What’s New in Zoho Expense (April – July 2025)

Hello users,

We're happy to bring you the latest updates and enhancements we've made to Zoho Expense over the past three months, which include introducing the Trip Expense Summary report in Analytics, extending Chatbot support to more editions, rolling out user budgets, introducing keyboard shortcuts, and much more. Let's take a look at the key updates released between April and July 2025.

New Trip Preference in Policy Settings

You can now enable the trip submission window for your employees and specify how many days before the travel date a trip must be submitted. Whenever employees submit after the specified deadline, they will receive a warning.

To enable this preference: Navigate to Admin View > Go to Settings > Select Policies under Users and Control > Under Policy Settings, enable Trip Submission Window and enter the number of days.

Manage Unreported Advances in Trip Cancellation

If there are any unreported advances associated with a trip during cancellation, you can now either mark all unreported advances as void instead of deleting them or choose to retain the advance amount for your employee's future trip. You can also void the unreported advances later from the advance details page. 

Note: This feature is available only to users for whom advance approval is enabled.

Import User Budgets

You can now create budgets for the employees in your organization by importing them into Zoho Expense. Create budgets in bulk by allocating fixed amounts for all categories or expense types or by allocating specific amounts for each category or expense type. You can download and view the sample sheets to create budgets of your own and import them. First, select the budget details, then select the file you want to import, and map the mandatory fields to import the user budgets.

Note: This feature is available in early access. Write to us at support@zohoexpense.com to enable this feature for your organization

To import user budgets: Navigate to Admin View > Budgets > Import User Budget.

Export Current View

You can now export the current view of your analytics reports in the Trips, Reports, and Advances modules. If you have filtered your data or rearranged the columns, then you can export that particular view of trips, reports, and advances using the Export Current View option.

To export the current view: Navigate to Admin View > Go to the module (Trips, Advances, Reports) for which you want to export data > Click the More icon > Select Export Current View > Click Export again.

Configure Notification Preferences for Workflow Rules

You can now set a threshold (percentage) for your workflow actions such as email alerts, webhooks, and custom functions, and receive email alerts when the specified threshold for each workflow action is crossed. You can also choose to receive notifications (hourly, daily, weekly, or monthly) when a workflow action fails so that you can take timely action by mentioning the day and time, and the email recipients.

To configure notification preferences for workflow rules: Navigate to Admin View > Settings > Workflow Rules under Automation > Gear icon in the top right corner > Configure Notification Preference.

Introducing Trip Expense Summary in Analytics

We've introduced a new analytics report called Trip Expense Summary. The report gives both admin and employees a comprehensive view of all the expenses, including personal expenses incurred by employees during their trips. The analytics report includes details such as trip number, name, booking expenses, per diem allowance, trip expenses, and the total expense amount. Additionally, you can group the trip data by status, policy, department, or the travel type.

To view the report:

1. Navigate to Admin View > Analytics > Trips > Trip Expense Summary

2. Navigate to My View > Analytics > Trips > Trip Expense Summary

Analytics Revamp

We've revamped the analytics module in both My View and Admin View, giving you better visibility into actions. We've made the following enhancements to the Analytics module:

1. Date customizations and criteria filters are now displayed on the report details page. You can click + More Filters to apply criteria and filter the report data.  

2. Group by and Column customizations have been moved above the table.

3. Search for other reports in your organization by clicking the Hamburger icon on the report details page.
4. The print option has now been moved inside the Export dropdown. 

Introducing Keyboard Shortcuts

We've introduced keyboard shortcuts to perform certain actions quickly and easily navigate within the application by pressing specific combination keys. You can press Shift + / to view the list of keyboard shortcuts available in Zoho Expense, or click the Profile icon and click View Keyboard Shortcuts to access them.

Additionally, you can edit shortcut keys by clicking the Edit icon next to the shortcut key you want to update. In case you've edited the shortcut keys and want to go back to using the default keys, you reset them.

Chatbot Now in More Editions

In addition to the Canada, Australia, and UAE editions, the AI chatbot that provides 24/7 assistance is now available in the Bahrain, Germany, Kenya, Mexico, Oman, Saudi Arabia, United Kingdom, South Africa, and Global editions of Zoho Expense.

iOS and Android App Updates

1. In the iOS app, when a purchase request is ready to be processed, you can click the Undo On-Hold button to remove its On-Hold status and resume processing the purchase request.
2. We've enhanced the trip creation process for better usability. Your users can now create and save trips, then add itineraries later from the trip's detail or edit screens using iOS and Android apps.
3. We've now added new filters to view unsubmitted transactions and those pending approval in the card details page. Your employees can view the number of unmatched transactions below each card in the cards list page. The active cards will be displayed on top, while the inactive cards are grouped inside the Inactive Cards filter on the cards list page. Additionally, we've made some design improvements to improve usability and overall user experience for users using the Android and iOS apps.
4. We've moved all calls-to-action (CTAs) to the bottom of the page across the app for better visibility and a more enhanced user experience for users using the Zoho Expense iOS app.
5. For users using the iOS and Android apps, the customized themes created in your web application will now also be applied to your organization's mobile app automatically. 

That brings us to the end of the post. Try out all the new features and let us know what you think in the comments below.

If you have any inquiries or feature requests, please write to us at support@zohoexpense.com

Stay tuned for more updates!

Regards, 
Zoho Expense Team

• Topic Participants

• Geethanjali R K

  

• Recent Topics

• Automate onboarding emails with CRM Workflow and Accounts module

  We’re a B2B SaaS company selling to public-sector organisations. Each organisation is stored as an Account in Zoho CRM, and each organisation typically has multiple associated Contacts. Our backend syncs product-usage data (setup status, user activity,

• Using a CRM Client Script Button to create a Books Invoice

  Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the

• Important update: Enhanced security measures for account operations in Zoho Cliq

  Greetings from the Zoho Cliq team! We’d like to share an important security update that has an influence on some admin actions such as password reset, MFA reset, and MFA backup code generation. What’s changing? With our latest security enhancements, these

• Embed CRM record images in email templates

  I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I

• Advanced Customization of the Help Center using JavaScript

  Hello everyone, The Help Center in Zoho Desk can be customized by using HTML and CSS to provide structure and enhance the page's appearance—but what if you want to add interactive and dynamic elements? You can add these effects with JavaScript, a programming

• Boosting efficiency through faster ticket rendering

  This enhancement will provide faster access for support teams and end-users, significantly boosting productivity for everyone. Get ready for a more efficient and satisfying experience! Immediate benefits Faster ticket rendering reduces wait times and

• PO Based Advance payment to Vendor

  We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.

• Read webpage - MSXML2.ServerXMLHTTP

  I have the following VBA script, put together from various sources (mainly zoho forum/help/support, so it once worked, I guess): private Sub GetListOfSheets() Dim url As String Dim xmlhttp As Object Dim parameters As String Dim html As String range("B1").value

• Automated log-out/session end

  I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 

• Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

  find attached extract of my report

• Subform auto populate values

  Hi Team, I’m trying to retrieve values from Zoho People using API functions and dynamically populate them into a subform. For example, I’ve created a form with several fields that users will fill out. Based on their input, I need to fetch records from

• Can I execute two 'functions' when completing a mail merge from CRM?

  Hi, I have set up a mail merge from CRM Deals to a template. I want a copy of this to be saved in Workdrive, and then a copy also saved back into the deal record from which the merge occurred. I can do both independent of each other, and managed to get

• Assign multiple departments to multiple helpcenters

  Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help

• No Functional Autosave or Manual Save Button

  Application : Zoho Notebook So I wanted to try Zoho Notebook(On Ubuntu) as an application, I installed the application and went solving my LeetCode problems visually(Drawing mode), at one point the app just stopped saving anything... Every time I tried

• Enterprise subscription support

  My organization sells subscription services to enterprise customers, which is a different model from the consumer subscription model that Zoho Billing has been designed to support and I beleve this capability should be added. An enterprise subscription

• Issue with Creator's IF logic

  Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) {       info "True"; } else {       info "False"; } if(-1.0 < 0.000000) {       info "True"; } else {       info "False"; } The output returned is: False True However, the

• Need option to send Package PDF in shipment email (Shipment PDF is missing Lot info)

  Is there any way to automatically attach the Package PDF instead of (or alongside) the Shipment PDF in the notification emails? We really need this feature because the default Shipment PDF creates a blind spot for our customers. It does not display Batch/Lot

• zoho creator view is not present in the workspace and blank reports

  Hi Support,  Users who have "write" permissions keep getting this error for all of our embedded reports all of a sudden. See screen shot below: Meanwhile, my developer permissions account sees a blank screen in view and edit mode as shown in the screenshots

• Customize portal email template

  Can i fetch only first name of the user in portal email template instead of the below code Hi ${User.FULL_NAME}

• How to get Quickbooks Desktop Info into Zoho?

  Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How do

• Can't we let users decide which options they'd like to add at embed widget?

  It seems embed widget DOES NOT offer a feature, where users can choose options upon subscribing plans. What Zoho has instead, is that admins have to manually create plan with options. How come no one in Zoho dev team never raised issue about usability

• Reupload and rename from one field to another field (file upload)

  Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone

• Refund

  My plan expired today, and I updated my payment details with a new credit card. At the same time, I wanted to downgrade, but the system wouldn’t allow the downgrade until the payment details were updated. As a result, I was charged for the same plan before

• Printing Multi-Page Reports (PDF Export)

  Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experience

• Resume Harvester: New Enhancements for Faster Sourcing

  We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built

• I NEED TO NUMBER TO TEXT NO HERE

  =NUMBERTEXT NEEED

• Error: View is not present in the workspace

  When saving a dashboard, user receives a popup with the following error. "View is not present in the workspace" What does this mean or refer to? There is no further insight given.

• Dear Zoho CEO: Business Growth is about how you prioritise!

  All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about

• Is there any way to send an Excel received by email to Dataprep?

  Every day I receive an email alert with an Excel file that I want to process through a Dataprep pipeline. To do this, I need to: -Save the file to disk -Open the pipeline -Run the pipeline -Update the source -Several clicks to select and open the saved

• Bin Locations

  Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan

• Create and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR

  A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standard

• How to Prevent Users From Skipping LMS Videos in Zoho People

  How to Prevent Users From Skipping LMS Videos in Zoho People Hello Zoho Developers, In this blog, we will quickly look at how you can stop users from skipping or fast-forwarding videos in Zoho People LMS. Zoho People provides a feature called Disable

• Sent mail sort by date disappeared

  Hello, We used to be able to sort the emails by date in the sent folder, but this feature has recently disappeared. Can we bring it back?

• Sync desktop folders instantly with WorkDrive TrueSync (Beta)

  Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

• [Integration Edition] Deluge Learning Series – Custom API with Deluge | November 2025

  We’re excited to conclude this four-month Integration Edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session

• Automate Backups

  This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

• Zoho Desk Training

  Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?

• Tips for Organizing Workflows and Improving Team Coordination in Zoho

  Hi everyone, I’m looking for some general advice on how different teams are organizing their daily work within Zoho’s apps. Our team recently expanded, and we’re trying to streamline how tasks, discussions, and documents are shared so everything stays

• Batch/lot # and Storage bin location

  Hi I want to ask for a feature on Zoho inventory I own a warehouse and I've gone through different management software solutions with no luck until I found Zoho, it has been a game changer for my business with up to the minute information, I'm extremely happy with it. It's almost perfect. And I say Almost because the only thing missing for me (and I'm sure I'm not alone) is the need of being able to identify the lot number of my inventory and where it is located in the warehouse. Due to the nature

• Prevent user from viewing all records?

  I have a report that is meant to be used by vendors to view only the records that are assigned to them. All the vendor information is stored in a separate application, so I need to call a function to get the current user's ID (not the zoho user ID). The report settings criteria doesn't support using function calls, so instead I'm embedding the report in an html page like this: if (thisapp.Global.CurrentUserIs("Vendor")) {       personID = common.getLoggedInPersonID();       query = "Assigned_Vendor.ID="

• Next Page