Zoho Expense: Product Updates - January - March 2020

Zoho Expense: Product Updates - January - March 2020

Hello, customers,

I hope all of you are safe and healthy in the midst of the COVID-19 pandemic. While we’re going through these unforeseen circumstances, staying on top of your expenses is vital for every business. 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 the reports from Zoho Expense to Xero. All the admins with this access permission will be able to export the reports to Xero, without having to depend on the integration owner to do it. Besides exporting reports, they also have permission to sync the 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 click the photos of your expense receipts. 

If you're in a hurry, but 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 the receipt you upload. Use the Multipage mode to capture long receipts with multiple pages, and upload it as a receipt to create a single expense.

To try this: Open Zoho Expense iOS App > Camera icon > Select a mode.




Zoho Expense - itilite Integration

itilite is an end-to-end travel management software, which helps corporate organizations in booking 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 the respective employee's account in Zoho Expense. Also, the integration will help you keep a 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 software that helps you plan and track your work efficiently. By integrating Zoho Expense with Zoho Projects, you can fetch your projects and customers easily. Also, you can record expenses for the imported projects and bill the customers you've imported, if required. Learn more about this the Zoho Expense – Zoho Projects integration.      

To do this: 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. Also, you can retry syncing the receipts manually.
  • You can now associate report types to 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

  • 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 have statuses other than the default statuses for the advances you record, you can create a custom status of your own, in the web app. The custom statuses created in your web app can be used from the Android app.

Try out these features and share your feedback in the comments section below. We'd love to hear from you.

Also, to help businesses during this tough period, Zoho has introduced: 
  1. A remote work toolkit, Zoho Remotely, for free until July 1, 2020. 
  2. Emergency Subscription Assistance Program (ESAP) to help small businesses that have been severely impacted due to the economic disruption.
If you need further assistance, write to us at support@zohoexpense.com. 

Regards,
Vidhya G.S.
The Zoho Expense Team 

      • Recent Topics

      • Ability to Set a General Email Signature for the Organization in Zoho Recruit

        Dear Zoho Recruit Team, I hope you're doing well. We would like to request a feature that would allow us to set a general email signature at the organizational level within Zoho Recruit. Currently it is only possible for individual users to create their

      • Custom Buttons & Links Now Supported in Portals

        We’ve just made portals in Zoho Recruit more powerful and customizable than ever! You can now bring the power of Custom Buttons and Links to your Candidate, Client, Vendor, and Custom Portals — enabling portal users to take direct action without recruiter

      • Live webinar: Transform data into impactful visuals with Zoho Show

        Data is frequently a core part of a presentation, whether it’s a sales pitch, project update, research report, or performance review. But when it’s just numbers on a page, the message you’re trying to convey can get buried. The real magic happens when

      • File attachments not working - web version

        Since Notebook announced better file attachments, I have experienced file attachments failing. When uploaded from my pc to the web version, notebook just spins. Acting like the attachment is very large. When it's 30k. If I cancel out of this, the notecard

      • API - Barebones Data for Send Doc For Signiture

        I am learning how to use with Zoho Sign API. I am wondering if someone can give me a bare bones JSON data sample for "Send Document For Signature". Below is the blank data that is pre-populated in postman. Seems like there is more here than the bare minimum

      • Revenue Management: #2 How to compute revenue?

        In our previous post, we discussed the revenue recognition standards under IFRS 15 and ASC 606 and the five-step model. Now, let's examine three distinct business scenarios to see how the standards and model work in practice. This will help you understand

      • External lookup in CRM (as in Books)

        Hello Context: We have a CRM module, similar to Deals, but for Purchasing. Once the PO is created, a link to this PO should be updated in that "deal". In Books, you can add a custom 'external' field which can look up into CRM modules. I'm asked to have

      • "Undo Send" Feature

        Would love it if TeamInbox had an "Undo Send" feature, that gives you 10 seconds or so to "undo" the sending of an email. Many other email clients already have this feature, and my clients really miss it, as it has saved them many times in the past when

      • Zoho Sites

        Does anyone have experience building Zoho sites or know how I can find someone who does?

      • Zoho Crm Lagging

        Hi Zoho Support Team, Starting from today, my Zoho CRM has been extremely slow and laggy when accessing any pages or modules. This is affecting my work and overall productivity. Could you please help to check if there are any ongoing issues or if there’s

      • Is there a way to reference/attach mails to deals/contacts when the mails haven't come through their contacts normal email and the mail comes through software / app who use their mail system

        There are often system mails that come through systems or other software which use their email addresses since they use their own mail servers to mail. This causes an issue as it does not record the mail in the history of the CRM since the email is not

      • Recommendation

        I give up on Zoho. It's never going to be an all in one solution, their own apps don't even connect. Can any one recommend an alternative at least for the crm / people.

      • CRM - Site/Location

        Hi Zoho, One massive oversight of the Zoho CRM is the inability to add multiple sites or locations to one account. Many organisations have several (in some cases, hundreds) of sites across the country or even the globe. The workaround to this, of course,

      • An unknown error occurred. Please contact support

        Whenever I visit this page I see this. I changed browser and still the same. Can someone from Zoho help me please?

      • How to Streamline Pick & Ship

        Is there a way to streamline the built-in pick and ship process? I guess mostly on the ship side. Our current process allows us to choose shipping super fast. It's an EasyPost plugin for WooCommerce. You have to populate the boxes / weights / shipping

      • How to add, delete or rename the "payment method" drop down?

        When we recorded payment in invoice, there's a "payment method" drop down with choices like cash, bank transfer... We want to add and delete or rename some new selection. How to do such adjustment? Please advice.

      • Smarter data gathering with Query component in Wizards

        Dear All, Introducing the Query Component in Wizards for CRM! A smart search field that saves you time and effort, and helps you manage and gather data more efficiently than ever before. Long and complex record entries can be overwhelming and prone to

      • Introducing teamspaces and team modules in Zoho CRM mobile app

        Hello everyone, We have an exciting update to share in the Zoho CRM mobile app. As part of CRM For Everyone—a new set of features that reflect our vision to democratize CRM and make it accessible for all—teamspaces and team modules are now available on

      • Client Script - change page and/or section background colours

        Hello, Would anyone be willing to help me with a bit of Client Scripting code? I have had a go myself but only been able to alter the form field styles, not the overall page/section/heading styles. I want to set a different page background colour for

      • Zoho SalesIQのチャットボット、ブロックのコピー機能

        Zoho SalesIQのチャットボットの構築でドラッグアンドドロップで作成を行っているます。 内容は同じブロックのコピーペースト機能がないみたいなのですが、同一のブロック、同一の複数のブロックをいくつも作成する場合は、皆様はどのように行われていますか？ 例えば添付の４つのブロックをまとめてコピーして、別のフローの先につなげる場合です。 教えていただけますと幸いです。よろしくお願いいたします。

      • Questions About Zoho Commerce Member Portal

        Hello, A couple questions about the Zoho Commerce Member Portal: 1. Can I add only specific pages be added to the Members Portal, and not the entire website? 2. When a customer signs up on my Zoho Commerce site, is there a setting that gives me a chance

      • Online Payment Fees

        We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd

      • Error occured. please try again!!!

        I created a new list. Added two new contact's email addresses. I try to EDIT either one of them to add their first name, last name and phone number. Whatever I try to edit and update, I get the error message  Error occured. please try again!!! And it doesn't update any of their info. I tried just editing first and last name. Still get the error. No matter what I try to update, I get the error. I tried creating a new list, and adding just one email address and then edit it and also get the error.

      • "Send email as" not work

        Hi team, I currently use ZOHO MAIL services on the MAKE platform (formerly INTEGROMAT). In MAKE I entered my ZOHO MAIL credentials but the problem is that when the emails are sent from the automation in MAKE, the emails do not come in with the name set

      • *UPDATE: ISSUE RESOLVED, SEE HOW FOR HELP* Issue imbedding Youtube Videos

        **UPDATE: RESOLVED** For anyone that is having a similar issue, try this workaround before attempting to have the Zoho techs fix it. I have been in communication with them for weeks about this and they can't seem to fix the issue. Thinking it may have just been my computer or my browser, I tried two different computers on two different networks, each running different versions of Windows, and tried it on Chrome, Firefox and IE; nothing worked. So, needless to say, it's an issue with Zoho somewhere.

      • Backorder For Composite Items

        Hello If i released SO for composite item and use backorder feature of zoho inventory then it should backorder child item items of composite and not composite item.This is basic of backordering.I conveyed this to zoho call center but no solution yet.

      • Paid Support

        We are in the process of creating tiers for our support offerings. There will be three tiers of support available - 2 paid and 1 free. The paid tiers will be purchased in allotted hours. I need to figure out how to a) work in the out of the box SLA, Contracts

      • Automatically CC supervisor

        Hello,  in our organization agents are replying to tickets and they are required to CC their supervisor on all emails to and from customers.  is there a way to have an email address automatically populate in the CC field when reply to a ticket?  tha

      • Zoho One - White Label

        Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature

      • Are this Features included in the Road Map

        1. Sync between description/short description in Zoho Books/Inventory and Zoho Commerce: I am unsure how it works now. I belive the description is not pulled. 2. Pick Up: This feature is great. It is added on Zoho Commerce but not on Books/Inventory which

      • Reconciliation - Show Transactions After End Date

        I did a quick search, and I've only seen this brought up indirectly. In the reconciliation interface, transactions dated up to a week after the end date should be available for being reconciled. The use case is pretty simple... many times, transactions

      • Auto populate email field in zoho form

        Hi,  Is there a way the email field in zoho forms can be auto populated based on the name selected from a drop down list?

      • Option to accept and pay for estimate from Public Estimate link?

        Is there any way that our customers can get the Estimate in their email, click on "View Estimate" and from the public link, click Accept and Pay? When they click that, in the background Zoho would create the invoice record in the so that the payment would

      • Kaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs

        Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-select

      • Easily track referrals with Zoho Forms

        Referral tracking can be a powerful way for businesses to understand where their leads are coming from. With Zoho Forms, tracking the referral sources of your leads is an easy and straightforward process. Here are some tips to help you make the most of

      • Add an email to an existing ticket is not working

        I noticed that in Zoho Desk the funcionality to add an email to an existing ticket is not working using the syntax [##12345##], has the method changed? In red is the syntax we use to add email to an existing ticket As you can see, he did not add the email

      • New CRM to Campaigns Sync Doesn't Continue Making Updates

        Changes made in CRM are not appearing in mapped fields in matching Campaign records after migrating to the new sync process. The only way we've found to get records to update is to call into Support and point out the problem. After convincing Support

      • Zoho Integration with UPS

        I have 2 questions: Firstly, is there a way to notify UPS that we have a package to collect once we have done the shipping label? Secondly, how do I get the tracking number and shipment method onto the Invoice and Package Slip for the customer? Than

      • Cannot log in to IMAP account as of last night

        Hey I've been using MFA with an authenticator for a while and have had to use application passwords for Outlook and Edison Mail on my Android devices. Last night the app passwords started to be rejected on my Android devices so I created new ones for

      • Low Stock View

        We use the Low Stock view frequently as a guide to inform us when to reorder items, but the view is misleading because it does not take into account Purchase Orders that have already been raised. Unless you are aware and check item by item, this can lead

      • Next Page