What's New in Zoho Expense: May - June 2023

What's New in Zoho Expense: May - June 2023

Hello customers,
We're back again with new features and enhancements carefully curated to make your expense management experience more seamless and efficient. A new edition, new permissions for admins, exciting mobile app updates, and more are in store for you. Without further ado, let's take a look at the updates and read all about them.

Introducing the Kenya edition

Introducing one more edition for Zoho Expense: Kenya. Users can now create an organization by selecting their business location as Kenya and Zoho Expense will auto-populate the default tax rates of 16%, 8%, and 0%, once you enable VAT. Admins can also create custom tax rates based on their company's policies.

Admins can add a delegate for active and deleted users

Now, admins can add a delegate for any user. This is especially useful when a user who left the organization has a few reports that are awaiting their approval or has draft expense reports that are yet to be submitted. This feature also comes in handy for cases when an approver is unavailable, but a user needs an immediate approval for a business trip. 

With this feature, admins can simply appoint a delegate with approval access and get pending records approved. However, please note that admins can appoint only one delegate for a user.

To add a delegate for a user: Go to Admin View > Settings > Users. Select a user and click + Add Delegate. Add the delegate details and click Save.



Updates in travel documents section - Early access

In addition to the default document types such as Passport, Visa, and ESTA, you can now add custom document types that are required by your travel team. As this feature is in early access, you can send an email to support@zohoexpense.com to enable it for you. 

If a user has more than one passport, they can now mark a passport as primary and that passport will be used for booking their business trips. For a few travel documents, such as visas, the date of issuance is different from the date on which the document is valid. For this purpose, we've added the Valid From field to help travel teams track the validity of the users' travel documents.

To add or access your travel documents: Go to My Settings > Travel Documents.



New data type for custom fields - Date and Time

Level up your customization using Zoho Expense's flexible customization features. In addition to the existing data types such as text box, email, and phone number, we've now added a new data type: Date and Time.

To add a custom field with this data type: Go to Admin View > Settings > Modules. Select a module and navigate to the Fields tab. Click + New Field and select "Date and Time" under Data Type. Click Save.



Quick search for policies

If you set up multiple policies in your organization based on various criteria, you can quickly find the policy you're searching for using the Quick Search feature. No more scrolling to search for a particular policy!



Moved the Report field in expense forms

The Report field is now moved to the top of the expense creation forms to help users easily identify the field and associate the expense with a report. Once the report is selected, the policy will be prefilled and the categories will be fetched based on the selected policy.



iOS app updates

  • Introducing two new editions for the Zoho Expense iOS app: Mexico and Kenya. You can now create new organizations with the business location as Mexico or Kenya and we will automatically enable the tax rates applicable for the selected country once you enable VAT.
  • If your organization is integrated with Zoho Payroll, you can now reimburse your employee reports via Payroll from the report details screen.
  • View policy documents under the Personal Details section in My Settings.
  • Split the expense amount amongst users who were attendees of that expense.
  • Upload receipts for autoscan from the report detail screen to create new expenses to add to the report.

Android app updates

  • We've made a few enhancements to track your mileage accurately. 
  • While tracking your distance using GPS, we've now provided an option to contact support to help you in case of any issues. 
  • Add a delegate and out-of-office approver for yourself from Settings.
  • Initiate reimbursements from Zoho Payroll using the Reimburse via Zoho Payroll button.
  • View and download policy documents under the Personal Details section in My Settings.

We hope these features will help you manage your expenses more easily and efficiently. Give them a try and let us know what you think in the comments below. For any questions, write to us at support@zohoexpense.com.

Regards,
The Zoho Expense Team


    Nederlandse Hulpbronnen


      • Recent Topics

      • Performance is degrading

        We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial
      • How to set page defaults in zoho writer?

        hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document
      • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

        Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same
      • Unable to Send Different Email Templates for Different Documents in Zoho Sign

        Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer
      • Enable History Tracking for Picklist Values Not Available

        When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?
      • ZO25: The refreshed, more unified, and intelligent OS for business

        Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’ve
      • Vault crashes on Android Devices

        Vault is continuously closing after entering the master password on my Android device. After several attempts I get a system message that says there is a bug in the app. I've uninstalled and reinstalled the app, and cleared the app cache, but nothing
      • ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes?

        ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes? La razón por la cual contraseña estas no deben caducar es porque su actualización depende de mi cliente y no de mí.
      • Camera access

        My picture doesn't appear in a group discussion. (The audio is fine.) The guide says "Click the lock icon on address bar," but I can't find it. Advise, please
      • Are static links available

        I'm still using Zoho Meeting in trial mode. My previous webinar software provided a static link, and I made the mistaken assumption that I could send out my link and start a meeting later. Mass confusion, but my fault. With a paid version do you get a
      • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

        Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
      • Why is Zoho Meeting quality so poor?

        I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
      • How to print a label from zoho creator app?

        Hello, I would like to print a label from zoho creator app record similar to attached one. Size 74mm x 102mm. I tried record template. It leaves plenty of space around the content and also I couldn't set the height of the page. So it is not printing properly. Could someone please direct me to right direction for this requirement?
      • Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"

        We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. In
      • Where can we specify custom CSS in Zoho Forms custom theme ?

        I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering
      • Team Gamification

        Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,
      • Sync Data from MA to CRM

        Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a
      • Update CRM record action

        Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module
      • Pro Lite Upgrade - Quick Access Tray

        Hello, I was going to upgrade to Pro Lite but the Quick Access Tray feature isn't available for Windows. Of the four features not available for Windows, the QAT is what I'm most interested in. Are there plans to add this feature for Windows anytime soon?
      • Boost your CRM communication with new font types, sizes, and default reply-to options while composing emails

        Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add custom
      • 3 year sick leave cycle

        How do you set up a sick leave cycle for South Africa? In SA the sick works like this for the first 6 months you get 0.83 paid sick days a month, then after 6 months you sick leave balance is reset to 30 days that can be used over a 36 month cycle.  This
      • WorkDrive and CRM not in sync

        1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here
      • Is Zoho Communityspaces now part of Zoho One?

        Is Zoho Communityspaces now part of Zoho One?
      • How to update "Lead Status" to more than 100 records

        Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan
      • Bigin’s 2025 Evolution: Highlights from 2025 and What’s Ahead in 2026

        Dear Biginners, Wishing you a very happy New Year! As we stand at the cusp of endless possibilities in 2026, we would like to take a moment to reflect on what we achieved together in 2025. Your continued support, thoughtful feedback, and kind words of
      • Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

        Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending
      • Zoho Desk - Change Time Zone for all users and set default for new user

        Hi,   Is there a way to set a default time zone so that when user creates an account via the Zoho Desk invitation, they don't need to select the time zone via the hundreds of choice?   And, for already created users, can we edit the incorrect time zone selected by the user at the account creation ?   Thanks ! Fred
      • Introducing WhatsApp integration in Bigin

        Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all
      • Allow Manual Popup Canvas Size Control

        Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selected
      • Why does Zoho’s diff viewer highlight parts of unchanged lines?

        Hi everyone, I’ve noticed something odd in the Zoho editor’s diff view. When I delete a single line, the diff doesn’t just mark that line as removed. Instead, it highlights parts of the next line as if they changed, even though they are identical. Example:
      • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

        Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
      • Passing the CRM

        Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
      • Automating Employee Birthday Notifications in Zoho Cliq

        Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
      • Drop Down Value

        Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.
      • Zoho Survey reminder settings are extremely confusing

        Hi, I just want to set 3 reminders, one week apart from the first email out. Your form is too confusing and I don't understand. Can you simplify and be more specific regarding the language used on the form ?
      • Add deluge function to shorten URLs

        Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalised
      • form data load issue when saving as duplicate record is made

        Hello. I have a form with a lookup when a value is selected the data from the corresponding record is filled into all of the fields in the form. But the form is loaded in such a state that if any value is changed it will take all of the values pre loaded
      • Recurring Tasks and Reminders in Projects

        Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the future
      • Unable to remove the “Automatically Assigned” territory from existing records

        Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically
      • Google Fonts Integration in Pagesense Popup Editor

        Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
      • Next Page