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
Zoho Expense and Chase Bank Visa credit cards - Direct Feed?
Our company uses JP Morgan Chase Visa credit cards. We can't be the first to try and use a combination of Zoho Expense + Chase Bank + Visa Credit Cards --- anyone successful with this combination? 1. The direct feed automation isn't working. When I go
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.
Not Synching with Chase Credit Cards
I have been waiting for Zoho Expenses Support for a WEEK now to fix the problem with the connection to Chase credit cards. None of our transactions are getting downloaded. They keep telling me that there is a problem with Yodlee and need to wait in a response. I am seriously considering taking my business elsewhere. We run a large summer camp and our staff have hundreds of transactions that need to be submitted. The longer we wait, the more this piles up. Not a happy customer.
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.
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.
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
Calculating HMAC-SHA256 Hash Value for Webhook
I cannot figure out how to accurately calculate the HMAC-SHA256 hash for a webhook. Here's the documentation I'm attempting to follow. https://www.zoho.com/in/expense/help/automation/webhooks/#validate-webhook I created a VERY simple "Raw JSON" payload
Mobile iPhone App can not sign out
I can not sign out of the ZOHO Expense App. I get this message when I try: "You can not sign out when GPS tracking is on" I've turned off 'location services' for Zoho Expense... What am I missing? I can not log out.
Taxes on per diems
Taxes should be available on per diems expenses. The current state makes importing per diems into our accounting system rather inefficient, as we have to extract the taxes manually afterwards. This is a huge problem (and potential deal breaker) for users
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
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"
Mileage category under Cost of good sold as account type
Hi, I'm trying to add an category for mileage under the type of account Cost of good sold. I'm able to create my category/account but when I try to add an mileage expense, I have an error message saying the category cannot be used for mileage... How to fix this?
Undelivered Mail - [NEW UI] Zoho Expense: global : Feedback from
Hello, We are having problems when submitting a request for support and when we are approving expenses. We receive an email with a subject "Undelivered Mail - [NEW UI] Zoho Expense: global : Feedback from" or "no-reply=zohobooks.com@eu-notifications.zohobooks.com".
Analytics report Expenses by User - when printing no longer shows the user name
Dear Zoho Expense Team, Just wanted to let you know that if you pull a Expenses by User report the shown report will state the user name: Progressive Dental Marketing Expenses For The User Real Name From 06/01/2016 To 06/30/2016 When you go to print or export to PDF the username changes to "User" Progressive Dental Marketing Expense Details By User From 06/01/2016 To 06/30/2016 Is there anyway you all could please fix this? Thanks, Thomas Pursifull
Apply Advance option not shown in report
We are facing an issue in Zoho Expenses. While approving an Expense Report, the "Apply Advance" option is not appearing under the three dots (More Options). Details: Module: Expense Reports Issue: "Apply Advance" option not visible Status of Report: Awaiting
Provision to customise fields on bulk expense interface is removed
Provision to customise fields on bulk expense interface is removed. As a result of which we are not able to add notes for the expenses wherever needed
Searching for customer to attach to a new project.
Currently, in order to find a contact from Zoho CRM. The search only works if you start with the salutation if it exist then the first name followed by the last name. So, for example if we have a contact in the system with a salutation and like the following: Mr. John Doe In order to find this user in the Expense Project's Customer Name Look up field: I would have to start the search with "Mr. John" You can't find a user by last name the search returns nothing if I search for "Doe" or "John" If the
Zoho expense
We are paying advances to our Managers to spend on Logistics, the expenses are being booked by the managers on Zoho expense and its approved by the manager. Now the advance paid is not getting synced with the expenses, so the employees advnces are not
Asian character not seeing in PDF
Asian character not seeing in PDF. I know I can fix this with editing template and change font, but in Zoho Expense, I see no template edit feature. So no way to print Asian character. Any way to fix it?
ZOHO - Account Expenses Report
When we create the expenses report, the items selection of the “Duration” bar is missing, why? Please kindly help to fix it.
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.
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?
VAT Calculation on Mileage Claims
It seems that Zoho is calculating VAT on mileage claims in a clever way. It seems to be calculating VAT on part of the mileage claim (the fuel part - presumably using HMRC approved rates? e.g. 17p per mile) and not on the rest (the difference between
Not showing ledgers in zoho expense
I have been using zoho expense for a year. By and large, it has been a good experience,but one basic and important thing is missing: Example: I'm the admin(Not owner of the company) and my colleague is submitter. The company has provided me (the admin)
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?
ZOHE Expsense iOS App / No Edge detection anymore
Hi I´m using an iPhone Pro. Up to now the edge detection worked fine while making snap´hots of my receipts. Recently it stopped working and I have to manually adjust the frame. Any idea why?
Need help today please -submitted report but email bounced it back
My manager's email address has not changed but when I submitted the expense report to him, I got back an email that the message had bounced back. Very strange. So, I need to submit it again. I tried sharing it but that didn't get to him either. The
Customer name incorrect
The Customer name is being suffixed with a character pair which does NOT appear in the Customer name. See screenshot.
Report submission fails from mobile device with internal error
Hello! I'm doing level 2 tech support for my employer, and we recently began deploying Zoho Expense. One of our employees was just given a license for it and began working with it today. She told me she's stuck doing her first expense report using a company
Zoho Expense formatted wrong for iPhone X
The buttons when you add in a receipt that would ask about auto-scanning or enter expense information are nearly off the bottom of the screen.
Unable to submit report for approval - "Tags is not supported for this account"
Hi, I have a problem with Zoho Expense. I've created a report with expenses associated and I'm trying to submit it for approval (to myself, since I am the account manager). However, when I submit the report for approval I get a message "Tags is not supported for this account" and I cannot proceed. I have not knowingly set any tags and I cannot see even what "tags" refers to. Please can you help sort this out as I need to get the expenses approved so I can bill my client! I already raised this as
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".
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/
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!
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
Webhook - Category_Name field is NULL
I have setup a POST webhook that sends "all parameters" when an expense report is approved. The Category_Name is correct on the Expenses section, but Null on the Line_Items section. The same problem exists if the Expense is split. "expenses":[ "receipt_name":"", "start_reading":"", "category_name":"Dinner", "line_items":[ { "tax_amount":0, "item_total_formatted":"$2.00", "amount":2, "line_item_id":"1369653000000095325", "category_name":"", "tax_name":"", ...
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!!
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?
"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?
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