Lookup field in User module cannot look up to custom modules!
Hi there, Expense has been great so far but it's sad to see that a simple thing such as allowing a lookup to custom modules from the Users module is not yet implemented. Hope to see this in the next release. Do you have any plan for that?
Incorporate Travel Document (Passport/ID) to Trip PDF
I'm Trying to incorporate "Travel Document Number" (image 1) of a Traveler in the PDF generated for the Trip. But can't find the way to manipulate the PDF generated in the Trip View (image 2) Image 1: Image 2: Some workarround will be to automatically
Webhook retry policy
Hi, I'd like to know how the webhook retries if the response status is not success 200. I saw that it continuously send request even if the report is approved. There is some specific documentation about webhook?
Disable approvals in Zoho Expense
Hello, is there a way to disable approvals for Trips in Zoho Expense? Thank you
Workflow for "Expenses" module?
Hi there, over the last 2 years, Zoho Expense has seen tremendous growth and we are happy with it. But, sometimes it is frustrating to see things are being implemented halfheartedly, or so it seems. For example, There is the possibility to create workflows
Zoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,
Approved Trips synched to Zoho Calendar
I would like for all approved trips to be automatically synched to Zoho calendar. I have tried to accomplish this task with a Deluge Script, but have been unsuccessful in getting it to execute consistently even after multiple online sessions with Zoho
What's New in Zoho Expense: July 2023
Hello users, We're delighted to present our monthly roundup of updates to help you stay informed and experience hassle-free expense management with Zoho Expense. From real-time budget insights to effective date configuration for policy rules and per diem
Custom Module
Hello! Our organization needs a module exactly like Purchase Requests but for the approval of incoming invoices before they're paid by accounting [we don't have Zoho Books yet]. Is it possible to create a module by duplicating Purchase Requests and changing
What's New in Zoho Expense: May - June 2023
Hello customers, We're back again with new features and enhancements carefully curated to make your expense management experience more seamless and efficient. A new edition, new permissions for admins, exciting mobile app updates, and more are in store
Zoho expense no longer auto categorize invoices
Hi, For the last couple of months none of the transactions I autoscan are auto categorized. These are from the same merchants I use all the time. Every single transaction I have to manually edit and supply a category. Thanks for any help.
Approved Reports
Hi, I did submit a report and that has been approved. However, I realized I submitted it through the wrong account and I'd like to know how I can possibly change the recipient of that report, if there is a way to recall an approved report? Many thanks,
How do I (admin) deny the possibility of recalling reports?
I would like to deny submitters in my company the ability to recall reports, at least without asking for permission from the admin. Is there a way to do that?
Add Purchase Requests to the User Activity
We check the activity logs of our users from time to time through the Analytics. But only Expense Activities are tracked, so please add activities through Expense Reports, too.
Importing AMEX Sub Cards Into Zoho Expense
Hello, my organization is currently trying to transition to Zoho Expense for credit card expense tracking. We have an AMEX account in which there is a primary card holder (CEO) and then secondary/sub card holders (about 6 other employees, we’re a small
Real signature in Zoho Expense PDF report ?
Hello ! Is there a way to put a real signature on the signature line when a PDF report is generated in Zoho Expense? Through Zoho Sign or another way? Can't seem to make it work.
Partial Reimbursement
This is a feature I would hope to see soon. I see that you are working on it but it has been awhile, and I think it is a feature a lot of us need, especially for government agencies where meals are only reimbursable up to the GSA rate. Thank you.
Improve Currency overview in Android App
We're trying to use Zoho Expense for our charity 2givelife.org. On ouf our challenges is that our local employees in each country - eg Tanzania - work in their own currency. Collecting the data works, but the Android App doesn't show the local-currency
QuickBooks Online Integration: Payment Account
When setting up the QuickBooks Online integration you are asked to setup a default payment account. This becomes the payment account for all expenses pushed by Zoho Expense into Quickbooks. However, we have multiple employee credit cards that are being
When is partial reimbursement going to be launched?
Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.
What's New in Zoho Expense: April 2023
Hello customers, We're thrilled to bring you the latest scoop on what's new with Zoho Expense this month. We have worked on a slew of exciting features and updates to make expense management even more powerful and user friendly. So, let's get started
Zoho Expense to Books integration is flawed
When a user submits a expense report for approval and then the report is approved there is a flaw where zoho books cannot break that single expense into multiple charges to match with any bank or credit card feeds. As we know once that report has been approved it cant be changed in zoho books. This becomes a major issue when purchasing through Amazon (or other retailer such as Alibaba) where they can break that single bill into multiple charges. The work around that I was given was to "Exclude"
Bulk Edit Mileage Rate on Expenses After Submitted
Is there a way to bulk edit or reprocess the mileage rate for all entries in a specified time period? I checked the forum here and couldn't find answer, nor could I find anything just poking around. I found out after the fact that my 2022 mileage rates
Expense - Search by Expense
Is there a simple way to search for a single amount of an expense in the admin view. In other words, in the ADMIN view I would hope that I could easily search for a single expense by amount. In other words, an auditor asks us for a receipt for $22.48.
What's New in Zoho Expense: January - March 2023
Hello customers, We're happy to see you on the first quarterly What's New post of 2023. Over the past three months, we've developed interesting features and made enhancements to help you perform functions in Zoho Expense seamlessly. Let's dive right in
Get autoscan of receipts to interpret mm/dd/yyyy instead of dd/mm/yyyy
I'm finding that the autoscan of receipts feature is interpreting abbreviated dates in the non-US form. So, a receipt dated 04/03/2023 is being interpreted as March 4, 2023 instead of April 3, 2023. I have to change every one manually. Is there a setting
Autoscan is now available for all Zoho Expense users
Hello users, Enhancing customer experience has always been our prime focus. We are delighted to announce that our Autoscan feature is now available for all Zoho Expense users. All Free plan users can use up to 20 receipt scans in a calendar month, and
Can I merge two expense categories into one newly named category?
Is there a way to merge two expense categories under one new heading?
Skip the project owner approval
How to skip the project owner approval if he/she submits the trip/report for his/her own project in zoho expense. Requirement : We have approval process for trip/report where project owner approval also required. So if he submits the trip / report for
E-Mail Erstattung Aufwendung: Übersetzung "Reimbursement Date" ins Deutsche
Wenn die Erstattung einer Aufwendung erfolgt, dann sendet Expense eine E-Mail (in Deutsch) an den Benutzer mit einem Englischen Wort "Reimbursement Date". Bitte ins Deutsche übersetzen!
Corporate Card Integration with Multiple Card Holders
When setting up a AMEX Corporate Card direct Feed Integration, how do I limit the transactions imported to only those associated with my card. I am the Primary Card holder and we have five additional card holders whose transactions are also imported.
Zoho Expense Paid Through Accounts
I have all my employees using an American Express Card(not corporate, just small business). Very little reimbursement is happening but I still want them using expense so that we can track category spend and receipt capture more easily, not to mention easy reconciliation in books. However, every time they submit an expense there are so many paid through accounts, petty cash, all the cards we use at the company, other bank accounts, etc.. Is there a way to only show them the amex account and make
Paid through accounts
"Other Current Liability" type accounts are not available in Expense at Setting>>Customization>>Modules>>Paid throught accounts. I understand that they should show up here and I want to use one but cannot. Suggestions?
Yearly Limit Questions
Hi, I'm trying to setup a yearly limit, which I want to start it by a certain date (Say 1-April every year), is it possible? And is it possible to have pro-rated limit for new joiners to the company? Best, Yu Hang
A Trip Through 2022 for Zoho Expense
Hello customers, Like every other year, Zoho Expense in 2022 developed new features and made enhancements to existing ones based on your requests and valuable feedback. We've exclusively compiled this list for you to look back at Zoho Expense's journey
I can't see my cards on Expense! Only Cash and Banks.
Greetings, I hope find all doing well and safe! We have Books and Expense. In Books, we have Cash, Banks and Cards. Books versus Expense integration is activated. When adding a new expense on Expense, we can see Cash and Banks, but not our Cards added
Deletion of Test Data
We are using Zoho for testing and training. Now, we want to delete all test data and start on a clean slate. Tried doing it but cannot delete expense reports that were already reimbursed. How can I delete all these test data?
Zoho Expense: Product Updates November - December 2022
Hello customers, As we're nearing the end of 2022, we want to take this opportunity to thank you for your support and love for Zoho Expense. We promise to put together new features time and again to help you have a smooth expense reporting experience.
Auto Mileage Tracker
Is it possible to have the Mileage tracker auto start, similar to how Everlance, and Quickbooks Self-Employed work?
Zoho Expense: Product Updates August - October 2022
Hello customers, We've compiled a list of updates made in Zoho Expense over the past three months. These features help report expenses efficiently and, in fact, a few of them were introduced based on popular requests. Now, let's dive right in and read
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