Excel Import
Trying to import petty cash expenses into zoho expenses, only 7 records getting imported. Even your sample excel template not matching when we try to import with data. Please see the attachment
change customer in expense
Hi, I am trying to change a customer in an expence and I obtain the following message: Expenses associated with customer "Old customer" can only be added to this report. Would you know why I have this error message? It does not seem that there is any rules that force to this precise customer. If I reject the report, the report owner has the same error message when he tries to change the customer. Thanks for your help! Stanislas
Looks good on screen but details won't print - PLease Help!
After creating a report and choosing to print or saving the pdf file everything looks good on screen but when I choose print the pages come out with only the generic form headers but none of the data. I see the list of specific expenses and the attached receipts but no matter how I save or try to print the approved report it comes out blank! I have not had this problem before and have not changed any setting to my knowledge. If there is a setting I need to change please be specific about how to
Zoho Expense Free Plan
I surbscribe Zoho CRM for more than 3 users, and I want to integrate Zoho CRM and Zoho Expense. But only 3 users need to use Zoho expense, so I am thinking to use Zoho Expense free plan. Is it possible? Do I need to subscribe the same number of users as Zoho CRM? Sincerely, Yoriko Kojima
Expense module not sticking within CRM
Zoho Expense module is intermittently available as a module within CRM. Integration seems unstable. It works for a day, and then stops working until I disable and re-enable the integration. We are using Zoho One and the Expense app is enabled although none of the other Finance suite apps are as we are not using them yet. Anyone have any ideas? Much appreciated!
UK Business Mileage
Can any one suggest a work around for UK Business Mileage.. Below are my Question to Zoho Support with the response. I am new to Zoho Expenses and I am trying to set up to Pay Business Mileage n the UK we have 2 mileage rates which are 45p per mile for the first 833 miles a month and then 25p for all miles over 833 miles. Currently, you can have only one default mileage rate under a Policy. We don't have an option to setup mileage rates according certain criteria (i.e different rate if it is more
Zoho expense linked with Campaign instead of customers
Hi, Is there a development planned for linked an expense or a report to a zoho campaign? Indeed, suppose I created a campain in which I add different clients (for example a trip to a foreign country where I meet 3 different clients), I would like this campaign to be linked to the expenses I have. Say I have a plane ticket, taxis and 1 hotel night, I would like those expenses to be linked to the 3 clients. With Zoho expense, it is not possible at the time (or maybe it is but I do not know how!). thanks
Multiple base currency
Hi, Can Zoho Expense setup multiple base currency? Our employees are based in different countries and they will have to be paid in their local currency. Thanks in advance. Eric
Inputting our Expenses has changed
I add expenses for our team. In the past (just a few days ago), I was able to upload a receipt after I clicked ADD NEW EXPENSE and input the data. Today, there is no option to upload a receipt. Also, when trying to correct some entries from July, I am now no longer able to preview a receipt. What and why has this all changed?
Help - Expenses no longer showing possible merges to receipts
This function was working fine until this month. When I click on a credit card transaction, instead of showing possible matches, it goes directly to Create Expense. I've tried to add a receipt manually from the "existing receipts" but it tells me that I do not have any. I have verified that there are matching receipts in the Inbox. I've also tried logging out and back in.
Joint credit card transactions feed
We have a Barclays business account (UK) and the transactions of two users with separate cards show up together in the imported data. There doesn't seem any way to tell them apart. Do I simply get each user to import the feed and work out if there any unclaimed transactions? Or is there a smarter way to work around this? Thanks!
Re Record expense with different VAT rates
I have an expense where the VAT breakdown is as follows: Local Amount VAT Airline Split Fee 80.00 (11.20) Customs Docs 550.00 (77.00) Cartage 450.00 (63.00) Customs VAT 0.00 2281.30 EDI Fee 85.00 (11.90) Agency Fee 950.00
Excel extract
I want to download a subset of fields to an excel spreadsheet. Is that possible?
Expenses Needs an Announcement Function
We need the ability to place certain announcement messages on the screen when users login. This will enable us to easily convey important messages to all users with a single announcement. The most obvious place for this announcement would be the Dashboard. When a user logs in - the announcement would be displayed at the top of the dashboard - preferably with some 'symbol' or different font colour to draw user attention to the message.
Cost center
How to manage branch cost center Income and expenses branch wise datas
What happens after the 14 day trial period of SOHO EXPENSE ?
After my 14 day, what hapens? Is my data loss? Does Soho Expense have a free account type?
Offline Expense Posting
Hi, I like to use Zoho Expenses Mobile App (Windows Phone) when i am between meetings / in the flight. However, it refuses to accept expenses when there is no network connectivity. Anyting you can do? Srirang
Different rates fir mileage per user
Hi, Is it possible (if yes, how) to have different rates for mileage depending on the user? The majority of them are at 0.20$/km, but some power users need to be at 0.48$/km. Thank you,
"Your account is disabled. Please contact your administrator for details" Error in Zoho Expense
Hi, I deleted my organization's admin user account from Zoho Expense which was running on trial expenses to start with new actual expenses. However, when i try to integrate the admin user account in Zoho Invoice to Zoho Expense it shows this error "Your account is disabled. Please contact your administrator for details". Can you please guide me thru this to activate my admin user account for Zoho expense? Regards, Suyog Powle
IMPORT EXPENSE AND REPORT TROUBLE.
Once, Ive tried to import the expense and report from another zoho expense account and it works. Now, I'd like to import again but it's totally failed due to : 1. in the "import expense", it says NONE THE ROWS CAN BE IMPORTED, and the trouble is USER DOES NOT EXIST. 2. in the "import report", it says NONE THE ROWS CAN BE IMPORTED, and the trouble is There can be only a maximum of 400 rows for each of your entities. Please check and try again. Please let me know what im doing wrong, because i have
What's New in Zoho Expense - April 2017
What's new in April It’s April already. Along with the new month, comes a host of new features. Try them out and let us know what you think. :) 1. Set up multi-level hierarchical approval using Custom Approval. We hope custom approval has streamlined the approval flow for your organization. Enhancing it further, we bring to you multi-level hierarchical approval flow. You can now set up an approval flow based on your company’s reporting hierarchy for up to five levels and do much more. 2. Exclude
A real resolution setting is a must
Hello, I understand that your priority may not be to reduce to much the storage requirement of the scanned receipts, but it would at least reduce the bandwidth to integrate a real scanner function including functions like in TinyScanner (Andriod) : crop scanned photo incl. angle correction possibility to set an absolute resolution like black/whithe or color 150 dpiRegards Christian
Can submitter add new expenses category
Hello Kindly clarify if submitter can add expenses category in the zoho expenses Awaiting your immediate responses
Cannot delete users in Zoho Expense Finance Plus
Is there a way to delete users in Zoho Expense Finance Plus? I see the option when clicking on the gear icon on the specific submitter, try to delete, i get this message: “User deletion is not allowed in Finance Plus. Please mark the users as inactive.” I cannot mark the user as inactive since the user had an incorrect email address and never got the registration.
Can I show reimbursement date on the generated PDF
Hi,Is there a way to show the reimbursement date on the generated PDF? It does show the date the reimbursement was recorded (in the approval history), but not the recorded reimbursement date (which may be different). Best regards, Andreas Wilmsmeier
No Taxes in Zoho Expense Settings
According to the following support article, I should see an option for Taxes in the Settings area--however, I do not: https://www.zoho.com/us/expense/kb/expense/how-to-add-tax.html Here is a screenshot: Can you please advise? It is very important that we can add taxes to our expenses.
User (submitter) on IOS app can only see 1 project.
I added a user that is a submitter: she needs to add her expenses and generate a report while away on work. The problem is she only sees 1 project which of course is not even the project she has to submit expenses for. Any idea why? Thanks.
Can I force analytics: expense by project even if not all expenses are reported and approved?
I want to keep an eye on expenses for projects are they are growing, even if they are just a running total estimate. However, I discovered I can only run analytics on submitted and approved reports. This means I have a bunch of expenses inserted into the system but not yet "reported' or submitted and therefore I am not able to see where the running total for a project is heading. Any suggestions? Thanks
Attendees
I am trying to add attendees for a meal expense and realized that only contacts can be added. But I can't figure out how to add a contact in Zoho Expense. Thanks.
Negative Expense
I need to input a negative expense to deal with a refund from a merchant on an expense report. The amount field doesn't accept negative numbers. How do I fix this? Thanks.
A few questions from a newbie about Zoho Expense
Hi, I am totally new to Zoho Expense. I am a refugee from Shoeboxed trying to determine if Zoho Expense is right for me. I am a full-time, self-employed person. I realize Zoho is geared toward companies, but I am hoping it will work well for an individual. I have a few newbie questions. 1. I posted some test receipts from 2017 to ZE, categorized them and assigned them to a report. I went into the analytics section to generate an expense/by category list for 1/1/2017 to date, but kept getting the
multi tax rates on a single receipt
Hello, Here in France you can have several Vat rates on the same receipt. HOw can you manage this ? Regards, Nicolas
Zoho people
Hello, Any plans to integrate Zoho expense and Zoho people? This would be very useful as a lot of information gets duplicated. Thanks a lot!
Trying to delete all customers
We are having a problem with the customer list. Some were imported from Quickbooks, while others were manually entered. I can't tell which is which, but when I try to upload an expense report into Quickbooks, I get an error saying the Customer doesn't match. Best scenario would be to completely delete all customers and reimport from QB; however, when I try to do that, I get an error from Zoho Expenses saying You have recorded transactions for this contact. Hence, this contact cannot be deleted.
Any way to make a correction to an approved expense?
I missed an error and approved an expense and the amount was incorrect. I tried to created a negative expense for the difference, but system doesn't allow negative numbers. Its there another way to fix it? I am the admin.
Issue with exporting invoices to another currency
I am not able to export to Quickbooks reports for invoices using Zoho Expense in other currency than USD. I tried to change a base currency in Zoho Expense and Zoho Invoice but that is not possible even after deleting all USD invoices, reports and estimates. Finally, I tried to change a country of the company but that is also not possible. This is frustrating... Please help.
Office 365 integration
Hi, Is it possible for the Office 365 administrator of our company to get access to the "Import Microsoft users" from the Users section without having to set up a new organization in Zoho Expense ? We have followed the process below but already have our organisation set and running operations. https://www.zoho.com/in/expense/help/integrations/office-365-integration.html#Importing-users-from-microsoft Thank you. Alex
Description mandatory
Hi, I have set the Description as not mandatory in the settings. However, when a user wants to add an expense, it says the description is mandatory and there is a mark when the user submits his report. How can I change that? Thanks and regards, Stanislas
What's New in Zoho Expense - December 2016
What's new in December In the process of making expense reporting completely effortless, we have enhanced Zoho Expense with a lot of tiny and big features. We'd love for you to try out these features and let us know what you think: 1. Sub Accounts Sub accounts can help you define and classify multiple smaller accounts under one main account. This can be useful when you have a Food expense category and under that, Breakfast, Lunch and Dinner. This helps you identify on which category your employees
How do you delete an approved report and expense?
I created a test expense, and test report, to try Expense out. Now I can't find how to delete it, is it possible? The expense seems to be permanent in Zoho Books too.
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