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?
Auto Mileage Tracker
Is it possible to have the Mileage tracker auto start, similar to how Everlance, and Quickbooks Self-Employed work?
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.
Improve search matching of drop-downs
Hi, I've found that most of the drop-down fields that must be filled in on expense reports require knowing exactly how something is listed in the field to search for it. For example (and as a user, not an admin, I don't know if these are universal or
Can't add category to Expense
Zoho app has worked great until yesterday (March 13, 2024). I can put the information on an expense (vendor, amount, receipt) --- however, when I go to one of the categories I use regularly it is in the "Recently Used." When I click on it, nothing happens.
Automatic entry triggered by purchase or travel request
Does Zoho have a function that generates an entry based on a purchase or travel request in the Zoho Expense module? If yes, how can I check the settings? I would like to know to which accounts this function are applied, such as expenses, inventry, etc.
reconciliation
Hello I'd like to reconcile the defined expenses with the card statement. I do not want to create the expenses with the statement as all are created on go based on receipts. I'd like to check with the statement that no amount remained undeclared... Can
Multiple Mileage and Per Diem Rates
We need to have different mileage and per diem rates depending on where travel is taking place, or grant requirements. How can I configure this in the Expense App?
API to get the pdf export of an expense report ?
Hi there, I'm trying to code a custom deluge function that automatically upload the pdf of an expense report to a google drive when the report is approved. I already code a similar feature for bills in zoho books using the API. However I did not find
No email notification for Comments made in Purchase Request
Currently, there is no email notification to requestor and approvers when a comment is made in a Purchase Request. During the approval process, there are always some back-and-forth discussions about the request. Without email notification, it is not possible
Identical report names
Currently when you try to add a new report with the same name as a previous report, Zoho expense gives this error: "A report with this name already exists. Please provide a different name". This applies even to archived reports. This would get pretty limiting over time. It means that you cannot have generic report titles like "New York Trip" more than once. You would instead have to title it with some sort of unique identifier like the date or report number. This seems like an unnecessary duplication
Cannot reorder fields in Page Layout in Expenses and Purchase Requests
It is very inconvenient that the custom fields in Page Layout cannot be re-ordered. The only way is to remove the fields and re-create them; however, it is impractical. This would affect the reports and dashboards we are having. Not able to re-order the
Integrate Google Maps and Zoho Expense Mileage
Hello, it would improve the user experience if we can integrate Google Maps to Zoho Expense Mileage tracking so that the Mileage can be recorded in the same step as getting driving instructions. At the moment, the user has to go into Zoho Expense> Mileage>Track via GPS to record mileage. Then they have to go to Zoho CRM Event>click in event location to open in Google Maps to get driving instructions. is this possible?
Expenses in currency different from base currency
I have a bank account that is in a different currency from the organisation's base currency. Expenses are paid out of this account. My plan won't allow me to have expenses in another currency other than base currency (we are not upgrading). My question
How to Add comments to an Expense Report
I create monthly Expense Reports for multiple users. I'd like to be able to call their attention to the report or even specific items in the report without going through email. Is there a way to add Comments to a report? Thank you
Purchase Requisition in Zoho Books
I want to understand if Zoho Books is having the following workflow: PR ( Purchase Requisition ) >> PO ( Purchase order) >> GRN/SRN ( Goods/Services receipt note) >> Bill
Amex Card Integration with Zoho Expense (India)
Hi, I'm trying to add my Amex card to Zoho Expense. When I sign into Amex I get a message that integration is not available for "my region" (Bangalore). Is there a fix to this?
Making Tags Mandatory
When creating an expense, is it possible to make the Tags field mandatory? I see the option in settings to make other fields mandatory, like Merchant, Description, Customer, etc, but nothing about Tags. Thanks! Kevin
Purchase Requests - how do I get Zoho Books Items to show up?
In Zoho Expense Admin View > Settings > Modules > Items the items in Zoho Books can be viewed, leading one to believe these items are available in Zoho Expense, I assume for purchase requests. However when I attempt to raise a purchase request, only two
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