As we step into 2025, we’re excited to share the progress and developments we’ve made to simplify and streamline your travel and expense management in the past year. Let’s take a look back at some of the key updates and enhancements that have helped us move forward in our journey together! 


Key Highlights of the Year


  1. Petty Cash Management: With the petty cash module, manage a branch or department's minor expenses smoothly and keep track of day-to -day expenditures with ease and maintain control over your organization's budget.

  2. Real-Time Feeds: Connect your corporate cards with Zoho Expense to fetch feeds instantly using real-time feeds. Fetch feeds into Zoho Expense instantly as soon as a transaction is made. This feature is available only for the US, UK, and Canada editions of Zoho Expense.

  3. Automatic Mileage Tracking: Employees can now automatically track their rides in Zoho Expense using mileage tracking. In the Mileage Log module, they can select rides to convert into expenses or exclude as needed. This feature is currently available for early access. Write to us at support@zohoexpense.com to enable it for your organization.

  4. New Per Diem Process: Configure per diem rates with ease: auto-fetch the official government per diem rates, import manually, set custom per diem rates, and add rates for a specific location, based on your business needs.

  5. New Edition - South Africa: Create an organization with South Africa as the business location, enable VAT, allow users to apply South Africa-specific VAT rates to their expenses and stay VAT compliant.


Now, let's take a look at the other product updates and enhancements we've designed to make your expense and travel management in Zoho Expense hassle-free!  


Enhanced Travel Management



  1. Emergency Contacts: Employees can now add emergency contacts to their Travel Profile, Ensuring that anyone with the necessary information can easily reach emergency contacts during travel emergencies.

  2. Loyalty Programs: Introducing Loyalty Programs for flights, hotels, and car rentals in Travel Details. Employees can now add their loyalty program details in Zoho Expense, which can be used while booking tickets, unlocking exclusive benefits, and making every trip more rewarding.

  3. Custom Fields in Ticket Details: Now, enable custom fields for the add ticket page that suit your business needs. This feature is currently in early access, you can reach out to support@zohoexpense.com with your requirements, and the team will enable the fields tailored to your needs.

  4. Travel Document Expiration Alerts: Send reminders to your employees now via email whenever their travel document expires or is about to expire. This feature is still in early access. If you want to enable it for your organization, write to support@zohoexpense.com

  5. myBiz Integration: Enable employees to plan and book their flight tickets and hotel reservations by themselves seamlessly while staying compliant with your organization's travel policy.



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.

Expense and Advance Handling

  1. Merchant Category Codes: Enable auto categorising of card expenses, easily track the employees' spending, and make smarter financial decisions.

  2. Recording Payments for Advances: When you record an advance payment, you can now attach a copy of the payment receipt, verifying payment details more easily.

  3. Managing Advances: You can now export an advance in the CSV, XLS, and XLSX formats, print, and mark it as void, ensuring accurate financial records while retaining the history of the transaction.

  4. Track Your Spending: Easily monitor your spending with a detailed, itemized list of expenses, each expense item linked to the date it was incurred. Stay organized and in control of your financial timeline.

  5. File Size for Attachments: The file size limit for attachment of documents and receipts uploaded has been increased from 7 MB to 10 MB.

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.


Customer Testimonials



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.

Murali Kumar, Head of Finance,
Palsgaard Pvt. Ltd.


We thank you for your support throughout our journey. Wishing you a successful 2025!



        • Recent Topics

        • Is it possible to load a Module with a filter pre-applied by the URL?

          In many of the CRM related lists, there is limited sorting, and no filtering available. I thought of the idea of putting a Custom Button on a Related List that would take the user to that module, but PRE-FILTERED by the Account from where they were viewing
        • Automatically create support tickets on a recurring basis

          As mentioned in this post, the idea of a recurring ticket is pretty valid. From time to time, we have to create repetitive tickets (like windows update tasks, restore simulation of backups, check firewall rules for unused entries, and so on). I guess this is a very important tool for Service/Help Desk purposes, so we doesn't have to create a internal schedule (on Microsoft Outlook or Google calendar) to remember to open a new ticket every week/month/etc.
        • Edit ticket number format or append to ticket subject?

          Is there a way to edit the subject in emails sent out from Zoho Desk? At the moment I get: [##123##] Ticket title But this is basically impossible to filter on in Gmail, as [ and # are classified as special characters, so can't be used in a filter. Ideally
        • Workflows being applied and the Large unwanted popup

          When a workflow is being applied do to an action, then the Agent is left with a large Window asking if they would like the see the changes this workflow did. Is there any way to disable this prompt from appearing?
        • Restrict Payment Methods

          Allow us to restrict certain payment methods specific for each customer.
        • Agent view history on tickets

          We are converting to Zoho Desk and am curious if there is a feature that we have in our existing ticketing platform. In our current system, we are able to see which agents have viewed a ticket. It includes their first read and last read of the ticket.
        • Setting priority on tickets created from email channel

          Is there a way to automatically assign a priority to email tickets? We'd like to set them all to standard when they initially come in.
        • Automation #16: Automate Ticket Reopening on Scheduled Timestamp

          Hello Everyone! This edition uncovers the option to schedule reopening a ticket automatically. Zylker Finance tracks insurance policyholder activities through Zoho Desk. For policyholders who pay monthly premiums, tickets are closed upon payment completion.
        • חסרה אופציה בביטול עסקה

          לא מופיע אופציה לכתוב מס הזמנה שעושים ביטול מאתר
        • Help with cookie code, utm variables are overwritten on every page load with new variables

          Hi all, My goal is to track the very first web page that a user visits, and store those utm values throughout all of the future visits until a lead form is submitted. That way, if a person is retargeted, I can still attribute the very first visit as the
        • Introducing Bot Filtering for Accurate Email Campaign Analytics

          Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine
        • Automation #9 - Convert Zoho Desk Tickets to New Deals in Zoho CRM

          This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips on optimizing
        • Ticket Assignment tool

          I have built an tool which help to assign the emails to the specific department but I want to use it with zoho desk or if its possible then you can help me with it to use it on your wide scale
        • Restructured the Company Information page into distinct sections

          Hello everyone, We’ve made significant updates to the Company Information page to enhance usability and streamline your experience. These changes are part of our ongoing efforts to restructure the feature pages across the product. What has changed? Previously,
        • Zoho Books Invoices Templates

          It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in
        • Customers would like to add tips when paying in Client Portal

          I am happy with the clean interface of the Client Portal. However, I am running into a challenge: my customers would like to be able to add tips/gratuities when making payments. Currently, this is very clunky because they have to 1) manually over-pay,
        • How can I add a calendar invite to my campaign emails?

          I use Zoho Campaigns to attract prospects to a series of webinars that we run. I have a general pool of contacts that I campaign to, and I have them join a new list for the specific webinar they wish to join. What I would like to do next is send an email to those that want to join a webinar, with a calendar invite that they can accept to add to their Outlook calendars (containing the URL and details of the webinar). How can I do this?
        • Exit Sub

          Hi Everyone, I have some script that evaluates multiple conditions, using some nested if statements.  If any of the conditions evaluates to true, there is no reason to continue the running through the other conditions. Is there an Exit Sub command in Deluge? Thanks, Leo
        • Please add support for a "return" statement that can be used in the middle of a function

          I'd really appreciate the ability to use a validity test near the beginning of a Deluge function and exit the function early if the test fails. That is, support a "return" keyword that immediately exits the function. This helps avoid messy concentric
        • Case and Left Join Problem

          I am attempting to find the cost per lead, however they are on different tables. I am using the Case and Left Join Functions to do so. The following Queries are working correctly. These are below: SELECT "Campaign", COUNT("Id") AS 'total_leads' FROM "Deals"
        • Calling a function within another function

          Hello there, I have just found out that you can simply call up functions in other functions, regardless of the department. You can't create functions with the same name twice, even though you are in a different department. If you try it, you don't get
        • Enhancing Data Accuracy: Bot Filtering & Apple Mail Privacy Protection Compliance

          Dear Marketers, The wait is over! We’re thrilled to share that the enhanced bot filtering feature is now live in Zoho Marketing Automation. Thank you for your patience as we refined this tool to deliver deeper insights into your campaign performance.
        • High cpu load on client side by process sessionaudit.exe

          Hi, as stated above. This happens every time with different clients. Now, the first thing I have to do after making the connection is to go to taskmanager on client computer and kill the process 'sessionaudit.exe' If I don't their cpu is very high and
        • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

          We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
        • Posibility to add Emoticons on the Email Subject of Templates

          Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show
        • Case assignment rules cannot be triggered when records are created manually???

          I am new to Zoho, (Coming out of Salesforce) and I am shocked that Case assignment rules do not work for manually created cases. I think this is a basic need for a CRM and should be a functionality for Zohos native cases module. In Salesforce the Case
        • Zoho DataPrep and File Pattern configuration

          I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
        • Is there an equivalent to the radius search in RECRUIT available in the CRM

          We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT
        • Restrict SalesIQ Account Notifications to Admins

          Dear Zoho SalesIQ Team, We appreciate the continuous improvements in SalesIQ. However, we have noticed that all users, including employees who do not have admin privileges, receive certain account-related notifications—such as the recent splash screen
        • Feature Request: Search in the PC client. Some thoughts about the search.

          Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to use
        • Introducing an option to set comments to public by default

          Hello all, Greetings! We are pleased to announce that Desk's user preferences now brings an option to set a comment type as Public or Private by default. In addition to setting reply buttons as defaults, Agents or Admins can now choose to make their ticket
        • Trying to setup a record to automatically create on a weekly basis

          Hello all, I need multiple records to be automatically created on a weekly basis. What I'm trying to accomplish is, I have a maintenance database where I track when I work on IT related systems. Every week on the same days I perform backups on systems
        • How to display Motivator components in Zoho CRM home page ?

          Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.
        • Workflow rule to assign new case owner sends email to customer from Original owner issue

          I have a workflow rule to assign a manually created case from a sales rep. to a customer service repr to handle. I also have a workflow rule to send an introduction email from the case owner to the customer. The Problem: The email is going out on behalf
        • Annotate PDFs is Shown as New, but Where is it?

          In September 2017, "Annotate your PDF files" is shown under "Enhancements and bug Fixes". But no link. Where can I learn how to use the feature? https://www.zoho.com/notebook/whats-new.html
        • Quickly delete items in email builder?

          When deleting items in the email builder, it requires two clicks: one to hit the trash icon on the item, and then another click to confirm the delete. Is there anyway to skip the confirm deletion? Some kind of hot key like the Command button on the mac
        • Client Script | Update - Introducing Subform Events and Actions

          Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
        • Zoho Sign not working in Canada Feb 06, 2025

          When logging into zoho sign a short while ago we are seeing gibberish in the standard buttons, and when clicked on nothing happens, rendering the service broken. Please update and advise soonest.
        • How to trigger a specific workflow from Deluge?

          Hi all How do I target a specific workflow in my code: updatedeal = zoho.crm.updateRecord("Deals",deal.get("id"),dealmap,{"trigger":{"workflow"}}); I dont want to trigger every workflow assigned to a Deal when its modified. I just want to trigger a specific
        • Zoho Books | Product Updates | January 2025

          Hello users, Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration.
        • Next Page