using 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.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 notNot 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.Zoho Expense: Product Updates - May 2022
Hello customers, Happy May! This month we have two new integrations and a few interesting mobile updates for you. Read on to learn more about how you can use them in your organization. Sage Accounting Integration Zoho Expense is now integrated with SageDirect Integration with Major Hotel Chains and Airlines for Auto Receipt Import
Hi Team, We love the Zoho Expense app - functions well, VERY simple to manage from an admin perspective, and the ability to have our team easily assign transactions to OUR chart of accounts is fantastic. We moved over from Concur and would never moveAsset account
Hi, I purchase assets (like laptops) with my credit card. I cannot add my It asset account (from book integration) into Zoho Expenses. How shoud I record this transaction? Thanks MariePurchasing 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 ZohoZoho Expense: Product Updates - April 2022
Hello customers, We're back again with what's new in Zoho Expense. While we were in the works of enhancing your expense management process, we came up with a slew of new features this month. Do check them out and try them for your organization. StandardAre 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)Zoho Expense: Retracing 2021 - A year of new beginnings
Default expense settings
Is there a way to turn the "claim reimbursement" button to OFF? We pay everything with a company credit card and use this for tracking purposes. I have to go into everyone and edit this button and then add the proper card. We need a way to defaultError 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?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?An employee got a purchases reimburse how to manage it?
We are new using Zoho expense and we got exposed to the following case and we are looking for help to manage it. An employee did purchase with a personal card online The employee did the expenses report The report has been process, approve and the employeeAuto Pull for Expense Reports
Hello, I have added the automation for our main approver to get the expenses pushed to here through the automation process. What I wanted to know is how that actually works. I have checked the box for there to be a report generated even if there areCredit Card Transactions
Hello, I was wondering if it is possible to be able to have each individual card holder account show up when pulling feeds. As of right now when I add another card it pulls all accounts and they are bundled together. I was hoping to be able to lookIs there a report to show who approved each expense report and when they did so?
My boss and our auditors like to see documentation of who approved each expense report and when they did so. Is there an easy way to download this information? Desired format would be ER#, total amount, approver, date.Import Other Current Liability Account
My organization has several Other Current Liability accounts in Quickbooks Desktop that we need to export expenses to, but we can't since they aren't Expense accounts. I'm either going to have to manually add affected reports to QBD or temporarily changeCan 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.Hide/Show Claim Reimbursement Field
Hi, I need the ability to show/hide the Claim Reimbursement field in the Expense module. This way I can set the default setting for 'claim reimbursement' and hide the file when a user is recording an expense. I've seen the new option for Page Layout andReminder 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 forNeed 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. TheWhat are the implications of archiving an expense report in Zoho?
We would like to archive Approved expense reports after certain period. I checked in some posts from years ago in this community and it was mentioned that the only way to archive approved reports was to reject and afterwards archive the reports. We findCard Transactions - Filter by a search term
The current filter allows you to filter card transactions by date. It would be amazing to be able to filter them by a search term. We have multiple transactions from a single payee, and rather than use browser search a filter with search term would beBulk Update to Card Transactions - i.e Category / Tax etc.
We have card multiple transactions - such as software subscriptions that repeat monthly, some have multiple charges in the same month. They have the same tax category, same category, and most are the same amount. It would be great to be able to 'bulkHow to see overall advance report?
When I choose Analytics, and see the report. I just see Reimbursement "advance by user". Its means just only can see how much money of advance apply to charge for expenses. But I can not see How much total amount of money which advances, and how manyIntroducing the all-new Zoho Expense
Hello everyone, We are delighted to announce the launch of our newly revamped Zoho Expense. We've brought you a brand-new user interface with power-packed features and a superior user experience, for hassle-free business travel and expense reporting.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".i am using zoho expence to autoscan receipts but its not showing paid by owners equity
i am using zoho expence to autoscan receipts but its not showing paid by owners equityUsing Zoho for Receipt Capture
Is anyone using Expense for receipt capture of non-reimbursable expenses? We want to make it easy for our staff with company cards to be able to self-categorize and capture receipts. Expense does a great job of reimbursable expenses, but I’m curious whatReport 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 companyAuto scan receipt uses wrong currency
Hi When I scan my receipt from the mobile app it scans the amount is USD not ZAR (South African Rands). ZAR is set as my organization currency. How do I get the receipts to scan as ZAR not USD? Thanks AndrewZoho Expense: Option to add more than one delegate
It would be very helpful to have more than one delegate in Zoho Expense. In our company the accounts team has part time employees who share the role and so we need to have more one delegate assigned. Zoho Ticket Reference ## 30375323 ## advised this is not possible at the moment.Invalid Reference Id : Names element id 2315 not found
Invalid Reference Id : Names element id 2315 not found 05 Feb 2021 12:37 PM Reply Comment JO joanna.kolton just now Can we PLEASE get more information other than this error message? Invalid Reference Id : Names element id 2315 not found It would be moreIdea: Report Submission Date?
For the life of me, I cannot find the actual date the report was submitted for approval. Sure, it's in the history - but when approving reports, it would be helpful to have the actual submission date there. We ask our guys to submit prior week expensesIdea: Easier Skip from Report to Report
I'm approving 60 reports on a monthly basis. Once you're in a report and approve it, it looks like you have to exit the report and open the next one. This is quite time consuming. Would it be possible to have forward and backward buttons inside a reportWhere 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 Expenses to upload receipts to Zoho Accounts (sole trader, no employees)
I'm testing Zoho to see if it does what I need. The autoscan feature in Books is limited (i.e. a paid add on) so I'm exploring whether Expenses can be used as a work around. In my current software (Wave) I use their receipt app to scan on the go, e.g.Authtoken Deprecation for Zoho Expense APIs
UPDATE (2 July 2021): We've extended the deadline to 30 August 2021 for converting Authtokens to OAuth. UPDATE (4 Feb 2021): We've extended the deadline to 1 July 2021 for converting Authtokens to OAuth. Hello everyone, The usage of Authtokens to authenticateWhy is Zoho Expense so slow today?
Why is Zoho Expense so slow today?Next Page
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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 wordsCannot 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
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