Shared trips not allowing addition of expense report
I am listed as a co-traveller on a trip that has been approved. However when I go try to create an expense report to the trip - I get a message that "You are not authorized to access this trip."
Custom functions for buttons
Hi. How can I use the fields of a custom module in a custom button within Zoho Expense? Thanks in advance.
mother company expenses, and subsidiary expenses
Hi, I have a few subsidiary companies which has different currencies- Israeli shekels, GBP, and Euro. how do I build it for separate expense reports in Zoho expenses? Thanks!
PR AND PO LINK
Dear Team, Thanks for providing me a chance to share my experience with Zoho. its wonderful ERP. Just noted now some features, if these are added it will be wonderful 1.There is a workflow defined in Zoho expenses, for PR which is eventually converted
I keep getting a max number of requests error in my function
There was a change in how report automation is made and it caused us having to create a custom function in zoho expense. I'm trying to grab all expenses of the month from each user and create a report. However, I'm getting too many API Calls error. How
Auto Mileage Tracker
Is it possible to have the Mileage tracker auto start, similar to how Everlance, and Quickbooks Self-Employed work?
Zoho Expense and Chase Bank Visa credit cards - Direct Feed?
Our company uses JP Morgan Chase Visa credit cards. We can't be the first to try and use a combination of Zoho Expense + Chase Bank + Visa Credit Cards --- anyone successful with this combination? 1. The direct feed automation isn't working. When I go
Digital MR
How we can create digital MR in zoho? We need a proper option for creating MR against our expenses so our expenses and sale are balanced we didn't find the option like that.
What is the Potential field for in expense submissions?
I'm trying out Zoho Expense in Zoho Project so I can record project expenses which aren't time related. On the expense form there is an option called Potential but I don't understand what this is for. When I click the dropdown it just shows the name of
Is there a way to see when the user for added in Zoho expense?
Hi There, I need to know when the users got added to Zoho expense and by whom. Let me know how can we achieve this.
Is there a way to get record id of Categories in Zoho expense
Hi Team, Recently I have came up with a simple request to get the record of category module records. But I couldn't get that , because these records are shown in popup window, I couldn't get the id from url. I had to do an API call in avery lengthy way
Modify Report Template to Allow 1 Expense / Receipt per page
It would be great to have a way to modify the current reporting template to export an expense and corresponding receipt(s) on individual pages.
Partial reimbursment of expense reports or split expense reports
i really need to partially reimburse an expense report so if you can't allow that, can you please allow me as the admin to split the expense report or create a new report and move specific expenses to that report that i can reimburse?
How to print out Payment Voucher
Hello sir, How to use Payment Voucher (PV) in zoho? i have try using under Money Out and then Bill but i cannot print out the PV.. can you assist me or give some advice to using Zoho?
Deleted expense retrieval
I accidentally deleted an expense. Is there a way to retreive it?
Expenses without Books
Hi We're looking at rolling out Books but we're many months from being ready. Until then, are we able to use Expenses for the staff to enter their expenses, have them approved, and then just run a report to PDF or XLS for our finance people to make payment
What's New in Zoho Expense: May - July 2024
Hello users, We're back with the latest set of features and updates in Zoho Expense, aimed at improving your expense and travel management experience. This update includes a Per Diem Calculator, a feature to track your loyalty programs, and other enhancements
Zoho Expense Report API CORS problem
Hello, In my project where I use Angular 16, I want to use the Zoho Expense APIs, specifically the expense report API. Since I am using Angular, I created a client-based application and obtained my Client ID, from which I generated an access token. Using
Can Vendor Bill in Zoho Books Be Marked Paid by Credit Card Charge Submitted Through Zoho Expense
I am my company's accountant. I have a company credit card that is set up in Zoho Expense with a feed to the issuing bank. I pay a few vendors using my company credit card. Is it possible to enter a bill in Zoho Books, pay the bill using my credit card
Using the Zoho Expense Report API, why can't I see all the expense reports in my organization?
Hello, When I make a request to the Zoho Expense Report API, even though I am an admin in the expense module, I can only see my own expense reports. However, when I open the module in the browser, I can see the expenses of other employees. Upon reviewing
Need more details on API Usage Dashboard
Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there
different per diem rates per location
is it possible to set different per diem rates per location? Or is there an other way to manage that issue? for example: Amsterdam, The Netherlands , per diem rate 60 euro (based on company requirements) Amsterdam, The Netherlands , per diem rate 20 euro
With the free plan, will I still be able to configure my organization's policies? How do category limits?
With the free plan, will I still be able to configure my organization's policies? How do category limits?
Can we get Employee wise Statement in Zoho Expense
Hi Team, How can we get employee wise Balance Statement for each employee. Use Case : We need to get the total claimed by the staff, Total Paid to the staff and What is the balance to be reimbursed. It should be visible to the all the staff in their Zoho
Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books
Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit
Improvements needed in Zoho Expense APIs Documentation
Hi Team, While working for one of the client where they wanted to integrate Zoho Expense with the SAP modules. We face few setbacks where i am posting here to get this notified. 1) Postman collection for Zoho Expense can be added. 2) APIs for Advance
Auto-update Category on an expense when 'Billable' ticked
I want to be able to auto-update the Category on an Expense if the field 'Billable' has been ticked and possibly also have a pop-up box letting the user know that has been done so they can accept or decline to change. Does anyone know how to do this?
Two Mileage rates - Reimbursement and Invoices
When employees enter an expense that is billable to a customer we want to have 2 rates on that expense. One rate is the expense rate that is reimbursed to the employee for example $0.XX per km and a different rate that is billed to the client for those
Reimburse from two different methods
Hi, I have a report that I would like to reimburse with both a check and petty cash. Is there a way to do two different payment methods for reimbursement?
Number of Policies
I am enrolled in the standard plan in Zoho Expense and I should be allowed to create 10 policies, but I receive an error when trying to add more than three.
Allow breakdown of per diem for meals provided
Would it be possible to break the per diem down into what you get for each meal. The reason for this is we want to offer per diem but if a meal is provided by a customer or sales we need to remove this from the per diem bucket for that day. We break down
odometer mileage
Hello, How do I record beginning and ending odometer mileage? Thank you,
What’s New in Zoho Expense: January – April 2024
Hello users, We are thrilled to share some exciting product updates and enhancements in Zoho Expense that will help you streamline and improve your travel and expense management experience. Our latest additions include new integrations, new preferences
This transaction has been matched or categorized. Hence, the fields which affect the transaction amount cannot be modified.
Hi, I have a receipt which I have matched to a credit card statement. The receipt includes sales tax. When I try and add the sales tax I get the error: This transaction has been matched or categorized. Hence, the fields which affect the transaction amount cannot be modified. How do I fix this? Do I need to unlink the card transaction and remove the category? This should be an easy fix, since I'm not actually modifying the transaction amount - just the reporting of sales tax. Thanks
Please Add Branch under Zoho Expense
Right now, Branch is only enabled under Zoho Books. Zoho Expense doesn't have tab for Branch. In this way, we can properly account all expenses under a specific branch.
Showing the map along with mileage expense
When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associated
How do I reimburse and employee that created an expense report.
I am currently testing Expenses and Books together. I am new to both. Once I approve the expense report it shows as an expense in Books, associated with the Employee Reimbursement account. Question is, how do I write a check to the employee? I don't have a bill due. Also, it seems to me that the following should happen based on what I know about Zoho so far. 1) Approve Expense 2) Expense Created against reimbursement account 3) Bill created payable to reimbursement account 4) Payment created from
Alert trigger for user while creating a new trip in Zoho Expense
Hello everyone, I created one custom field. I need to create a custom alert/validation for that field. For Ex: User, only needs to select the trip date after 30 days from current date. Like Zoho CRM or Zoho Creator, we not unable to write code in Zoho
Access Token Expiration
I am using the Zoho Expense API and the OAuth 2 flow for authentication. I request an access and refresh token and after an hour passes, the access token expires. I make a POST request to /oauth/v2/token to refresh my access token, but it always comes
Unable to change Role for a user to Admin on Zoho Expense
We are trying to change the role of a user in Expense and we keep getting an error. Kindly see attached. We could do this prior to today.
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