Zoho Expense- Ask the Expert #2: 4-hour Live discussion on Zoho Expense integration with QuickBooks Online
Hi folks! Welcome back to another episode of Zoho Expense’s "Ask the Experts" series! This is a weekly forum discussion, wherein a panel of experts will take questions about Zoho Expense on a particular topic. The panel will be available for a 4-hour period and will answer any questions posted here. In the second episode of "Ask the Experts," we will take questions on Zoho Expense's integration with QuickBooks Online, along with its workflows. We will also talk about some of the key sections ofHow to reconcile a SINGLE (shared) credit card account in which two users charges get imported into two separate Accounts?
When I setup a credit card account for download of transactions, Books treated them as separate Bank Accounts. This will make for a very difficult (maybe impossible, for practical purposes ) conciliation process. How to reconcile a single (SHARED) credit card account in which two users charges get imported into two separate Accounts?New phone- lost expenses
I lost my phone this weekend and had a bunch of unsubmitted expenses. I purchased a new phone and when I tried to login to Zoho, all of my expenses were gone. Any idea how I can find those?Zoho Expense Digest
Hi folks! Introducing "Digest," a one-stop source for updates for the Zoho Expense community! Upcoming webinars, product news, trending discussions, and more! Here is what we have for the very first edition: Upcoming Webinars: Topic: Essential Business Survival Guide During COVID-19 Description: A discussion on how you can keep your business afloat during the current COVID-19 crisis. This webinar will help you manage and analyze your company's cash flow, and understand the tools and resourcesBudget and Expenses in different currency
Hello, I have a question... My headquarters are in a country different than mine. They set my budget in their local currency but I generate expenses in my country using a different currency. How can I manage my budget when expenses are made in a different currency?Zoho Expense- Ask the Expert #1: 4-hour Live discussion on Zoho Expense integration with Zoho CRM
Hi folks! Welcome to Zoho Expense’s Ask the Experts session! We're happy to announce our first episode to help you get to know the product better. This is a weekly forum discussion, wherein a panel of experts will take questions about Zoho Expense on the chosen topic for the day. The panel will be available for a 4-hour period and will answer any questions posted here. In this first episode of Ask the Experts - Zoho Expense, we will cover questions related to the Zoho Expense integration with ZohoZoho Expense: Product Updates - January - March 2020
Hello, customers, I hope all of you are safe and healthy in the midst of the COVID-19 pandemic. While we’re going through these unforeseen circumstances, staying on top of your expenses is vital for every business. So, we have made enhancements to our app that will help you manage your expenses efficiently. Read through all the updates we've rolled out in the first quarter of 2020 and put them to best use while managing your expenses. Attach Receipts from Zoho WorkDrive Zoho WorkDrive joins ZohoZoho Expense: Product Updates for January - March 2020
Hello everyone, I hope all of you are staying safe and healthy. We're all going through unforeseen circumstances, but it's still important not to let expenses pile up for later. So, we have made enhancements to our app that will help you manage your expenses efficiently. Read through all the updates we've rolled out in the first quarter of 2020 and put them to best use while managing your expenses. Attach receipts from Zoho WorkDrive Zoho WorkDrive joins Zoho Expense's list of cloud accounts. YouHow do you get Expense to Sync Merchants from Zoho Books?
If we are creating expenses in zoho expenses and then syncing them to zoho books, how do we sync the merchants list? I see that in the expenses app, the customers list is syncd to books no problem. what about the merchants list (vendors?) Do we just manually create them in expenses and name them the same ?OCR for receipts
Did you implement any OCR technology for the receipts like shoeboxed.com do? ThanksLegal validity of photos via Zoho Expense
Good morning, A question arises with regard to the dematerialization of expense claims. A question arises with regard to the dematerialization of expense claims. Are photos taken with the Zoho Expense application legally valid? Is there a code that is assigned to each photo to verify the authenticity of the photos? Like Zoho Sign. (We are in France). Thank you in advanceMoving receipts
I have been assigned as a delegate for my boss. He has started to put some receipts in different reports but I want to move them so that the report dates match the credit card statement I am reconciling. How do I move receipts from one report to another?backup & clear receipt inbox
How can I backup the entire receipt inbox (other than downloading 20 or 50 at a time) and then clear it (of all reported expenses)? Thank you. Would really like to see a clean inbox if all expenses are reported (and even submitted, reimbursed). It is misleading (and demoralising) to always have a full, messy inbox containing a mix of fresh unprocessed receipts AND receipts already processed into expenses (in various stages of approval for reimbursement, archiving etc.) Processing the receiptsProject Manager from Zoho People is not reflected as Project Head in Zoho Expense
Hi there. It is awesome that Zoho has integration between People and Expense. However, I noticed that the project manager in People is not reflected as the Project Head in Expense. To make things worse, I can't set the Project Head manually in Expense as an error says I am not allowed to make any changes to the data that have been fetched directly from People. This is frustrating me to the core as the Project Head is vital in the approval flow that I have set up. Do help, ASAP!expense on project
Hello, We need to synchronise the project list (from zoho project) with zoho expense. How to do this ? regards nicolasSetting up multi-level approval
I am trying to set up multi-level approval for individual users and expenses based on the amount of expense. I can do it for reports but for individual users and expenses the system does not give me the option to do so. How can I add another level of approval for users?Why Project sync from Zoho People is not working?
So I was having problem with my projects in my Zoho Expense and decided to delete them all and renitiate the syncing process. When I initiated the instant sync for Projects, only 5 projects are imported from People. This does not make sense as I have tens of projects in People. It baffles me what makes those 5 so special? Is this a bug or a fault on my side? please helpI want to import expenses report to ZOHO Expense - But the status doesnot update
Hi, We had earlier two accounts for ZOHO expenses for different locations, we however decided to use one account and instead create policies within the account for different regions. I have deactivated another account, but I want to import all the expenses reports to new account. It is allowing me to import but the status (approved/rejected/draft) doesn't catch while importing. We have more than 700 reports and manually updating will be time taking and labor work basically, can any one suggestZoho Expense Report Multilevel Approvals
Hi I have set up the Expense Report approvals. it goes from the submitter to the 1st approver. Once the 1st approver approves, then it goes to the 2nd approver. My question is: When the 1st approver is away, the approval process does not progress to 2nd approval. Can you be able to put many approvers in the 1st approver's place? If one of the 1st approvers is away, the others in the 1st approver's group can approve the expense report. Please advise as soon as possibleChange Standard Mileage Rate
Besides manually changing the standard IRS mileage reimbursement rate is there a way to change the default amount from $0.58 to $0.575? See below. IR-2019-215, December 31, 2019 WASHINGTON — The Internal Revenue Service today issued the 2020 optional standard mileage rates (PDF) used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes. Beginning on January 1, 2020, the standard mileage rates for the use of a car (also vans, pickups orExchange rate warning
When expenses are logged in a foreign currency and automated FX rates are enabled, the user has the possibility to edit the exchange rate to match his credit card charge in his base currencies. Simple mistakes or even mis-use of the FX rate can cause a big difference in the expense amount in the base currency. With unfamiliar currencies, those mistakes are very difficult to detect for the approver. Is there a warning or policy violation flag if the inputted FX rate differs too much from the automatedA REWIND OF 2019 - ZOHO EXPENSE
Hello customers, 2019 was a remarkable year for all of us at Zoho Expense. We reached some major milestones while ticking off many other additions and enhancements. Here is a recap: You can see the rest of our 2019 updates in our What's New page. Also,Zoho Books and Zoho Expenses have no banks integrated in my country for payments/expenses etc
Its quite disheartening to see that after all the setting up of approvals etc in Zoho Expenses, I cannot find a bank to pay our clients etc. We have a transactive/interactive bank account with ANZ Bank where we currently upload the payments. I would have expected something very similar with Zoho Books and Zoho Expenses where a expense recorded through Zoho Expenses after the final approval through the system would be uploaded to the bank for processing...unfortunately there are no banks listed there.Questions for Zoho About Corporate Cards
We have Amex small business cards. I found Expensify was one of the few expense apps able to allow us to download each card separately. All the other expense apps would download the cards together into one account, when using the main card on the account. 1. Do you know if using Direct Feeds will also give us separate downloads for card including the main card? 2. Does your "direct feed for corporate cards" feature cover Amex small business cards? Or only the corporate cards larger corporations usuallyinvalid element hsn_or_SAC
Hi, I am trying to record expense in Zoho expense. when submitting I am facing this issue invalid "element hsn_or_SAC" please help me with this. Regards, Abdul Hameed MAdd a tip field near the expense anount
Hi, it would be great to add this field next to your expense anount, so this could be deducted from the receipt total amount and then you can calculate tax. tip is not taxable, you have to split the expense to record properly. would save a lot of timeFeed period in Zoho Expense
I'm shocked that the new credit card and bank account I added to get automatic feed is getting transactions only for the last 3 months. And I'm on premium account by the way!!Zoho Expense: Product updates - March - September 2019
Hello everyone, We've rolled out some amazing updates with handy workarounds to make your expense reporting effortless. Take a quick look at the important enhancements that we’ve introduced in the past seven months. iOS App 2.O We've brought a new makeover to the iOS app with the iOS 13 updates and the following enhancements: A refreshing new UI, user-friendly workflows with contextual menus, easy navigations, and many more. Your virtual assistant, Zia, will help you get your tasks done quickly.Change Taxes after Expense report was approved or reimbursed ?
Hi There, When I started the company last year, some of the taxes in Zoho books were setup incorrectly. By the end of the year, my Zoho accountant told me that some of the taxes needed to be corrected in order to reflect the proper calculation and distribution for the tax accounts to the right agency. 2 taxes that were used had a single rate instead of a tax group, thus the values aren't report correctly to the 2 agencies (Revenue Canada & Province of Quebec). I tried to correct posted expenses toFree Webinar on The Taxation Law Ordinance 2019
Note: This webinar is only for the Indian edition users. Last week, new amendments were made to the Indian Income Tax Act, 1961 and Finance Act, 2019. The amendments are made with the intention to boost investor sentiments, push for 'Make in India' initiative, and reduce the tax burden for Indian corporates. Some of the provisions include: 1. Slashing of the tax rate for manufacturing companies incorporated after 1st Oct, 2019 to 15%. 2. Companies that do not avail tax incentives will be chargedMeet our Product Experts at Zoholics 2019!
Hello Everyone! Zoho’s annual user conference, Zoholics is all set to unfold in Australia, New Zealand, Canada, & India. The two day event will host keynote presentations by Zoho's top management, hands-on training, and one-on-one sessions with Zoho experts! Check out the video here. Who should come: If you're a new user, you should come to meet with the product team, learn and discuss about solutions for your business. For existing users, this is an opportunity to understand the new UI, discoverTrain icon ?
Hi, I'm adding a lot of train expenses... I added the missing category, but how do I get a train icon ? I see only a plane and car...New mileage rate travel over X km keeps resetting - mileage policy
For some reason, the setting to apply a second mileage rate for users travelling more than X km keeps resetting to unchecked. One day, I check the option in our policy and the next day it's back to unchecked. What's going on?QBO integration for Bills/Reports which contain reimbursable inclusive/exclusive taxed expenses
If a Report in Zoho Expense includes reimbursable expenses which may be both tax inclusive and tax exclusive, how do we manage this in QBO? The integration to QBO creates a Bill with all taxed items fine, but the Bill itself must either be Inclusive or Exclusive of tax as a whole. How do you manage this? (I'd hate to have to get the users to submit two different reports each time for out-of-pocket expenses. It complicates the process.)Default tax type for mileage?
Where we are, mileage includes a government tax. Is there any way to set a default tax for the Personal Car Mileage category of expense? (Or any other way?)Multiple stop trips?
Any way to use the app Map function to piece together multi-stop trips for mileage expenses?Previous mileage?
I love the feature to use a separate mileage rate after X number of miles (or km where we are) but is there any way to start each user at a certain number of miles already driven in the year? We're coming into Zoho Expense late in the year and want the 2nd rate to apply when appropriate.Android autoscan feature
The iOS app and web interface have an autoscan receipt feature, Android app appears not to have it. The Android appears to have less features from iOS. Example: autoscan feature, receipt edge detect, receipt highlighter feature.Simplest way to add Mileage in iPhone.
It was easy for me to record Mileage expense in android Phone as it had options to add mileage along with the Record Expense Menu. While the same was not available in iPhone. It had only record expense or Add report option when clicking the Plus button. What is the simplest way to record Mileage using Location in iPhone?Zoho expense: ability to paste from clipboard into receipt area
You can currently only upload files into an Expense (specifically ones that came from/sync'd from online bank statement for Credit Card), and it would be immeasurably better if you could just paste files and or screenshotsNext Page
Announcements
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 theirWhat's New in Zoho Expense: May - July 2024
Hello users, We're back with the latest set of features and updates in Zoho Expense, aimed at improving your expense and travel management experience. This update includes a Per Diem Calculator, a feature to track your loyalty programs, and other enhancementsWhat’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!
Most Discussed Topics
Zoho Expense suddenly not working on iPhone X Max
With the last app update -- which it appears was 3 days ago -- Zoho Expense no longer works on my Apple iPhone X Max. (7 year old phone) I updated both the phone AND Zoho Expense -- and when I click on it...it starts to open...then just disappears. ItZoho Expense - Multiple Credit Cards
Hi, I have two questions about credit cards in zoho expense (Canada). 1. We have multiple credits cards (i.e. two amex's, 3 visa etc). When I set the amex cards up they all come into the same expense account (unsubmitted). Is there a way to direct whereManage different delegated expense accounts from mobile app
Hello, I have several expense accounts of my company delegated, but from the mobile application, I can't find the option to add or choose any of the accounts I have delegated. It only gives me the option to register expenses with my account. From the
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
Zoho Books Resources
Zoho Projects Resources
Zoho Orchestly Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho Creator Resources
Zoho CRM Resources
Sticky Posts
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,
Top Contributors
S Sudhir
Aswathi P
Hemila S A
Ernevi
Jonathan Santiago Escaleras Carrión