Negative Expense
I need to input a negative expense to deal with a refund from a merchant on an expense report. The amount field doesn't accept negative numbers. How do I fix this? Thanks.A few questions from a newbie about Zoho Expense
Hi, I am totally new to Zoho Expense. I am a refugee from Shoeboxed trying to determine if Zoho Expense is right for me. I am a full-time, self-employed person. I realize Zoho is geared toward companies, but I am hoping it will work well for an individual. I have a few newbie questions. 1. I posted some test receipts from 2017 to ZE, categorized them and assigned them to a report. I went into the analytics section to generate an expense/by category list for 1/1/2017 to date, but kept getting themulti tax rates on a single receipt
Hello, Here in France you can have several Vat rates on the same receipt. HOw can you manage this ? Regards, NicolasZoho people
Hello, Any plans to integrate Zoho expense and Zoho people? This would be very useful as a lot of information gets duplicated. Thanks a lot!Trying to delete all customers
We are having a problem with the customer list. Some were imported from Quickbooks, while others were manually entered. I can't tell which is which, but when I try to upload an expense report into Quickbooks, I get an error saying the Customer doesn't match. Best scenario would be to completely delete all customers and reimport from QB; however, when I try to do that, I get an error from Zoho Expenses saying You have recorded transactions for this contact. Hence, this contact cannot be deleted.Any way to make a correction to an approved expense?
I missed an error and approved an expense and the amount was incorrect. I tried to created a negative expense for the difference, but system doesn't allow negative numbers. Its there another way to fix it? I am the admin.Issue with exporting invoices to another currency
I am not able to export to Quickbooks reports for invoices using Zoho Expense in other currency than USD. I tried to change a base currency in Zoho Expense and Zoho Invoice but that is not possible even after deleting all USD invoices, reports and estimates. Finally, I tried to change a country of the company but that is also not possible. This is frustrating... Please help.Office 365 integration
Hi, Is it possible for the Office 365 administrator of our company to get access to the "Import Microsoft users" from the Users section without having to set up a new organization in Zoho Expense ? We have followed the process below but already have our organisation set and running operations. https://www.zoho.com/in/expense/help/integrations/office-365-integration.html#Importing-users-from-microsoft Thank you. AlexDescription mandatory
Hi, I have set the Description as not mandatory in the settings. However, when a user wants to add an expense, it says the description is mandatory and there is a mark when the user submits his report. How can I change that? Thanks and regards, StanislasWhat's New in Zoho Expense - December 2016
What's new in December In the process of making expense reporting completely effortless, we have enhanced Zoho Expense with a lot of tiny and big features. We'd love for you to try out these features and let us know what you think: 1. Sub Accounts Sub accounts can help you define and classify multiple smaller accounts under one main account. This can be useful when you have a Food expense category and under that, Breakfast, Lunch and Dinner. This helps you identify on which category your employeesHow do you delete an approved report and expense?
I created a test expense, and test report, to try Expense out. Now I can't find how to delete it, is it possible? The expense seems to be permanent in Zoho Books too.What's New in Zoho Expense - November 2016
What's new in November In the process of making expense reporting completely effortless, we have enhanced Zoho Expense with a lot of tiny and big features. We'd love for you to try out these features and let us know what you think: 1. You can now customize the approval flow for your employees and departments. With Custom Approvals, you can set up multi level approval for any scenario needed, including different approval flows for different users. 2. Create spending policies based on users. CreateAsian character not seeing in PDF
Asian character not seeing in PDF. I know I can fix this with editing template and change font, but in Zoho Expense, I see no template edit feature. So no way to print Asian character. Any way to fix it?Searching for customer to attach to a new project.
Currently, in order to find a contact from Zoho CRM. The search only works if you start with the salutation if it exist then the first name followed by the last name. So, for example if we have a contact in the system with a salutation and like the following: Mr. John Doe In order to find this user in the Expense Project's Customer Name Look up field: I would have to start the search with "Mr. John" You can't find a user by last name the search returns nothing if I search for "Doe" or "John" If theEdit Expense report layout
Hi, Is it possible to modify the layout of the printed Expense report? I would like to create some custom subtotals on it, and modify/move some labels. ThanksCannot submit ANY expenses
Getting the following error when attempting to submit and expense even though all required fields are populated. Have been able to submit reports before. The numeric indicator in the error message will increment depending upon the number of expenses attached to the report. Anyone else getting this? Could be related to maintenance taking place? Missing Expense fields Few input fields are left blank. Please fill in the information and re-submit. - missing in 1 expenseReport title
Hi, I'd like to remove the Title field in reports. Or at least it shouldn't be required or be filled with a unique value. Is that possible? Thanks FelixUploading email receipts
Is there a way to upload to the Zoho expenses, receipts sent by email? For example, our airline carrier sends the payment receipt to the passenger via email. Dianne TruettZoho Expense - add or change merchant after bulk add expenses?
When adding expenses via "bulk add expenses", there is no line item to add the merchant name. After the bulk add, going back to each individual expense, there is nowhere to add the merchant name. It seems the only way to ensure there is a merchant name is by adding expenses one by one. Is my understanding correct?assign automatically an expense to an item in zoho invoices
hi I need to assign automatically an expense to an item in zoho invoices. example: Item "A" price is 100, item "A" expenses are 40. 10-40=Gain is 60. This should go automatically per every item without bill to the client of course whit different prices and different expenses for every item. If I need, it must be possible for me to change the amount of the expense. I want to avoid to record every time a fixed amount of material that is always the same and then to assign to a specific invoice. IsAnalytics report Expenses by User - when printing no longer shows the user name
Dear Zoho Expense Team, Just wanted to let you know that if you pull a Expenses by User report the shown report will state the user name: Progressive Dental Marketing Expenses For The User Real Name From 06/01/2016 To 06/30/2016 When you go to print or export to PDF the username changes to "User" Progressive Dental Marketing Expense Details By User From 06/01/2016 To 06/30/2016 Is there anyway you all could please fix this? Thanks, Thomas PursifullI wish to intergrate Zoho Expense and Zoho Invoice Integration
Hi do I integrate Zoho Expense and Zoho Invoice so I can see my expenses and invoices (outgoings and incoming revenue) on one dashboard. Do I need to purchase a subscription and which one ? Should I do this via Zoho Books?Service cahrges and tax
Hi. I've added a receipt/expense for a meal and need to edit the total value to include the service charge. The meal is a taxable item, the service isn't. How do I alter the expense value to cover the service without the tax automatically increasing to match? Thanks PaulVAT reports and automatic VAT rates
Hi I'm doing a trial of zoho expense at the moment for my company. We are a UK, VAT registered company. I have 2 questions r.e. VAT: 1. Is it possible to show the VAT and the VAT total in each expense report? 2. Is it possible to associate a VAT rate with an expense category (as some things attract VAT, others don't) On a side note, is it possible to get Zoho to automatically create a reference number for an individual expense? Thanks JonnyHow do I reclassify expenses?
My client charged his expenses to the wrong account. How do I reclassify his expenses? Is there a way to do this or do I need to book a manual journal entry?Bulk expense with clients
Hi, When inserting bulk expenses, is there a way to also add the client on the line? At the moment, when I add a bulk expense, I cannot link the expense to a client. Is there a way to add this in the buld expense page? Thanks, StanislasDisplaying receipt files in a report
Is there a way to show the receipts that were submitted in the form of a report or PDF file? If expenses are billable, I need to show a copy of the receipts to the client.Expenses to be reimbursed
It is monthly payroll time and I am looking for a way to report or export expenses that need to be reimbursed. It is not a sortable field in the "Expenses by User" analytics report. I can only find in "Expense Report Detail," but that is not the sum for each user/employee. Any recommendations? ThanksEmployee ID on Excel Export
Hi, Is it possible to have the Employee ID on the Excel / CSV export from Approvals? Many ThanksMobile iPhone App can not sign out
I can not sign out of the ZOHO Expense App. I get this message when I try: "You can not sign out when GPS tracking is on" I've turned off 'location services' for Zoho Expense... What am I missing? I can not log out.Custom Field Limitations in Zoho Expense
3 quick questions... - What are the custom field limitations in Zoho Expense? - How many custom fields are in Zoho Expense? - Can I report on the numerical values in those fields?Office Supplies
Hello, I am creating a new expense. My category is office supplies. It does not show up in the list of categories. But when I try to add a new category called "Office Supplies", it says "Category already exists". But when I see the list of categories for the expense, I don't see "office Supplies". Help me??Users received expense report rejected notice, even though the report was not rejected.
Dear Zoho Expense Team, Two of our staff receive a expense report rejected notice even though the reports were not reject they are currently awaiting approval. Just want to ask if any others have had a similar issue. Thanks, Thomas PursifullZoho Expense - Recording Reimbursement
Two questions... (1) How do I see notes and references recorded during the reimbursement process. I can't see what I have written in the notes. The full report does not capture it either. (2) There is a field to select "Paid Through" with Cash (only option). Is there way to customize (add/delete) this option? Thanks. Hwaam LeeIts is possible to have sub-categories in Zoho Expense
Dear Support, Its is possible to have sub-categories in Zoho Expense. Or is there a better way for us to break out the taxes on hotel, flight, or other expense? Thanks for all your help and assistance, Thomas PursifullCRM and Expense Integration
Is it possible to integrate the customers/accounts from Zoho CRM into Zoho Expense? I see that you can import users, but I cannot find a way to connect the customers and accounts.How do you record your time while traveling
We need to track both the travel expenses, as well as the hours spent travelling and at a clients location. I see how to record all types of expenses, however, we need to enter the hours by day. Any comments or advice is appreciated.Email of Scan Vouchers
how to send email of the scan vouchers along with expense details.UPDATE: Scheduled Maintenance planned for 9th May 2015
Dear Zoho Expense users, We have planned for a scheduled maintenance on 9th May 2015 (Saturday) between 00:00AM - 00:30AM (PST). There might be a few intermittent connection issues during this period. We apologize for any inconvenience that may be caused due to this. Regards SherryMileage tracking
Tracking mileage for multiple reasons: Tax reporting Billing a customer Reimbursing a contractor for mileage In every example mileage * rate must have a paid-through account. Why is paid-through required as no money is moving through a bank account until payments are created / received. What am I missing here? ThanksNext Page
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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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