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

      • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

        Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,

      • An Overview of Dario Schiraldi Deutsche Bank Executive

        Hello Community, Dario Schiraldi is an executive at Deutsche Bank, focused on advancing the firm’s financial services and crafting its global strategic vision. With 20 years of expertise in leadership roles, he has spearheaded successful market acquisitions

      • Emailing a document to WorkDrive

        Does WorkDrive include the ability to upload a document by sending an attachment to an email address? (Books and Expenses include this functionality) If it doesn't is it under consideration? on the Road Map?

      • Allow Changing Appointment Status from "Completed" to "No Show" or Other Valid States

        Hi Zoho Bookings Team, We hope you're doing well. We would like to submit a feature request regarding appointment status management in Zoho Bookings. 🎯 Use Case Sometimes, an appointment is mistakenly marked as Completed, but later we realize that the

      • Ability to modify what displays in calendar invite?

        I am a long time calendly user and want to make the switch to bookings.  I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link?  I can add it to the emails no problem, but I would also like it to display on their calendar.  Is there some work around I can do to get it on the calendar?  Also am I able to modify the calendar event title?

      • Zoho One and Tally Integration

        Has Anyone in this forum done any implementation with Zoho CRM and Tally accounting software. If so who have you used and how easy was it?

      • Microsoft PowerPoint files Extremely slow to save

        I and others on my team have noticed that Microsoft PowerPoint documents are extremely slow to save when using WorkDrive. It always takes over 30 seconds to save a file. Word and Excel files seem to save in a typical length of time, but PowerPoint is

      • How can users unblock their blocked Zoho Mail accounts?

        After the reason for the account block (storage exceeded, spam detection etc.) has been rectified, the user can unblock the account from the UnBlock Me page. Account support@edu2review.com  Edu2Review is an education review platform, we rate the quality

      • Adding additional fields for batch information

        Hello, I am looking at adding additional information into our inventory module. we would like to be able to see up to 8 attributes that will be individual & different for each batch (i.e. batch specific information) but currently I seem to only be able

      • Dynamic Pickup List Values using Deluge and Client Script

        I would like to dynamically show Pickup List Values For example we need to fetch some data from an on premise application and display it so they can choose and pick This can be done in Creator but I didn't find anything for CRM

      • Validation Rule for Controlled Stage Movement in Deals Module (Deluge Script)

        For keeping a control over module stage or status, you can use the below deluge script. The below deluge script defines validation control over deals module stages: // Function to validate allowed stage transitions in the Deals module map validation_rule.LeadStatustValidation1(String

      • Pick List Issues

        I have created a pick list that looks at a table in a sheet, it selects the column I want fine. Various issues have come along. The option to sort the pick list is simplistic, only allows an ascending alphabetical sort. Bad luck if you want it descending.

      • Four types of task dependencies

        "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise

      • 1099 tracking

        Do zoho books offer feature of tracking for 1099's for contractors, etc? Quick books offers this feature and wondered when/if Zoho books will do same

      • VAT-type Taxes in US Edition?

        I'm located in the US, and I use the Zoho One US edition of Books. We are in the process of registering with Canadian authorities for their GST / HST, which is a VAT-type of scheme. It is not immediately obvious to me how one would deal with input tax

      • Schedule sms to be sent later

        When will you make available an option to send sms's at a later time??? You finaly have this option available on emails, so it will be very useful to have it also with sms. Our sms provider, has already this available but we cannot use it because you

      • Ecommerce integration with prestashop

        Development of campaigns integration with prestahop. When???

      • How to create an article containing images and rich text via the api?

        Hi, I'm trying to migrate our kb articles from our previous helpdesk service, and import them to ZohoDesk. Is there any way to create an article that contains images?  Is it possible to add formatting to articles created via the API? Thanks, Adam.

      • Number of statement execution limit exceeded on deluge scheduled function

        I'm working on a send email functionality in creator that sends out crew work orders at the end of the day each day for the next day. I'm running into the issue that zoho is unable to handle the number of statements that I am doing to be able to successfully

      • Zoho SignForm In Progress But Cannot Be Completed

        If a person starts signing a document (via SignForm), but closes the window before submitting, Zoho marks the document "in progress", but how do they finish signing it?

      • How to show Assemblies AND component items in a report

        Hi Is there any way in Analytics to create a report that shows the Composite Item AND the Component Items with mapped quantity? It seems that the component item is not exposed in any table that I can find. Also, the same question but for Stock on Hand.....this

      • Mandatory Messages for Specific Members in Zoho Cliq Channels

        Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement to Zoho Cliq that would allow marking certain messages in a channel as mandatory for specific members — with built-in tracking and reminders. 🎯 Use Case:

      • Admin Access to Message Read Statistics in Zoho Cliq

        Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement that would allow admins or channel owners to view read/unread statistics for messages, even if they were not the original sender. 🎯 Use Case: Currently, in

      • Online Member Visibility in Channels (Similar to WhatsApp Group Presence)

        Hello Zoho Cliq Team, We hope you're doing well. We’d like to request an enhancement to Zoho Cliq’s channel experience by introducing online presence indicators for channel members — similar to how WhatsApp shows how many people in a group are currently

      • Show ticket field in Zoho Desk only if that same field is not empty (API‑created records)

        Zoho Team , We have a ticket workflow where every ticket is created via API based on dynamic logic from an external form. That form has complex logic and already decides what’s relevant to ask, and the API only populates fields in Zoho Desk based on that

      • Multiple Products on Ticket

        Good morning. We will classify all tickets based on the product. Users sometimes send different requests on the same ticket, so we are facing some challenges. Is there a way to add more than one product to the ticket, or is there a way to tie the product

      • Não recebo Email de confirmação e validação de cadastro do PagSeguro

        Olá, utilizei uma das minhas contas de email Zoho para criar um cadastro no PagSeguro, contigo o email com o link de confirmação da conta não chega no meu email Zoho (nem.ma caixa de spam, nem na lixeira, e nem em outras pastas). Outros emails do PagSeguro

      • accounts payable and receivable subaccounts

        How to create accounts payable and receivable subaccounts? Being that I have several clients and in my balance sheet have to specify the accounts of each client and not only appear "accounts receivable or accounts payable" ??

      • DUPLICATING WORKFLOWS IN CREATOR

        Hi all, I want to duplicate and slightly amend 3 workflows in Creator so that I don't have to keep typing in all the rules and properties each time. I can see lots of videos on CRM with the 3 dots at the top of the workflow, but nothing like that in Creator.

      • Add SKU to query options in `items` API endpoint

        It would be very useful to be able to pull items by SKU in the API as this is a commonly used unique ID that tends to be consistent across systems.

      • Estimates and invoices being sent from company-wide address, rather than individual

        In our organization, team members send estimates and invoices through Zoho Books by using the "Send Email" function. However, for certain users, the system defaults to sending estimates and invoices from a shared organizational email address (e.g., company@example.com)

      • Need profit margins for books in estimates & invoice

        https://help.zoho.com/portal/en/community/topic/show-my-cost-or-profit-while-creating-estimate

      • Decimal places settings for exchange rates

        Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require

      • Item Level Notifications

        I need to create a custom workflow based on the creation of an estimate that has a SKU/Item name that matches certain criteria. I can have it generated based on a total amount, but not at the item level. Is this possible?

      • Cannot categorize a bank deposit to an income sub-account

        When I go to categorize a bank deposit, I am not able to see any income sub-accounts. If I set up an income account without a parent, then I am able to categorize a transaction into that account, but as soon as I make it a child account, it disappears

      • ZV Extension passkey changes in v5.7.0

        Has there any changes to the how passkeys are managed in ZV - Chrome extensions v5.7.0? Namely, if the passkeys were already implemented/enforced as 2FA on a certain webpage, but ZV does not track them yet. Would that be the issue for my use case?

      • What's New in Zoho Billing - August 2025

        Hello everyone, We are excited to share the latest updates and enhancements made to Zoho Billing in August 2025 to improve your overall billing management experience. Keep reading to learn more. Notify Customers About Subscriptions via WhatsApp Business

      • How do I get my account id?

        Hello, I followed the instructions to get a list of accounts of the currently authenticated user (which is me, and I am logged in). But when I follow the below instructions I get the following error: ERROR: {"data":{"errorCode":"INVALID_TICKET","moreInfo":"Invalid ticket"},"status":{"code":400,"description":"Invalid Input"}} Instructions that I am following: GET - User account details Purpose The API retrieves the list of accounts of the currently authenticated user.  Request URL  http://mail.zoho.com/api/accounts

      • Why are tasks not showing in Zoho Calendar?

        Hi there, I updated the Zoho calendar preferences for Task records to show on the calendar together with Meetings and Calls - see attached screenshot. Despite of that, Task records still won't show on the calendar. Is there a specific reason why this

      • Zoho Payroll: Product Updates - July 2025

        Over the past month, we've focused on making Zoho Payroll more flexible, compliant, and easier to use—whether you're processing complex payouts, ensuring accurate calculations, or meeting local tax regulations. Here's what's new: One-Time Payments and

      • Next Page