What's New in Zoho Expense: August - October 2023

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! Get set to delve into the full details and read everything there is to know about these new features.

New edition - Germany

We're excited to announce the launch of another regional edition—Zoho Expense: Germany. If your organization is operating in Germany, simply select the country as Germany on the sign-up page to get started. You can then enable VAT, and Zoho Expense will preconfigure the applicable tax rates for businesses in Germany. While recording business expenses, users can choose the appropriate VAT treatment and VAT rates from the options provided. You can also access Zoho Expense in Deutsch, if required. Additionally, if mileage is enabled in your organization, the government-suggested mileage rates for the car and motorcycle vehicle types will be automatically fetched to Zoho Expense.

Self-booking through GetThere

If you're an organization that lets your employees book tickets online, then this integration would be a great addition for you! With the GetThere integration, your employees can directly book tickets for their business trips from within Zoho Expense. If you don't want all your employees to self-book, simply select the users who can directly book tickets using GetThere. Additionally, you can easily set up the organization's travel policies in GetThere so employees can book tickets in compliance with the company's policies. Learn more.

Report automation for corporate card expenses

Enable report automation to automatically generate a report that will compile the expenses made using a corporate card. A report will be automatically created on the billing date you've configured and all expenses incurred using your corporate card will be attached to the report. You can set up automatic submission, if required.

To set up report automation for corporate cards: Go to Admin View > Settings > Report Automation. Hover over Corporate Card Expenses and click Configure Now. Set up your preferences and click Save.

Updates in delegate configuration

Now, you can set the start date and the end date by which a delegate should cease having access to your account. This feature will come in handy when you want to assign delegates for future dates. At the same time, you can modify the access given to your account, whenever required. Users can also view the list of previous delegates that were assigned for them in My View and the admins can view the list of all the delegates that have been assigned for a user in the Admin View. The list will have the details of each delegate's Access Type, Duration, and Added By date.

For Admins: Go to Admin View > Settings > Users. Select a user and scroll down to the Delegate Details section to configure the delegate access.
For Submitters and Approvers: Go to My View > My Settings. Scroll down to the My Delegate section to configure the delegate access.

Webhooks revamp

The following changes were made in webhooks:
  • Query parameters are now supported.
  • Three types of body types are now supported - Default Payload, x-www-form-urlencoded, and raw JSON.
  • Secret key support has been added. It will be used to ensure that the API is triggered by Zoho Expense by comparing the hash value in the header (X-Zoho-Webhook-Signature). You need to have the same token on your server in order to compute a hash value.
  • Placeholders can now be inserted in the URL field, query parameters, form URL encoded parameters, and raw JSON.
To create a webhook: Go to Admin View > Settings > Actions > Webhooks > + New Webhook.


Set up tax-inclusive expense limits

When you configure rules to set up limits for your expenses on the Policies page, you can now mark if the expense amount should be inclusive of tax. If you check the "Limit amount is inclusive of tax" checkbox in Policies, the rule will be executed only if the amount exceeds the sum of the expense amount and tax.

To set up tax inclusive expense limits: Go to Admin View > Settings > Policies. Select a policy and navigate to the Rules tab. Select a rule and check the "Limit is inclusive of tax" option. Click Save.



Force delete custom module

Earlier, if you had records under a custom module, you would not have been able to delete the custom module. However, based on popular customer requests, we're now providing an option to delete a custom module even if there are records in it.

To force delete a custom module: Go to Admin View > Settings > Modules. Click the module you want to delete. Click the Gear icon next to the module name and click Delete. In the pop-up that opens, click Delete. A force delete pop-up will open; click Force Delete.


Revert custom status

If you've created your own custom status for a module and have applied it on a record, you can now revert it back to its corresponding default status in Zoho Expense whenever required.

Help text for custom fields

Introducing help text for custom fields! Whenever you create a custom field, you can now add a note in the Help Text field to help users understand the purpose of the field. If you've added help text for a custom field, users will be able to view this text when they hover over the help icon next to the custom field.

To add a help text for custom fields: Go to Admin View > Settings > Modules. Select the module for which you want to add a custom field with help text. Navigate to the Fields tab. Click + New Field. Enter the Label Name and Data Type. The Help Text field will appear. Enter the help text and click Save.



Per diem preferences for expense types

When you create a new expense type, you can now select if you want to configure per diem for the expense type. Additionally, you can choose if you want to record the expense type as a component or a supplement and select the ways by which you can record per diem expenses for this expense type.

To configure per diem preferences for expense types: Go to Admin View > Settings > Modules > Categories. Navigate to Expense Types. Click + New Expense Type. Enter the name and select a default category. Mark the "Configure per diem for this expense type" option and click Save.

​

Preferences for chatlets

You can now enable chatlets for reports and trips from the respective Preferences page. If chatlet is enabled, all the admins and approvers can create chatlets by default. However, if you'd like to provide access to all users to create chatlets, you can select that option. This feature is only available for the Premium and Enterprise plans of Zoho Expense.

To configure chatlet preferences: Go to Admin View > Settings > Modules > Reports or Trips. Mark the "Enable Chatlets" option and click Save.


Fetch Canadian tax rates automatically

Zoho Expense can now fetch the Canadian government's tax rates and agencies automatically! If you create a new organization with Canada as the Country and enable "Taxes," all the government-suggested tax rates and agencies will be auto-fetched to allow users to apply them to their expenses. Additionally, if you have custom tax rates, you can create them as well.

Select a delivery address for purchase requests

When you create a purchase request, you can now choose the delivery address. The organization's primary address will be prefilled by default. However, admins will be able to add a new address or edit the existing address.


iOS app updates

  • Zoho Expense is now iOS17, iPadOS 17, and macOS Sonoma ready! Access shortcuts from Spotlight, view real-time updates on the distance covered using GPS, the time left for your flight on your lock screen, Dynamic Island with Live Activities, and view pending tasks by Zia with the interactive widgets.
  • For VAT-enabled Germany edition organizations, Zoho Expense will automatically fetch the government tax rates so users can apply them to their expenses. Similarly, the government's mileage rates will also be readily available to apply to your mileage expenses.

Android app updates

  • If you've enabled VAT for your Germany edition organizations, the government tax rates will be automatically available, and users can apply them to their expenses.
  • Improved accuracy of mileage tracking using GPS.

Explore a more efficient way to manage expenses with these new features. Try them and drop your feedback in the comments. Need assistance? Contact us at support@zohoexpense.com.

Regards, 
The Zoho Expense Team

      • Recent Topics

      • Re: constant rejected email form and to my account

        Hi, have had several rejection when I sent an email to Zoho account as well as other people have sent emails to my as your health Centre they have account and all aspects have been ejected. i wonder why the email are rejecting to and from. If you see

      • Top Menu Disappeared from Blog Page

        Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.

      • Add Comment/Notes to Each Action in Zoho Flow for Internal Documentation

        It would be great if Zoho Flow could introduce a field to every action where we can make an internal note about why we are doing something with a specific action. This is especially helpful if more than one person from the organization handles automation

      • Questions about To Do

        1. I created a To Do note on Android and there is a line sorting option in the options drop down menu. But I didn’t find such an option in the PC client. I really need this option. 2. Why is there no search in To Do on the PC client? 3. Why is there no

      • Tip of the week 03 - Sending emails in batches

        Today's marketers not only want their email marketing to be efficient, but also smart. For an email campaign, you may think you have all the essential elements for lead conversion—a big mailing list, an attractive template design, and the most-engaging message content, but after hitting the ‘send’ button, you may not get the expected conversions. Wondering why? Here’s one of the major reasons. Many marketers miss out on sending the email campaign the right way. Did you know that you should not be

      • Sites Speed and Performance Grades

        I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,

      • Feature Request - Configurable Payment Icons + Pay Now link in email.

        The PAY NOW buttons (icons) on invoices are really small. It would be great if we could make that a big, colored icon. Better would be to add a button to emails as well. 

      • Survey end date extension

        Hi, Is there any way to extend the end date of my survey? I needed more time in finding respondents that is why I need to extend the end date of my survey. Help. Thanks

      • AI read notes or explanation

        It would be such a great feature to have AI voices be able to read our Notes or Explanation If not having the AI speak the notes at run time, how about a feature where inside of Zoho Show you can have it look at all the notes of all the slides and have

      • Help with technical problem

        Hello, I want to make it so I can say how many days are left until a date is reached, and for it to give me a status on if its VALID, EXPIRED, or ABOUT TO EXPIRE, but the problem I'm having is I want it to be compared to the date every day, not just the

      • How do I redeem credits?

        How do I redeem credits that are shown in billing section?

      • Managing Prepaid Hours for Consulting

        We are a consulting firm that bills clients a flat upfront annual fee plus an hourly rate and offer a discount for pre-paying a block of hours. Hours that surpass the pre-paid block are billed monthly at the normal rate. If there are any pre-paid hours remaining at the end of the project they are banked for future use. I'm not seeing a method of doing this in Projects/Books/CRM... thoughts?

      • Email Verification Tool

        Hi there, just came across this tool for Google Sheets https://www.producthunt.com/posts/email-verification-tool-for-google-sheets-2 How would one do to automatically verify/validate email addresses entered on the CRM in a similar way?

      • Get DealID when Deal Created?

        Hi What's the easiest way to grab the DealID when a deal is created?  I want to add it to a custom field on the deal. Thanks

      • ZOHO Widget SDK not loading in html

        I have this code below, I have imported the widgetsdk however I get the error shown in the image, I have tried many different ways of importing and initiating the function ZOHO but nothing is working. can someone explain what I'm doing wrong, if I am

      • Enhancements to Zoho Corp Help Center "Team Requests" View

        Dear Zoho Team, I hope this message finds you well. The ability to view both my tickets and my team’s tickets in the Zoho Corp Help Center is a fantastic feature, especially as the focal point for Zoho in our organization. However, we’ve encountered a

      • Allow Multiple Scheduled Appointments with Zoho Support

        Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling

      • Projectwise budget ---

        Can we have a Project wise subject in addition to the Monthly, and quarterly ACCOUNT LEVEL budget?

      • WorkDrive API Documentation

        WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.

      • Error 403: Forbidden When Updating Email Signature via API

        Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden

      • Who can see draft replies on tickets?

        We have noticed that we are able to see draft replies made by other agents. Which settings can limit this visibility? It makes sense to me that admins and the agent who created the draft would be able to see the draft, but no one else. How can we make

      • Serious question: Are there actually "solo-preneurs"/small business owners who made Zoho-one work well for them?

        L.S. After already many years of continued struggle with Zoho-One, I am seriously wondering if there are actually solo-preneurs (one person small business owners - without a large, dedicated IT dept.) who got it (Zoho-One) to work well for their businesses.

      • Same phone number for more than one account.

        Hi there, I am a webdeveloper specialising in providing websites, webhosting and email solutions for my customers. I have signed up a number of my customers to Zoho Mail in the past, and a couple of these have grown into a paid package for Zoho CRM. As I am then one setting up and managing their zoho email admin account I run into trouble when registering a new account as my mobile is number already registered towards another account. I have now used up all my mobile phone accounts, my kids accounts,

      • Major iOS issues when accessing forms via the browser

        Hi, We have been using forms for some time, while the office staff are accessing the forms via the app on Android mobiles, we have a fleet of sub contractors that we would not like them having access to the main app as some of the forms are confidential

      • How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?

        Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of

      • QR codes in templates

        I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.

      • Button Display Conditions

        Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field

      • Knowledge base: The nitty-gritty of SEO tags

        A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct

      • Social Media Simplified with Zoho Social: Make the best out of the publishing calendar

        Are you a marketer who likes visualizing your plan of action before you start social media posting? Are you part of a team that works on social media on a rotational basis, so the most important task is to collaborate to avoid overlap and confusion? Or

      • Custom function daily limit and procedural programming

        Dearest Zoho Today, support confirmed that if I call a custom function from another custom function then I will use up two, with regards to my daily limit. A few times, we have blown our daily limit and that means that ordinary business processes don't run for the rest of the day. I have to mop these up the following day and there is no guarantee that I will get it right. Therefore, I can't afford to waste any. Procedural programming has been around for over 50 years now and it greatly simplifies

      • New enhancements: Changing portal users' email addresses and new customization options for templates

        Dear All, Portals have enabled organizations to extend access to various CRM modules to their customers, vendors, partners, and end users, per their business requirements. When a portal is created, an invitation email is sent to portal users with a link

      • Granular Time Frame Settings for Message Deletion and Editing in Zoho Cliq

        Dear Zoho Team, I hope you're doing well. Currently, the settings for message deletion and editing in Zoho Cliq are configured globally under: Admin Panel > Organisation > Configurations > Conversations Delete messages: Time frame to allow message deletion

      • New Built In QR/Barcode Generator Print Settings

        I'm trying out the new QR/Barcode generator field in Creator. I would think most people will want to print these, like I do. I am not seeing any way to control the height or width of the barcode for printing (inside the print/pdf template builder). The

      • Zoho One. Client Script

        Hi, I would like to know if the Client Script feature is available in Zoho One. If it's, how can I enable it?

      • Calendar View for Zoho Tickets

        Is there a way to view your tickets with due dates on a calendar view? I can not find a way to merge my Zoho Calendar and Tickets. This would be extremely helpful to my team.

      • Delete / Modify Default Career Site - Zoho Recruit

        Hello, It would be very useful if we could delete a default career site or change which of our career site is the default. Our Career site was created when there were issues with Zoho Recruit creating English CTA buttons on French Career sites. The only

      • Is it possible to hide Developer Space for all user in Zoho Projects

        Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.

      • Automatic Portal invite

        We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?

      • Introducing automation and utility conversations in WhatsApp marketing

        We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating

      • Extracting data from cells in zoho sheets for zoho books

        I am currently uploading my bank statment in excel format to zoho workdrive. I would like flow to extract certain data and send it to zoho books. Would scripting in zoho flow be able to help me with this? By this I mean should I attempt this in zoho flow

      • Next Page