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


    • Recent Topics

    • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

    • Zoho Projects Webhook fails with HTTP Error 0

      Hello Zoho Community, I am pulling my hair out over this one. I have setup a very basic http(s) server that always responds "ok" and code 200 to incoming GET requests. It will accept any parameters, and any path. Really, all it does is say "ok," and log

    • API 500 Error

      Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":

    • ZOHO Campaignで表のカラムの幅を調整したい。

      表を作成した際、個々のカラムの幅を調整したいのですが、方法が分かりません。 どなたかご存じの方ご教示ください。

    • Navigate with Ease: Announcing Improvements to Your Zoho CRM for Everyone's Setup Experience

      Hello Everyone, We’re thrilled to announce new enhancements to the Setup Menu in our Zoho CRM for Everyone system, designed to simplify your workday and streamline your overall experience. What's New? Addition of a Setup Homepage Faster Search in Setup

    • 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?

    • Unable to use Sign "You have entereed some invalid characters"

      Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot

    • Auto-upload Creator Files to WorkDrive

      Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to

    • Tables for Europe Datacenter customers?

      It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?

    • Creator Change History: Ways to improve

      Hi Everyone, Recently been working in developing this change history(an idea from Zoho Forms) - unlike forms that you can this with a click but using Creator, we can use "old" keyword. The concept I come up with is to put the result in a table however,

    • Cannot connect to 365 business calendar and Teams, says personal but it is not.

      hi I have a number of users connected to their 365 business accounts. Adding a new user and it thinks hes got 365 personal edition. He does not.... Anyone know what's going on. Trying for days now. Bookings go into his MS calendar but as its thinks its

    • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

      Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

    • Kaizen #129 : Client Script Support for Blueprints

      Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint

    • Search Bar Improvement for Zoho Commerce

      Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you

    • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

      Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go

    • Account Owner Field From Accounts Module to be Displayed in Contacts module

      I have a field in the Accounts Module in the CRM called "Account Owner" i want that field to be also mapped into the Contacts Module custom single line field called "Account Manager".

    • Update a field in the ZOHO Form, basis numeric value in another field in the same form

      I am trying to create a questionnaire in ZOHO, where clients need to answer 10 questions, and basis response, values are assigned. I have created a total score field where the sum of the values is stored. But i am unable to create a rule whereby another

    • Default Sorting on Related Lists

      Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created

    • 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

    • Meet up de Zoho en Bilbao

      Buenos días comunidad! Estamos estudiando hacer un Meet up en Bilbao desde zoho y varios Partners. Para que la experiencia sea excelente, queremos saber cuantas pesonas se vendrían a Bilbao al evento. Y para que sea lo mas útil posible, que temas dentro

    • Option to Customize Career Site URL Without “/jobs/Careers”

      Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to

    • In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."}

      In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."} this is button Function used in the Creator map Inventory.Create_Credit_note(int CRE_ID) { return_value

    • Marketing Tip #2: Recover lost sales with abandoned cart emails

      Did you know most online shoppers don’t complete checkout? Automated cart recovery emails are an easy way to bring them back. A simple reminder can recover sales you’d otherwise lose. Try this today: Enable abandoned cart emails in Zoho Commerce and set

    • Billing Management: #9 Usage Billing in IoTs

      We live in a world where connectivity has become a lifestyle rather than a luxury. From smart thermostats that adjust your home's temperature to GPS trackers monitoring end-to-end fleets and sensors that optimize energy grids, the Internet of Things has

    • {"code":1038,"message":"JSON is not well formed"}

      Today this began failing: sales_order_data = zoho.books.createRecord("salesorders",books_organization_ID,order_data); with this error message. {"code":1038,"message":"JSON is not well formed"} This code has been running for two years. Here is the input

    • How can I migrate Shared Mailbox from Zoho Mail to Team Inbox?

      I am unable to migrate mails from my shared mailbox in Zoho Mail to Team Inbox. I am the super admin of my Zoho One plan and yet I am getting an error saying only admins can do this? I don't understand the issue.

    • Remember all the ways we've posted?

      The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digital

    • In arattai received message can't be deleted

      The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received

    • Add Support for Authenticator App MFA in Zoho Desk Help Center

      Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,

    • Can no longer upload my own Notebook cover

      I've had Notebook for over a year and have been able to create my own notebook covers, but when I tried to upload my own cover for a new notebook today, the upload feature has suddenly been starred, requiring me to upgrade my account. When did this

    • External File Share - Allow delete

      Hi Team, when I share an external link and give it edit rights the external user can add but not delete files and folders. what am i doing wrong?

    • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

      Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

    • Zoho Desk - Cannot Invite or Register New User

      Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process

    • 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

    • 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

    • Reports: Custom Search Function Fields

      Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report with

    • Custom domain issue

      I recently changed records for my support area custom domain for a few months, I then wanted to come back to Zoho, but now I can't connect it and I can't login as it's having an SSL issue. I cannot get a good response from support, as I've been notified

    • SOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET

      TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHO

    • Zoho Sheet - Desktop App or Offline

      Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

    • Open Sans Font in Zoho Books is not Open Sans.

      Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

    • Next Page