Zoho Expense: Product Updates for January - March 2020

Zoho Expense: Product Updates for January - March 2020


Hello everyone,

I hope all of you are staying safe and healthy. We're all going through unforeseen circumstances, but it's still important not to let expenses pile up for later. So, we have made enhancements to our app that will help you manage your expenses efficiently. Read through all the updates we've rolled out in the first quarter of 2020 and put them to best use while managing your expenses.


Attach receipts from Zoho WorkDrive


Zoho WorkDrive joins Zoho Expense's list of cloud accounts. You can now upload the receipts you've saved in your Zoho WorkDrive into Zoho Expense directly. Create expenses for those receipts and report them on time.

To do this: Go to Receipt Inbox > Click here to attach > from cloud > Zoho WorkDrive > Select Receipt > Attach.



Share your access to export reports to Xero


If you have integrated your Zoho Expense organization with Xero, you can now share your access with other admins to export reports created in Zoho Expense to Xero. All the admins with this access permission will be able to export the reports, without having to depend on the integration owner to initiate the export. Admins will also have permission to sync data instantly between the two apps. 


To share your access: Go to Admin > Integrations > Xero > Show Details > Change Configuration > Share Access > Select the users > Save. 



New camera modes to capture receipts (iOS App)


Switch between different camera modes to capture your receipts in the iOS app. We've introduced Quick Scan, Single, and Multipage modes to help you snap photos of your expense receipts. 

If you're in a hurry and have a lot of receipts to scan, use the Quick Scan mode. With this mode, you can continue to capture photos of your receipts while scanning happens in the background. Use the Single mode if you want to create a single expense for a single receipt you're uploading. Use the Multipage mode to capture a long receipt with multiple pages, and upload it as a single receipt to create a single expense.

To try new camera modes: Open Zoho Expense iOS App > Camera icon > Select a mode.


Zoho Expense - itilite integration

itilite is an end-to-end travel management solution, which helps corporate organizations book flights, trains, buses, and other transportation services for their employees' business travel. 

After you integrate with itilite, every time an employee books a service through itilite, a non-reimbursable expense will be automatically created for that employee's account in Zoho Expense. The integration will also help you keep track of your employees’ travel bookings and expenses.

To integrate: Go to Admin > Integrations > itilite > Contact Us and request access to integrate with itilite. 



Zoho Expense - Zoho Projects integration 


Zoho Projects is an online project management app that helps you plan and track your work efficiently. By integrating Zoho Expense with Zoho Projects, you can fetch your projects and customers easily. You
can also record expenses for the imported projects and bill the customers you've imported, if required. Learn more about the Zoho Expense – Zoho Projects integration. 
    
To integrate: Go to Admin > Integrations > Zoho Projects > Connect Now. 



iOS app updates

  • You can now associate Projects and Customers with the advances you record.
  • If the receipts fail to be uploaded to Zoho Expense, we will retry the syncing of receipts automatically. You can also retry syncing the receipts manually. 
  • You can now associate report types with reports and create expenses with the expense categories filtered based on the associated report type.
  • If your report has expenses that were incurred in multiple currencies, you can view a summary of the total amount of expenses made and advances received, for each currency.

Android app updates

  • A search option is now available for Reports in the Android app. You can now search the reports you've created in both online and offline modes.
  • If you need statuses other than the default statuses for the advances you record, you can create custom statuses in the web app and use them from the Android app.
Try out these features and share your feedback in the comments section below. We'd love to hear from you.


We'd also like to let you know about some new offerings we've introduced to help businesses during this tough period:
  1. Our remote work toolkit, Zoho Remotely, is available for free until July 1, 2020.
  2. Our Emergency Subscription Assistance Program (ESAP) is designed to help small businesses that have been severely impacted by the current economic disruption.

Thanks for reading! As always, if you need anything, don't hesitate to write to us at 


Regards,
Vidhya G.S.
The Zoho Expense Team


      • Recent Topics

      • API to post drafts for social media

        I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon

      • Canvas View in Zoho Recruit

        Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

      • What impactful sales coaching techniques have you used to boost your team's performance?

        I'm curious about the real-world impact of sales coaching on team performance. What specific techniques or strategies have you found most effective in driving consistent improvement and growth in your sales team? Any success stories or lessons learned

      • Adding Taxes to paid consultations in Zoho Bookings

        I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,

      • Zoho Finance Suite - Customer Custom Tabs - Dynamic Link

        Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information

      • Feature Request - Insert URL Links in Folders

        I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create

      • How to Calculate MTTR (Mean Time to Resolve)

        We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)

      • Possible to bold or indent text in the description field?

        As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this.  Any information would be appreciated. Thank you.

      • How can I setup Zoho MCP with Chat GPT

        I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?

      • Formatting of Balance Sheet and Profit & Loss Reports

        The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these or

      • UK MTD reports concerning turnover and cerash accounting

        Hi I am a sole trader, and I have just started with Zoho Books in order to comply with the new HMRC requirements. I use 'cash basis' - which I understand to mean that income is when the cash comes in (not the invoice date) and expenses are when they are

      • Retainer Invoice.

        Why ZOHO not have facilities to deduct partially advance payment from an invoice.

      • IMAP Server not responding.

        Trying to connect a phone via IMAP and getting "imap.zoho.com not responding." Is the server down, for maintenance or otherwise? I've tried this on two different devices and got the same error on both.

      • Share saved filters between others

        Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks

      • GST Slabs Redefined: Stay Compliant Using Zoho Books!

        Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special

      • Kanban view on Zoho CRM mobile app!

        What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given

      • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

        Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

      • No practical examples of how survey data is analyzed

        There are no examples of analysis with analytics of zoho survey data. Only survey meta data is analyzed, such as number of completes, not actual analysis of responses, such as the % in each gender, cross-tabulations of survey responses. One strange characteristic of Zoho analytics is that does not seem aware of how Zoho Survey codes 'multiple response' questions. These are questions where more than one option can be selected from a list. Zoho Survey stores this data as text, separated by commas within

      • Zoho Creator as LMS and Membership Solution

        My client is interested in using Zoho One apps to deploy their membership academy offer. Zoho Creator was an option that came up in my research: Here are the components of the program/offer: 1. Membership portal - individual login credentials for each

      • Adding Chargebee as a Data Connector

        Is it possible to get Chargebee added as a Zoho Analytics data connector?

      • Webform & spam

        Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the  amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks

      • Dropbox to Workdrive

        Namaste, Trust you all are doing well. Wanted to check how this can be done with Zoho flow. I typically receive dropbox links from my clients. Is there a way where I can provide the link to Zoho flow and it downloads the files from dropbox link to a work

      • Deals by Stages Funnel not showing in correct order

        Using the Stage-Probability Mapping for the Deals module we have created a steps our deals will pass through, RFQ, Closed/Lost, Declined/No-Go, Pricing, Submitted, Negotiations, Won. However when I view the Deal By Stages Funnel it does not show in the

      • Adding a developer for editing the client application with a single user license

        Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer

      • Turning off the new UI

        Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

      • Confirmation prompt before a custom button action is triggered

        Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is

      • Cost of good field

        Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?

      • How to create auto populate field based on custom module in Zoho CRM?

        Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification

      • Rich Text For Notes in Zoho CRM

        Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

      • Change Last Name to not required in Leads

        I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

      • Office 365 and CRM mail integration: permission required

        Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying

      • Tables improvement ideas / features

        Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one

      • Deluge - Can't get phone number SalesIQ

        Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,

      • how to differentiate if whatsapp comes from certain landing page?

        I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp

      • Zoho Desk - Community

        As a regular user of Zoho Cares Community I would really love to see the publish date of articles. For example, when I look at Announcements, it would be very beneficial to see which ones were posted recently, over those which have just and a recent comment.

      • access to quartz for my customers

        Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/

      • Issue with Inline Images in Email Reply via Zoho Desk API

        Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply

      • How to search a value stored in a subform?

        Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,

      • Field Dependency Not Working on Detail Page in Zoho Desk

        Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear

      • How do the keyword critera work?

        Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteria

      • Next Page