Key Highlights of 2024: Recalling a Year of Progress and Advancements!

Key Highlights of 2024: Recalling a Year of Progress and Advancements!


As we step into 2025, we’re excited to share the progress and developments we’ve made to simplify and streamline your travel and expense management in the past year. Let’s take a look back at some of the key updates and enhancements that have helped us move forward in our journey together! 


Key Highlights of the Year


  1. Petty Cash Management: With the petty cash module, manage a branch or department's minor expenses smoothly and keep track of day-to -day expenditures with ease and maintain control over your organization's budget.

  2. Real-Time Feeds: Connect your corporate cards with Zoho Expense to fetch feeds instantly using real-time feeds. Fetch feeds into Zoho Expense instantly as soon as a transaction is made. This feature is available only for the US, UK, and Canada editions of Zoho Expense.

  3. Automatic Mileage Tracking: Employees can now automatically track their rides in Zoho Expense using mileage tracking. In the Mileage Log module, they can select rides to convert into expenses or exclude as needed. This feature is currently available for early access. Write to us at support@zohoexpense.com to enable it for your organization.

  4. New Per Diem Process: Configure per diem rates with ease: auto-fetch the official government per diem rates, import manually, set custom per diem rates, and add rates for a specific location, based on your business needs.

  5. New Edition - South Africa: Create an organization with South Africa as the business location, enable VAT, allow users to apply South Africa-specific VAT rates to their expenses and stay VAT compliant.


Now, let's take a look at the other product updates and enhancements we've designed to make your expense and travel management in Zoho Expense hassle-free!  

Enhanced Travel Management



  1. Emergency Contacts: Employees can now add emergency contacts to their Travel Profile, Ensuring that anyone with the necessary information can easily reach emergency contacts during travel emergencies.

  2. Loyalty Programs: Introducing Loyalty Programs for flights, hotels, and car rentals in Travel Details. Employees can now add their loyalty program details in Zoho Expense, which can be used while booking tickets, unlocking exclusive benefits, and making every trip more rewarding.

  3. Custom Fields in Ticket Details: Now, enable custom fields for the add ticket page that suit your business needs. This feature is currently in early access, you can reach out to support@zohoexpense.com with your requirements, and the team will enable the fields tailored to your needs.

  4. Travel Document Expiration Alerts: Send reminders to your employees now via email whenever their travel document expires or is about to expire. This feature is still in early access. If you want to enable it for your organization, write to support@zohoexpense.com

  5. myBiz Integration: Enable employees to plan and book their flight tickets and hotel reservations by themselves seamlessly while staying compliant with your organization's travel policy.



Customizations

  1. New Filters in Analytics: Introducing new filters in analytic reports. Now, select the parameters such as expenses, reports, expense date, etc by which you want to group a report. Additionally, you can set criteria and run a customized report seamlessly.

  2. New Notifications in Purchase Requests: Update employees instantly with email and in-app notifications when purchase requests are:

  • Put on hold

  • Marked as processed or when the processed status is reverted

  • Comments are added

  • Cancelled

Policies, Automations, and Currencies

  1. Audit Trial in Purchase Requests: Allow employees to view the activity logs of purchase requests, compare against previous versions of the edits, and track every change made to purchase requests, ensuring transparency and control.

  2. Incoming Webhooks: Using incoming webhooks, you can perform actions in Zoho Expense when it is triggered by an action in a third-party service.

  3. Manual Exchange Rate: In addition to the live exchange rates, you can also add the exchange rates manually, providing flexibility and accuracy for businesses and individuals dealing with multi-currency transactions. 

 


Effortless Reimbursements

  1. State Bank of India: Reimburse employees hassle-free with SBI integration. Select Via SBI from the Reimburse dropdown on the reports detail page, and once the transaction is approved, it will be processed. This feature is available only for the Indian edition of Zoho Expense.

  2. Batch Payments: Streamline employee reimbursements with bulk batch payments. Add all approved reports to a batch, export them along with bank details, and upload them to your reimbursement bank portal. The bank will directly deposit the funds into employees' accounts, saving you time and effort.

Expense and Advance Handling

  1. Merchant Category Codes: Enable auto categorising of card expenses, easily track the employees' spending, and make smarter financial decisions.

  2. Recording Payments for Advances: When you record an advance payment, you can now attach a copy of the payment receipt, verifying payment details more easily.

  3. Managing Advances: You can now export an advance in the CSV, XLS, and XLSX formats, print, and mark it as void, ensuring accurate financial records while retaining the history of the transaction.

  4. Track Your Spending: Easily monitor your spending with a detailed, itemized list of expenses, each expense item linked to the date it was incurred. Stay organized and in control of your financial timeline.

  5. File Size for Attachments: The file size limit for attachment of documents and receipts uploaded has been increased from 7 MB to 10 MB.

Streamlined Budget Management


  1. View Budget vs Actuals: For the budgets shared with you, easily track the actual spending of your business and compare it with the budget set by switching the View Budgets vs Actuals toggle.

  2. Budgets in My View: Introducing budgets in My Settings, enabling employees to track their actual spending and monitor their balance.

  3. Assets and Liabilities in Budgets: Budgets are categorized into asset and liability, enabling you to create and manage them efficiently while ensuring better visibility and easier navigation.


Mobile App Updates


  1. When you record a mileage expense, view the location details tracked by GPS along with the route map. This feature is available only in the Premium plans and above in Zoho Expense.  

  2. Now, view receipts and expenses uploaded offline, receipts being scanned, and receipts that failed to scan, under separate headers on the expense list page.

  3. Introducing a new edition: South Africa. You can create and manage expenses while ensuring VAT compliance.

  4. Included support for Canadian French in addition to the other languages in the Zoho Expense mobile apps.

  5. You can view expense receipts directly from the expense list page for quick access.

  6. Introducing the Cards module in the Android app, enabling you to match card transactions with expenses effortlessly and view all transactions linked to each card.


Customer Testimonials



Zoho Expense automates a variety of expense management-related operations and helps users record their transactions quickly and efficiently. Furthermore, it simplifies, digitizes, and improves the expense claims and reporting process across all WSB support centers. We have saved almost 90 to 95% of our time in terms of speedy reporting and easy approval.

Dhamayanthi Karuppiah,
Accounting Manager, World Scout Bureau
 

I can very well say that all the people, especially the salespeople who are traveling frequently these days as part of their job, have found this product quite interesting. It's something that can be done on the fly as everything is available on the app, and everything related to scanning the documentation demands the least effort in submitting the expense report. From the timing perspective, yes, that also has helped, especially during month-end. I generally push for all people to submit their expenses on time and get them approved on time, and I think, by far, we have been quite good at that. Through Zoho Expense, the entire process has become seamless.

Murali Kumar, Head of Finance,
Palsgaard Pvt. Ltd.


We thank you for your support throughout our journey. Wishing you a successful 2025!

    Nederlandse Hulpbronnen


      • Recent Topics

      • Unable to change sales_order status form "not_invoiced" to "invoiced"

        I am automating process of creating of invoice from sales_orders by consolidated sales_orders of each customer and creating a single invoice per customer every month. I am doing this in workflow schedule custom function where i create invoice by getting

      • Apply Vendor Credits Automatically

        We are bulk importing Vendor credits in Zoho Books!!! Is there a way to apply vendor credits automatically to the first UNPAID bill of the Vendor?

      • Apply Vendor Credit Automatically

        Hello!!! Is there a way where in we can apply vendor credits automatically on the FIRST OUTSTANDING BILL of the vendor?? We have lots of VENDOR CREDITS ISSUES mostly!!! Applying it manually is a pain for us. Would be great if we have a way to apply the

      • Need Easy Way to Update Item Prices in Bulk

        Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices

      • Creator problem: Edit form View not displaying whole form

        I'm having problems with the form in my database. The edit view is not showing the whole form: This is how it looks in the normal view: As you can see, there is a whole section in the bottom right of the form which is not displaying in the Edit View. This means that I can't change or delete any of these fields... Anybody had a similar problem or know a solution? Any help would be appreciated.   Cheers,

      • Vendor Master Enhancements for Faster Purchase Entry

        I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically

      • Quick Item Search & Auto-suggestion for Invoices

        Hi Team, I am facing an issue while creating invoices in Zoho Books. Currently, I have to type the full item name in the correct sequence and spelling for it to appear. For example, my item name is: "Distemper Acri Silk Special White 10kg" If I type something

      • Function #53: Transaction Level Profitability for Invoices

        Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

      • Integrating Chatbot with Zoho Creator Application

        Is it possible to integrate a chatbot with a Zoho Creator application?

      • Average Costing / Weighted Average Costing

        Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.

      • 'Add Tax To Amount' not reflected in Invoice

        Hi Zoho Support, I'm experiencing an issue with tax calculation display in my invoice template. Despite having "Add tax to amount" box checked in the template settings, the Amount column is not showing the tax-inclusive total for line items. Current behaviour:

      • "Subject" or "Narration"in Customer Statement

        Dear Sir, While creating invoice, we are giving in "Subject" the purpose of invoice. For Example - "GST for the month of Aug 23", IT return FY 22-23", "Consultancy", Internal Audit for May 23". But this subject is not coming in Customer Statement. Only

      • A real WYSIWYG field instead of the limited rich text

        Hi to everyone A "real" WYSIWYG or HTML field that outputs good HTML code when accessed through the API would be excellent. I tried to use the rich text field, but the styling options are limited. For example, there are no heading tags (h1 to h6), and

      • Delete my store of Zoho commerce

        Hi Team, I want to delete my stores of commerce. Please help me asap. Looking for the positive response soon. Thanks Shubham Chauhan Mob: +91-9761872650

      • Delete Inactive Zoho Accounts - Access Cleanup_User Id: 60001640923

        As part of our Zoho access hygiene, we’ve reviewed and deactivated several inactive user accounts. These accounts have not been used in the past year and are no longer tied to active operations. All access rights have been revoked, and records retained

      • No feedback from Zoho Books regarding Yodlee feeds for Investec

        I reported on 6 Feb 2025 that the Bank Feeds for Investec bank via Yodlee are not working. To date there has been no resolution. You are charging us for a suite of products where the functionality does not work. Please advise how you will refund me for

      • Inappropriate Removal of Features

        It's the first with any software where I am experiencing that an existing customer has some of his exiting features removed. Moreover, new Zoho One users are paying less than us. Is this going to be Zoho's "normal behaviour". If so, it is going to be

      • Filtering report embeded in page

        Right now we are using a page variable to filter a report on a page. However, it being a page variable makes it reset if you go to another report/form, we want the filter to be kept the same. I tried using an application variable according to zoho you

      • Export Invoices to XML file

        Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

      • Zia summarizes your IM bot chats in real time

        Hello everyone! Let's say you’re an agent taking over a chat where a customer was booking a flight through a bot on WhatsApp. They've already shared key details, like their destination, travel date, and number of passengers. You need to understand the

      • Megamenu

        Finally! Megamenu's are now available in Zoho-Sites, after waiting for it and requesting it for years! BUT ... why am I asked to upgrade in order to use a megamenu? First: Zoho promised to always provide premium versions and options for all included Zoho-applications

      • Cancel and refund

        Hi, Yesterday I paid for the Zoho email subscription. Within a few minutes, I realized that the subscription counts one email ID as one user. To make another email ID for the same domain name, I'd have to pay for another user. I emailed right away to

      • One Contact with Multiple Accounts with Portal enabled

        I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

      • Kaizen# 209 - Answering Your Questions | All About Client Script

        Hello everyone! Welcome back to another exciting Kaizen post! Thanks for all your feedback and questions. In this post, let's see the answers to your questions related to Client Script. We took the time to discuss with our development team, carefully

      • To Do: shareable task links without login

        Hi! I’m using Zoho Mail and ToDo in my daily work, and I’ve run into one limitation that’s a real blocker for me. Right now, to share tasks with managers or directors, they need to have a Zoho account and be added to a group. In practice, many of them

      • Ability to turn off "Would you like this amount to be reflected in the Payment field?" message

        Team, Is there any way to turn off the message" Would you like this amount to be reflected in the Payment field?" when I make a payment? This is so annoying. This happens EVERY TIME I put an amount in the Payment Made field.

      • Unlock agreement intelligence with Zoho Sign's latest AI updates

        Hello! If you've been struggling with long, complex agreements and spending way too much time on them, here's exactly what you'll want to hear: Zoho Sign now integrates with OpenAI's ChatGPT to make agreement management smarter and simpler. Acting like

      • Currency abbreviations

        Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?

      • Embed Sign Document

        Has anyone tried embedding a document in a webpage? I'm building a webpage (using PowerPage) and I'm trying to embed it using an iframe then I got this error: Refused to display 'https://sign.zoho.com/' in a frame because it set 'X-Frame-Options' to

      • Zeptomail API error 500 internal server error

        Hi Everyone, getting this eror continuously! Can anyone please guide around the same! Zeptomail API error 500 internal server error Best Regards

      • We’re transitioning from Zoho ShowTime to TrainerCentral

        Hello everyone, Zoho ShowTime was originally built as a training platform to serve training agencies, HR teams, and individual trainers. As the platform grew, we realized that more creators and businesses could benefit from its capabilities. That’s why

      • Emails Are Not Being Delivered to My Inbox

        Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incoming

      • Radar In Focus: Track customer support metrics using Radar's static reports

        Hello everyone, Welcome back to the Radar In Focus series, where we explore how Radar features can add value to your business. In this episode, we're looking at Radar static reports. The help desk is filled with vast amounts of data that can be analyzed

      • Mail ToDo & Tasks Webhooks

        Our company uses Zoho ToDo inside Mail to manage our tasks. When I create a task and assign it to a team member it does not notify them unless I add a reminder via mail. I'm trying to create a webhook for when a task is created to send a cliq message

      • Allocating inventory to specific SO's

        Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

      • Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings

        Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at these

      • Where can I find rejected inbound mails and their reason for rejection

        Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is

      • Refund

        Hi There, Please refund me asap possible, because of no support given. Thank you

      • تغيير عمله الدفع"Change payment currency"

        ما هى طريقه تغيير عمله الدفع "ما هي طريقة تغيير عملة الدفع؟"

      • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

        How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

      • Next Page