Zoho Expense: Product Updates for January - March 2020

Zoho Expense: Product Updates for January - March 2020


Hello everyone,

I hope all of you are staying safe and healthy. We're all going through unforeseen circumstances, but it's still important not to let expenses pile up for later. So, we have made enhancements to our app that will help you manage your expenses efficiently. Read through all the updates we've rolled out in the first quarter of 2020 and put them to best use while managing your expenses.


Attach receipts from Zoho WorkDrive


Zoho WorkDrive joins Zoho Expense's list of cloud accounts. You can now upload the receipts you've saved in your Zoho WorkDrive into Zoho Expense directly. Create expenses for those receipts and report them on time.

To do this: Go to Receipt Inbox > Click here to attach > from cloud > Zoho WorkDrive > Select Receipt > Attach.



Share your access to export reports to Xero


If you have integrated your Zoho Expense organization with Xero, you can now share your access with other admins to export reports created in Zoho Expense to Xero. All the admins with this access permission will be able to export the reports, without having to depend on the integration owner to initiate the export. Admins will also have permission to sync data instantly between the two apps. 


To share your access: Go to Admin > Integrations > Xero > Show Details > Change Configuration > Share Access > Select the users > Save. 



New camera modes to capture receipts (iOS App)


Switch between different camera modes to capture your receipts in the iOS app. We've introduced Quick Scan, Single, and Multipage modes to help you snap photos of your expense receipts. 

If you're in a hurry and have a lot of receipts to scan, use the Quick Scan mode. With this mode, you can continue to capture photos of your receipts while scanning happens in the background. Use the Single mode if you want to create a single expense for a single receipt you're uploading. Use the Multipage mode to capture a long receipt with multiple pages, and upload it as a single receipt to create a single expense.

To try new camera modes: Open Zoho Expense iOS App > Camera icon > Select a mode.


Zoho Expense - itilite integration

itilite is an end-to-end travel management solution, which helps corporate organizations book flights, trains, buses, and other transportation services for their employees' business travel. 

After you integrate with itilite, every time an employee books a service through itilite, a non-reimbursable expense will be automatically created for that employee's account in Zoho Expense. The integration will also help you keep track of your employees’ travel bookings and expenses.

To integrate: Go to Admin > Integrations > itilite > Contact Us and request access to integrate with itilite. 



Zoho Expense - Zoho Projects integration 


Zoho Projects is an online project management app that helps you plan and track your work efficiently. By integrating Zoho Expense with Zoho Projects, you can fetch your projects and customers easily. You
can also record expenses for the imported projects and bill the customers you've imported, if required. Learn more about the Zoho Expense – Zoho Projects integration. 
    
To integrate: Go to Admin > Integrations > Zoho Projects > Connect Now. 



iOS app updates

  • You can now associate Projects and Customers with the advances you record.
  • If the receipts fail to be uploaded to Zoho Expense, we will retry the syncing of receipts automatically. You can also retry syncing the receipts manually. 
  • You can now associate report types with reports and create expenses with the expense categories filtered based on the associated report type.
  • If your report has expenses that were incurred in multiple currencies, you can view a summary of the total amount of expenses made and advances received, for each currency.

Android app updates

  • A search option is now available for Reports in the Android app. You can now search the reports you've created in both online and offline modes.
  • If you need statuses other than the default statuses for the advances you record, you can create custom statuses in the web app and use them from the Android app.
Try out these features and share your feedback in the comments section below. We'd love to hear from you.


We'd also like to let you know about some new offerings we've introduced to help businesses during this tough period:
  1. Our remote work toolkit, Zoho Remotely, is available for free until July 1, 2020.
  2. Our Emergency Subscription Assistance Program (ESAP) is designed to help small businesses that have been severely impacted by the current economic disruption.

Thanks for reading! As always, if you need anything, don't hesitate to write to us at 


Regards,
Vidhya G.S.
The Zoho Expense Team





        • Recent Topics

        • OneNote Migration

          I am trying to migrate two notebooks from OneNote. For five days now I have had no notification that migration has completed and the migration page show 50% complete - one notebook completed one not finished. It just stays like this. I am unable to cancel

        • Set various time slot reminders for task and event

          Hi I would like known if there is possibility to set various time reminders for a task or event like we have the possibility to do in google calendar or google task. For example I'am creating an event or task and I want to be alerted before 30min and

        • Zoho Calendar not functioning---cannot edit, add attendees, etc.

          Hello, My calendar is acting strange. I'm using Chrome as my browser and pop ups are not blocked (the calendar worked fine yesterday). When creating an event, I'm not able to "edit" the event and add attendees, etc. The link is non-responsive. I cannot

        • Spilt Axis for stacked column and line graph

          Each month around this time I prepare a business review deck. One of the biggest annoyances I have with Zoho, also happens to be something that most other platforms have provided for a long time now, and that is being able to create a chart with stacked

        • Pin a note on top

          Dear Zoho Notebook Team, Please highly consider adding ability to pin a note on top and arrange pinned notes. I have a lot of notes that I want to pin important ones on top and this feature is missing badly. Thank you.

        • Windows 11 app ver 2.2.8

          I have been trialing Zoho Notes syncing between my PC and iphone. No problems with iphone but the Windows 64 bit app ver 2.2.8 was very buggy and would lock up completely, needing a Control Alt Delete etc to close it down. It seemed to be connected to

        • Deluge Script: Onboarding → Access Form

          Hello everyone, Edit: Sorry, I think I put this topic in the wrong section. I’ve recently run into an issue that’s been giving me a bit of a headache for the past few weeks. Context: This is my first time using Deluge to create a script, but it’s not

        • Windows Device Authentication

          We have recently started using ManageEngine, and my boss saw a device management feature in the Zoho One directory. We thought it would either help give us more intergration into Zoho one through bringing ManageEngine services through Zoho one. Or, it

        • How can I change spell check language?

          I cannot find the way to change spell check language. My "display language" is English, and I want to have the same one for Spell Check, but it is Russian!!! How can I change it? In one of your explanations you mentioned that I have to choose it from

        • Mail is so slow - doesn't even work!

          Mail has been getting slower and slower - and today it's not even pulling up emails in either Inbox or Unread. This is beyond frustrating since email is a big part of business. Sent a request through the useless help portal - no response. Called the useless

        • User marked as SPAMMER. Mail Fetch has also been disabled for any active POP accounts.

          I am the administrator for joelles.com One of our accounts has been blocked saying this: User marked as SPAMMER. Mail Fetch has also been disabled for any active POP accounts. I cannot change the disabled account in the control panel as it says that it

        • My domain did not activate

          Hi, my domain (apsaindustrial.com.ar) did not activate, and the phone verification message never arrived. Please would you solve this problem? Thanks.

        • ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

          Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408

        • Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?

          I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?

        • how to see if a specific contact opened an email in zoho campaign?

          how to see if a specific contact opened an email in zoho campaign?

        • Revenue Management: #8 Revenue Recognition in Educational & Training Institutions

          Educational Institutions and training centres typically collect course fees at the time of enrolment, sometimes for a one-day workshop and sometimes for a year-long certification course. You might also charge separately for course materials or evaluation.

        • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

          Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.

        • how to use validation rules in subform

          Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")

        • Using files from Zoho CRM in Gemini/ChatGPT/Claude

          Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents

        • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

          Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With

        • Maximum file limit in zoho people LMS

          Dear Team, I am having approximately 4.9 GB of material, including PPTs and videos for uploading in zoho people LMS course. May I know what is the maximum limit limit for the course files Thanking you, With regards, Logeswar V Executive _ Operations

        • Dynamically prefill ticket fields

          Hello, I am using Zoho Desk to collect tickets of our clients about orders they placed on our website. I would like to be able to prefill two tickets fields dynamically, in this case a readonly field for the order id, and a hidden field for the seller

        • Optimize your Knowledge Base for better visibility by allowing search engine crawling and indexing

          All you need to know about no-follow and no-index in KB. What are article crawlability and indexability? Crawlability and indexability are vital for making an article visible and accessible to search engines. When a search engine crawls an article, it

        • Has anyone created a public ASAP Guide that I can check out?

          I am thinking of adding an ASAP guide to my web application, but I have noticed that the ASAP widget itself can be really slow to load sometimes. Has anyone created a public ASAP Guide that I can check to see how performant it is? I don't want to spend

        • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

          Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote

        • What’s New in Zoho Analytics – September 2025

          Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded

        • Zoho MCP has no tools for Creator or 3rd Party Apps?

          I don't see a Zoho MCP community forum so putting this here. Two big problems I see: 1) Although Zoho advertises "over 950 3rd party apps" as available through their MCP, when I go to "Add Tools" there are ZERO 3rd party apps available to choose from.

        • Zoho Forms - Zoho Drive connection - Shared Drives not supported

          Hello i am stuck with Google Drive Connection There is no supported shared drives Connection is not support shared drives boolean Query Parameters - supportsAllDrives=true&supportsTeamDrives=true to activate fetch files from the shared drives. Ahat need

        • Can't create package until Bill created?

          I can't understand why we cannot create a package until a Bill is created? We are having to created draft Bills to create a package when the item is received, but we may not have received a Bill from the supplier. Also, Bill # is required, but we normally

        • Whats the Time out Limit for API Calls from Deluge?

          Hi Creator Devs, We are making API calls to third party server via Deluge. Getting this error message: Error at line : 24, The task has been terminated since the API call is taking too long to respond. Please try again after sometime. Whats the default

        • Community Digest Agosto 2025 - Todas las novedades en Español Zoho Community

          ¡Hola, Zoho Community! Agosto llega a su fin y septiembre nos trae aire fresco a la comunidad: más inteligencia con IA, actualizaciones que elevan la productividad y la recta final hacia Zoholics España 2025. Aquí tienes lo más destacado del mes para

        • Tip #3: How to change your booking page language

          Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's

        • How can I optimize a Zoho Site page for SEO when embedding external menu or restaurant links?

          Hi everyone, I’m experimenting with building small content hubs on Zoho Sites and want to make sure I’m doing it in an SEO-friendly way. For example, I tried creating a page that highlights restaurant menu items and linked out to a resource like this:

        • Diff signature for compose new email and replies

          Hi,   How do i have different signature for replies and new emails. its inconvenient to have one large signature for replies. Usually on Outlook we have the option to keep separate signatures for new emails and for replies.

        • Zoho Website Site Speed Up & Setting

          We are experiencing slow loading speeds on our Zoho website and would like assistance in optimizing its performance. Kindly review the site and suggest or implement necessary improvements to enhance speed, especially related to: > Caching mechanisms >

        • Clickjacking: Zoho Vault's Response

          Issue: Password manager browser extensions are found to be vulnerable to clickjacking security vulnerabilities that could allow attackers to steal account credentials, TFA codes, and card details under certain conditions. Reported by: Marek Toth, Independent

        • No option for pick up in Zoho Books / Inventory but yes on commerce

          Is it planned to release soon on books/inventory?

        • Accessing Zoho form enteries via API

          Hi As a user I can view enteries to a form at: https://forms.zoho.com/<myOrganisation>/report/<myReportName>/records/web How do I access these entries via API? I don't have any problem with scope and getting tokens. But I have no idea what the API call

        • Zoho Books - France

          L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

        • Blueprint Issue - Being able to set a subform field as mandatory

          I'm creating a blueprint. My record involves a subform which is only shown once field is set but the field gets set in step two of the process. My problem - I can't save the record as the subform field is set to mandatory - If I unset the mandatory field,

        • Next Page