2.0 Dashboard Widgets
Guys, In the previous version we had a dashboard widget that was available to all users that shows the number of unexpensed transactions on their corporate card. This was a very helpful trigger to make sure users would match and reconcile their creditAnyone 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?How do I edit expenses
I have set up a feed from my Credit Card. The data has imported successfully, I can see them all (104 of them). I next want to categorise the expenses, but I can't seem to edit them. I can click on the Credit Card and this shows me the transactions, butCan'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 ourZoho 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 PintoMake Expenses easier to use for small businesses and sole traders by having auto reports as a baked in feature setting
As a sole trader I do not need to submit reports for approval. I am coming from wave apps which had a brilliant expenses app. As far as I can tell when I submit expenses I have to run a report before those expenses are added to the running tally. ThisTrip report question
When associating an expense to a trip, it seems I'm forced to create a separate report for a trip. Is this correct? Is there any way to associate an expense to a trip AND have it appear in a "general" expense report. Our accounting dept. likes the ability to understand expenses related to a specific trip, but would like to see personal expenses all collated into a single report. Why? We do monthly expense reports, but receipts around a trip may span across two months. Thanks for any insight intoIntegrate with MYOB
Hello There! I can see all the integration with accounting software, but is that can integrate with MYOB? hope you reply soonCannot 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"Attribute budget to specific users/teams
Hello there, Our company needs to attribute various budgets according to different users/teams. So far I didn't manage to have it done. I was told that it is not possible to do in Zoho expense. But I was also told that I might be able to attribute budgetsZoho 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?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".Can a single piece of documentation be used for multiple expenses without have to upload multiple times?
For example, we have users that will be submitting gasoline expenses by submitting a statement from their credit card (not linked to Zoho) that has, say, 5 gasoline expenses on it from different dates. They would want to create 5 separate expenses forExpense Pricing - Multiple Orginzations
I am coming from a competitor product. I have 8 users, and 8 separate quickbooks companies that I manage. In order to manage the expenses for each of these companies we would create organizations within zoho. My question is what will the subscriptionauto scan - IOS
Everytime i take a picture for a rceipt and press auto scan no dat is pulled through - Is there trick?If I can only purchase ZOHO Expense, instead of the whole ZOHO ONE plan?
Dear Madam/Sir, Now since we don't use ZOHO other functions very often, we hope to purchase ZOHO only with Expense, not the whole ZOHO ONE suites. If this is possible to happen? Thanks!"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?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/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.Need to disconnect Zoho Expense from Zoho Books
We have internal issues that have forced us to remove the integration between books and expense, but I cannot find a way to turn this off. I need help!API: Unable to create users
I am trying to write a script that would synchronize the list of users on my company's Zoho account with our internal LDAP. In that purpose, I have created an access token with the scopes ZohoExpense.users.CREATE and ZohoExpense.users.READ. The script works by getting the list of users from Zoho and from the LDAP, making a diff, then sending API commands to Zoho to create the users that exist on the LDAP but not on Zoho. Such commands look like this: curl https://expense.zoho.com/api/v1/users -XAdd/Edit Tag Options via API
I’ve been experimenting with the Zoho Expense API. Mostly things are going well, but there’s something I can’t figure out and is NOT documented anywhere (I’ve googled extensively). I’m can not modify/create expense tag options via the API, nor is there any documentation. I can create/edit/delete via the website, but need help knowing how to structure the API calls to do the same (creating via the web is not a good option for us in the flow we’re envisioning). Any insights?How 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?New phone- lost expenses
I lost my phone this weekend and had a bunch of unsubmitted expenses. I purchased a new phone and when I tried to login to Zoho, all of my expenses were gone. Any idea how I can find those?Budget and Expenses in different currency
Hello, I have a question... My headquarters are in a country different than mine. They set my budget in their local currency but I generate expenses in my country using a different currency. How can I manage my budget when expenses are made in a different currency?Zoho Expense: Product Updates - January - March 2020
Hello, customers, I hope all of you are safe and healthy in the midst of the COVID-19 pandemic. While we’re going through these unforeseen circumstances, staying on top of your expenses is vital for every business. So, we have made enhancements to our app that will help you manage your expenses efficiently. Read through all the updates we've rolled out in the first quarter of 2020 and put them to best use while managing your expenses. Attach Receipts from Zoho WorkDrive Zoho WorkDrive joins ZohoHow do you get Expense to Sync Merchants from Zoho Books?
If we are creating expenses in zoho expenses and then syncing them to zoho books, how do we sync the merchants list? I see that in the expenses app, the customers list is syncd to books no problem. what about the merchants list (vendors?) Do we just manually create them in expenses and name them the same ?OCR for receipts
Did you implement any OCR technology for the receipts like shoeboxed.com do? ThanksLegal 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 advanceMoving 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?backup & clear receipt inbox
How can I backup the entire receipt inbox (other than downloading 20 or 50 at a time) and then clear it (of all reported expenses)? Thank you. Would really like to see a clean inbox if all expenses are reported (and even submitted, reimbursed). It is misleading (and demoralising) to always have a full, messy inbox containing a mix of fresh unprocessed receipts AND receipts already processed into expenses (in various stages of approval for reimbursement, archiving etc.) Processing the receiptsProject Manager from Zoho People is not reflected as Project Head in Zoho Expense
Hi there. It is awesome that Zoho has integration between People and Expense. However, I noticed that the project manager in People is not reflected as the Project Head in Expense. To make things worse, I can't set the Project Head manually in Expense as an error says I am not allowed to make any changes to the data that have been fetched directly from People. This is frustrating me to the core as the Project Head is vital in the approval flow that I have set up. Do help, ASAP!expense on project
Hello, We need to synchronise the project list (from zoho project) with zoho expense. How to do this ? regards nicolasSetting up multi-level approval
I am trying to set up multi-level approval for individual users and expenses based on the amount of expense. I can do it for reports but for individual users and expenses the system does not give me the option to do so. How can I add another level of approval for users?Why Project sync from Zoho People is not working?
So I was having problem with my projects in my Zoho Expense and decided to delete them all and renitiate the syncing process. When I initiated the instant sync for Projects, only 5 projects are imported from People. This does not make sense as I have tens of projects in People. It baffles me what makes those 5 so special? Is this a bug or a fault on my side? please helpI want to import expenses report to ZOHO Expense - But the status doesnot update
Hi, We had earlier two accounts for ZOHO expenses for different locations, we however decided to use one account and instead create policies within the account for different regions. I have deactivated another account, but I want to import all the expenses reports to new account. It is allowing me to import but the status (approved/rejected/draft) doesn't catch while importing. We have more than 700 reports and manually updating will be time taking and labor work basically, can any one suggestZoho Expense Report Multilevel Approvals
Hi I have set up the Expense Report approvals. it goes from the submitter to the 1st approver. Once the 1st approver approves, then it goes to the 2nd approver. My question is: When the 1st approver is away, the approval process does not progress to 2nd approval. Can you be able to put many approvers in the 1st approver's place? If one of the 1st approvers is away, the others in the 1st approver's group can approve the expense report. Please advise as soon as possibleChange Standard Mileage Rate
Besides manually changing the standard IRS mileage reimbursement rate is there a way to change the default amount from $0.58 to $0.575? See below. IR-2019-215, December 31, 2019 WASHINGTON — The Internal Revenue Service today issued the 2020 optional standard mileage rates (PDF) used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes. Beginning on January 1, 2020, the standard mileage rates for the use of a car (also vans, pickups orExchange rate warning
When expenses are logged in a foreign currency and automated FX rates are enabled, the user has the possibility to edit the exchange rate to match his credit card charge in his base currencies. Simple mistakes or even mis-use of the FX rate can cause a big difference in the expense amount in the base currency. With unfamiliar currencies, those mistakes are very difficult to detect for the approver. Is there a warning or policy violation flag if the inputted FX rate differs too much from the automatedA REWIND OF 2019 - ZOHO EXPENSE
Hello customers, 2019 was a remarkable year for all of us at Zoho Expense. We reached some major milestones while ticking off many other additions and enhancements. Here is a recap: You can see the rest of our 2019 updates in our What's New page. Also,Next Page
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Hello users, We're delighted to present our monthly roundup of updates to help you stay informed and experience hassle-free expense management with Zoho Expense. From real-time budget insights to effective date configuration for policy rules and per diem
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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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