How To Reset Password When Old Email Can No Longer Be Accessed
Our company recently moved from Microsoft Exchange to Microsoft 365 which meant that our users got new email addresses. Zoho Expense still contains the old email addresses. Some of our Zoho users have forgotten their passwords in Zoho but they can no
Expenses in multi organisatuon setup
I appreciate that this question can be a mix of zoho expense and books. I have 2 books organisations, where one of them is only being used for financial management of a subsidiary in a separate country. Literally just for purpose of input accounting
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
Tags - for Departments and Divisions
We created our Zoho Tags to be our Departments so that data will integrate as our Class ("Department") field in QuickBooks. Our monthly financial reports are by Department, using QuickBooks and Fathom Reporting. We would like to add Divisions and SubDivisions
When getting started, how can I be sure my expense reporting is linked to my employer/ manager?
Starting a new account
Mileage rate change effective 1 July 2022
ZoHo, I have tried to change the mileage rate to the new mileage rate, effective 1 July 2022 to 0.62.5. It won't allow me to change the rate, can you help?
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)
Mileage
How do I put in mileage expenses from website?
What's new in Zoho Expense - March 2022
Hello customers, This month we've come up with new features to provide you with a better expense reporting experience. Read about the features we’ve released and learn how you can use them in your organization. Tax Support for Oman Edition You can now
Same Bank Account in Zoho Expense and Zoho Books?
Is there a way to add a business bank account which has a debit card that is sometimes used for expenses, to Zoho Expense to track the debit card transactions, when that SAME bank account the debit card is for is in Zoho Books and also functions as a
Zoho Expense: Product Updates - July 2022
Hello customers, We've made it halfway through 2022 with various features rollouts and enhancements. With another half year under way, we're working on crafting new updates to provide a better expense reporting experience for you. Let's take a look
I can't see my cards from Books in my Expense! Only Cash and Banks.
Greetings, I hope find all doing well and safe! We have Books and Expense. In Books, we have Cash, Banks and Cards. Books versus Expense integration is activated. When adding a new expense on Expense, we can see Cash and Banks, but not our Cards added
Zoho Expense: Product Updates - June 2022
Hello customers, It's a new month again and we at Zoho Expense have developed a few features and enhancements to make your expense reporting process a little easier than it already is. Now, let's take a look at the features we've introduced for the month
using Zoho Expense to auto scan expenses without setting up a an expense claim
I would like to be able use the autoscan receipts feature using Zoho Expense and import them directly into Zoho Books without having to create a Expense Report for one receipt.
Expense/Trips Question
I am the system administrator for Zoho, and I need to be able to add Trip requests for our CEO and CFO. They like many other CEOs just don't document things well, or at all in Zoho. Is this a possibility? We like using Trips for our field staff, but not
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.
Zoho Expense: Product Updates - May 2022
Hello customers, Happy May! This month we have two new integrations and a few interesting mobile updates for you. Read on to learn more about how you can use them in your organization. Sage Accounting Integration Zoho Expense is now integrated with Sage
Direct Integration with Major Hotel Chains and Airlines for Auto Receipt Import
Hi Team, We love the Zoho Expense app - functions well, VERY simple to manage from an admin perspective, and the ability to have our team easily assign transactions to OUR chart of accounts is fantastic. We moved over from Concur and would never move
Asset account
Hi, I purchase assets (like laptops) with my credit card. I cannot add my It asset account (from book integration) into Zoho Expenses. How shoud I record this transaction? Thanks Marie
Purchasing Inventory with a Credit Card
It's not uncommon to purchase some inventory with a credit card. But Zoho Expense currently appears to only allow credit card transactions to be applied to expense accounts. Is there a suggested workaround for categorizing the inventory purchase in Zoho
Zoho Expense: Product Updates - April 2022
Hello customers, We're back again with what's new in Zoho Expense. While we were in the works of enhancing your expense management process, we came up with a slew of new features this month. Do check them out and try them for your organization. Standard
Are there any API in Zoho Expenses to extract report and/or expenses approved?
My company is using a specific software to prepare files to be sent to the bank to pay to employees the travel expenses they have to develop the projects, when they travel to the customers sure. Are there any API (like Zoho Projects has to extract timesheet)
Zoho Expense: Retracing 2021 - A year of new beginnings
Default expense settings
Is there a way to turn the "claim reimbursement" button to OFF? We pay everything with a company credit card and use this for tracking purposes. I have to go into everyone and edit this button and then add the proper card. We need a way to default
Error when clicking on expense tab within projects.
When I click on the "Expense" tab on any project I receive a notification saying "Unauthorized Access you are not authorized to view this page. Please contact your administrator for details." I am the administrator. How do I give myself access?
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?
An employee got a purchases reimburse how to manage it?
We are new using Zoho expense and we got exposed to the following case and we are looking for help to manage it. An employee did purchase with a personal card online The employee did the expenses report The report has been process, approve and the employee
Auto Pull for Expense Reports
Hello, I have added the automation for our main approver to get the expenses pushed to here through the automation process. What I wanted to know is how that actually works. I have checked the box for there to be a report generated even if there are
Credit Card Transactions
Hello, I was wondering if it is possible to be able to have each individual card holder account show up when pulling feeds. As of right now when I add another card it pulls all accounts and they are bundled together. I was hoping to be able to look
Zoho Expense: Product Updates for July - September 2021
Hello users, As we step into the last quarter of 2021, we at Zoho Expense are ready to feel some optimism. On that note, we have been working on a few enhancements to the app. Let's quickly run through what's been added to Zoho Expense during the previous
Is there a report to show who approved each expense report and when they did so?
My boss and our auditors like to see documentation of who approved each expense report and when they did so. Is there an easy way to download this information? Desired format would be ER#, total amount, approver, date.
Import Other Current Liability Account
My organization has several Other Current Liability accounts in Quickbooks Desktop that we need to export expenses to, but we can't since they aren't Expense accounts. I'm either going to have to manually add affected reports to QBD or temporarily change
Can you add an expense to an approved report?
As an admin, I approved a report but now there is a late expense to add to that report. is it possible to revoke the approval and add another expense, then resubmit the report? Thanks Steve.
Hide/Show Claim Reimbursement Field
Hi, I need the ability to show/hide the Claim Reimbursement field in the Expense module. This way I can set the default setting for 'claim reimbursement' and hide the file when a user is recording an expense. I've seen the new option for Page Layout and
Zoho Expense: Product Updates for April - June 2021
Hello users, Happy July! We know it's been quite some time since we announced updates, as we've been working on the new Zoho Expense for you. Now that the all-new Zoho Expense is up and running, it's time to share some fresh announcements and hear your
Reminder for Outstanding Advance to submit the Expense Report
Hi, We are looking for our organization to make the feature for the advance they are getting in and against those advances will submit expense report through the reminders in email . We need to establish these automatic reminder's in Zoho expense for
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
What are the implications of archiving an expense report in Zoho?
We would like to archive Approved expense reports after certain period. I checked in some posts from years ago in this community and it was mentioned that the only way to archive approved reports was to reject and afterwards archive the reports. We find
Card Transactions - Filter by a search term
The current filter allows you to filter card transactions by date. It would be amazing to be able to filter them by a search term. We have multiple transactions from a single payee, and rather than use browser search a filter with search term would be
Bulk Update to Card Transactions - i.e Category / Tax etc.
We have card multiple transactions - such as software subscriptions that repeat monthly, some have multiple charges in the same month. They have the same tax category, same category, and most are the same amount. It would be great to be able to 'bulk
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