2025 Highlights: A Year of Steady Progress and Significant Developments

2025 Highlights: A Year of Steady Progress and Significant Developments



As we come to the end of 2025, let's take a moment to reflect on the significant progress and developments we've made to improve your travel and expense management.

In the Spotlight

Introducing Online Booking
(US edition only - Early access)
Enable online booking for employees and let them self-book their flight and hotel itineraries. Create a travel policy and ensure that users associated with the policy book their tickets online while staying compliant with the defined rules and spending limits.

Pine Labs Prepaid Cards
(India and Global edition with country set to India)
Using Pine Labs prepaid cards, you can easily track and manage your corporate card spending with minimal manual effort in Zoho Expense. It comes with a dashboard which provides insights into the spend summary, transaction history, and top-ups.

Introducing Batch Payments (Offline and Online)
Add multiple reports to a batch and reimburse them together using batch payments. Create a batch, export, and upload it in your bank portal for reimbursement. Once the reimbursements are settled, you can mark the batch as processed in Zoho Expense. If you've integrated with HSBC, you can add approved reports to a batch and reimburse them online via HSBC. After reimbursement, the batch will be marked as processed automatically. The HSBC integration is available only for Indian edition users of Zoho Expense created under the zoho.in domain.

Pay Advances Online
Users using the India edition of Zoho Expense, created under the zoho.in domain, can pay advances online via ICICI, YES, and HSBC. Users using the US edition of Zoho Expense can pay advances online via ACH Forte. This feature is only available in organizations where advances can be marked as "Paid."

Forecast Analytics (Early access)
Using historical data, Zoho Expense will forecast trip expenses in your organization to help you plan effectively and make informed decisions in the Trip Expense Summary report in Analytics.

Notify Employees via WhatsApp
Integrate with your WhatsApp Business account and use your purchased WhatsApp Credits from Meta to send instant notifications. Notify submitters and approvers when a report or trip is submitted, approved, rejected, or when expenses are reimbursed. You can also customize the notification messages you send out in Zoho Expense.

New Edition: Singapore
In addition to the existing editions, Zoho Expense now has a Singapore edition, helping you manage business expenses while staying GST compliant.

Card, Expense, and Budget Management

Real-time Feeds in New Regions (Early access)
Users using Zoho Expense in the UK, Germany, and Italy can fetch card feeds in real time with support for both Visa and Mastercard.

Report Automation for Trip Expenses
Once you enable report automation for trip expenses, a report will be automatically generated for your employees with all their expenses incurred during the trip.
To enable: Go to Admin View > Settings > Report Automation > Configure Now, next to Trip Expenses

Enhancements in Per Diem
Instead of creating a custom rule for a per diem rate every time, create per diem rule templates that can be applied to any per diem rate in any policy to reduce time and manual effort. Additionally, per diem has been enabled for users using the UK edition of Zoho Expense (Early access).

Import User Budgets (Early access)
Instead of manually creating a budget for your employees, you can import them into Zoho Expense. Create budgets in bulk by assigning a fixed amount across all categories or expense types, or by setting custom amounts for each one individually.

Analytics

Analytics Upgrade
The analytics module has been upgraded to provide better visibility into actions in the Admin View. Here's what the new enhancements include:
  1. Date customizations and criteria filters are displayed on the report details page.
  2. Group by option and column customizations are located above the table.
  3. Search for other reports using the Hamburger menu icon on the Report Details page.
  4. The print option is now available under the Export dropdown.

Custom Reports (Early access)
Customize a report in Analytics and save it as a separate report. You can add filters, customize columns, define a layout, and set your report preferences. The reports will be displayed under Custom Reports in the Analytics module.

Liability Summary Report
To see how much each employee owes the company and how much the company owes each employee, use the Liability Summary report found under Reimbursements in Analytics. You can view the report in the Admin View under Reimbursements in Analytics.

Trip Expense Summary Report in Analytics
We've introduced a new report, Trip Expense Summary, in Analytics. The report gives admins a holistic view of booking expenses, the per diem allowance associated with the trip, and trip expenses including personal expenses incurred on the trip.

iOS and Android Mobile App Updates
  1. Zoho Expense's iOS app adopted the Liquid Glass design to give users a richer visual definition of the interface. Additionally, with Apple Intelligence, the Date and Amount fields are now auto-filled when an employee manually adds an expense after selecting a receipt.

  2. Introducing the Singapore edition for Zoho Expense that helps you manage business expenses while staying GST compliant.

  3. Employees can view and manage the petty cash accounts assigned to them to cover minor, everyday expenses, typically for branch operations in My View (Early access). 

  4. While creating a mileage expense using the UK edition of Zoho Expense, select whether the charging location of your vehicle is home or public to ensure mileage reimbursement for electric vehicles is calculated in line with HMRC rates.


Customer Testimonials

"Doing my expenses now takes me seven minutes when they used to take me four hours a month."

Tim Williams,
Executive Director, Go Geothermal

"The transition to Zoho Expense was smoother than we expected. Given the scale of our operations, we anticipated challenges, but the implementation process was well-structured, and our employees adapted quickly. In just three to four months, we moved from a completely manual process to a fully automated system that everyone was comfortable using."

Jothi Prakash,
Deputy General Manager IT, Coromandel International Limited

"The Zoho team's support throughout our journey, from onboarding to project go-live, has been outstanding, making the transition smooth and hassle-free."

Pankaj Pandit,
Chief Information Officer, Oberoi Realty Limited

Thank you for traveling along with us on this journey marked by notable milestones and growth. We look forward to a more rewarding and enriching 2026. Wishing you an incredible 2026!




        • Recent Topics

        • Zoho CRM Portal Field Level Permission Issue

          Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for

        • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

          I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks

        • Zoho Tables is now live in Australia & New Zealand!

          Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

        • Custom Fonts in Zoho CRM Template Builder

          Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

        • Introducing the Zoho Projects Learning Space

          Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

        • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

          The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

        • Create PO from an invoice

          We are a hardware and software sales company which receives orders over the internet. We drop ship most of our products from a warehouse outside of our company. Our orders get sync'd into Zoho from our store via onesaas as invoices. It would be great

        • Import Function: ONLY update empty fields

          When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update empty

        • Collaboration with customers made easy with Zoom Meeting and Zoho Desk integration

          Hello everyone! We are happy to announce that you can now integrate your Zoho Desk account with Zoom Meeting. The integration bridges the gap between digital communication and human connection, empowering teams to deliver timely support when it matters

        • CRM Canvas - Upload Attachments

          I am in the process of changing my screens to Canvas.  On one screen, I have tabs with related lists, one of which is attachments.  There doesn't appear to be a way to upload documents though.  Am I missing something really obvious?  Does anyone have

        • TrueSync regularly filling up my local disk

          Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no real

        • Kaizen #194 : Trigger Client Script via Custom buttons

          Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a

        • [Webinar] A recap of Zoho Writer in 2025

          Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for January 2026: A recap of Zoho Writer in 2025. This webinar will provide a recap of the features and enhancements we added in 2025 to enhance your productivity. Choose your preferred

        • Picklist field shows "none" as default

          Hello, Is there an option to avoid showing "none" as the default value in a picklist field? I also don't want to see any option displayed. My expectation is to have a blank bar, and then when I display the drop-down list, I can choose whichever I wa

        • Stage-probability mapping feature in custom module

          Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?

        • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

          Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

        • Field Description is very small

          Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup". Example:

        • StatusIQ

          Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten

        • In Zoho People, the Operations buttons are frequently not visible or do not appear consistently.

          In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.

        • Marketing Tip #14: Increase cart value with product bundles

          Bundling products is a great way to increase average order value while giving customers more convenience. Think “camera + tripod + memory card” or “soap + lotion + bath salts.” Bundles make shopping easier and feel like a better deal. It’s a win-win for

        • Problem with Workdrive folders

          I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in

        • Sortie de Zoho TABLE ??

          Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??

        • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

          Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site

        • Auto tracking URL generation based on Carrier

          Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,

        • Helper Functions and DRY principle

          Hello everyone, I believe Deluge should be able to use 'Helper functions' inside the main function. I know I can create different standalones, but this is not helpful and confusing. I don't want 10000 different standalones, and I dont want to have to

        • Pre-orders at Zoho Commerce

          We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will

        • Customer ticket creation via Microsoft Teams

          Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

        • Zoho Books' 2025 Wrapped

          Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear

        • Can multiple agents be assigned to one ticket on purpose?

          Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently

        • Zoho removed ability to see all Scheduled Reports!

          If you are not the owner of a scheduled report, Zoho recently removed the capability to see each scheduled report. As an admin who relies on seeing all scheduled reports being sent, this is a terrible update. Now I cannot see ANY scheduled reports...even the ones I am being sent!!  This should be a setting for admins to control.  This is a bad update.

        • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

          Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >>  This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me  thanks

        • Edit default "We are here to help you" text in chat SalesIQ widget

          Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!

        • Feature Request: Sync Leave Tracker to Zoho Mail / Calendar or provide option to download information

          Zoho Leave Tracker offers the option to sync the leave Calendar to Microsoft 365 and Google Calendar. Adding an option to sync to Zoho-Mail Calendar would avoid duplication and add significant value for users. An alternative would be to allow users to

        • Compensation | Salary Packages - Hourly Wage Needed

          The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.

        • Multiple currencies - doesn’t seem to work for site visitors / customers

          I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would

        • Archiving Contacts

          How do I archive a list of contacts, or individual contacts?

        • How do people handle using Outlook and Zoho Project calendar at the same time?

          We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.

        • 10GB Email Storage Limits in Zoho CRM

          We’ve had Zoho One for almost 5 years and have always synced our emails from Gmail via IMAP… As of late, we’ve run into issues with our emails not syncing, due to being over the 10GB storage cap… What’s very odd is that we haven’t changed a thing? I know

        • Performance is degrading

          We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial

        • How to set page defaults in zoho writer?

          hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document

        • Next Page