What’s New in Zoho Expense: August - October 2024

What’s New in Zoho Expense: August - October 2024

Hello users,

We are thrilled to share some exciting product updates and enhancements in Zoho Expense that will help you streamline and improve your travel and expense management experience. Our latest additions include the ability for users to view their budgets, petty cash management, a feature to track your rides automatically from the mobile apps, a new edition of Zoho Expense, and much more. Let's dive in to explore all the updates!

User Budgets in My View 

Users can now view their budgets from the Budgets tab in My Settings. By default, the current fiscal year's budget will be displayed. However, users can also view their previous years' budgets by selecting the desired year from the Budget Period filter. The Budgets tab will be available to all users with default roles. Users in custom roles can access their budgets when admins configure the necessary permissions for them to view their budgets.


NotesNote: Only the particular user's budget will be displayed here, not the organization's budget.

Petty Cash Management 

Petty cash management, commonly referred to as the imprest system, involves overseeing and controlling a small fund of cash set aside by a business to cover minor, everyday expenses, typically for branch operations. We've added the Petty Cash Accounts module in Zoho Expense to help businesses manage their petty cash.

In the Admin View, users can view all pending funds and unsubmitted expenses. Admins can also perform actions such as creating funds and fund withdrawals, as well as activating or deactivating petty cash accounts. In My View, users can perform actions such as creating expenses, requesting funds, and generating reports.


NotesNote: This feature is currently available for early access. Write to us at support@zohoexpense.com to enable it for your organization.

Audit Trail Backup [India Edition] 

We’ve introduced the Audit Trail Backup feature, allowing users to back up their audit trails. Users can export the data in ZIP format, which they can download on the same page or from an email sent to them once the backup is completed.

To back up your audit trial, go to Admin View > Settings > Data Administration > Backups > Audit Trial Backup > Backup Your Audit Trial.



SBI Bank Integration [India Edition] 

Integrate Zoho Expense with SBI Bank to reimburse your employees' expense reports directly from Zoho Expense. For an employee to receive reimbursements, you need to add their bank account through which they'll receive the reimbursement.

To reimburse your employees' expenses, go to Admin View > Reports > Awaiting Reimbursement > Select the report to be reimbursed > Reimburse > Via SBI.



NotesNote: This feature is currently available for early access. Write to us at support@zohoexpense.com to enable it for your organization.

Traveler Details Under Trips 

We've included the traveler's information on the Details page of trips in Admin View. This allows admins to access all traveler information in one place while booking itineraries, including their travel profile, travel documents, and loyalty programs.



Introducing the South Africa Edition of Zoho Expense 

We're expanding Zoho Expense's presence in the MEA region with the VAT-ready South Africa edition of Zoho Expense.

Businesses in South Africa can use the Zoho Expense South Africa edition to configure VAT, which allows users to associate VAT with expenses recorded in Zoho Expense. Once you record expenses, you can gain insights into your taxable expenses by generating a tax report.

Read the South Africa edition's help documents to learn more.



Automatic Mileage Tracking 

We are thrilled to announce a major update to our mobile apps that will make tracking your rides easier than ever! With our new Automatic Mileage Tracking feature, tracking your rides happens seamlessly in the background, saving you time and effort!

How it works:
  • Enable Automatic Mileage Tracking: Turn on Automatic Mileage Tracking in your app under the Mileage Log Preferences in My Settings.
  • Permissions: Grant the necessary permissions.
  • Set Ride Classification Rules: Set your usual work hours in the app, and your rides during this period will be added as unexpensed rides which you can convert to an expense later. The rides tracked outside your work schedule will be automatically excluded.
  • Manage Mileage Logs: Use the Mileage Logs module to view all your mileage logs with the ability to search, filter, and convert them to expenses.
  • Track and Review: Drive as usual, and the app will automatically capture and record your rides. You can merge multiple rides to a single expense and exclude rides which do not need to be expensed.
Notes
Note:
  • This feature is available only in the Zoho Expense iOS and Android apps.
  • This feature is currently available for early access. Write to us at support@zohoexpense.com to enable it for your organization.

Assets and liabilities in Budgets 

We’ve added two new groups, Assets and Liabilities, in the Budgets module of Zoho Expense. This enhancement enables you to create and manage budgets specifically for your assets and liabilities, giving you greater control and visibility over your financial planning.

Notes
Note: For organizations integrated with Zoho Books or other accounting software, assets and liability accounts retrieved will be listed under the Categories module.

Real-Time Feeds [Canada Edition] 

We've now introduced Real-Time Feeds for the Canada edition of Zoho Expense. Real-time feeds are card transactions that are received directly from card networks without relying on the bank, as soon as transactions occur. Read our help document on Real-Time Feeds to learn more.
 
NotesNote: Currently, Real-Time Feeds is supported only for users using the Canada edition of Zoho Expense using Mastercards issued in the Canada region.

Other Updates and Enhancements 

  • We've added a new filter in the Advanced Search feature for users. Admins can now easily identify users who have added their bank account information and those who have not. This new filter will help admins ensure all users have provided bank account information to receive reimbursements.
  • Updates for the Zoho CRM Integration in Zoho Expense:
    • We've introduced new preferences for duplicate contact persons in Zoho CRM. You can Overwrite or Skip duplicates.
    • We've included a new field, Potential, on the Bulk Add Expenses page and the Bulk Field Update pop-up. Potentials are prospective business opportunities or deals identified with your customers, representing the possibility of converting leads into customers and including details about the estimated deal value and stage of conversion in the sales process.
  • We've provided an option to display terms and conditions in the advance creation page. This enables admins to communicate the organization's terms and conditions to all employees, ensuring they are informed when requesting advance requests.
  • We now support the option to include car rental loyalty programs in addition to frequent flyer and hotel loyalty programs. To include car rental loyalty program details, go to My View > My Settings > Travel Details > Loyalty Programs > Add New Program > Car Rental Loyalty Program.
  • We’ve introduced filters in Notifications to help users easily find specific types of notifications. Unread will be the default filter to help users focus on notifications they haven’t viewed yet. You can also view All and Mentioned notifications.
  • Users can now store details of their emergency contacts in case they encounter any emergency during trips. Users can add up to two emergency contacts, which will be synced with online booking tools like GetThere. To add an emergency contact, go to My View > My Settings > Travel Details > Emergency Contacts > + Add Emergency Contact.
 
That's a wrap for now! We hope you found these updates useful. If you have any inquiries or feature requests, please write to us at support@zohoexpense.com.

Until the next update!

Cheers,
The Zoho Expense Team






      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ






                                ご検討中の方

                                  • Recent Topics

                                  • Capture Stripe’s Customer ID

                                    Does anyone know of a way to capture Stripe’s customer ID that is created when the form/payment is processed? I would like to have the customer ID stored in our CRM so we could utilize in some custom functions down the road.
                                  • Custom Modules - Where are Comments??

                                    In the standard ticket module and in the tasks module, we have an interactive comment box that we can post important details/notes and can tag others if needed. Where is this functionality for Custom Modules? Ideally, custom modules would have very similar,
                                  • Dynamic Signature - Record owner

                                    Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference
                                  • PUNJAB NATIONAL BANK (CORPORATE) INDIA - NOT AVAILABLE IN BANKING

                                    Dear sir, Kindly fix it. PUNJAB NATIONAL BANK (INDIA) is available but PUNJAB NATIONAL BANK (CORPORATE) is not available. Kindly enable this banking since we need to categorize the entries. Regards, Sanjay Jena email id/ user id : travewithmerchant@
                                  • Amazon invoice in Zoho Books

                                    I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now
                                  • CUSTOM FUNCTION GIVE ERROR #EVAL!

                                    CUSTEM FUNCTION CREATE KYA ZOHOSHEET ME US FUNCTION KO USE KIYA LEKIN DATA TO SAHI HAI LAKIN DATA SHEET ME NAHI LAG LAHA HAI KRUPYA SOLVE KARE MY CODE IS float ADDTWO_TWO(float NO1, float NO2) { ADD = NO1 + NO2; return ADD; }
                                  • Zoho ShowTime: Certificates of Completion - Award your learners with a sense of achievement

                                    In our increasingly competitive market, professional trainers need to differentiate themselves if they are to survive. One way to do this is to focus on innovation and deliver an ideal learning experience. By developing a renowned certificate program that provides learners with a specialized skill set for a particular industry, both trainees and future prospects will recognize the trainer's leadership in that field. This can help with long-term growth, revenue generation, and even marketing and branding.
                                  • IMAP Migration from Gmail

                                    I have been trying to import my email from a Gmail server and keep receiving the following error. I have reduced the security, activated imap and no improvement. The link to the Google support item has not helped. Unable to connect to your account. Please
                                  • Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts Click here to get unblocked.

                                    When entering my account, this error is thrown at me, and I deleted a good part of my deleted messages, but I still can not unblock it, I would appreciate your help. reservas@lineasperutravel.com
                                  • Request for Creating Multiple Email Accounts on One Mobile Number

                                    Dear Zoho Team, I am planning to shift all my work-related communication to Zoho Mail because of its reliability and features. For my work, I need to create 3–4 separate email accounts for different purposes. Could you please confirm if it is possible
                                  • Signature issue

                                    Problem: The signature does not appear when replying or forwarding an email. solve issue: settintgs/Signature Check option place a signature above the content with quotation marks
                                  • mail admin not loading

                                    i am trying to login to mailadmin ... gears keeps rotating forever... its not a password issue whats so ever ... not cookies issues whatsoever from android app i can login but there so few things to do from there .. i changed ip address the same... i
                                  • Unify All Zoho Video Meeting Experiences into One Standardized Platform

                                    Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho
                                  • Changing Account in Quote form does not update address information.

                                    I am trying to update the address information in a quote I've created. I corrected the address in the "Account" but that did not change in the quote. If I re-enter the Account Name in the Quote form, nothing updates. How do I fix this?
                                  • Zoho One Backup of entire account

                                    Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,
                                  • ZIA in Zoho Cliq

                                    Is It possible to use the ZIA feature from Zoho Analytics in the Zoho Cliq?
                                  • Issue with “CC” and “Subject Details” of the initial mail when reply / replied all / forward using Zoho Mail Client (Desktop / Web Mail / Mobile App)

                                    It is observed that when I reply / reply all / forward a mail using Zoho Mail Client (Desktop / Web Mail / Mobile App), the “CC” and “Subject Details” are omitted from the mail which was replied/forwarded. However this is not the case with outlook mail
                                  • Unable to send Emails - 452 4.3.1 Temporary System Error

                                    Whene ever i request smtp server to send the email (without attachment). i recieve error "452 4.3.1 Temporary System Error"
                                  • I can't receive email

                                    I cannot receive any email sent to my Zoho email after the free upgrade plan trial is finished.
                                  • Help for the alisa adding

                                    Sorry, I would like to add a paypal alias on my domain email address. However, the system blocked it. How can I do it?
                                  • Problem with Writer and Workdrive

                                    Hi team, I’m the super admin for our Zoho One org. WorkDrive is active, and Zoho Docs is deprecated for our org. However, Zoho Writer cannot connect to WorkDrive at all — we’ve cleared cache, tried incognito, and restarted several times. I was able to
                                  • Lite plan attachment said 250mb but actually 25mb ?

                                    Lite plan attachment said 250mb but actually 25mb ? I can't attach over 25mb files, and can't receive mails has attached files over 25mb too
                                  • Zoho Books | Product updates | August 2025

                                    Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.
                                  • Constant color of a legend value

                                    It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make
                                  • Can no longer export as pdf

                                    In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.
                                  • Option to Customize Career Site URL Without “/jobs/Careers”

                                    Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to
                                  • Old vs New Value for Deleted Lookup Values

                                    Suppose the following scenario, where a value in a lookup is deleted: 1. User has countries form 2. Form A has a lookup to countries form 3. User selects Italy in Form A and saves it with the Italy ID 4. Form A report shows Italy 5. Italy is inadvertently
                                  • Desktop app doesn't support notecards created on Android

                                    Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
                                  • customize payment page

                                    Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at
                                  • Are Environments Worth It?

                                    In concept, Environments in ZC is a great idea. I think the flow is pretty smart when you compare it to GitHub, especially for a low code audience. However, in practice, I've found it to be unpredictable, and I've only used it a few times. Aside from
                                  • Enhanced duplicate check for Leads in CRM

                                    Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This
                                  • Pause(1);

                                    I'm using scheduler to invoke an interaction via http post with an external service. The schedule code uses a for-each loop that runs so fast my external application's log files get messed-up (they are named by date-time stamp). What I'm suggesting is
                                  • Integration Request: Elementor

                                    Integrating Zoho CRM forms with Elementor, the most popular page builder on Wordpress, would be great. I use it for our site, goenergylink.com, and I have had to use Zapier webhooks to be able to connect it with Elementor. The one issue I have run into
                                  • Vertical images displayed as horizontal

                                    Some pictures that originally are in vertical position are displayed in horizontal after the upload. It seems that system rotates them by 90 degrees. How can I fix this issue?
                                  • Ability to Change Visibility of Published YouTube Videos

                                    Hi Zoho Social Team, How are you? We would like to request an enhancement in Zoho Social regarding the management of already published youtube videos. Currently, after publishing a youtube video through Zoho Social, there is no option to change its visibility
                                  • Adding anchor links in Zoho CRM email templates

                                    I know you can add anchor link in Campaigns, but I dont see the option to that in the CRM email template. Am I missing something?
                                  • Support “Never End” Option for Recurring Meetings in Zoho Meeting

                                    Hello Zoho Meeting Team, Hope you are doing well. We would like to request support for creating recurring meetings with no end date in Zoho Meeting. Currently, when scheduling a recurring meeting, Zoho Meeting requires us to select a specific end date.
                                  • openUrl in blueprints

                                    My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically
                                  • Is it possible to pull the Zoho desk data into Zoho analytics in real time

                                    Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?
                                  • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                    Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                  • Next Page