What's New in Zoho Expense: August - October 2023

What's New in Zoho Expense: August - October 2023

Hello users,
We're back again with our What's New post to inform you about the most exciting feature rollouts over the past three months. An all-new edition, an integration for business travel management, iOS 17 updates, and more are in store for you! Get set to delve into the full details and read everything there is to know about these new features.

New edition - Germany

We're excited to announce the launch of another regional edition—Zoho Expense: Germany. If your organization is operating in Germany, simply select the country as Germany on the sign-up page to get started. You can then enable VAT, and Zoho Expense will preconfigure the applicable tax rates for businesses in Germany. While recording business expenses, users can choose the appropriate VAT treatment and VAT rates from the options provided. You can also access Zoho Expense in Deutsch, if required. Additionally, if mileage is enabled in your organization, the government-suggested mileage rates for the car and motorcycle vehicle types will be automatically fetched to Zoho Expense.

Self-booking through GetThere

If you're an organization that lets your employees book tickets online, then this integration would be a great addition for you! With the GetThere integration, your employees can directly book tickets for their business trips from within Zoho Expense. If you don't want all your employees to self-book, simply select the users who can directly book tickets using GetThere. Additionally, you can easily set up the organization's travel policies in GetThere so employees can book tickets in compliance with the company's policies. Learn more.

Report automation for corporate card expenses

Enable report automation to automatically generate a report that will compile the expenses made using a corporate card. A report will be automatically created on the billing date you've configured and all expenses incurred using your corporate card will be attached to the report. You can set up automatic submission, if required.

To set up report automation for corporate cards: Go to Admin View > Settings > Report Automation. Hover over Corporate Card Expenses and click Configure Now. Set up your preferences and click Save.

Updates in delegate configuration

Now, you can set the start date and the end date by which a delegate should cease having access to your account. This feature will come in handy when you want to assign delegates for future dates. At the same time, you can modify the access given to your account, whenever required. Users can also view the list of previous delegates that were assigned for them in My View and the admins can view the list of all the delegates that have been assigned for a user in the Admin View. The list will have the details of each delegate's Access Type, Duration, and Added By date.

For Admins: Go to Admin View > Settings > Users. Select a user and scroll down to the Delegate Details section to configure the delegate access.
For Submitters and Approvers: Go to My View > My Settings. Scroll down to the My Delegate section to configure the delegate access.

Webhooks revamp

The following changes were made in webhooks:
  • Query parameters are now supported.
  • Three types of body types are now supported - Default Payload, x-www-form-urlencoded, and raw JSON.
  • Secret key support has been added. It will be used to ensure that the API is triggered by Zoho Expense by comparing the hash value in the header (X-Zoho-Webhook-Signature). You need to have the same token on your server in order to compute a hash value.
  • Placeholders can now be inserted in the URL field, query parameters, form URL encoded parameters, and raw JSON.
To create a webhook: Go to Admin View > Settings > Actions > Webhooks > + New Webhook.


Set up tax-inclusive expense limits

When you configure rules to set up limits for your expenses on the Policies page, you can now mark if the expense amount should be inclusive of tax. If you check the "Limit amount is inclusive of tax" checkbox in Policies, the rule will be executed only if the amount exceeds the sum of the expense amount and tax.

To set up tax inclusive expense limits: Go to Admin View > Settings > Policies. Select a policy and navigate to the Rules tab. Select a rule and check the "Limit is inclusive of tax" option. Click Save.



Force delete custom module

Earlier, if you had records under a custom module, you would not have been able to delete the custom module. However, based on popular customer requests, we're now providing an option to delete a custom module even if there are records in it.

To force delete a custom module: Go to Admin View > Settings > Modules. Click the module you want to delete. Click the Gear icon next to the module name and click Delete. In the pop-up that opens, click Delete. A force delete pop-up will open; click Force Delete.


Revert custom status

If you've created your own custom status for a module and have applied it on a record, you can now revert it back to its corresponding default status in Zoho Expense whenever required.

Help text for custom fields

Introducing help text for custom fields! Whenever you create a custom field, you can now add a note in the Help Text field to help users understand the purpose of the field. If you've added help text for a custom field, users will be able to view this text when they hover over the help icon next to the custom field.

To add a help text for custom fields: Go to Admin View > Settings > Modules. Select the module for which you want to add a custom field with help text. Navigate to the Fields tab. Click + New Field. Enter the Label Name and Data Type. The Help Text field will appear. Enter the help text and click Save.



Per diem preferences for expense types

When you create a new expense type, you can now select if you want to configure per diem for the expense type. Additionally, you can choose if you want to record the expense type as a component or a supplement and select the ways by which you can record per diem expenses for this expense type.

To configure per diem preferences for expense types: Go to Admin View > Settings > Modules > Categories. Navigate to Expense Types. Click + New Expense Type. Enter the name and select a default category. Mark the "Configure per diem for this expense type" option and click Save.


Preferences for chatlets

You can now enable chatlets for reports and trips from the respective Preferences page. If chatlet is enabled, all the admins and approvers can create chatlets by default. However, if you'd like to provide access to all users to create chatlets, you can select that option. This feature is only available for the Premium and Enterprise plans of Zoho Expense.

To configure chatlet preferences: Go to Admin View > Settings > Modules > Reports or Trips. Mark the "Enable Chatlets" option and click Save.


Fetch Canadian tax rates automatically

Zoho Expense can now fetch the Canadian government's tax rates and agencies automatically! If you create a new organization with Canada as the Country and enable "Taxes," all the government-suggested tax rates and agencies will be auto-fetched to allow users to apply them to their expenses. Additionally, if you have custom tax rates, you can create them as well.

Select a delivery address for purchase requests

When you create a purchase request, you can now choose the delivery address. The organization's primary address will be prefilled by default. However, admins will be able to add a new address or edit the existing address.


iOS app updates

  • Zoho Expense is now iOS17, iPadOS 17, and macOS Sonoma ready! Access shortcuts from Spotlight, view real-time updates on the distance covered using GPS, the time left for your flight on your lock screen, Dynamic Island with Live Activities, and view pending tasks by Zia with the interactive widgets.
  • For VAT-enabled Germany edition organizations, Zoho Expense will automatically fetch the government tax rates so users can apply them to their expenses. Similarly, the government's mileage rates will also be readily available to apply to your mileage expenses.

Android app updates

  • If you've enabled VAT for your Germany edition organizations, the government tax rates will be automatically available, and users can apply them to their expenses.
  • Improved accuracy of mileage tracking using GPS.

Explore a more efficient way to manage expenses with these new features. Try them and drop your feedback in the comments. Need assistance? Contact us at support@zohoexpense.com.

Regards, 
The Zoho Expense Team



        • Recent Topics

        • Does zoho rest api support token exchange from microsoft entra id token

          i want to get access token from the Microsoft user token in rest api. so it is possible to exchange microsoft user access token to zoho's access token or auth token ( token should be user specific not super admin).
        • Important: DKIM verification needed for unauthenticated email domains

          Hi all, This post is to inform users who are currently using unauthenticated email domains as their sender email for their notifications. We have mandated DKIM verification for all domains used as sender email addresses for the outgoing emails by 01-Jan-2025.
        • How do I define a weekend

          I noticed the default for weekends does not seem to include Saturdays. How can i define weekends to include both Saturdays and Sundays? Thank you.
        • Custom Status for Purchase Orders

          Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for tracking
        • Remove Address from credit card payment

          I would like to remove the need to add address when paying by credit card. I only want the customer to have to add their credit card details.
        • How to Implement Time-Based Filters in Zoho Workflows?

          Hi everyone, I’m looking for a workaround to implement time-based filters in Zoho workflows. Specifically, I need a workflow to trigger only within certain hours (e.g., between 10:00 AM and 8:00 PM, Sunday to Friday). Currently, Zoho workflows execute
        • Top Menu Disappeared from Blog Page

          Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.
        • Subforms and automation

          If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM
        • My Zoho mail has been blocked for suspicious activity. cannot unblock it! need urgent help!

          Hi, I was accessing my email on an airplane which for some reason resulted in my mail being blocked. I have managed to unblock my incoming however outgoing is still blocked. I have contacted all your support emails but it still says contact support when I try to unblock outgoing emails. Its now been over 8 days with the same issue which is really serious as I'm not able to send several business emails during this period. I have followed all your steps to unblock this and contacted your support 5
        • Copy Widget to another Dashboard

          I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?
        • booking link that expires

          I have a suggestion that is  crucial. When i send booking URL to clients they keep the link and they book appointment whenever they want multiple times. You should give us the Booking URL feature. We should be able to send it and the user can use it only
        • Error while importing products Purchase Price: Value in the field does not match with the data type supported by us.

          I am trying to import items into zoho inventory using an excel spreadsheet. I keep getting this error Purchase Price: Value in the field does not match with the data type supported by us. no matter how i format the cells this comes up and will not import
        • Quotes Module - import data

          Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?
        • Year-End Wrap: Disconnect now; Reconnect later with Offline Mode

          🎄Happy Holidays🎄 Let's say you are travelling home to spend the holiday season with your loved ones. Before you even board the train, you check your phone only to find your inbox rapidly filling with urgent emails that need your attention. There’s no
        • Exploring SalesIQ's Top Features of 2024: An Insider's Look 🔍

          As we wrap up another year at Zoho SalesIQ, it's time to reflect on how far we've come. This year has been incredible for us in our journey to build a more powerful, flexible, and customer-centric engagement platform. We've introduced several features
        • Resource booking functionality questions

          I'm exploring the resource booking functionality in Zoho Bookings for my organisation's needs. I have a few questions about the available Zoho Bookings functionalities. Is it possible to force all users to sign up for an account before they book a resource?
        • How to create a Field with answers as Yes, No> Further if no is selected a new field to be visible to give details

          Dear All, I am creating a feedback form in HR Letter. The question is were you satisfied with the work allotted. Expected answer to this is Yes, No. Further if the response is no, then a field to be give to fill more details as to why no was selected.
        • Modify the way a phone number is shown in footer on ZOHO Booking Page

          The default display of the phone number field in the footer is not customer friendly - See image below. We would like it to use the accepted standards of phone number display: +61 (0)2 88545440, or allow us to choose. At the moment ZOHO Booking sets how
        • Zoho Bookings Multilingual ?

          Hello, Not sure if there is a way to do it currently, but it would be very helpful if Zoho bookings allowed multilingual translations so we could have our booking pages and notifications setup in multiple languages. Thanks,
        • Allow customers to choose meeting venue and meeting duration on booking page

          My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these
        • Problem viewing document imported from google drive.

          Hello, When I add a document via my google drive, it is impossible to preview it. I get the error “Files without extensions cannot be previewed. Download to view this file”. Could you please help me? Also, and this is more of a question: is there a way
        • Two way sync Zoho Mail and Bookings

          Hi, I know it’s possible to view Bookings appointments in Zoho Mail, but is there a way to see my Zoho Mail meetings in the Bookings calendar?
        • Modifying iframe data of Zoho booking iframe

          Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a default
        • Sending my emails to Spam Folder

          I am loosing my business because of this issue, many of my customers are receiving their email in the spam sometimes no one checks them
        • Why can't I sync my Zoho Mail tasks and notes with my mobile device, and is there a way to fix this issue?

          I'm having trouble syncing my Zoho Mail tasks and notes with my mobile device. Despite following the usual steps, the tasks and notes don't appear on my phone. Is there a way to fix this issue? Regards, Adamjes, Tekskills India Pvt Limited, India.
        • attributed automatically database section

          Hello everyone and happy holidays... here in zoho CRM, I created 3 bases: - Properties (House, apartment ...) - Transactions (Notaries, ...) - Real estate ads I want when the address is identical on these three bases, that in "Properties" the transactions
        • Re: constant rejected email form and to my account

          Hi, have had several rejection when I sent an email to Zoho account as well as other people have sent emails to my as your health Centre they have account and all aspects have been ejected. i wonder why the email are rejecting to and from. If you see
        • How do I redeem credits?

          How do I redeem credits that are shown in billing section?
        • Introducing 'Queries' In Zoho CRM

          Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.
        • Will zoho thrive be integrated with Zoho Books?

          title
        • Cannot add IMAP account to "new" Outlook

          Hi, I am attempting to add an IMAP account to my copy of the "new" Outlook on my desktop computer. I have tried using the default password when MFA was disabled and an app password when MFA was enabled. But neither attempt worked. My Windows 11 OS number
        • Update Zoho Flow on Sprint Work Item Status Change

          Hello, I've contacted Zoho One support but have been unable to help in a timely manner, so I'm asking the community. I want to start using sprints, but I'm having an issue. I need to post updates to Slack when a Work Item has a status change. My understanding
        • Issue with skip_workflow Not Preventing Edit Workflow Trigger

          Hi Team, I am trying to upload a file to a form in Zoho Creator. However, during the upload, an edit workflow is being triggered. I want to prevent this workflow from running, so I have used the skip_workflow parameter as mentioned in the API documentation:
        • Create Dashboard using data/tables from different workspaces

          Is it possible do create a Dashboard using different tables that are part of different Workspaces? 
        • Este domínio já está associado a esta conta

          quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso?
        • Storage addon failed to upgrade

          Hi, I am trying to purchase addon storage, but i am getting upgrade failed error Sorry! We are unable to process your information. Please try again after some time. If the problem occurs again, please visit our Contact Us page to reach out to the appropriate
        • no puedo recibir correos

          Hola, en la cuenta de la empresa desde hace unos tres días dejamos de recibir correos y no hemos realizado ningun cambio de configuracion, requerimos asistencia urgente por favor
        • Default reminders on Emails

          I have seen that it is possible to set, for each email, a reminder when the email remains unresponded for some time. This is very useful, so useful that I would like to set it for all my emails, by default. Because an unanswered email usually requires
        • NO PUEDO RECIBIR CORREOS EN MI CUENTA ZOHO MAIL

          LO QUE SI PUEDO HACER ES ENVIAR CORREOS PERO NO PUEDO RECIBIR CORREOS. Y LA CONFIGUIRACION DE MI DNS YA ESTA CORRECTA Y APUNTAN A ZOHO PERO AUN ASI NO PUEDO RECIBIR  NECESITO AYUDA URGENTE YA QUE EN MEXICO NO HAY FORMA DE COMUNICARNOS VIA TELEFONIA CON
        • Send email is not authenticated

          Hi, I’m getting an error in Gmail, when receiving an email from my account in zoho, my email is already authenticated in my domain, and I don't know why I keep receiving this message... also testing in outlook, the message goes directly to "junk".
        • Next Page