Customizations

1. New Filters in Analytics: Introducing new filters in analytic reports. Now, select the parameters such as expenses, reports, expense date, etc by which you want to group a report. Additionally, you can set criteria and run a customized report seamlessly.
   
   

2. New Notifications in Purchase Requests: Update employees instantly with email and in-app notifications when purchase requests are:

• Put on hold

• Marked as processed or when the processed status is reverted

• Comments are added

• Cancelled
  
  

Policies, Automations, and Currencies

1. Audit Trial in Purchase Requests: Allow employees to view the activity logs of purchase requests, compare against previous versions of the edits, and track every change made to purchase requests, ensuring transparency and control.
   
   

2. Incoming Webhooks: Using incoming webhooks, you can perform actions in Zoho Expense when it is triggered by an action in a third-party service.
   
   

3. Manual Exchange Rate: In addition to the live exchange rates, you can also add the exchange rates manually, providing flexibility and accuracy for businesses and individuals dealing with multi-currency transactions. 
   

Effortless Reimbursements

1. State Bank of India: Reimburse employees hassle-free with SBI integration. Select Via SBI from the Reimburse dropdown on the reports detail page, and once the transaction is approved, it will be processed. This feature is available only for the Indian edition of Zoho Expense.
   
   

2. Batch Payments: Streamline employee reimbursements with bulk batch payments. Add all approved reports to a batch, export them along with bank details, and upload them to your reimbursement bank portal. The bank will directly deposit the funds into employees' accounts, saving you time and effort.
   
   

Streamlined Budget Management

1. View Budget vs Actuals: For the budgets shared with you, easily track the actual spending of your business and compare it with the budget set by switching the View Budgets vs Actuals toggle.
   
   

2. Budgets in My View: Introducing budgets in My Settings, enabling employees to track their actual spending and monitor their balance.
   
   

3. Assets and Liabilities in Budgets: Budgets are categorized into asset and liability, enabling you to create and manage them efficiently while ensuring better visibility and easier navigation.
   

Mobile App Updates

1. When you record a mileage expense, view the location details tracked by GPS along with the route map. This feature is available only in the Premium plans and above in Zoho Expense.  
   
   

2. Now, view receipts and expenses uploaded offline, receipts being scanned, and receipts that failed to scan, under separate headers on the expense list page.
   
   

3. Introducing a new edition: South Africa. You can create and manage expenses while ensuring VAT compliance.
   
   

4. Included support for Canadian French in addition to the other languages in the Zoho Expense mobile apps.
   
   

5. You can view expense receipts directly from the expense list page for quick access.
   
   

6. Introducing the Cards module in the Android app, enabling you to match card transactions with expenses effortlessly and view all transactions linked to each card.
   

Zoho Expense automates a variety of expense management-related operations and helps users record their transactions quickly and efficiently. Furthermore, it simplifies, digitizes, and improves the expense claims and reporting process across all WSB support centers. We have saved almost 90 to 95% of our time in terms of speedy reporting and easy approval.

Dhamayanthi Karuppiah,
Accounting Manager, World Scout Bureau
 

I can very well say that all the people, especially the salespeople who are traveling frequently these days as part of their job, have found this product quite interesting. It's something that can be done on the fly as everything is available on the app, and everything related to scanning the documentation demands the least effort in submitting the expense report. From the timing perspective, yes, that also has helped, especially during month-end. I generally push for all people to submit their expenses on time and get them approved on time, and I think, by far, we have been quite good at that. Through Zoho Expense, the entire process has become seamless.