Zoho Expense: Product Updates for July - September 2021

Zoho Expense: Product Updates for July - September 2021

Hello users,

As we step into the last quarter of 2021, we at Zoho Expense are ready to feel some optimism. On that note, we have been working on a few enhancements to the app. Let's quickly run through what's been added to Zoho Expense during the previous quarter.

New Triggers for Workflows

Workflows help you trigger email alerts or in-app notifications to users whenever a record satisfies the conditions you've configured. We've added two new triggers that can be used to trigger your workflows:

  1. Lookup custom field: If you have used Lookup custom fields in your user creation forms, you can now add them as one of the triggers that will execute the workflow. For example, let's say you want to send an email notification to users when their Functional Head approves a record. In this case, you can add Functional Head as a Lookup custom field in the user creation form and assign the respective Functional Head for the user. While creating a workflow, you can set the trigger as When Approver is and select the Functional Head Lookup custom field. Once this is done, whenever a record gets approved by the Functional Head of a user, the user will get an email notification.

  1. Policy Rules: You can trigger an email alert or in-app notification based on the number of policy rules violated. For example, you can configure a workflow rule in such a way that an in-app notification will be sent to the Manager when a user violates more than 3 policy rules in a report.

    Note: You can set up Policy Rules as a trigger only when you create a workflow rule for the Reports module.

Project Based Budgets

With this feature, you can now allocate budgets for your projects and help the users track their project-related expenses to keep them within the budget. While creating a budget, you can associate a project with it. Once it's associated, users can view the budget summary in a report that has expenses with projects associated to it. They can also view how much of the budget has been spent for project expenses so far and how much of it is remaining to be spent. 

Custom Fields Usage

Now you can track the number of new custom fields that have been created for every module, along with the default fields that are available in Zoho Expense. You will be able to view the number of new fields that are used, the number of fields remaining, and the maximum number of fields that can be created. This helps you plan the new fields to be added to your creation forms.


 

iOS 15 and iPadOS 15 Readiness

The Zoho Expense app has been re-tailored to support the iOS 15 and iPadOS 15 updates. Here are the key updates:

  • The all-new Spend Summary widget has been introduced for iOS 15 to help you get a real-time spend summary for your organization right from your home screen. It is available as an extra-large widget for iPadOS 15. 

  • Live Text Capture in iOS 15 and iPadOS 15, lets you capture text directly from real-life objects like business cards to fill out fields while creating records.

  • We've introduced new shortcuts like Autoscan Receipts and Automate Report Creation in iOS 15 and iPadOS 15, to help you perform important actions without even opening Zoho Expense.

  • Use Quick Notes in iOS 15 to record important information from Zoho Expense in the Notes app.


Read our blog to learn how you can make the most of these updates.

iOS App Updates 

  • You can now create purchase requests from your Zoho Expense iOS app and submit them for approval. Once the approvers approve the request, orders will be placed for the requested items. 

Android App Updates

  • If your organization is integrated with Zoho Books, every time you create an expense with a GST-registered merchant in Zoho Expense, their GSTIN will be auto-filled for that expense. (India edition)

  • We have enhanced the app lock feature to improve your usability experience.

Give all these features a go and let us know what you think in the comments below. If you have any questions, please write to support@zohoexpense.com and we will be happy to assist you.

 


Regards,

Vidhya G.S.

The Zoho Expense Team

    • Recent Topics

    • File attachments not working - web version

      Since Notebook announced better file attachments, I have experienced file attachments failing. When uploaded from my pc to the web version, notebook just spins. Acting like the attachment is very large. When it's 30k. If I cancel out of this, the notecard

    • API - Barebones Data for Send Doc For Signiture

      I am learning how to use with Zoho Sign API. I am wondering if someone can give me a bare bones JSON data sample for "Send Document For Signature". Below is the blank data that is pre-populated in postman. Seems like there is more here than the bare minimum

    • Revenue Management: #2 How to compute revenue?

      In our previous post, we discussed the revenue recognition standards under IFRS 15 and ASC 606 and the five-step model. Now, let's examine three distinct business scenarios to see how the standards and model work in practice. This will help you understand

    • External lookup in CRM (as in Books)

      Hello Context: We have a CRM module, similar to Deals, but for Purchasing. Once the PO is created, a link to this PO should be updated in that "deal". In Books, you can add a custom 'external' field which can look up into CRM modules. I'm asked to have

    • "Undo Send" Feature

      Would love it if TeamInbox had an "Undo Send" feature, that gives you 10 seconds or so to "undo" the sending of an email. Many other email clients already have this feature, and my clients really miss it, as it has saved them many times in the past when

    • Zoho Sites

      Does anyone have experience building Zoho sites or know how I can find someone who does?

    • Zoho Crm Lagging

      Hi Zoho Support Team, Starting from today, my Zoho CRM has been extremely slow and laggy when accessing any pages or modules. This is affecting my work and overall productivity. Could you please help to check if there are any ongoing issues or if there’s

    • Is there a way to reference/attach mails to deals/contacts when the mails haven't come through their contacts normal email and the mail comes through software / app who use their mail system

      There are often system mails that come through systems or other software which use their email addresses since they use their own mail servers to mail. This causes an issue as it does not record the mail in the history of the CRM since the email is not

    • Recommendation

      I give up on Zoho. It's never going to be an all in one solution, their own apps don't even connect. Can any one recommend an alternative at least for the crm / people.

    • CRM - Site/Location

      Hi Zoho, One massive oversight of the Zoho CRM is the inability to add multiple sites or locations to one account. Many organisations have several (in some cases, hundreds) of sites across the country or even the globe. The workaround to this, of course,

    • An unknown error occurred. Please contact support

      Whenever I visit this page I see this. I changed browser and still the same. Can someone from Zoho help me please?

    • How to Streamline Pick & Ship

      Is there a way to streamline the built-in pick and ship process? I guess mostly on the ship side. Our current process allows us to choose shipping super fast. It's an EasyPost plugin for WooCommerce. You have to populate the boxes / weights / shipping

    • How to add, delete or rename the "payment method" drop down?

      When we recorded payment in invoice, there's a "payment method" drop down with choices like cash, bank transfer... We want to add and delete or rename some new selection. How to do such adjustment? Please advice.

    • Smarter data gathering with Query component in Wizards

      Dear All, Introducing the Query Component in Wizards for CRM! A smart search field that saves you time and effort, and helps you manage and gather data more efficiently than ever before. Long and complex record entries can be overwhelming and prone to

    • Introducing teamspaces and team modules in Zoho CRM mobile app

      Hello everyone, We have an exciting update to share in the Zoho CRM mobile app. As part of CRM For Everyone—a new set of features that reflect our vision to democratize CRM and make it accessible for all—teamspaces and team modules are now available on

    • Client Script - change page and/or section background colours

      Hello, Would anyone be willing to help me with a bit of Client Scripting code? I have had a go myself but only been able to alter the form field styles, not the overall page/section/heading styles. I want to set a different page background colour for

    • Client Script | Update - Introducing Subform Events and Actions

      Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce

    • Zoho SalesIQのチャットボット、ブロックのコピー機能

      Zoho SalesIQのチャットボットの構築でドラッグアンドドロップで作成を行っているます。 内容は同じブロックのコピーペースト機能がないみたいなのですが、同一のブロック、同一の複数のブロックをいくつも作成する場合は、皆様はどのように行われていますか？ 例えば添付の４つのブロックをまとめてコピーして、別のフローの先につなげる場合です。 教えていただけますと幸いです。よろしくお願いいたします。

    • Questions About Zoho Commerce Member Portal

      Hello, A couple questions about the Zoho Commerce Member Portal: 1. Can I add only specific pages be added to the Members Portal, and not the entire website? 2. When a customer signs up on my Zoho Commerce site, is there a setting that gives me a chance

    • 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

    • Online Payment Fees

      We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd

    • Error occured. please try again!!!

      I created a new list. Added two new contact's email addresses. I try to EDIT either one of them to add their first name, last name and phone number. Whatever I try to edit and update, I get the error message  Error occured. please try again!!! And it doesn't update any of their info. I tried just editing first and last name. Still get the error. No matter what I try to update, I get the error. I tried creating a new list, and adding just one email address and then edit it and also get the error.

    • "Send email as" not work

      Hi team, I currently use ZOHO MAIL services on the MAKE platform (formerly INTEGROMAT). In MAKE I entered my ZOHO MAIL credentials but the problem is that when the emails are sent from the automation in MAKE, the emails do not come in with the name set

    • *UPDATE: ISSUE RESOLVED, SEE HOW FOR HELP* Issue imbedding Youtube Videos

      **UPDATE: RESOLVED** For anyone that is having a similar issue, try this workaround before attempting to have the Zoho techs fix it. I have been in communication with them for weeks about this and they can't seem to fix the issue. Thinking it may have just been my computer or my browser, I tried two different computers on two different networks, each running different versions of Windows, and tried it on Chrome, Firefox and IE; nothing worked. So, needless to say, it's an issue with Zoho somewhere.

    • Backorder For Composite Items

      Hello If i released SO for composite item and use backorder feature of zoho inventory then it should backorder child item items of composite and not composite item.This is basic of backordering.I conveyed this to zoho call center but no solution yet.

    • Paid Support

      We are in the process of creating tiers for our support offerings. There will be three tiers of support available - 2 paid and 1 free. The paid tiers will be purchased in allotted hours. I need to figure out how to a) work in the out of the box SLA, Contracts

    • Automatically CC supervisor

      Hello,  in our organization agents are replying to tickets and they are required to CC their supervisor on all emails to and from customers.  is there a way to have an email address automatically populate in the CC field when reply to a ticket?  tha

    • Zoho One - White Label

      Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature

    • Are this Features included in the Road Map

      1. Sync between description/short description in Zoho Books/Inventory and Zoho Commerce: I am unsure how it works now. I belive the description is not pulled. 2. Pick Up: This feature is great. It is added on Zoho Commerce but not on Books/Inventory which

    • Reconciliation - Show Transactions After End Date

      I did a quick search, and I've only seen this brought up indirectly. In the reconciliation interface, transactions dated up to a week after the end date should be available for being reconciled. The use case is pretty simple... many times, transactions

    • Auto populate email field in zoho form

      Hi,  Is there a way the email field in zoho forms can be auto populated based on the name selected from a drop down list?

    • Option to accept and pay for estimate from Public Estimate link?

      Is there any way that our customers can get the Estimate in their email, click on "View Estimate" and from the public link, click Accept and Pay? When they click that, in the background Zoho would create the invoice record in the so that the payment would

    • Kaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs

      Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-select

    • Easily track referrals with Zoho Forms

      Referral tracking can be a powerful way for businesses to understand where their leads are coming from. With Zoho Forms, tracking the referral sources of your leads is an easy and straightforward process. Here are some tips to help you make the most of

    • Add an email to an existing ticket is not working

      I noticed that in Zoho Desk the funcionality to add an email to an existing ticket is not working using the syntax [##12345##], has the method changed? In red is the syntax we use to add email to an existing ticket As you can see, he did not add the email

    • New CRM to Campaigns Sync Doesn't Continue Making Updates

      Changes made in CRM are not appearing in mapped fields in matching Campaign records after migrating to the new sync process. The only way we've found to get records to update is to call into Support and point out the problem. After convincing Support

    • Zoho Integration with UPS

      I have 2 questions: Firstly, is there a way to notify UPS that we have a package to collect once we have done the shipping label? Secondly, how do I get the tracking number and shipment method onto the Invoice and Package Slip for the customer? Than

    • Cannot log in to IMAP account as of last night

      Hey I've been using MFA with an authenticator for a while and have had to use application passwords for Outlook and Edison Mail on my Android devices. Last night the app passwords started to be rejected on my Android devices so I created new ones for

    • Low Stock View

      We use the Low Stock view frequently as a guide to inform us when to reorder items, but the view is misleading because it does not take into account Purchase Orders that have already been raised. Unless you are aware and check item by item, this can lead

    • Improve History Feature in Zoho Inventory

      At present there is a "history" tab on Zoho Inventory Items, however this only shows a date and time stamp along with the users name. It doesn't say what was changed. What is the value of this if you can't see what was changed? My Ideal is to include

    • Next Page