Deletion of Test Data
We are using Zoho for testing and training. Now, we want to delete all test data and start on a clean slate. Tried doing it but cannot delete expense reports that were already reimbursed. How can I delete all these test data?Zoho Expense: Product Updates November - December 2022
Hello customers, As we're nearing the end of 2022, we want to take this opportunity to thank you for your support and love for Zoho Expense. We promise to put together new features time and again to help you have a smooth expense reporting experience.Auto Mileage Tracker
Is it possible to have the Mileage tracker auto start, similar to how Everlance, and Quickbooks Self-Employed work?Zoho Expense: Product Updates August - October 2022
Hello customers, We've compiled a list of updates made in Zoho Expense over the past three months. These features help report expenses efficiently and, in fact, a few of them were introduced based on popular requests. Now, let's dive right in and readBeleg-Scan: Vorgabe der enthaltenen USt. (tax)
Nach jedem Beleg-Scan muss der Schaltung gesetzt werden, das der Betrag eine USt. (tax) enthält. Wie kann man das vorgeben?Standard-Kategorie für gescannte Belege
Wo kann ich sterben Standard-Kategorie für gescannte Belege einstellen bzw. vorgeben? Bei uns werden Belege gescannt, die fast immer einer und der gleichen Kategorie zugeordnet werden. Nach jedem Scann muss das Beleg noch kategorisiert werden.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 noExpenses 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 accountingVAT 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 betweenTags - 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 SubDivisionsWhen getting started, how can I be sure my expense reporting is linked to my employer/ manager?
Starting a new accountMileage 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 nowSame 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 aWhat is the Potential field for in expense submissions?
I'm trying out Zoho Expense in Zoho Project so I can record project expenses which aren't time related. On the expense form there is an option called Potential but I don't understand what this is for. When I click the dropdown it just shows the name ofZoho 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 lookI 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 addedZoho 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 monthusing 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 notNot 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 SageDirect 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 moveAsset 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 MariePurchasing 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 ZohoZoho 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. StandardAre 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 defaultError 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 employeeAuto 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 areCredit 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 lookZoho 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 previousIs 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 changeCan 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.Next Page
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What’s New in Zoho Expense: January – April 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 new integrations, new preferences2023 Unwrapped – Reflecting on a Year of Growth!
What's New in Zoho Expense: August - October 2023
Hello users, We're back again with our What's New post to inform you about the most exciting feature rollouts over the past three months. An all-new edition, an integration for business travel management, iOS 17 updates, and more are in store for you!Zoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,What's New in Zoho Expense: July 2023
Hello users, We're delighted to present our monthly roundup of updates to help you stay informed and experience hassle-free expense management with Zoho Expense. From real-time budget insights to effective date configuration for policy rules and per diem
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Please Add Branch under Zoho Expense
Right now, Branch is only enabled under Zoho Books. Zoho Expense doesn't have tab for Branch. In this way, we can properly account all expenses under a specific branch.odometer mileage
Hello, How do I record beginning and ending odometer mileage? Thank you,Allow breakdown of per diem for meals provided
Would it be possible to break the per diem down into what you get for each meal. The reason for this is we want to offer per diem but if a meal is provided by a customer or sales we need to remove this from the per diem bucket for that day. We break down
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Zoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,
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