Zoho Expense: Product Updates - April 2022

Zoho 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.


Standard Plan for All Editions

In addition to the India edition and a few countries in the Global edition, we are now introducing the Standard pricing plan for all editions. Few of the features available in the Standard plan include receipt autoscanning, corporate card reconciliation, cash advance management, and more.


Microsoft Edge Extension for Zoho Expense

If you use the Microsoft Edge browser to access the internet, you can now clip and send receipts directly to Zoho Expense from its web pages. Download the extension and simply add receipts for autoscan by cropping and uploading the receipts from the web pages. Also, click the extension to view the status of the uploaded receipts. Besides these options, you can also right-click on a receipt image and send it to Zoho Expense for autoscan, at once.



Delegate Permissions for New Roles

When you create a new user role in Zoho Expense, you can now customize the delegate permissions for that role. You can configure if the users associated with the role can appoint delegates to submit records or to approve records or both. Disable both the permissions if you do not want a user with that role to appoint delegates. The default roles, Admin and Approver, will have both these permissions enabled by default. However, the Submitter role will only have the submit records permission. If you've created custom roles, you can edit those roles and configure delegate permissions based on your preference.

To configure delegate permissions for a role: Go to Admin View > Settings > Roles & Permissions > + New Role > configure the permissions > Save.



Update Custom Status in Bulk for Advances

With this update, you no longer have to update custom statuses one after another for advances. If custom statuses are configured for your organization, you can simply update the advances with the custom status in bulk. You can update custom statuses in both Admin View and My View. Additionally, for Trips and Reports, you can now update custom status in bulk in the All filter and custom views.

To update custom status in My View: Go to Approvals > Advances > select the records for which you want to update the status > Change status > select the status.

To update custom status in Admin View: Go to Admin View > Advances > select the records for which you want to update the status > Change status > select the status.



New Filter In the Advanced Search of Reports

If you wanted to find a particular report based on a specific criterion, you would perform an advanced search. Now, we have introduced a new filter, Policy, using which you can search and find reports based on the associated policy. For example, if you'd like to view a report that you had created for an international business meeting, you can simply select the policy under which you record international business expenses and click search to filter out the reports.

To do an advanced search: Click the Search icon dropdown in the top bar > Advanced Search > select a policy in Policy filter > click Search.



Try these features and let us know what you think in the comments below. If you have any questions, please write to support@zohoexpense.com and we will be happy to help you.

Regards,
The Zoho Expense Team

      • Recent Topics

      • Attention API Users: Upcoming Support for Renaming System Fields

        Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties

      • Billing Management: #3 Billing Unbilled Charges Periodically

        We had a smooth sail into Prorated Billing, a practice that ensures fairness when customers join, upgrade, or downgrade a service at any point during the billing cycle. But what happens when a customer requests additional limits or features during the

      • No bank feeds from First National Bank South Africa since 12 September

        I do not know how Zoho Books expects its customers to run a business like this. I have contacted Zoho books numerous times about this and the say it is solved - on email NO ONE ANSWERS THE SOUTH AFRICAN HELP LINE Come on Zoho Books, you cannot expect

      • Zoho CRM Calendar | Custom Buttons

        I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting

      • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

        Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

      • Citation Problem

        I had an previous ticket (#116148702) on this subject. The basic problem is this; the "Fetch Details" feature works fine on the first attempt but fails on every subsequent attempt, Back in July after having submitted information electronically and was

      • Open Sans Font in Zoho Books is not Open Sans.

        Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

      • Does Zoho Sheet Supports https://n8n.io ?

        Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? Thanks

      • Failing to generate Access and Refresh Token

        Hello.  I have two problems: First one when generating Access and Refresh Token I get this response:  As per the guide here : https://www.zoho.com/books/api/v3/#oauth (using server based application) I'm following all the steps. I have managed to get

      • Zeptomail 136.143.188.150 blocked by SpamCop

        Hi - it looks like this IP is being blocked, resulting in hard bounces unfortunately :( "Reason: uncategorized-bounceMessage: 5.7.1 Service unavailable; Client host [136.143.188.150] blocked using bl.spamcop.net; Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.150

      • Apply transaction rules to multiple banks

        Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.

      • How to bulk update records with Data Enrichment by Zia

        Hi, I want to bulk update my records with Data Enrichment by Zia. How can I do this?

      • Need Guidance on SPF Flattening for Zoho Mail Configuration

        Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare

      • Is there an equivalent to the radius search in RECRUIT available in the CRM

        We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT

      • How do I split a large CSV file into smaller parts for import into Zoho?

        Hi everyone, I’m trying to upload a CSV file into Zoho, but the file is very large (millions of rows), and Zoho keeps giving me errors or takes forever to process. I think the file size is too big for a single import. Manually breaking the CSV into smaller

      • Client Script Payload Size Bug

        var createParams = { "data": [{ "Name": "PS for PR 4050082000024714556", "Price_Request": { "id": "4050082000024714556" }, "Account": { "id": "4050082000021345001" }, "Deal": { "id": "4050082000023972001" }, "Owner": { "id": "4050082000007223004" }, "Approval_Status":

      • Custom Fonts in Zoho CRM Template Builder

        Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

      • Messages not displayed from personal LinkedIn profile

        Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,

      • lead convert between modules

        Hello, The workflow we set up to automatically transfer leads registered via Zapier into the Patients module to the Leads module started to malfunction unexpectedly on September 25, 2025, at 11:00 AM. Under normal circumstances, all fields filled in the

      • Flow Task Limits - How to Monitor, Understand Consumption?

        So, I got an email last night saying that I've exhausted 70% of my tasks for this month, and encouraging me to buy more tasks. I started to dig into this, and I cannot for the life of me figure out where to find any useful information for understanding,

      • Cross References Do Not Update Correctly

        I am using cross references to reference Figures and current am just using the label and number, i.e. Figure #. As seen here: When I need to update the field, I use the update field button. But it will change the cross reference to no longer only including

      • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

        Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with an administrator profile can now manage profile-based permissions

      • How to Track and Manage Schedule Changes in Zoho Projects

        Keeping projects on track requires meticulous planning. However, unforeseen circumstances can cause changes to schedules, leading to delays. It becomes important to capture the reason for such changes to avoid them in the future. Zoho Projects acknowledges

      • Is there a notification API when a new note is addeding

        Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?

      • Zoho Sheet - Desktop App or Offline

        Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

      • Collaborate Feature doesn't work

        Hello Team. It seems that the collaborate section is broken? I can post something but it all appears in "Discussions". In there is no way how I would mark something as Draft, Approval, post or any of the other filter categories? Also if I draft a post

      • Edit Permission during and after approval?

        When a record is sent for approval Can a user request for edit permission from the approver? We don't want to give edit permissions for all the records under approval Only on a case-by-case basis How can we achieve this?

      • Zoho web and mobile application not workingn

        Both zoho forms web and mobile application aren't working. I have checked my network connections and they are fine.

      • Introducing the revamped What's New page

        Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

      • Prevent stripping of custom CSS when creating an email template?

        Anyone have a workaround for this? Zoho really needs to hire new designers - templates are terrible. A custom template has been created, but every time we try to use it, it strips out all the CSS from the head.  IE, we'll define the styles right in the <head> (simple example below) and everything gets stripped (initially, it saves fine, but when you browse away and come back to the template, all the custom css is removed). <style type="text/css"> .footerContent a{display:block !important;} </style>

      • Bulk Moving Images into Folders in the Library

        I can't seem to select multiple images to move into a folder in order to clean up my image library and organize it. Instead, I have to move each individual image into the folder and sometimes it takes MULTIPLE tries to get it to go in there. Am I missing

      • Zoho Campaigns - Why do contacts have owners?

        When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have

      • Latest updates in Zoho Meeting | Breakout rooms and End to end encryption

        Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Breakout Rooms for enhanced collaboration in your online meetings and End-to-end encryption to ensure that the data is encrypted

      • Systematic SPF alignment issues with Zoho subdomains

        Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due

      • Accidentally deleted a meeting recording -- can it be recovered?

        Hi, I accidentally deleted the recording for a meeting I had today. Is there a way I can recover it?

      • To Zoho customers and partners: how do you use Linked Workspaces?

        Hello, I'm exploring how we can set up and use Linked Workspaces and would like to hear from customers and partners about your use cases and experience with them. I have a Zoho ticket open, because my workspace creation fails. In the meantime, how is

      • Upcoming Changes to the Timesheet Module

        The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next

      • How to access email templates using Desk API?

        Trying to send an email to the customer associated to the ticket for an after hours notification and can't find the API endpoint to grab the email template. Found an example stating it should be: "https://desk.zoho.com/api/v1/emailtemplates/" + templateID;

      • Attachment is not included in e-mails sent through Wordpress

        I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated

      • How to render either thumbnail_url or preview_url or preview_data_url

        I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!

      • Next Page