Where is Zoho's integrity? - Phone Support Is Not Actually Available.
I am evaluating Zoho products, including Zoho Expense for use by my corporation. Thus far my experience with Zoho support has been quite impressive. When it comes to Zoho Expense that is not the case. I have a few questions and have called multiple times
Using Zoho Expenses to upload receipts to Zoho Accounts (sole trader, no employees)
I'm testing Zoho to see if it does what I need. The autoscan feature in Books is limited (i.e. a paid add on) so I'm exploring whether Expenses can be used as a work around. In my current software (Wave) I use their receipt app to scan on the go, e.g.
Authtoken Deprecation for Zoho Expense APIs
UPDATE (2 July 2021): We've extended the deadline to 30 August 2021 for converting Authtokens to OAuth. UPDATE (4 Feb 2021): We've extended the deadline to 1 July 2021 for converting Authtokens to OAuth. Hello everyone, The usage of Authtokens to authenticate
Expense 2.0 Trip, Budget to be in each item and summed up
Hi there. I have been testing the Trip function and the link to advance is good. However, the 'Budget' field in Trip forces the user to sum the budget amount manually and this is not favorable. It is better if, let's say, flight has its own budget field,
Why is Zoho Expense so slow today?
Why is Zoho Expense so slow today?
2.0 Dashboard Widgets
Guys, In the previous version we had a dashboard widget that was available to all users that shows the number of unexpensed transactions on their corporate card. This was a very helpful trigger to make sure users would match and reconcile their credit
Anyone using ZOHO Expense with Capital One Credit Cards?
I'm trying to understand how the master account can display only their own transactions, not those of all cardholders. Zoho said I should do a direct feed integration, but Capital One says they won't do that for Zoho. Is anyone successfully using Zoho Expense and Cap One credit cards with a parent and sub cards?
How do I edit expenses
I have set up a feed from my Credit Card. The data has imported successfully, I can see them all (104 of them). I next want to categorise the expenses, but I can't seem to edit them. I can click on the Credit Card and this shows me the transactions, but
Can't get through to support
Trying to call the support line and it just hangs up. It either hangs up right when I select Support-Zoho Expense. Or it hangs up after it rings for a bit. We have been trying to get our corporate credit card linked with Zoho since June. June 16th our
Zoho Expense and Zoho CRM integration
I would like to know if it is possible to link Zoho Expenses Report Fields with Zoho CRM modules to exchange information and get expenses integrated with Zoho CRM to calculate the Sales Cost. If not there is an API to develop such connection?? Best regards Rodrigo Pinto
Make Expenses easier to use for small businesses and sole traders by having auto reports as a baked in feature setting
As a sole trader I do not need to submit reports for approval. I am coming from wave apps which had a brilliant expenses app. As far as I can tell when I submit expenses I have to run a report before those expenses are added to the running tally. This
Trip report question
When associating an expense to a trip, it seems I'm forced to create a separate report for a trip. Is this correct? Is there any way to associate an expense to a trip AND have it appear in a "general" expense report. Our accounting dept. likes the ability to understand expenses related to a specific trip, but would like to see personal expenses all collated into a single report. Why? We do monthly expense reports, but receipts around a trip may span across two months. Thanks for any insight into
Integrate with MYOB
Hello There! I can see all the integration with accounting software, but is that can integrate with MYOB? hope you reply soon
Cannot get through to support
I have tried a few times now to get through to Zoho expenses support using the UK telephone number. As soon as I hear the message telling me the call may be recorded it then just cuts off and gives a dead tone??? You have also removed your "chat online"
Attribute budget to specific users/teams
Hello there, Our company needs to attribute various budgets according to different users/teams. So far I didn't manage to have it done. I was told that it is not possible to do in Zoho expense. But I was also told that I might be able to attribute budgets
Zoho Expense phone number hangs up on me
Zoho lists 844-316-5544 but when you call it and press 1 for support and then 4 for Zoho Expense it simply hangs up on me. Does Zoho have any plans on fixing their phone support? Is there a better way to get phone support?
Percentage-based reimbursement
All the "employees" are part owners so are not the typical employee. We have many expenses that do not receive 100% of the expense amount reimbursed. This is because we only reimburse based on the stated "Business Use Allocation" or "Business Use Percentage".
Can a single piece of documentation be used for multiple expenses without have to upload multiple times?
For example, we have users that will be submitting gasoline expenses by submitting a statement from their credit card (not linked to Zoho) that has, say, 5 gasoline expenses on it from different dates. They would want to create 5 separate expenses for
Zoho Expense: Product Updates (July-September, 2020)
During the past few months, we've focused on making Zoho Expense compatible across multiple platforms. These set of new enhancements for the mobile and web application can help you sync your expense related data accurately. Apart from unveiling the much awaited Amazon Business integration this month, we've worked on other enhancements such as filtering reports based on the report type to a slew of other iOS updates. Read on to know all the enhancements we have worked on. Amazon Business Integration
Expense Pricing - Multiple Orginzations
I am coming from a competitor product. I have 8 users, and 8 separate quickbooks companies that I manage. In order to manage the expenses for each of these companies we would create organizations within zoho. My question is what will the subscription
auto scan - IOS
Everytime i take a picture for a rceipt and press auto scan no dat is pulled through - Is there trick?
If I can only purchase ZOHO Expense, instead of the whole ZOHO ONE plan?
Dear Madam/Sir, Now since we don't use ZOHO other functions very often, we hope to purchase ZOHO only with Expense, not the whole ZOHO ONE suites. If this is possible to happen? Thanks!
"Awaiting Reimbursement" shows reports with no reimbursables
I started using Zoho Expense last week. When I create an expense that is not reimbursable and submit it as a report, that report will show up in "Awaiting reimbursement" section. Clicking on the report it shows 0 to be reimbursed. So why does it show up in the "Awaiting reimbursement" on the dashboard? Do all reports require reimbursement even if there is nothing to reimburse?
ZOHO Payment Plan
Hello! Our head manager seems to inactivated payment plan for one of our expenses accounts, so now we this account marked as free and we dont now what to do. Is it ok to just upgrade this plan again, our we should do something more in ave to not delete our data in this particular account? Hope you may help us with this/
Different Organization profiles for Zoho books and expense. How can we merge them?
We had setup Zoho expenses earlier and its is associated with an Organization profile. Some months later our finance department signed up for Zoho books. Now Zoho books and expenses do not integrate as they have different organization profile id for the same Organization. We have few months of data in the Zoho Expenses and a months of data in Zoho Books. How can we merge the expense Organization Profiles with books so that the expense data is not lost.
Need to disconnect Zoho Expense from Zoho Books
We have internal issues that have forced us to remove the integration between books and expense, but I cannot find a way to turn this off. I need help!
API: Unable to create users
I am trying to write a script that would synchronize the list of users on my company's Zoho account with our internal LDAP. In that purpose, I have created an access token with the scopes ZohoExpense.users.CREATE and ZohoExpense.users.READ. The script works by getting the list of users from Zoho and from the LDAP, making a diff, then sending API commands to Zoho to create the users that exist on the LDAP but not on Zoho. Such commands look like this: curl https://expense.zoho.com/api/v1/users -X
Add/Edit Tag Options via API
I’ve been experimenting with the Zoho Expense API. Mostly things are going well, but there’s something I can’t figure out and is NOT documented anywhere (I’ve googled extensively). I’m can not modify/create expense tag options via the API, nor is there any documentation. I can create/edit/delete via the website, but need help knowing how to structure the API calls to do the same (creating via the web is not a good option for us in the flow we’re envisioning). Any insights?
Zoho Expense: Product Updates for April - June 2020
Hello all, We're back with our quarterly update of features added to Zoho Expense. We hope all of you are staying safe. Without further ado, let's run through the notable features developed in the past three months and show how these features can benefit your business. Advanced Autoscan We have made significant enhancements to the autoscan feature by refining its Optical Character Recognition (OCR). The enhanced autoscan extracts line items and data from the expense receipts you upload, with increased
Zoho Expense- Ask the Expert #2: 4-hour Live discussion on Zoho Expense integration with QuickBooks Online
Hi folks! Welcome back to another episode of Zoho Expense’s "Ask the Experts" series! This is a weekly forum discussion, wherein a panel of experts will take questions about Zoho Expense on a particular topic. The panel will be available for a 4-hour period and will answer any questions posted here. In the second episode of "Ask the Experts," we will take questions on Zoho Expense's integration with QuickBooks Online, along with its workflows. We will also talk about some of the key sections of
How to reconcile a SINGLE (shared) credit card account in which two users charges get imported into two separate Accounts?
When I setup a credit card account for download of transactions, Books treated them as separate Bank Accounts. This will make for a very difficult (maybe impossible, for practical purposes ) conciliation process. How to reconcile a single (SHARED) credit card account in which two users charges get imported into two separate Accounts?
New phone- lost expenses
I lost my phone this weekend and had a bunch of unsubmitted expenses. I purchased a new phone and when I tried to login to Zoho, all of my expenses were gone. Any idea how I can find those?
Zoho Expense Digest
Hi folks! Introducing "Digest," a one-stop source for updates for the Zoho Expense community! Upcoming webinars, product news, trending discussions, and more! Here is what we have for the very first edition: Upcoming Webinars: Topic: Essential Business Survival Guide During COVID-19 Description: A discussion on how you can keep your business afloat during the current COVID-19 crisis. This webinar will help you manage and analyze your company's cash flow, and understand the tools and resources
Budget and Expenses in different currency
Hello, I have a question... My headquarters are in a country different than mine. They set my budget in their local currency but I generate expenses in my country using a different currency. How can I manage my budget when expenses are made in a different currency?
Zoho Expense- Ask the Expert #1: 4-hour Live discussion on Zoho Expense integration with Zoho CRM
Hi folks! Welcome to Zoho Expense’s Ask the Experts session! We're happy to announce our first episode to help you get to know the product better. This is a weekly forum discussion, wherein a panel of experts will take questions about Zoho Expense on the chosen topic for the day. The panel will be available for a 4-hour period and will answer any questions posted here. In this first episode of Ask the Experts - Zoho Expense, we will cover questions related to the Zoho Expense integration with Zoho
Zoho Expense: Product Updates - January - March 2020
Hello, customers, I hope all of you are safe and healthy in the midst of the COVID-19 pandemic. While we’re going through these unforeseen circumstances, staying on top of your expenses is vital for every business. 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
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
How do you get Expense to Sync Merchants from Zoho Books?
If we are creating expenses in zoho expenses and then syncing them to zoho books, how do we sync the merchants list? I see that in the expenses app, the customers list is syncd to books no problem. what about the merchants list (vendors?) Do we just manually create them in expenses and name them the same ?
OCR for receipts
Did you implement any OCR technology for the receipts like shoeboxed.com do? Thanks
Legal validity of photos via Zoho Expense
Good morning, A question arises with regard to the dematerialization of expense claims. A question arises with regard to the dematerialization of expense claims. Are photos taken with the Zoho Expense application legally valid? Is there a code that is assigned to each photo to verify the authenticity of the photos? Like Zoho Sign. (We are in France). Thank you in advance
Next Page