Auto-update Category on an expense when 'Billable' ticked
I want to be able to auto-update the Category on an Expense if the field 'Billable' has been ticked and possibly also have a pop-up box letting the user know that has been done so they can accept or decline to change. Does anyone know how to do this?Two Mileage rates - Reimbursement and Invoices
When employees enter an expense that is billable to a customer we want to have 2 rates on that expense. One rate is the expense rate that is reimbursed to the employee for example $0.XX per km and a different rate that is billed to the client for thoseReimburse 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.Allow breakdown of per diem for meals provided
Would it be possible to break the per diem down into what you get for each meal. The reason for this is we want to offer per diem but if a meal is provided by a customer or sales we need to remove this from the per diem bucket for that day. We break downodometer mileage
Hello, How do I record beginning and ending odometer mileage? Thank you,What’s New in Zoho Expense: January – April 2024
Hello users, We are thrilled to share some exciting product updates and enhancements in Zoho Expense that will help you streamline and improve your travel and expense management experience. Our latest additions include new integrations, new preferencesThis 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. ThanksPlease Add Branch under Zoho Expense
Right now, Branch is only enabled under Zoho Books. Zoho Expense doesn't have tab for Branch. In this way, we can properly account all expenses under a specific branch.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 fromAlert trigger for user while creating a new trip in Zoho Expense
Hello everyone, I created one custom field. I need to create a custom alert/validation for that field. For Ex: User, only needs to select the trip date after 30 days from current date. Like Zoho CRM or Zoho Creator, we not unable to write code in ZohoAccess Token Expiration
I am using the Zoho Expense API and the OAuth 2 flow for authentication. I request an access and refresh token and after an hour passes, the access token expires. I make a POST request to /oauth/v2/token to refresh my access token, but it always comesUnable to change Role for a user to Admin on Zoho Expense
We are trying to change the role of a user in Expense and we keep getting an error. Kindly see attached. We could do this prior to today.Improve search matching of drop-downs
Hi, I've found that most of the drop-down fields that must be filled in on expense reports require knowing exactly how something is listed in the field to search for it. For example (and as a user, not an admin, I don't know if these are universal orCan't add category to Expense
Zoho app has worked great until yesterday (March 13, 2024). I can put the information on an expense (vendor, amount, receipt) --- however, when I go to one of the categories I use regularly it is in the "Recently Used." When I click on it, nothing happens.Automatic entry triggered by purchase or travel request
Does Zoho have a function that generates an entry based on a purchase or travel request in the Zoho Expense module? If yes, how can I check the settings? I would like to know to which accounts this function are applied, such as expenses, inventry, etc.reconciliation
Hello I'd like to reconcile the defined expenses with the card statement. I do not want to create the expenses with the statement as all are created on go based on receipts. I'd like to check with the statement that no amount remained undeclared... CanMultiple Mileage and Per Diem Rates
We need to have different mileage and per diem rates depending on where travel is taking place, or grant requirements. How can I configure this in the Expense App?API to get the pdf export of an expense report ?
Hi there, I'm trying to code a custom deluge function that automatically upload the pdf of an expense report to a google drive when the report is approved. I already code a similar feature for bills in zoho books using the API. However I did not findNo 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 possibleIdentical 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 duplicationIntegrate Google Maps and Zoho Expense Mileage
Hello, it would improve the user experience if we can integrate Google Maps to Zoho Expense Mileage tracking so that the Mileage can be recorded in the same step as getting driving instructions. At the moment, the user has to go into Zoho Expense> Mileage>Track via GPS to record mileage. Then they have to go to Zoho CRM Event>click in event location to open in Google Maps to get driving instructions. is this possible?Expenses in currency different from base currency
I have a bank account that is in a different currency from the organisation's base currency. Expenses are paid out of this account. My plan won't allow me to have expenses in another currency other than base currency (we are not upgrading). My questionHow to Add comments to an Expense Report
I create monthly Expense Reports for multiple users. I'd like to be able to call their attention to the report or even specific items in the report without going through email. Is there a way to add Comments to a report? Thank youAmex 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?Making Tags Mandatory
When creating an expense, is it possible to make the Tags field mandatory? I see the option in settings to make other fields mandatory, like Merchant, Description, Customer, etc, but nothing about Tags. Thanks! KevinPurchase Requests - how do I get Zoho Books Items to show up?
In Zoho Expense Admin View > Settings > Modules > Items the items in Zoho Books can be viewed, leading one to believe these items are available in Zoho Expense, I assume for purchase requests. However when I attempt to raise a purchase request, only two2023 Unwrapped – Reflecting on a Year of Growth!
2023 Unwrapped - Reflecting on a Year of Growth!
Taxes
Bonjour, Je voudrai ajouter le montant des taxes aux dépenses mais je ne trouve pas où se trouve le champ. Pourriez-vous m'aider svp ?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 neededhow to assign credit cards to individual users
I have been unable to figure out how to assign corporate cards to individual users, and it doesn't seem like it should be as difficult as it has been for me. Our company uses Capital one credit cards. Upon syncing our account to Zoho expense by addingRFQ Module in Zoho Books
It will be helpful to all ZOHO users if ZOHO implements the RFQ module in Purchase Order Process with purchase request (Zoho Expenses).What's New in Zoho Expense: August - October 2023
Hello users, We're back again with our What's New post to inform you about the most exciting feature rollouts over the past three months. An all-new edition, an integration for business travel management, iOS 17 updates, and more are in store for you!Missing ability to add bank charges to expense reimbursements is very annoying
When I reimburse an expense report, there is no ability to add bank charges to the transaction. Every other payment or deposit transaction I have seen in Books has this ability. However, with expense, I have to create a manual journal to account for bankAutomation of posting of invoices
Hello Community, This is my first project on Zoho to establish financial statements for a company, I recorded the sales directly in manual journal and I recorded the expenses in Purchases==>Expenses. Then I checked the report if it is auto posted andZoho 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 notExpense integration with CRM Custom Modules
For various use cases, I find it very interesting to be able to relate Expenses with custom CRM modules. Currently, the integration with CRM only allows you to integrate Contacts and Accounts. Please consider including the integration of custom moduTrips (Zoho Expenses) to Zoho Books
Is there anyway, we can integrate the Trip Option - Zoho expenses (with approval matrix) to a PO and later on map it into the respective invoice. Idea is Trip (with approval matrix) -> integrate to Books through PO module -> Convert into Invoice -> andShow expenses without taxes in analytics reports like the project expenses report
Analytics should allow reporting of expenses without taxes when drilling in a project expense report in ZOHO Expenses. The "Show-Hide columns" tool in the customize section of the report does not contain this column. I don't know any accountant who wouldNext Page
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Announcements
What’s New in Zoho Expense: August - October 2024
Hello users, We are thrilled to share some exciting product updates and enhancements in Zoho Expense that will help you streamline and improve your travel and expense management experience. Our latest additions include the ability for users to view theirWhat's New in Zoho Expense: May - July 2024
Hello users, We're back with the latest set of features and updates in Zoho Expense, aimed at improving your expense and travel management experience. This update includes a Per Diem Calculator, a feature to track your loyalty programs, and other enhancementsWhat’s New in Zoho Expense: January – April 2024
Hello users, We are thrilled to share some exciting product updates and enhancements in Zoho Expense that will help you streamline and improve your travel and expense management experience. Our latest additions include new integrations, new preferences2023 Unwrapped – Reflecting on a Year of Growth!
What's New in Zoho Expense: August - October 2023
Hello users, We're back again with our What's New post to inform you about the most exciting feature rollouts over the past three months. An all-new edition, an integration for business travel management, iOS 17 updates, and more are in store for you!
Most Discussed Topics
Zoho 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 whereVenezuelan 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 BolivaresManage 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 theexchange 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 can
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