Moving receipts
I have been assigned as a delegate for my boss. He has started to put some receipts in different reports but I want to move them so that the report dates match the credit card statement I am reconciling. How do I move receipts from one report to another?
backup & clear receipt inbox
How can I backup the entire receipt inbox (other than downloading 20 or 50 at a time) and then clear it (of all reported expenses)? Thank you. Would really like to see a clean inbox if all expenses are reported (and even submitted, reimbursed). It is misleading (and demoralising) to always have a full, messy inbox containing a mix of fresh unprocessed receipts AND receipts already processed into expenses (in various stages of approval for reimbursement, archiving etc.) Processing the receipts
Project Manager from Zoho People is not reflected as Project Head in Zoho Expense
Hi there. It is awesome that Zoho has integration between People and Expense. However, I noticed that the project manager in People is not reflected as the Project Head in Expense. To make things worse, I can't set the Project Head manually in Expense as an error says I am not allowed to make any changes to the data that have been fetched directly from People. This is frustrating me to the core as the Project Head is vital in the approval flow that I have set up. Do help, ASAP!
expense on project
Hello, We need to synchronise the project list (from zoho project) with zoho expense. How to do this ? regards nicolas
Setting up multi-level approval
I am trying to set up multi-level approval for individual users and expenses based on the amount of expense. I can do it for reports but for individual users and expenses the system does not give me the option to do so. How can I add another level of approval for users?
Why Project sync from Zoho People is not working?
So I was having problem with my projects in my Zoho Expense and decided to delete them all and renitiate the syncing process. When I initiated the instant sync for Projects, only 5 projects are imported from People. This does not make sense as I have tens of projects in People. It baffles me what makes those 5 so special? Is this a bug or a fault on my side? please help
I want to import expenses report to ZOHO Expense - But the status doesnot update
Hi, We had earlier two accounts for ZOHO expenses for different locations, we however decided to use one account and instead create policies within the account for different regions. I have deactivated another account, but I want to import all the expenses reports to new account. It is allowing me to import but the status (approved/rejected/draft) doesn't catch while importing. We have more than 700 reports and manually updating will be time taking and labor work basically, can any one suggest
Zoho Expense Report Multilevel Approvals
Hi I have set up the Expense Report approvals. it goes from the submitter to the 1st approver. Once the 1st approver approves, then it goes to the 2nd approver. My question is: When the 1st approver is away, the approval process does not progress to 2nd approval. Can you be able to put many approvers in the 1st approver's place? If one of the 1st approvers is away, the others in the 1st approver's group can approve the expense report. Please advise as soon as possible
Change Standard Mileage Rate
Besides manually changing the standard IRS mileage reimbursement rate is there a way to change the default amount from $0.58 to $0.575? See below. IR-2019-215, December 31, 2019 WASHINGTON — The Internal Revenue Service today issued the 2020 optional standard mileage rates (PDF) used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes. Beginning on January 1, 2020, the standard mileage rates for the use of a car (also vans, pickups or
Exchange rate warning
When expenses are logged in a foreign currency and automated FX rates are enabled, the user has the possibility to edit the exchange rate to match his credit card charge in his base currencies. Simple mistakes or even mis-use of the FX rate can cause a big difference in the expense amount in the base currency. With unfamiliar currencies, those mistakes are very difficult to detect for the approver. Is there a warning or policy violation flag if the inputted FX rate differs too much from the automated
A REWIND OF 2019 - ZOHO EXPENSE
Hello customers, 2019 was a remarkable year for all of us at Zoho Expense. We reached some major milestones while ticking off many other additions and enhancements. Here is a recap: You can see the rest of our 2019 updates in our What's New page. Also,
Zoho Books and Zoho Expenses have no banks integrated in my country for payments/expenses etc
Its quite disheartening to see that after all the setting up of approvals etc in Zoho Expenses, I cannot find a bank to pay our clients etc. We have a transactive/interactive bank account with ANZ Bank where we currently upload the payments. I would have expected something very similar with Zoho Books and Zoho Expenses where a expense recorded through Zoho Expenses after the final approval through the system would be uploaded to the bank for processing...unfortunately there are no banks listed there.
Questions for Zoho About Corporate Cards
We have Amex small business cards. I found Expensify was one of the few expense apps able to allow us to download each card separately. All the other expense apps would download the cards together into one account, when using the main card on the account. 1. Do you know if using Direct Feeds will also give us separate downloads for card including the main card? 2. Does your "direct feed for corporate cards" feature cover Amex small business cards? Or only the corporate cards larger corporations usually
invalid element hsn_or_SAC
Hi, I am trying to record expense in Zoho expense. when submitting I am facing this issue invalid "element hsn_or_SAC" please help me with this. Regards, Abdul Hameed M
Add a tip field near the expense anount
Hi, it would be great to add this field next to your expense anount, so this could be deducted from the receipt total amount and then you can calculate tax. tip is not taxable, you have to split the expense to record properly. would save a lot of time
Feed period in Zoho Expense
I'm shocked that the new credit card and bank account I added to get automatic feed is getting transactions only for the last 3 months. And I'm on premium account by the way!!
Zoho Expense: Product updates - March - September 2019
Hello everyone, We've rolled out some amazing updates with handy workarounds to make your expense reporting effortless. Take a quick look at the important enhancements that we’ve introduced in the past seven months. iOS App 2.O We've brought a new makeover to the iOS app with the iOS 13 updates and the following enhancements: A refreshing new UI, user-friendly workflows with contextual menus, easy navigations, and many more. Your virtual assistant, Zia, will help you get your tasks done quickly.
Change Taxes after Expense report was approved or reimbursed ?
Hi There, When I started the company last year, some of the taxes in Zoho books were setup incorrectly. By the end of the year, my Zoho accountant told me that some of the taxes needed to be corrected in order to reflect the proper calculation and distribution for the tax accounts to the right agency. 2 taxes that were used had a single rate instead of a tax group, thus the values aren't report correctly to the 2 agencies (Revenue Canada & Province of Quebec). I tried to correct posted expenses to
Free Webinar on The Taxation Law Ordinance 2019
Note: This webinar is only for the Indian edition users. Last week, new amendments were made to the Indian Income Tax Act, 1961 and Finance Act, 2019. The amendments are made with the intention to boost investor sentiments, push for 'Make in India' initiative, and reduce the tax burden for Indian corporates. Some of the provisions include: 1. Slashing of the tax rate for manufacturing companies incorporated after 1st Oct, 2019 to 15%. 2. Companies that do not avail tax incentives will be charged
Meet our Product Experts at Zoholics 2019!
Hello Everyone! Zoho’s annual user conference, Zoholics is all set to unfold in Australia, New Zealand, Canada, & India. The two day event will host keynote presentations by Zoho's top management, hands-on training, and one-on-one sessions with Zoho experts! Check out the video here. Who should come: If you're a new user, you should come to meet with the product team, learn and discuss about solutions for your business.
For existing users, this is an opportunity to understand the new UI, discover
Train icon ?
Hi, I'm adding a lot of train expenses... I added the missing category, but how do I get a train icon ? I see only a plane and car...
New mileage rate travel over X km keeps resetting - mileage policy
For some reason, the setting to apply a second mileage rate for users travelling more than X km keeps resetting to unchecked. One day, I check the option in our policy and the next day it's back to unchecked. What's going on?
QBO integration for Bills/Reports which contain reimbursable inclusive/exclusive taxed expenses
If a Report in Zoho Expense includes reimbursable expenses which may be both tax inclusive and tax exclusive, how do we manage this in QBO? The integration to QBO creates a Bill with all taxed items fine, but the Bill itself must either be Inclusive or Exclusive of tax as a whole. How do you manage this? (I'd hate to have to get the users to submit two different reports each time for out-of-pocket expenses. It complicates the process.)
Default tax type for mileage?
Where we are, mileage includes a government tax. Is there any way to set a default tax for the Personal Car Mileage category of expense? (Or any other way?)
Multiple stop trips?
Any way to use the app Map function to piece together multi-stop trips for mileage expenses?
Previous mileage?
I love the feature to use a separate mileage rate after X number of miles (or km where we are) but is there any way to start each user at a certain number of miles already driven in the year? We're coming into Zoho Expense late in the year and want the 2nd rate to apply when appropriate.
Android autoscan feature
The iOS app and web interface have an autoscan receipt feature, Android app appears not to have it. The Android appears to have less features from iOS. Example: autoscan feature, receipt edge detect, receipt highlighter feature.
Simplest way to add Mileage in iPhone.
It was easy for me to record Mileage expense in android Phone as it had options to add mileage along with the Record Expense Menu. While the same was not available in iPhone. It had only record expense or Add report option when clicking the Plus button. What is the simplest way to record Mileage using Location in iPhone?
Zoho expense: ability to paste from clipboard into receipt area
You can currently only upload files into an Expense (specifically ones that came from/sync'd from online bank statement for Credit Card), and it would be immeasurably better if you could just paste files and or screenshots
Can i set the Default "Paid Through" setting to be our company card instead of petty cash?
Can i set the Default Paid Through setting to be our company card instead of petty cash? our employees do not have any petty cash. Just company cards.
Zoho Expense Report needing a "Permissions Password" to edit a pdf of the Report?
I'm the Administrator of our Zoho Expense & Zoho Books, and have never set up a "Permissions Password" But when i create a PDF of an Expense Report and go to edit it using Adobe Acrobat (I need to add a text box to the Report), it doesn't allow me to edit it without a "Permissions Password" How do i resolve this? Anyone else find a solution?
"Editing amount or date in a Uber expense is not allowed."
I recently integrated Uber with Expense and took my first ride. I tipped the driver $3.00 and the receipt that Expense correctly imported from Uber clearly shows that the total cost of the ride was $17.48. Expense is forcing the amount to be $14.48 and when I try and edit it, I get the error: Editing amount or date in a Uber expense is not allowed. This seems like a bug / missed requirement to me. Am I missing something?
Force All Expenses as "Claim reimbursement"
In Zoho Expense it's really easy to accidentally not mark an expense for reimbursement. When you do that it's easy to miss it and then submit an incorrect amount. We only ever use Zoho Expense for things that can be reimbursed. Is there a way to always default or hide this option? A really common issue is when an expense is imported from Lyft, Zoho does not mark the record for reimbursement automatically even though manually created expenses are. This causes a bunch of incorrect entries on the Expense
Receipt scanner edge detection for Android
Hi, I see that the iOS Zoho Expenses app has automatic edge detection for scanned receipts. Is there any plan or path to bring this feature to the Android app? It would be very useful to make things look much more professional when submitting expenses to clients for invoicing purposes. Thanks! Mark
Batch add expenses to report an Android?
I see on the web interface that I can choose multiple expenses and add them to a report. On android, I don't see this option? Looks like I have to go into each expense/receipt individually. Ideally I'd like to create a report that includes all uploaded receipts during a specific time period.
Approval flow
Hi, Assuming a delegate submit expense report on behalf of the manager. Can I create approval process that it will first go to the respective manager to review and confirm the acquittal before submitting to the approver? I notice when I create such flow the manager will automatically approved his/her own report. Thank you. Kind Regards Linda
Columnas informes detalles de gastos
Al agregar un columna en el Detalles de informes de gastos, se desaparece al volver a salir y entrar nuevamente al reporte. Si como también al imprimir el reporte no muestra en totalidad de las columnas. Como puedo dejarlo que quede personalizado y no se borre a cada momento. Adjuto imagen personalizada y de modo de impresión: Como pueden ver no se ven los mismos campos
Be able to pull a report to see expenses by employee
Hello - I currently enabled the function to add the employee to the expense that was incurred. We are a small (family owned) shop with 3 people total. Everyone has a business credit card and we'd like to see where the money is going and who is behind each transaction. I chatted with a Zoho rep and he said there is no report that can be pulled to add the emplyee name to the report. I would really like to see the employee name be added to a customized report. Thanks!
What's New in Zoho Expense - February 2019
Hello Everyone, We are back with some wonderful features and enhancements. Without any further delay take a look at everything we’ve enhanced in Zoho Expense in the past month. PAGE LAYOUTS Page layouts allow you to customize the expense creation page for your users based on the expense categories. You can choose whether you would like to show certain fields in the expense creation page by enabling or disabling them, adding default values or hints to specific fields based on categories This feature
Reconciling Credit Card Accounts
Hi, Is it recommended to reconcile credit card accounts each month? Currently, I just have my cc feed into Books (and Expense) and then I categorize and match to expenses as I can. What is frustrating is that It often doesn't find the expense and then I am not sure what to do? The expense is in there from my employee reports, but Books doesn't find it. I usually exclude the transaction at that point because it is already accounted for in my expenses and I don't want it duplicated. I wish it would
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