Zoho Expense: Product Updates for April - June 2020

Zoho Expense: Product Updates for April - June 2020

Hello all,

We're back with our quarterly update of features added to Zoho Expense. We hope all of you are staying safe. Without further ado, let's run through the notable features developed in the past three months and show how these features can benefit your business.

Advanced Autoscan

We have made significant enhancements to the autoscan feature by refining its Optical Character Recognition (OCR). The enhanced autoscan extracts line items and data from the expense receipts you upload, with increased accuracy and faster processing time. Also, Zoho Expense now reads receipts in ten new languages (Swedish, Spanish, Portuguese, Dutch, Italian, French, German, Danish, Chinese, and Norwegian Bokmål).

Mapping Taxes with QuickBooks Desktop (Canada Edition)

If you are using QuickBooks Desktop and the Canada edition of Zoho Expense, this feature is for you. You can now map the taxes that were created in Zoho Expense with the corresponding taxes in QuickBooks Desktop. When taxable expenses are exported from Zoho Expense to QuickBooks Desktop, the corresponding tax in QuickBooks Desktop will be automatically applied to them.



Split Expenses (Saudi Arabia Edition)

Multiple expenses consolidated under a single bill can be split according to category, date, amount, or expense fields, and recorded as individual expenses. This will help comply with company expense policies where each category has a spend limit. The number of expenses created will depend upon the number of splits you choose to make.

Let's say you want to record the expenses incurred on your business trip. But, the lodging bill includes the restaurant charges as well. However, your expense policy mandates that you record these two expenses separately as the expense limits for them are different. In that case, you can split the expense by category. Two separate expenses will be created — one for lodging and another for dining — complying with your company's policy. 



Cancel and reschedule trips using the mobile app

If your business trip gets cancelled or postponed for any reason, you can cancel or reschedule the trips with a single tap from your mobile phone. Your trip itinerary will be updated accordingly. 

.                                  
              Android App                                                                                iOS App


iOS App Updates

The Zoho Expense iPadOS and iOS apps have been enhanced with the following updates:

1) iPad users (iPadOS 13.4 and above) can now use the new magic trackpad or mouse to:
Expand and collapse sidebar: Expand the sidebar as you hover and collapse it as you move the cursor away.
Quickly create transactions: Hover the cursor over the Quick Create button in a module, to open the transaction creation screen.
View reasons for rejection: Hover over the status of a rejected transaction to view the reason for rejection.

2) Add all expenses at once: You can use the Select All button and add all the expenses to a report in one go.

3) Resolve violations: Resolve the violations highlighted in your expense reports and stay compliant with your company's policy. The violations that block you from submitting a report and the violations that appear as warnings are clearly listed in your report details.

4) Look up custom modules: You can now look up lists in the custom modules you've created, by adding a lookup custom field.
​
5) View transactions awaiting your approval: Approvers can now view the trips and reports that are pending their approval from the newly designed dashboard.

Check out these features and let us know how they help you in the comment section below. For further questions, please write to support@zohoexpense.com.

Regards,
Vidhya G.S.
Zoho Expense 


      • Recent Topics

      • Product details removed during update from other system

        We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped during

      • Client Customer

        I purchased a customer user license, but we cannot see the project I added in the customer account. I would like to ask for support on what we should do.

      • Add Ability to Use Zoho Finance Tags

        For Zoho Finance (Books and Inventory), the current actions do not allow us to affect the tags associated with the entities in question (customers, vendors, items, etc.). Please consider adding this functionality into the actions.

      • Embeded Signing doesn't work on Safari Browser

        We have implemented Zoho Sign in our website by using embeded signing, It works perfectly on Chrome. But it fails on Safari, We get stuck on Zoho Sign Page during redirection from Zoho Sign to our website after signing the document, Please let us know

      • Dataprep Webhook Limits and Cannot update column with Dataprep

        I have two problems : 1 - I am using Airflow to trigger my pipeline, and when I tested it, it worked fine a couple of times. However, after that, I received an error: {"code":429,"message":"Request rate limited"}. I didn’t send too many requests — maybe

      • New in Zoho Forms: Google reCAPTCHA v3 for smarter spam protection

        Hello form builders, Spam submissions are one of the biggest challenges when you share your forms online. They not only clutter your data but can also waste valuable time. To help you combat this without making life harder for genuine respondents, we’re

      • Project Management Bulletin: August, 2025

        We’ve touched a grand 19 years since we started pioneering project management solutions with Zoho Projects. What started as a simple one-page interface is now a suite of products with Zoho BugTracker, Zoho Sprints, and our new debut Zoho Projects Plus,

      • Zoho Sign and Zoho Workdrive Integration

        Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive.  For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder named

      • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

        Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

      • How do you list multiple contacts for a lead?

        My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality? Moderation update (9th September 2025): Our developers have built an extension to achieve

      • Modifying Three Dot Menu Options

        Is there a way to modify the three dot menu options that display in a Report header? They currently display: Show As (List, Calendar, Timeline), Print, Import, Export. I'd like to remove the Show As and Print options, since they aren't applicable for

      • Field Not Updating in FSM Script - Service and Parts module.

        Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and

      • Zadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads

        Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t make

      • Zoho Books | Product updates | September 2025

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate

      • How to update Multiple Users field in Quote Module from Deal Module

        Scenario : Deal Module having Multiple User Field (Presales Engineer) which having more than 1 User and through Deluge Script I need to get that Users Details and need to put into Multiple User Field (Presales Engineer) of Quote Module. Note: Both Module

      • Auto-sync field of lookup value

        This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

      • Clone a Module??

        I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors

      • Advance PDF creation from CRM data

        I'm trying to create a PDF export of data in the CRM. My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I want

      • how to disable staff selection Zoho Booking integrated to SalesIQ?

        currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will

      • How to change the text in WhatsApp Zobot integrated to Zoho Booking?

        I have integrated Zoho Bookings into Zoho SalesIQ, I want to change the text in WhatsApp when creating a booking in Zobot how to change those text?

      • Updating Subform Record from other Form

        Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No

      • Zoho Books - Hide Convert to Sales Order if it can't be used.

        Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactive

      • How do I bulk archive my projects in ZOHO projects

        Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

      • Cross-Data Center Collaboration and / Or allowing users to choose DC

        Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to Zoho Cliq that would greatly benefit our geographically dispersed development team. Current Challenge: Currently, Zoho Cliq automatically routes users to specific data

      • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

        I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link

      • Send / Send & Close keyboard shortcuts

        Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for

      • Is it possible to register webhooks in Zoho CRM using API?

        Hello, I am trying to register a webhook in Zoho CRM programmatically (using the API). Specifically, I want to register a webhook that is fired when new Contacts are created in the CRM. I was able to setup a webhook using the UI, by creating a rule that

      • Calls where the local audio is shared, have echo

        When another user is sharing their screen with audio, I get echo from my own voice. We tested this with multiple users, with different audio setups, and there's no obvious way to fix it. Is this a bug you could look into, or are we missing something?

      • Update application by uploading an updated DS file

        Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?

      • Markdown support, code cells...

        Hi Zoho I'd like to vote for a feature that markdown is supported with: Headings Code highlighting Quoteblocks ... Furthermore a inline card(like inline sketch card) for special text like Code would be great. And just to add my vote as well for "Tags"!

      • Minimise chat when user navigates to new page

        When the user is in an active chat (chatbot) and is provide with an internal link, when they click the link to go to the internal page the chat opens again. This is not a good user experience. They have been sent the link to read what is on the page.

      • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

        How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

      • Reports: Custom Search Function Fields

        Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report with

      • Zoho Projects app update: Voice notes for Tasks and Bugs module

        Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attaching

      • zurl URL shortener Not working in Zoho social

        zurl URL shortener Not working in while creating a post in Zoho social

      • In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to sh

        Hi In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to show alert. How We can achive in Zoho CRm Using custom

      • Power of Automation::Streamline log hours to work hours upon task completion.

        Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

      • Zoho Bookings know-how: A hands-on workshop series

        Hello! We’re conducting a hands-on workshop series to help simplify appointment scheduling for your business with Zoho Bookings. We’ll be covering various functionalities and showing how you can leverage them for your business across five different sessions.

      • Custom report

        Hello Everyone I hope everything is fine. I've tried to To change the layout of the reports, especially the summary page report, and I want to divide summary of each section in the survey but I can't For example: I have a survey containing five different

      • Zoho Journey - ZOHO MARKETING AUTOMATION

        I’ve encountered an issue while working with a journey in Zoho Marketing Automation. After creating the journey, I wanted to edit the "Match Criteria" settings. Unfortunately: The criteria section appears to be locked and not editable. I’m also unable

      • Next Page