
We have Amex small business cards. I found Expensify was one of the few expense apps able to allow us to download each card separately. All the other expense apps would download the cards together into one account, when using the main card on the account. 1. Do you know if using Direct Feeds will also give us separate downloads for card including the main card? 2. Does your "direct feed for corporate cards" feature cover Amex small business cards? Or only the corporate cards larger corporations usually"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 PowleCAN I USE ZOHO EXPENSE FOR VENDOR BILL PROCESSING
Hi I use QBO for payment processing of my company's vendor bills. We use some vendors on a regular basis (travel agent etc). Can i make these vendors a user in Zoho expense and then ask them to submit their bills using the system. Once it gets approved, it will be exported to QBO and the vendor gets paid. Whats the catch? This would save time for our staff to make manual bill entry. Are there other systems which i should be looking at? Thanks LoknathMerge Expenses in iOS
Is there a way to merge expenses in mobile? I have a credit card feed and scanned receipts that I need to merge for my mobile only users. I expected it to be in the Expenses List > Edit. Select the two expenses > Done. All I see are "Delete Expenses" and "Add to Report"Identical report names
Currently when you try to add a new report with the same name as a previous report, Zoho expense gives this error: "A report with this name already exists. Please provide a different name". This applies even to archived reports. This would get pretty limiting over time. It means that you cannot have generic report titles like "New York Trip" more than once. You would instead have to title it with some sort of unique identifier like the date or report number. This seems like an unnecessary duplicationHow to reconcile a SINGLE (shared) credit card account in which two users charges get imported into two separate Accounts?
When I setup a credit card account for download of transactions, Books treated them as separate Bank Accounts. This will make for a very difficult (maybe impossible, for practical purposes ) conciliation process. How to reconcile a single (SHARED) credit card account in which two users charges get imported into two separate Accounts?Change Taxes after Expense report was approved or reimbursed ?
Hi There, When I started the company last year, some of the taxes in Zoho books were setup incorrectly. By the end of the year, my Zoho accountant told me that some of the taxes needed to be corrected in order to reflect the proper calculation and distribution for the tax accounts to the right agency. 2 taxes that were used had a single rate instead of a tax group, thus the values aren't report correctly to the 2 agencies (Revenue Canada & Province of Quebec). I tried to correct posted expenses toWhen ''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,Purchasing Inventory with a Credit Card
It's not uncommon to purchase some inventory with a credit card. But Zoho Expense currently appears to only allow credit card transactions to be applied to expense accounts. Is there a suggested workaround for categorizing the inventory purchase in ZohoError when clicking on expense tab within projects.
When I click on the "Expense" tab on any project I receive a notification saying "Unauthorized Access you are not authorized to view this page. Please contact your administrator for details." I am the administrator. How do I give myself access?Reminder for Outstanding Advance to submit the Expense Report
Hi, We are looking for our organization to make the feature for the advance they are getting in and against those advances will submit expense report through the reminders in email . We need to establish these automatic reminder's in Zoho expense forMoving receipts
I have been assigned as a delegate for my boss. He has started to put some receipts in different reports but I want to move them so that the report dates match the credit card statement I am reconciling. How do I move receipts from one report to another?Legal validity of photos via Zoho Expense
Good morning, A question arises with regard to the dematerialization of expense claims. A question arises with regard to the dematerialization of expense claims. Are photos taken with the Zoho Expense application legally valid? Is there a code that is assigned to each photo to verify the authenticity of the photos? Like Zoho Sign. (We are in France). Thank you in advanceUK 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 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 PintoWhere 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 Expense to auto scan expenses without setting up a an expense claim
I would like to be able use the autoscan receipts feature using Zoho Expense and import them directly into Zoho Books without having to create a Expense Report for one receipt.Are there any API in Zoho Expenses to extract report and/or expenses approved?
My company is using a specific software to prepare files to be sent to the bank to pay to employees the travel expenses they have to develop the projects, when they travel to the customers sure. Are there any API (like Zoho Projects has to extract timesheet)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.What's new in Zoho Expense - March 2018
Hey folks! At Zoho Expense, we are constantly rolling out brand new features in order to make your expense reporting effortless. Now let's take a look at the updates we have worked upon in the month of February. Zoho Expense meets ICICI banking Long gone are the days when you had to wait to get reimbursed! With the all-new Zoho Expense and ICICI integration, you can reimburse as soon as an expense is approved. Use the ICICI corporate account to reimburse an expense and employees will be able toCan you add an expense to an approved report?
As an admin, I approved a report but now there is a late expense to add to that report. is it possible to revoke the approval and add another expense, then resubmit the report? Thanks Steve.Expense/Trips Question
I am the system administrator for Zoho, and I need to be able to add Trip requests for our CEO and CFO. They like many other CEOs just don't document things well, or at all in Zoho. Is this a possibility? We like using Trips for our field staff, but notNext Page
Access your files securely from anywhere
New to Zoho Recruit?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
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!
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and takeKey Highlights of 2024: Recalling a Year of Progress and Advancements!
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
Most Discussed Topics
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
Zoho Developer Community
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
Zoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,
Top Contributors
Ashley Bell
Kishore Kumar P