Can i set the Default "Paid Through" setting to be our company card instead of petty cash?
Can i set the Default Paid Through setting to be our company card instead of petty cash? our employees do not have any petty cash. Just company cards.Zoho Expense Report needing a "Permissions Password" to edit a pdf of the Report?
I'm the Administrator of our Zoho Expense & Zoho Books, and have never set up a "Permissions Password" But when i create a PDF of an Expense Report and go to edit it using Adobe Acrobat (I need to add a text box to the Report), it doesn't allow me to edit it without a "Permissions Password" How do i resolve this? Anyone else find a solution?"Editing amount or date in a Uber expense is not allowed."
I recently integrated Uber with Expense and took my first ride. I tipped the driver $3.00 and the receipt that Expense correctly imported from Uber clearly shows that the total cost of the ride was $17.48. Expense is forcing the amount to be $14.48 and when I try and edit it, I get the error: Editing amount or date in a Uber expense is not allowed. This seems like a bug / missed requirement to me. Am I missing something?Force All Expenses as "Claim reimbursement"
In Zoho Expense it's really easy to accidentally not mark an expense for reimbursement. When you do that it's easy to miss it and then submit an incorrect amount. We only ever use Zoho Expense for things that can be reimbursed. Is there a way to always default or hide this option? A really common issue is when an expense is imported from Lyft, Zoho does not mark the record for reimbursement automatically even though manually created expenses are. This causes a bunch of incorrect entries on the ExpenseReceipt scanner edge detection for Android
Hi, I see that the iOS Zoho Expenses app has automatic edge detection for scanned receipts. Is there any plan or path to bring this feature to the Android app? It would be very useful to make things look much more professional when submitting expenses to clients for invoicing purposes. Thanks! MarkBatch add expenses to report an Android?
I see on the web interface that I can choose multiple expenses and add them to a report. On android, I don't see this option? Looks like I have to go into each expense/receipt individually. Ideally I'd like to create a report that includes all uploaded receipts during a specific time period.Approval flow
Hi, Assuming a delegate submit expense report on behalf of the manager. Can I create approval process that it will first go to the respective manager to review and confirm the acquittal before submitting to the approver? I notice when I create such flow the manager will automatically approved his/her own report. Thank you. Kind Regards LindaColumnas informes detalles de gastos
Al agregar un columna en el Detalles de informes de gastos, se desaparece al volver a salir y entrar nuevamente al reporte. Si como también al imprimir el reporte no muestra en totalidad de las columnas. Como puedo dejarlo que quede personalizado y no se borre a cada momento. Adjuto imagen personalizada y de modo de impresión: Como pueden ver no se ven los mismos camposBe able to pull a report to see expenses by employee
Hello - I currently enabled the function to add the employee to the expense that was incurred. We are a small (family owned) shop with 3 people total. Everyone has a business credit card and we'd like to see where the money is going and who is behind each transaction. I chatted with a Zoho rep and he said there is no report that can be pulled to add the emplyee name to the report. I would really like to see the employee name be added to a customized report. Thanks!What's New in Zoho Expense - February 2019
Hello Everyone, We are back with some wonderful features and enhancements. Without any further delay take a look at everything we’ve enhanced in Zoho Expense in the past month. PAGE LAYOUTS Page layouts allow you to customize the expense creation page for your users based on the expense categories. You can choose whether you would like to show certain fields in the expense creation page by enabling or disabling them, adding default values or hints to specific fields based on categories This featureReconciling Credit Card Accounts
Hi, Is it recommended to reconcile credit card accounts each month? Currently, I just have my cc feed into Books (and Expense) and then I categorize and match to expenses as I can. What is frustrating is that It often doesn't find the expense and then I am not sure what to do? The expense is in there from my employee reports, but Books doesn't find it. I usually exclude the transaction at that point because it is already accounted for in my expenses and I don't want it duplicated. I wish it wouldApproval Workflow for Reports over X Dollars
Is there a way to create a workflow where the approver has to be a specific person if it's over a specific dollar amount?What's New in Zoho Expense - December 2018
Hello, Here are all the updates for the month of December in Zoho Expense. Zoho Expense - Uber for Business Integration You can now integrate Zoho Expense with Uber. With this integration, any ride completed under Uber for Business profile will automatically forward the receipts to your Zoho Expense account and expenses will be created correspondingly. Along with automatic expense creation, employees can also add Uber ride expenses to expense reports and submit for approval. All you need is an UberCan Admins enter expenses for other users?
I need to log airfare costs, sent to me from our travel agent. The travelers do not get always see all the costs associated (change fees, service charges), so they cannot enter these personally. Is this possible?Problem with the validation rule for report
Hi I've a problem with the report validation. the software said me that i don't have a political approbation for my organization Can you help me? Thank youChase Credit Card Feeds are broken?
All of our Chase Credit Card feeds are broken. Is this a known issue?Zoho Expense Mobile App
Why mobile application is working slow? It takes too much time to load anything.Merge Expenses in iOS
Is there a way to merge expenses in mobile? I have a credit card feed and scanned receipts that I need to merge for my mobile only users. I expected it to be in the Expenses List > Edit. Select the two expenses > Done. All I see are "Delete Expenses" and "Add to Report"How to add the reimbursable bill that is exported into quickbooks to the employees pay check automatically?
I have exported the employees reimbursement from ZOHO into my quicbooks online. Then it becomes a bill under my staff members name. How do i add the bill now directly to the employees pay check that is not manual? Please help!Zoho Expense's Journey Through 2018
Hello Everyone, We are almost gearing up for 2019, so before we usher in the new year, let's take a quick glance at all the features we released this year that made your expense management as smooth as possible. For more details, check out all the updates and features in our What's New page. Finally, as the year winds down, we would like to take this opportunity to thank you for all the support you provided us this year. We will continue to grow bigger and better with your unwavering trust in us.Customer name incorrect
The Customer name is being suffixed with a character pair which does NOT appear in the Customer name. See screenshot.Allow Expense users to see expense descriptions or some type of guidance for when to use an expense type
There is a description field for expense categories, but users cannot see it. It would be nice if the description could be available when a user hovers over an expense category...or something along those lines. We have a couple of similar expense categories where it would be very useful if employees could see a tip of some type that tells them to use one vs the other. Thank YouWhat's new in Zoho Expense - November 2018
Hello, We’re back with our monthly updates for Zoho Expense. We’ve been continuously working to make your expense reporting effortless. Here’s everything we’ve enhanced in Zoho Expense in the past month. Add Custom Status for Approved Advance Payments If you want to provide an alternative custom status specifically for approved advance payments, you can add a custom status under preferences in the Settings module. This option will help you set new custom statuses based on the expense reportingMileage category under Cost of good sold as account type
Hi, I'm trying to add an category for mileage under the type of account Cost of good sold. I'm able to create my category/account but when I try to add an mileage expense, I have an error message saying the category cannot be used for mileage... How to fix this?can we set cost submission rules depending on client or project?
current rules seem to be one employee to one boss. but can a submitter submit to a project owner? so the person to submit depends on the project of the expense. thx!Webhook - Category_Name field is NULL
I have setup a POST webhook that sends "all parameters" when an expense report is approved. The Category_Name is correct on the Expenses section, but Null on the Line_Items section. The same problem exists if the Expense is split. "expenses":[ "receipt_name":"", "start_reading":"", "category_name":"Dinner", "line_items":[ { "tax_amount":0, "item_total_formatted":"$2.00", "amount":2, "line_item_id":"1369653000000095325", "category_name":"", "tax_name":"", ...Book Your Seat For Zoho Finance Workshop UK
Hello Everyone, Have you made your business MTD ready? Are you having doubts filing your taxes online? Is this whole MTD saga worrying you too much? No worries! We are hosting the Zoho Finance Workshop in the UK to help clear your doubts. Find us in: Bristol-May 21st | London-May 25th | Manchester-May 29th | Birmingham-May 30th Get to know about the latest feature updates, industry best practices and also about other Zoho Finance apps that can aid your business. And, what's more? Get one on one demosWhat's new in Zoho Expense - April 2018
Hey folks, We are regularly working on our product to be the yardstick of quality when it comes to expense reporting. We would like to share with you the features and enhancements we've made in the last month to make your expense reporting simpler. Let's take a look at the updates we have worked on in the month of April. The Expense Bot Cliq users can now perform their expense reporting functions right from Zoho Cliq using the Zoho Expense Bot. It is your very own virtual assistant bot that canLogging expenses against a Sales Lead in CRM
Hi, Is there a way to log expenses for a Sales Lead in CRM? Quite often somebody from the team is supporting the Sales Person in doing a demonstration etc and will incur expenses for this work. We want to be able to allow the user to connect the expense to the Deal at any point of the sales cycle i.e. before the sale has been won and converted to a project. Thanks, AtifUnable to submit report for approval - "Tags is not supported for this account"
Hi, I have a problem with Zoho Expense. I've created a report with expenses associated and I'm trying to submit it for approval (to myself, since I am the account manager). However, when I submit the report for approval I get a message "Tags is not supported for this account" and I cannot proceed. I have not knowingly set any tags and I cannot see even what "tags" refers to. Please can you help sort this out as I need to get the expenses approved so I can bill my client! I already raised this asChange Date Format on Expense Export
I'm testing Zoho expenses so I want to manually export an approved report and import it into Quickbooks Expense. During the import process the report is flagged as having a date format that doesn't match what's listed in Quickbooks. The format in the export file is YYYY-mm-dd, but that's not an option in Quickbooks. How can I configure Zoho to change the date format?Reimbursement Language for Non-Reimbursable Expenses
I'm reviewing Zoho Expense for implementation in our organization. One of the things I've noticed is that even though a purchase is marked as non-reimbursable there's still reference to your "claim for reimbursement" or "Awaiting Reimbursement" for non-reimbursable language. Is there any way to modify that? At least on the emails that reference "claim for reimbursement"? If I'm simply tracking a purchase and capturing the receipt it's not a reimbursement if I'm using a company credit card. I don'tWhat's new in Zoho Expense - March 2018
Hey folks! At Zoho Expense, we are constantly rolling out brand new features in order to make your expense reporting effortless. Now let's take a look at the updates we have worked upon in the month of February. Zoho Expense meets ICICI banking Long gone are the days when you had to wait to get reimbursed! With the all-new Zoho Expense and ICICI integration, you can reimburse as soon as an expense is approved. Use the ICICI corporate account to reimburse an expense and employees will be able toMultiple Reports reimbursement as one bank transaction?
If an Employee has multiple Reports that are reimbursed, how can they be combined into one bank transaction? Our electronic banking software merges transactions for the same bank account (employee) into a single transaction (as we pay per line in the banking file upload). So when the bank statement is imported it does not Match.TLS v1.2 upgrade for Zoho Expense.
In order to maintain your communication with Zoho Expense more secure and to meet the updated PCI standards, we will be retiring the support for TLS versions 1.0 and 1.1 on March 31, 2018. After this date, users will be required to update their processing solutions to TLS v1.2 in order to enjoy secure transfer of data. What is TLS? Transport Layer Security (TLS) is a cryptographic technology protocol used to provide secure transfer of sensitive information over the internet. Why is this updateCAN I USE ZOHO EXPENSE FOR VENDOR BILL PROCESSING
Hi I use QBO for payment processing of my company's vendor bills. We use some vendors on a regular basis (travel agent etc). Can i make these vendors a user in Zoho expense and then ask them to submit their bills using the system. Once it gets approved, it will be exported to QBO and the vendor gets paid. Whats the catch? This would save time for our staff to make manual bill entry. Are there other systems which i should be looking at? Thanks LoknathExpense Reminders
In the admin section of Expense, there is an option to " Send reminders for unreported expenses". Two questions: 1. Does that mean an email will be sent to the user, or a notification inside of Zoho Expense? 2. What day does the weekly & monthly notification get sent? Sunday or Monday for weekly? 1st of the month for monthly? Thanks! Kevinhow can i hide all PAID invoices?
once paid, i do not want to look at the paid invoices. all i care about are "Draft, partial, due, overdue, etc". paid should be hidden. i want them hidden. doing a custom view DOES NOT WORK. i have had a chat session with the help people 4 times without being able to tell me how to do it! help!!Zoho Expense's 2017
Hello everyone, 2017, like any year, had its fair share of ups and downs. We at Zoho Expense did our part to keep the smiles on our customers' faces by releasing a host of new features this year. As the new year rolls around, let us take a look at the major milestones we reached, and the other changes and additions we made, in Zoho Expense. Major milestones: The QuickBooks family joined us We introduced the QuickBooks Online integration in February, which was welcomed by many of our users. But weGenerate Analytics Report and include all receipt attachments at print out
I got the following response from support. However, I would like to generate an analytics reports and include all receipts when printing the report. Any advise? Hi , Greetings from Zoho Expense. Hope you are doing good. I presume you would like to generate a report with a users' expenses for a particular month. Please go to 'Analytics' > 'Expenses by User' > 'Customize Report' > enter the date range and other required criteria and click on 'Run Report'. The generated report would contain all theNext 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!
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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
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