Zoho Expense: Product Updates November - December 2022

Zoho Expense: Product Updates November - December 2022

Hello customers,
As we're nearing the end of 2022, we want to take this opportunity to thank you for your support and love for Zoho Expense. We promise to put together new features time and again to help you have a smooth expense reporting experience. Now, let's go through the enhancements made to Zoho Expense.

Bulk Archive Trips

If your trip is cancelled, closed, or if you've received reimbursements for the trip's expense reports, you can archive it and view it under the Archived filter. With this update, you can now archive and unarchive multiple trips in one go.

To bulk archive trips: Go to Trips on the left sidebar. Select the trips that you want to archive and click Archive.



To bulk unarchive trips: Go to Trips on the left sidebar. Click the All Trips filter and select Archived. Select the trips that you want to unarchive and click Unarchive.

Split Expenses Within Reports 

We've now added the option to split an expense from within a report. You can split an expense into multiple expenses based on its category, amount, or a custom field. When you split an expense from inside a report, the split expenses will be automatically associated with that report.
 
To split an expense from within a report: Go to Reports on the left sidebar. Click the report that has the expense you want to split. Click the More (...) icon at the bottom right corner of the expense. Click Split. Enter the details and click Save. 


Allow Other Travellers of a Trip To Associate Reports  

Introducing a new preference for the Trips module. If there are other travellers on a trip, they can now associate their reports with that trip without having to create a separate trip to submit their expense reports. The other travellers can also create a new report under the Reports module and associate it with that trip. Admins can enable this preference under Settings. This feature is available in early access. To enable it for your organisation, you can send an email to support@zohoexpense.com.
 
To enable this preference: Go to Admin View > Settings > Modules > Trips. Enable Allow other travellers to create and associate their expense reports with the trip and click Save.


Mandate Travel Profile 

To help the travel desk manage employees' booking process efficiently, we've now introduced a configuration in Trips Preferences to mandate the creation of a Travel Profile to create trips. Every employee should provide details such as their Name and DOB as it appears on their passport so that it'll be easy for the travel desk to make bookings.
 
To create a Travel Profile: Go to My Settings on the left sidebar. Click + Add Travel Profile. Enter the necessary details and click Save.

Custom Status Filter for Expense Reports Details Analytic Report 

In addition to filtering reports based on the default statuses available in Zoho Expense, we've now added the option to view reports based on the custom statuses that you've created. While customizing the Expense Reports Details analytic report, select the preferred custom status and view the details of the reports for which the custom status has been applied. 
 
To filter report details based on a custom status: Go to Analytics on the left sidebar. Click Expense Reports Details. Click Customize. Select a custom status. Click Run Report.


Support for Electronically Protected Health Information (ePHI)

To help you comply with the HIPAA regulations, we've introduced Electronic Protected Health Information (ePHI) as a data privacy option in ​​​​the custom fields. You can use ePHI custom fields to store any health information that can be used to identify an individual. The values stored in these fields will be encrypted and will not appear in searches.
 
To mark a custom field as ePHI: Go to Admin View > Settings > Modules > Trips, Expenses, Reports, Advances > Fields > + New Field. Enter the necessary details. Click Yes next to Will this field contain PII/ePHI data? and select the option that fits. Click Save.


Bulk Per Diem for iOS App 

Using the iOS app, you can now record per diem expenses in bulk. Simply enter your travel location along with the duration and Zoho Expense will automatically calculate the per diem for you. You can also record per diem for daily trips to the same location. 
 
Give all these features a try and let us know how they benefit your business in the comments below. For any questions, write to us at support@zohoexpense.com.
 
Regards,
The Zoho Expense Team

      • Recent Topics

      • Schedule Timeout 5 minutes vs. stated 15 minutes

        I am running into a function run timeout error after 5 minutes for my schedules. The Functions - Limits documents states it should be 15 minutes: Functions - Limits | Online Help - Zoho CRM. What should it actually be? Due to the 5 minute timeout, I'm

      • Importing invoices in bulk using the xls file template - still posting as draft - Is there a way to skip "mark as sent" and post it directly?

        Hello everyone, as the title say, is there a way that when I upload from the template file, it will post automatically? I tried changing the "Invoice Status" from draft to approved but it is still appearing as draft and is making me go to invoices so

      • How to set Sales Order Payment Terms when creating a Sales Order via the Zoho Books API

        I am creating Sales Orders via the Zoho Books API. I would like to set the Payment Terms to a particular value from the list of allowed values. Is that possible? I was able to get the list of payment terms via this API call: https://books.zoho.com/api/v3/settings/paymentterms?organization_id=XXXX"

      • Function and workflow to create customer payment and send receipt

         I am attempting to set up a workflow/custom function for the automatic creation of a customer payment and sending the email receipt, but am receiving the error "Improper Statement Error might be due to missing ';' at end of the line or incomplete expression" I've been over everything several times and cannot see where the error is (code is copied into the attached document).  I haven't used custom functions before with Deluge, so it's very likely something very simple, or I've completely mucked

      • How to rename the Submit Button by using deluge script

        Hi everyone, As we know, the Submit button can be renamed in the form builder setting. But I have scenario where I need the Submit Button to be renamed differently according to condition. Anyone knows how to do it? Thank You

      • Banking: Transfer from another account without base currency

        Scenario: A banking line item shall be categorised as an "internal transfer" from another bank account. This is a USD to EUR transfer. Our base currency is CHF. What we tried: Category: "Transfer from another account" From: Our USD account To: Our EUR

      • Item cost price - How to accomodate changing cost prices

        I am in urgent need of assistance with how to accommodate changing cost prices for items, not manually. We import items so their landed cost is always changing. This cost is NOT reflected however in the item cost price. This is going to cause us some

      • Marketer's Space: Targeted messaging : Leveraging Zoho Campaigns for Effective Communication

        Hello Marketers, Welcome back to Marketers’ Space! Targeted messaging ensures your communication reaches the right audience - boosting engagement, conversions, and overall campaign success. In this post, we’ll be looking at targeted messaging to create

      • :between: conditions in search?criteria

        Hello, please help solve problem I try to select deals by Creater_Time between dates i send this GET request /crm/v4/deals/search?criteria=(Created_Time:between:(2024-02-01T18:52:56,24-02-17T18:52:56)) encoded to /crm/v4/deals/search?criteria=%28Created_Time%3Abetween%3A%282024-02-01T18%3A52%3A56%2C24-02-17T18%3A52%3A56%29%29

      • Zoho Creator : Updating Records via Import. Can't use Autonumber or ZohoRecordID ?

        Hi, I am trying to use the function to update a report with an import. I'm running in to the error : "unable to update because the form has no column with unique values" In the release notes it says Only field with unique values can be used to compare

      • 💡 Feature Request: Custom App Bundle Plan (Pick Only the Apps You Need)

        Request: Allow Users to Build a Custom App Bundle (Choose Only the Apps They Need) Hi Zoho Team, I appreciate the value that Zoho One and the Plus Bundles (CRM Plus, Finance Plus, etc.) offer. However, I’m finding it difficult to get the best fit for

      • Search Feature Now Broken

        I have many hundreds of notes on Zoho Notebook but now when I search for a keyword, I only get 30 results maximum. This is unacceptable and yet another feature that has become broken on this quickly deteriorating software. Please fix immediately.

      • Restrict Zoho One Account Notifications to Admins

        Hi Zoho One Team, I hope you're doing well. We recently noticed that end users are receiving administrative pop-ups in Zoho One, such as the DKIM configuration notice (screenshot attached). This type of notification is only relevant to administrators

      • Experience effortless record management in CRM For Everyone with the all-new Grid View!

        Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and

      • Automated Checkout

        Hi Team, I’m trying to create an automated checkout function in Zoho People. My requirement is that if an employee forgets to check out, the system should automatically check them out after 10 hours. However, I'm encountering an error while updating the

      • Zoho CRM Community Digest - June 2025 | Part 1

        **We offer both video and written formats, take your pick and jump in.** CRM FOMO is real. You could be doing everything right and still miss the beat. That’s where we come in. Zoho CRM Community Digest! Every two weeks, we bring you the insider scoop

      • Introducing Video Tutorials for the Zoho FSM Mobile App

        We’re excited to announce the launch of our brand-new video tutorials for the Zoho FSM Mobile App—designed painstakingly to help your field agents get up to speed in no time! Whether you're brand new to the Zoho FSM mobile app or just need a quick refresher,

      • Zoho People > Managed People > User Access Control

        Hello All I need your recommendation on how should i go about setting the User Access Control in my Zoho People

      • What happened to the tabs in the ribbon on the top in my CRM?

        Hi, This morning all of the tabs (modules) in the ribbon on top are no longer showing up. I had the modules in the ribbon in a specific order for easy, one-click access. Now it's only showing the active tab and the rest are hiding under the three dots

      • Connect to Australian bank

        How do I connect to an Australian bank. No Australian bank shows up in my list. I think its because the service provider is Token and not Yodlee. How do I change this?

      • Searching for content within courses

        Hello, I have been testing out Zoho One for my company have been exploring Learn. I've noticed that you cannot search for content within a course. You can only locate the title of the course. Example: Course: How to Make Your Bed Chapter: Pillows Lesson:

      • Citations Problem

        I'm having an odd problem with the "Add Citations" feature of Zoho Writer. When I add a citation using the "Fetch website details online" feature it works the first time I use it but if I try it a second time by clicking that link nothing at all happens

      • Zoho People Leave Balance Show as Negative

        Hi All I have the Portugal material Leave that policy allows up to 120 days or 150days for employee to apply within 365 days and employees is able to take minimum of 1 days or up to 120 days In my Leave Grant I have set as the setting.

      • Zoho People > Performance > Appraisal > Mismatch between the template-configured module and the currently enabled module.

        Hello There When we enable the performance module there a prompt Mismatch between the template-configured module and the currently enabled module. How do we resolve this

      • Introducing WhatsApp integration in Bigin

        Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all

      • Zoho People Leave Application Module Error: Leave balance has exceeded as on 09-07-2025.

        Dear All I need to check how do i resolve the issue of Error: Leave balance has exceeded as on 09-07-2025. All my leave have this issue

      • Power of Automation:: Daily Time log summary broadcast to Zoho Cliq using Schedule Custom Functions

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

      • When Calls Ends, Creating Note with the call description by deluge code

        Hi, i need help with writing deluge code function, to scenario is like this - i want to create a workflow thats after 10 that the call ends the deluge function will create a new note in module calls that link the note in module calls to the his lead ticket

      • Default Memo from Custom Field (from Bill) when Paying with Check

        Hi, we are using "Pay via Check" option to pay for our Bills in Zoho Books. I would like the memo on the check to pull directly from one of the custom field values within the Bill. Is there any way I can do this? The memo that I need is already on the

      • Wouldn't it be great to have an option to schedule sending emails in Zoho mail? Schedule send feature request

        The subject says it all - but just to clarify: This is to request a new feature that would allow users to schedule the delivery of an email for a given date & time. In small companies it is quite common to work unsocial hours on customer emails. But some

      • Static vs Standard Subforms - New Feature; But how does it work?

        I've just noticed that we now have the option of static or standard subforms, but I can't find any posts on the new feature. So, how does the new subform type work?

      • 【Zoho CRM】翻訳機能のアップデート

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、翻訳機能のアップデートをご紹介します。 翻訳機能が拡張され、Webタブ、レイアウト、セクション、ウィザード、ウィザード画面、セグメントも翻訳できるようになりました。 翻訳をエクスポートする際に、これらの要素に対応する用語もエクスポート先の言語で追加されます。 ※過去の関連記事はこちらから まず、翻訳の設定画面から「エクスポート」を選択してください。すると、TXT形式のファイルがローカル環境に出力されます。

      • Trying to make zoho invoice have a button

        Hello I am getting this error with the code below. Anyone know how to fix? Check and update the code in line 5 as there is a Exception : Variable 'invoice_id' is not defined // Define Organization ID (Replace with your actual Zoho Invoice organization

      • Duplicate Contacts - how to get merge or delete

        I have noticed that our list of contacts in Zoho Desk duplicates contacts periodically. I have yet to identify when or why. How do I merge or delete them? I see there is a "Deduplicate" but I am unable to find anything that explains this feature.

      • Another nightmare experience with a "Zoho Partner": Cloud Z Technologies

        I found "CloudZTech" on fiverr and I hired them to do a simple $300-$500 task. They did not deliver on time and I was forced to fire them. You guys must watch out for these fake ZOHO PARTNERS, 99% of them don't have the expertise necessary to help. I

      • Pickup and delivery

        Some of our products are pickup only and some delivery. Is there a way of doing this in commerce. Plus we give volume discount to all customers. We handle this in Books using pricelist and range pricing. Is there a way of doing this within commerce.

      • Unable to change the "credentials of login user" option when creating a connection

        I want to create a new Desk connection where the parameter to use 'credentials of login user' is set to YES. I'm able to create a new connection but am never given the option to change this parameter. Is this a restriction of my user profile, and if so,

      • How can you train the Zia Bot for Desk

        I added the Zia bot to my portal, but it's rarely able to answer questions, even when I have dedicated articles for the question.  How can I best train it? Should I change the title of my articles, add more information inthe body copy?

      • Direct Download Link

        I saw how to share off a document to the public, which is great, but I was also wondering if there is a way to get a direct download link for a zoho doc. I would like to be able to simply send people my documents without them having to find download on the zoho page (not hard, but just for convenience)

      • Form responses to quote process

        Hello, so I am new to Zoho One. I'm fairly confident what I want to do can be done I just need guidance on how to accomplish it. I have a Zoho Form. When a customer fills out the form I want to generate a quote (that I will email to them, I do NOT want

      • Next Page