What’s New in Zoho Expense: January - March 2025

What’s New in Zoho Expense: January - March 2025

Hello users,

We're excited to bring you the latest updates and improvements we've made to make your travel and expense management smoother and more effortless. Let's take a quick look at the important updates we've rolled-out in Zoho Expense between January and March.  

Added a New Preference in Trips

To restrict users from creating reports for closed and cancelled trips, we've added a new option in the Trips preference. To enable this feature, you can mark the option Restrict report creation for trips and select the trip status from the dropdown. 


Enhancements in Real-Time Card Feeds

1. Users using the German edition and five countries in the global edition, including the US, UK, Canada, Germany, and Italy, can now fetch their card feeds instantly in Zoho Expense as soon as a transaction is made using their cards, which are connected for real-time feeds.

Note: This feature is currently available in early access. Write to us at support@zohoexpense.com to enable it for your organization.

2. In addition the Mastercard support for users using the UK edition of Zoho Expense, we now support Visa cards as well.

Shortcut to Edit Expenses

Quickly update the category, date, amount, merchant name, currency, description, and custom fields of your expenses from the expense detail page, without navigating to the edit page in the Expenses and Reports modules. Users can hover over the fields and click the Edit icon that appears next to it. Once the changes are made, click the tick icon next to the updated field to save the updates.


Export All Analytic Report Details

If you'd like to export or download all the data in an analytic report for backup, unmark Export Current View while exporting the analytic report. Once you click this, the report will be exported with all the data. However, this option is available only for exporting analytic reports in XLS, XLSX, CSV, or to Zoho Sheets.

Field Customizations For Recording Advance Refunds

If you'd like to capture specific details related to advance refunds for better clarity and record keeping, you can mandate the Refunded To, Notes, Reference#, and other custom fields for users while recoding an advance refund.

 

Note: This feature is available in early access. If you want to enable this feature for your organization, write to us at support@zohoexpense.com.

Introducing Multi-Criteria Workflow Rules

Associate multiple criteria to a workflow and automate tasks in Zoho Expense seamlessly. You can trigger actions such as an email, SMS alert, or custom functions, which will execute actions automatically whenever the set conditions are satisfied.

Introducing Online Advance Payments

In addition to recording advance payments offline, we've enabled online payments options for advances. Choose your preferred option to pay employees' advances from the Pay Advance dropdown on the advance details page. Users using the India edition of Zoho Expense can pay via ICICI, HSBC, and Yes Bank, while the US edition users can pay via ACH.  

Note: This feature is only available to organizations that've enabled the Paid status feature for Advances. 




Add Multiple Items at Once to Purchase Requests

If your users want to add multiple items at once to a purchase request, they can select + Add Items in Bulk from the dropdown next to + Add New Row in the items table. In the pop-up, all the available items in the organization will be displayed. Select the items you want to include in the purchase request and use the plus and minus icons to adjust the item quantity. Once done, click Add Items.



Filter and Import Users from Zoho People to Zoho Expense

Set criteria and import only the users who meet the specified criteria into Zoho Expense. Once you integrate with Zoho People, you can sync its modules with Zoho Expense. Under the Users section, click Configure Now and set the criteria that will be used to filter and sync users into Zoho Expense. 


iOS App Updates:

Calculate Mileage Expenses Using Maps: While calculating mileage expenses using maps, users can add their travel locations. Once added, all the possible routes will be displayed on the map. Choose the travel route, and the distance travelled will be calculated automatically. These details will also be displayed on the expense details screen.

Note: This feature is available in early access. Write to us at support@zohoexpense.com to enable it for your organization.

Additionally, users can also add their travel locations while creating mileage expenses using the Odometer reading or by manually entering the distance travelled, if you've enabled the calculate mileage using maps feature.

Try out all the new features and let us know what you think in the comments below. If you have any inquiries or feature requests, please write to us at support@zohoexpense.com. 

Stay tuned for more updates!

Regards, 
Zoho Expense Team

    • Recent Topics

    • 554 5.7.1 : Recipient address rejected: user [username] does not exist

      Hi, I mistakenly altered my shopify email settings (where my domain is managed), but immediately reverted them, however now I have a strange email issue. I can send emails just fine, but cannot receive them. I have tried all troubleshooting steps but

    • Legit email address?

      Hello, I received emails from zohoadmin@biznetvigator.com with a password expiry notice. is that a legitimate email?

    • SMTP Authentication Fails with App Password – “535 Authentication Failed” Error

      Hello, I'm trying to send transactional emails from my WordPress website using the WP Mail SMTP plugin with Zoho Mail (smtp.zoho.com on port 465 with SSL). I've created and used a Zoho Mail app-specific password for SMTP, and verified that: The email

    • Deluge script issue : Mismatch of data type expression. Expected BIGINT but found STRING

      I'm building a Zoho Creator form to take inputs for Email, Bootcamp Name, and Tag. If a record with the same Email + Bootcamp exists in a custom module (bootcampattendence), I want to update it by adding a new tag. If it doesn’t exist, I want to create

    • Survey end date extension

      Hi, Is there any way to extend the end date of my survey? I needed more time in finding respondents that is why I need to extend the end date of my survey. Help. Thanks

    • Problem with signature in a forwarded mail

      Dear All, In my email account I created a signature and I unchecked the 'Place signature above the quoted text for relies and forwards' My question is, when I am trying to forward an email, sometimes I need to insert my signature so I select it from the

    • Out of Office not working

      I have set up out of office on zoho mail, however, it does not reply to every mail sent to it. I have tested it by sending several test messages from multiple different email accounts, I will get a response to some of them, but not all of them this is

    • Error message that says only images and no text

      I filled out a template for a weekly newsletter with text and images throughout but when I click save and next an error message comes up that says "Campaign content has only images and no text" which is not true at all. I have no idea how to fix this issue and don't know where the problem is. 

    • Contacts Don't Always Populate

      I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones

    • Cannot add zoho email to gmail acc

      I'm trying to set up my zoho mail to connect to my gmail acc but no matter what I try I always get this problem. What should I do now? Password is up-to-date. Authentication failed. Please check your username/password. [Server response: 535 Authentication

    • 553 Relaying disallowed - Invalid Domain

      I have this error "553 Relaying disallowed. Invalid Domain" when sending an email to any email address. But I still receiving email from other emails. I checked MX, DKIM, SPF and it's ok. Could you check and help? Thanks

    • Turn off Organization Contact List

      We need to be able to turn off the Organization Contact list for some of our staff. Once the Organization Contact list is turned off for a user, we would then like to be able to create a list of contacts on per user basis that would not be editable by

    • Unable to send massage Reason 553/ Relaying Disallowed. Invalid Domain

      Cant sed massages from my email. All massages from my domain received the same issue Unable to send massage Reason 553/ Relaying Disallowed. Invalid Domain

    • Kaizen #194 : Trigger Client Script via Custom buttons

      Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a

    • Make record entry more organized with the Sections component in Wizards

      Hello everyone! Wizards in Zoho CRM have always helped you break long record-detail pages or large sets of fields into multiple screens, making data entry smoother and more user-friendly. Now, we’re taking a major step forward with a new Sections component—giving

    • GSTIN Public Search API

      Does zohobooks have an api using which i can search GST numbers and get their details?

    • External @zoho.com mail stopped working today, yesterday no issues

      Hello, Over a sudden mail stopped being delivered to inbox. Domain is standard zoho.com worked no problem yesterday, today nothing in inbox. Sent several test emails from corporate account & from gmail.com, logs show acceptance by zoho mail server, but

    • Suggestion: Smart Purchasing Module for Zoho Inventory and Zoho Books

      Suggestion: Smart Purchasing Module for Zoho Inventory and Zoho Books As an active user of Zoho Inventory and Zoho Books, I’ve noticed that the suite already provides valuable tools for managing inventory, analyzing trends, and processing purchase orders.

    • Adding bank details to the contact through API

      How to add bank-related information to the contact while creating it using API? The account number needs to be encrypted before sending it through API but not sure how to encrypt and get those values. Please guide me in this.

    • average cost display

      Hello there, I'm using the average cost valuation method, and the cost price shown in the Items menu should reflect the latest WAC (Weighted Average Cost). However, it doesn't update automatically. Is there a way to display the current average cost without

    • Apple Mail issues

      Dear Sir or Madam, I am trying to configure my Zoho mail account to Apple Mail. It is not working. It seems to need more information (perhaps a path prefix?) than is shown in your tutorial (<www.zoho.com/mail/help/apple-mac-imap.html>). After plugging

    • Assistance Required for Migrating Data from Odoo Inventory to Zoho Inventory

      Hi Team, I previously used Odoo Inventory to manage my stock and transactions, and I’ve now moved to Zoho Inventory. I’d like to migrate my data from Odoo—including product details, stock, purchase, and vendor information- into Zoho Inventory for continuity

    • I need my entire Zoho Account (mail/organization) deleted!

      Hey! I used zoho for my email aaron@aaronglass.me with domain forwarding/mx all that. I got rid of the mx info on my godaddy account and still Google won't let me sign up with my aaron@aaronglass.me email. (I'm moving to Google for business) SO! I was

    • Error: "Invalid Element warehouse_id" when sending order to Zoho

      i'm getting the error "Invalid Element warehouse_id" when trying to send an order to Zoho via API. Has anyone faced this issue before? How can I fix it?

    • No way to sell individual and case units smoothly in Zoho

      Currently, Zoho Inventory handles inventory primarily at the case level, which can be challenging for businesses that frequently need to break down cases into individual units for retail sales or smaller shipments. Although Zoho Inventory currently supports

    • How to handle multiple languages (Resume parser, Job opening, job board, career site) ?

      We are looking to bring Zoho Recruit to a market that needs to support 2 languages. The first thing we need to make sure is that the Candidate be flag with the language they speak. This is easy enough make a custom field that as the desire languages.

    • Shipping Labels

      Hi, Can we generate Packing Labels for manual shipping same as the format as Airway Bill in zoho books or inventory?

    • Unit Measurement Sign,

      Dear Zoho Support Team, I hope you are doing well. We recently purchased Zoho Inventory based on recommendations of your team that “it would be a great fit for our Shopify operations”. However, we are currently facing several urgent issues that require

    • Leadchain into a custom module

      Hello ZOHO Community ! is it possible to put the leads collected by leadchain into a custom module instaed of leads module ? Best wishes Niels

    • Urgent: How to Bulk Upload Images in Zoho Inventory? Any Workarounds?

      We are currently onboarding 5,000+ items from Shopify into Zoho Inventory, but we’re struggling with the lack of a bulk image upload feature. Right now, we have to manually upload and assign images one by one, which is extremely time-consuming and inefficient.

    • Can I automatically update COGS and Inventory account when creating an item?

      I have been trying to get Zoho to update the other two fields when I update one (Sales Account, COGS account, and Inventory Account). I know this seems like not a huge time saver, but I am all about efficiency and being an independent taproom, I create

    • I'm looking for a Microsoft List alternative in Zoho One to manage large lists of repetitive tasks

      I've used Microsoft Lists to manage lots of tasks that need to be completed several times for different users. We started with a large spreadsheet and then discovered lists, which worked pretty well. I was wondering if there is a similar products in Zoho,

    • Zoholics Europe and UK Awards 2025: Honouring our loyal customers!

      We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! This is your chance to shout about the amazing things you've created, connected, or achieved with Bigin! And if you win,

    • Fillable template with dynamic tables?

      Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figure

    • How to store API keys in zoho?

      Hi everyone, I'm currently building an integration using Zoho Flow and I need to securely store several API keys that will be used to make external service calls from my flows. I would not like to hardcode the values in the code of custom function. What's

    • Zoho RPA is now available in your Zoho One bundle!

      Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? Zoho

    • is there an easy way to embed a zoho analytics report into a widget (or inside the "account" page) of Zoho CRM

      Hi, I have built a report that is specific to an account in Zoho CRM but I would like this to be built into the Zoho CRM front-end. I have looked at the widget concept but it seems quite complicated (see attached screenshot but I need to filter this view

    • Bigin iOS app update - Introducing Card Scanner and initiating WhatsApp conversations using pre-approved templates.

      Hello everyone! In the latest iOS (v1.11.3) version of the Bigin app, we have introduced the following features: Card Scanner Initiating WhatsApp conversations. Card Scanner: Our new Card Scanner feature extracts contact information from business cards.

    • Introducing card scanner in Bigin Android app

      Hello everyone! We are excited to introduce the card scanner feature on the latest Android version(1.7.26) of the Bigin app as well. Card scanner extracts contact information from business cards and allows you to save them as contacts in Bigin. You can

    • Full RTL and Hebrew Translation Support for Zoho Creator User Portal (Including All System Pages, Templates, and MFA Screens)

      Dear Zoho Creator Team, We kindly request comprehensive support for right-to-left (RTL) languages, particularly Hebrew, across the entire Zoho Creator user portal. This includes system-generated pages, templates, and multi-factor authentication (MFA)

    • Next Page