Key Highlights of 2024: Recalling a Year of Progress and Advancements!

Key Highlights of 2024: Recalling a Year of Progress and Advancements!


As we step into 2025, we’re excited to share the progress and developments we’ve made to simplify and streamline your travel and expense management in the past year. Let’s take a look back at some of the key updates and enhancements that have helped us move forward in our journey together! 


Key Highlights of the Year


  1. Petty Cash Management: With the petty cash module, manage a branch or department's minor expenses smoothly and keep track of day-to -day expenditures with ease and maintain control over your organization's budget.

  2. Real-Time Feeds: Connect your corporate cards with Zoho Expense to fetch feeds instantly using real-time feeds. Fetch feeds into Zoho Expense instantly as soon as a transaction is made. This feature is available only for the US, UK, and Canada editions of Zoho Expense.

  3. Automatic Mileage Tracking: Employees can now automatically track their rides in Zoho Expense using mileage tracking. In the Mileage Log module, they can select rides to convert into expenses or exclude as needed. This feature is currently available for early access. Write to us at support@zohoexpense.com to enable it for your organization.

  4. New Per Diem Process: Configure per diem rates with ease: auto-fetch the official government per diem rates, import manually, set custom per diem rates, and add rates for a specific location, based on your business needs.

  5. New Edition - South Africa: Create an organization with South Africa as the business location, enable VAT, allow users to apply South Africa-specific VAT rates to their expenses and stay VAT compliant.


Now, let's take a look at the other product updates and enhancements we've designed to make your expense and travel management in Zoho Expense hassle-free!  

Enhanced Travel Management



  1. Emergency Contacts: Employees can now add emergency contacts to their Travel Profile, Ensuring that anyone with the necessary information can easily reach emergency contacts during travel emergencies.

  2. Loyalty Programs: Introducing Loyalty Programs for flights, hotels, and car rentals in Travel Details. Employees can now add their loyalty program details in Zoho Expense, which can be used while booking tickets, unlocking exclusive benefits, and making every trip more rewarding.

  3. Custom Fields in Ticket Details: Now, enable custom fields for the add ticket page that suit your business needs. This feature is currently in early access, you can reach out to support@zohoexpense.com with your requirements, and the team will enable the fields tailored to your needs.

  4. Travel Document Expiration Alerts: Send reminders to your employees now via email whenever their travel document expires or is about to expire. This feature is still in early access. If you want to enable it for your organization, write to support@zohoexpense.com

  5. myBiz Integration: Enable employees to plan and book their flight tickets and hotel reservations by themselves seamlessly while staying compliant with your organization's travel policy.



Customizations

  1. New Filters in Analytics: Introducing new filters in analytic reports. Now, select the parameters such as expenses, reports, expense date, etc by which you want to group a report. Additionally, you can set criteria and run a customized report seamlessly.

  2. New Notifications in Purchase Requests: Update employees instantly with email and in-app notifications when purchase requests are:

  • Put on hold

  • Marked as processed or when the processed status is reverted

  • Comments are added

  • Cancelled

Policies, Automations, and Currencies

  1. Audit Trial in Purchase Requests: Allow employees to view the activity logs of purchase requests, compare against previous versions of the edits, and track every change made to purchase requests, ensuring transparency and control.

  2. Incoming Webhooks: Using incoming webhooks, you can perform actions in Zoho Expense when it is triggered by an action in a third-party service.

  3. Manual Exchange Rate: In addition to the live exchange rates, you can also add the exchange rates manually, providing flexibility and accuracy for businesses and individuals dealing with multi-currency transactions. 

 


Effortless Reimbursements

  1. State Bank of India: Reimburse employees hassle-free with SBI integration. Select Via SBI from the Reimburse dropdown on the reports detail page, and once the transaction is approved, it will be processed. This feature is available only for the Indian edition of Zoho Expense.

  2. Batch Payments: Streamline employee reimbursements with bulk batch payments. Add all approved reports to a batch, export them along with bank details, and upload them to your reimbursement bank portal. The bank will directly deposit the funds into employees' accounts, saving you time and effort.

Expense and Advance Handling

  1. Merchant Category Codes: Enable auto categorising of card expenses, easily track the employees' spending, and make smarter financial decisions.

  2. Recording Payments for Advances: When you record an advance payment, you can now attach a copy of the payment receipt, verifying payment details more easily.

  3. Managing Advances: You can now export an advance in the CSV, XLS, and XLSX formats, print, and mark it as void, ensuring accurate financial records while retaining the history of the transaction.

  4. Track Your Spending: Easily monitor your spending with a detailed, itemized list of expenses, each expense item linked to the date it was incurred. Stay organized and in control of your financial timeline.

  5. File Size for Attachments: The file size limit for attachment of documents and receipts uploaded has been increased from 7 MB to 10 MB.

Streamlined Budget Management


  1. View Budget vs Actuals: For the budgets shared with you, easily track the actual spending of your business and compare it with the budget set by switching the View Budgets vs Actuals toggle.

  2. Budgets in My View: Introducing budgets in My Settings, enabling employees to track their actual spending and monitor their balance.

  3. Assets and Liabilities in Budgets: Budgets are categorized into asset and liability, enabling you to create and manage them efficiently while ensuring better visibility and easier navigation.


Mobile App Updates


  1. When you record a mileage expense, view the location details tracked by GPS along with the route map. This feature is available only in the Premium plans and above in Zoho Expense.  

  2. Now, view receipts and expenses uploaded offline, receipts being scanned, and receipts that failed to scan, under separate headers on the expense list page.

  3. Introducing a new edition: South Africa. You can create and manage expenses while ensuring VAT compliance.

  4. Included support for Canadian French in addition to the other languages in the Zoho Expense mobile apps.

  5. You can view expense receipts directly from the expense list page for quick access.

  6. Introducing the Cards module in the Android app, enabling you to match card transactions with expenses effortlessly and view all transactions linked to each card.


Customer Testimonials



Zoho Expense automates a variety of expense management-related operations and helps users record their transactions quickly and efficiently. Furthermore, it simplifies, digitizes, and improves the expense claims and reporting process across all WSB support centers. We have saved almost 90 to 95% of our time in terms of speedy reporting and easy approval.

Dhamayanthi Karuppiah,
Accounting Manager, World Scout Bureau
 

I can very well say that all the people, especially the salespeople who are traveling frequently these days as part of their job, have found this product quite interesting. It's something that can be done on the fly as everything is available on the app, and everything related to scanning the documentation demands the least effort in submitting the expense report. From the timing perspective, yes, that also has helped, especially during month-end. I generally push for all people to submit their expenses on time and get them approved on time, and I think, by far, we have been quite good at that. Through Zoho Expense, the entire process has become seamless.

Murali Kumar, Head of Finance,
Palsgaard Pvt. Ltd.


We thank you for your support throughout our journey. Wishing you a successful 2025!

    • Recent Topics

    • How do I create an update to the Cost Price from landed costs?

      Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product

    • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

      Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions

    • Zoho OAuth Connector Deprecation and Its Impact on Zoho Desk

      Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho services

    • VoC in Zoho CRM is now data savvy: Explore response drilldown, summary components and participation in CRM criteria

      VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following: A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute Expanded

    • How do I bulk archive my projects in ZOHO projects

      Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

    • Error 0x800CCC0F Outlook

      Hello, i cannot send or receive email in outlook. can you please help. 'Sending' reported error (0x800CCC0F) : 'The connection to the server was interrupted. If this problem continues, contact your server administrator or Internet service provider (ISP).'

    • Passing the CRM

      Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

    • Can I add Conditional merge tags on my Templates?

      Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

    • Zoho vault instal on windows

      I am trying to use Zoho Vault Desktop for Windows, but I am unable to complete the sign-in process. Problem description After logging in to my Zoho account and clicking Accept on the authorization page, nothing happens. The application does not proceed

    • Zoho Browser??

      hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  

    • Let’s Talk Recruit: LinkedIn Cheatsheet

      Welcome to the first edition of Let’s Talk Recruit for 2026. We are kicking off the year by revisiting one of the most asked about topics in Zoho Recruit. How our LinkedIn integrations actually work and how recruiters can get the most value from them.

    • Zoho Forms API

      Is there any way to get all form entry list using API? Looking forward to hear from you

    • Creating a Chart from a Report

      In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.

    • Ability to Set Client Name During Portal Invitation

      Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating

    • Move email between inboxes?

      Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this

    • PDF Attachment Option for Service Reports

      Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments

    • 【Zoho CRM】データ一覧画面でのメモのバッジ機能リリースのお知らせ

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。2026年度もゾーホーユーザーコミュニティをどうぞよろしくお願いいたします！ 今回は「Zoho CRM アップデート情報」の中から、新機能のデータ一覧画面でのメモのバッジ機能をご紹介します。 目次 概要　メモのバッジ機能について メモの作成について メモに関する様々な処理について 最近追加したメモについて メモのバッジの非表示について クライアントスクリプトの対応 概要　 メモのバッジ機能について 既存の活動バッジに加えて、すべてのタブのデータ一覧表示画面に、各データごとに利用できる「メモのバッジ」（キャプチャ内の赤枠部分）が新たに導入されました。

    • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

      so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

    • Can’t find fsm in zoho one

      Every other app is available to me in Zoho one except fsm

    • Posibility to add Emoticons on the Email Subject of Templates

      Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show

    • Task Deletion Restriction & Strict Stage Control

      Hello Zoho Community, We have the following two issues currently pending and under testing, for which we require a workable and reliable solution: 1. Task Deletion Restriction We are testing ways to ensure that staff users are not able to delete tasks

    • Unable to mass update a picklist field

      Hello, I have the records within our Accounts module divided between two account types: Parent Accounts & Member Accounts. I am attempting to mass update accounts from one picklist value to the other (within other specific criteria in our custom fields)

    • Process checklist in CRM

      Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don't

    • CRM project association via deluge

      I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate

    • Holidays - Cannot Enter Two Holidays on Same Day

      I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time

    • Where is the settings option in zoho writer?

      hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards

    • File emails in Shared email folder

      Hi, I am unable to allow users to collaborate in Shared email folders: User 1 shares a folder let's say "SharedTopic" with full permissions Users 2 and 3 can see this folder but are unable to add emails to this folder or search in this folder. For example,

    • How create a draft via workflow?

      I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow

    • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >>  This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me  thanks

    • How to manage task lists in Zoho Desk?

      Hello, I use Zoho Desk for IT customer support. I have a list of standard operating procedures (SOPs), including SOPs for onboarding new users, offboarding users, losing a device, etc. These are lists of tasks to be performed depending on the situation.

    • Zoho → ShipStation Integration – Sales Order–Driven Fulfilment Workflow

      Hello All, I’m reaching out to explore the best way to integrate a shipping tool into our inventory which will speed our process up. We are looking to integrate ShipStation into our existing order-to-fulfilment workflow, as we’re keen to standardise on

    • Business Day Logic Update: More Accurate Scheduling for Your Workflows

      Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable

    • Convert Lead Automation Trigger

      Currently, there is only a convert lead action available in workflow rules and blueprints. Also, there is a Convert Lead button available but it doesn't trigger any automations. Once the lead is converted to a Contact/Account the dataset that can be fetched

    • Default Tagging on API-generated Transactions

      If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using

    • User

      If user is already part of manage engine endpoint central , what hapens when i try to add them to another Zoho org / directory? Are these users added as external users?

    • Adding a new section to the related details sidebar when creating a new ticket.

      Hello, I was wondering if you can add a new section to the related details sidebar when creating a new ticket. I was wanting to have it to where it also shows the account information related to the contact chosen as well. This is the section I am referring

    • Displaying only unread tickets in ticket view

      Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that

    • How to compare a subform lookup field that allows multiple entries when edited

      I have a form with a subform with multiple fields. One of the fields is a lookup field that allows a multi select. On edit validation, I want a workflow to execute only when the entries in that subform field has changed. The old. function is not working

    • Is Zoho Shifts included in the Zoho One plan?

      In case the answer is no: there's any plan to make it available via One? Thank you

    • Zoho Tracking Image location

      So we've been having an issue with tracking email opens. Specifically in Gmail. Our emails are not that long either, maybe 4 sections of image/250 characters of text/button per section.  But all my test accounts I used via Gmail we're showing opens. But then come to find out the tracking image is at the very bottom of the email. So If the message is clipped (It always just clips our social icons on the bottom) and the user doesn't click the show more button it never tracks the open.  Looking at other

    • Next Page