What's New in Zoho Expense: January - March 2023

What's New in Zoho Expense: January - March 2023

Hello customers,

We're happy to see you on the first quarterly What's New post of 2023. Over the past three months, we've developed interesting features and made enhancements to help you perform functions in Zoho Expense seamlessly. Let's dive right in and read all about them.

Preferred departure airport

You can now set up a preferred departure airport. Select the specific airport you usually depart from whenever you go on business trips and the airport will be prefilled in your trip creation forms. Based on the selected departure airport, Zoho Expense will gather the domestic airports and cities for your domestic trips. You can add your preferred departure airport in your Travel Profile or while creating a trip request.

To add the preferred departure airport under your Travel Profile, go to My Settings. Under the Basic Information tab, scroll down to Travel Profile. Click + Add Travel Profile, if you don't already have a travel profile, or click the Edit icon. Select the Preferred Departure Airport and click Save.

​

Add comments on expense details inside reports

If your report is Awaiting Approval, Approved, or Reimbursed, click the expense inside a report in the admin view, navigate to the Comments tab next to the Details tab to add your comments. No more switching to the report details page to add comments on your expenses.

To do this: Go to Admin View > Reports. Select a report and click an expense. Navigate to the Comments tab and add your comments.


Reject expenses inside reports

We've added a new preference for reports where the admin can configure whether approvers can reject the individual expenses in reports. The option to reject expenses will be enabled by default, however, you can disable it later if required. When this option is enabled, you can reject more than one expense at a time in a report. Simply select the expenses you want to reject and click Bulk Reject, all the selected expenses will be rejected.

To enable/disable this option: Go to Admin View > Settings > Modules > Reports. Under Approval Preferences, you can find the "Allow approvers to reject the expenses in reports" option.




To bulk reject expenses inside reports: Go to Admin View > Reports or go to Approvals under My View. Click a report, select the expenses you want to reject, and click Bulk Reject.


New fields in advance refund and carry forward forms

When you record an advance refund or carry forward, you can now update the accounts to which the advance was refunded or carried forward to in Zoho Expense.





Bulk update branches for users

Now update branches for multiple users at a time using bulk update. Select the users for whom you want to update the branches and associate the preferred branches with them. Also, if you want to unassociate their old branches and associate new ones, simply mark the Overwrite previously associated branches option. The selected branches will be associated and the old branches will no longer be associated with those users.

To bulk update branches for users: Go to Admin View > Settings > Users. Select the users and click Bulk Update. In the Branches field, select the branches that you want to associate with the selected users. Click Save.



Android app updates

  • Upload your travel documents and add your travel details in your Travel Profile from Settings.
  • Make travel profile mandatory for trips from the web app. Once you enable this, a banner will be displayed on the android app restricting users from creating trips without a travel profile.
  • A violation will be displayed in trips if the trip's dates overlap with another trip. You can view the overlapping trips and make changes, if necessary. This feature is still in early access. If you want to enable it for your organization, write to support@zohoexpense.com.
  • If the expenses that you've created online have not been synced, use the Retry Sync option once you connect to the internet and sync the expenses.
  • You can download the documents that are attached to the Attachment section in Trips, Purchase Requests, and Advances.
Do give these features a spin and let us know if they're useful for your business in the comments below. For any questions, write to us at support@zohoexpense.com.

Regards,
The Zoho Expense Team.

      • Recent Topics

      • Zoho Creator SaaS app with multiple client AND multiple users

        I am close to finalizing a Zoho Creator app that will be used by different companies to manage sale info, and each company can have multiple users using the app. Things were going perfectly until I tried a search on a report. I use a database field in each table to separate the data for each company, which works great. BUT when I do a search, I get to see ALL the data. This means that Company A could easily see the data from Companies B and C via the built-in search. Is there a way to set up the

      • Project Change Orders and Additions

        We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out

      • Track online, in-office, and client location meetings separately with the new meeting venue option

        Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the

      • Create custom rollup summary fields in Zoho CRM

        Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

      • Possible to send Zoom AI Companion transcripts and summaries to contacts in CRM?

        Title says it all. Is it possible to send Zoom AI Companion transcripts and summaries to contacts in Zoho CRM?

      • How do I edit the Calendar Invite notifications for Interviews in Recruit?

        I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent

      • Posibility to add Emoticons on the Email Subject of Templates

        Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show

      • Clarity on extended contract status

        Clarity on “extended” status- How does Zoho “extend” a contract?  E.g. if client extends by 1 month, can the “end date” be adjusted accordingly in Zoho and tagged as “Extended” with a clear audit trail that also captures the client’s email? Note- Email

      • Customizing contract status

        Can we customize/add/remove status on Zoho contracts ourselves or does Zoho needs to do this? Context- There is a long list of status on Zoho but not all of them are relevant for us . There are few status which are missing and needs to be added. E.g-

      • Set Custom Business Calendars and Holidays for Global Teams

        Managing a project across diverse teams means accounting for more than just tasks and deadlines; it means acknowledging how and when each team actually works. Users might follow different working days or observe region-specific holidays that cannot be

      • [Integration edition] Deluge learning series - Integrations between Zoho apps and Third-party services with Deluge | 28 August 2025

        We’re excited to welcome you to the Deluge learning series: Integration edition! The Integration edition will run for three months: Session 1 – Integrating Zoho Apps with Deluge using inbuilt integration tasks Session 2 – Integrating Zoho Apps with Deluge

      • Critical Vulnerability in all major password manager plugins - is Zoho Vault affected?

        Hi Zoho, a security researcher found a critical clickjacking vulnerability in all major browser password managers: DOM-based Extension Clickjacking: Your Password Manager Data at Risk | Marek Tóth Is Zoho Vault affected as well? Apparently the Vault extension

      • Introducing SecureForms in Zoho Vault

        Hey everyone, Let’s face it—asking someone to send over a password or other sensitive data is rarely straightforward. You wait. You nudge. You follow up once, twice—maybe more. And when the information finally arrives, it shows up in the worst possible

      • Tables from ZohoSheets remove images when updated from source

        I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see the

      • Change eMail Template for Event-Invitations

        Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, Juerg

      • Inventory Adjustments

        Hi, How to transfer the material from one head to another ? Like materials purchased for manufacturing the laptop need to transfer from consumption inventory (Quantity of raw materials reduced) to destination inventory ( Quantity of Laptop increased)

      • Need Your Insights

        Hi Zoho, I'm confused why the flow only sends to one output. setVariable15 is from a list. It doesn't consider the 2nd entry. Any thoughts?

      • Map Dependency Fields - How can can I limit picklist values from a multi-select Parent field?

        I know the "Map Dependency Fields" feature doesn't allow a multi-select parent field. However, I need the functionality. Can I do it through a deluge function, and would it still support color coding picklists? We need the color coding for quick scanning

      • DYK 1 - Color Palette for Enhanced Visual Identification of Status

        Introducing the Did You Know series of posts. The goal of this series is to familiarize users with certain features or enhancements in Zoho Projects that may not be evident at first glance. The first post in this series deals with color palettes for indicating

      • Invalid field in the COQL query

        Dear Zoho Support! I believe that you already helped me with a similar problem a few years ago. One of my clients has a custom field named "LOB" in the "Deals" Module (see the field's metadata below). The COQL query using this field: : "select id, Deal_Name,

      • Automating Employee Birthday Notifications in Zoho Cliq

        Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

      • Transferring domain registration to new registrar and switching email hosting at the same time?

        I need to transfer an existing domain uv cure adhesive that's currently with SiteGround to Porkbun. I also need to move the existing custom email addresses from SiteGround to Zoho Mail. I'm not sure if I should transfer the domain first and then tackle

      • Split deposits

        Can Zoho do split deposits. One deposit, two checks for two separate invoices from different customers. This is one of the most common tasks I can imaging. When I mark the two invoices paid, there are two deposits in bank register. When I try to match,

      • Feedback: Streamlining Note Management in Zoho Notebook

        Dear Team/Support, I would like to share some feedback regarding the note management system that could help improve usability and accessibility for users like myself. Notebook 1 (screenshot attached): Currently, the system does not allow selecting and

      • Deactivate Desk Contact without Deleting Contat

        We have a client who has multiple tenants for regulatory purposes, and as such, has a few users that have email addresses in both tenants. They've then emailed into the ticketing system, so we have multiple contacts (no big deal, we want to keep their

      • Delete my store of Zoho commerce

        Hi Team, I want to delete my stores of commerce. Please help me asap. Looking for the positive response soon. Thanks Shubham Chauhan Mob: +91-9761872650

      • Ability to add VAT to Retainer Invoices

        Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes

      • [Free Webinar] Learning Table Series - Zoho Creator for Asset Management with AI Enhancements

        Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. Each month highlights a specific sector, and this time our focus is

      • Menu Building is completely broken

        I have been 3 hours, I have not been able to edit the menu. Either it is completely broken, very little intuitive or I do now know anything... There is no way to create a megamenu, no way to create a menu. Despite the fact I go to menu configurartion

      • Can you sell Subscriptions using Zoho Commerce?

        In addition to physical products and the apparently coming soon 'Digital Products', it is possible to sell Subscriptions using Zoho Commerce?

      • Kaizen #197: Frequently Asked Questions on GraphQL APIs

        🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

      • Multiple Languages for Product Names

        Hi, I use 2 languages: spanish and english. I want to have for every product a name in spanish and a name on english. I want to have to possibility of choosing one of these languages when making an invoice or a purchase order. Is there any way to do

      • Item with name in different languate

        Hello, is there a way to have an item with its name in different languages? For example: I sell an item in different markets and I'd like to have a Proposal and the Invoice with the Item Name in a specific language. Rino Bertolotto Zoho Specialist, STESA srl

      • Contacts with most tickets? Alarm for multiple tickets?

        Is it possible to see through the analytics/reports which contacts are creating the most tickets (not the most discussed ones)? Also, is there a way to set up a notification if a contact creates multiple tickets within a certain time frame?

      • Issue with Template Subject Line Format in Zoho CRM

        Hi Team, I’ve noticed that when I update the subject line of an email template in Zoho CRM, it sometimes appears in an incorrect format when used. Please see the attached screenshot for reference. Kindly look into this issue and fix this issue from backend

      • Two Data Labels in Bar Chart

        I need to create a bar chart that has both the SUM and COUNT. I've concatenated them into a formula but it converts it into a stacked bar / scattered chart. The bar chart is no longer accessible. Since i'm comparing YOY, it would be best to have it in

      • Disable field on subform row

        Hi, Is it currently possible to disable a row item on a subform? I was just trying to do something whereby until another value is entered the field is disable but for the deluge scripting interface threw up an error saying such a function is not supported on a subform. Thanks in advance for your help. Shaheed

      • Leads - Kanban view fit to screen

        Hey guys, I created a custom layout for my leads, staged by lead status. I have 10 types of status. In Kanban view I see only 4 columns/stages and need to scroll to the right to see the rest. Is there a way to make columns/stages be displayed all together?

      • Request to Differentiate Auto-Closed WhatsApp Conversations in SalesIQ

        Hi Zoho Support, I’d like to raise a request related to the way WhatsApp conversations are auto-closed in SalesIQ. Every Monday, our Sales team has to manually review each closed WhatsApp conversation from the weekend to identify which ones were automatically

      • Kanban View UI gets a revamp

        Hello everyone, In the coming week you will notice design related enhancements in Kanban View. The UI has been changed and a new option is introduced under Kanban View Settings that allows to change the color of the category headers.  Please, note that the functionality is not changed. These changes will not apply to the Activities and Visits modules. Here are the details of the changes: 1. The column widths have been fixed to 300 px. The records will have a box around them for clear distinction.

      • Next Page