2025 Highlights: A Year of Steady Progress and Significant Developments

As we come to the end of 2025, let's take a moment to reflect on the significant progress and developments we've made to improve your travel and expense management.

In the Spotlight

Introducing Online Booking
(US edition only - Early access)
Enable online booking for employees and let them self-book their flight and hotel itineraries. Create a travel policy and ensure that users associated with the policy book their tickets online while staying compliant with the defined rules and spending limits.

Pine Labs Prepaid Cards

(India and Global edition with country set to India)
Using Pine Labs prepaid cards, you can easily track and manage your corporate card spending with minimal manual effort in Zoho Expense. It comes with a dashboard which provides insights into the spend summary, transaction history, and top-ups.

Introducing Batch Payments (Offline and Online)
Add multiple reports to a batch and reimburse them together using batch payments. Create a batch, export, and upload it in your bank portal for reimbursement. Once the reimbursements are settled, you can mark the batch as processed in Zoho Expense. If you've integrated with HSBC, you can add approved reports to a batch and reimburse them online via HSBC. After reimbursement, the batch will be marked as processed automatically. The HSBC integration is available only for Indian edition users of Zoho Expense created under the zoho.in domain.

Pay Advances Online
Users using the India edition of Zoho Expense, created under the zoho.in domain, can pay advances online via ICICI, YES, and HSBC. Users using the US edition of Zoho Expense can pay advances online via ACH Forte. This feature is only available in organizations where advances can be marked as "Paid."

Forecast Analytics (Early access)
Using historical data, Zoho Expense will forecast trip expenses in your organization to help you plan effectively and make informed decisions in the Trip Expense Summary report in Analytics.

Notify Employees via WhatsApp
Integrate with your WhatsApp Business account and use your purchased WhatsApp Credits from Meta to send instant notifications. Notify submitters and approvers when a report or trip is submitted, approved, rejected, or when expenses are reimbursed. You can also customize the notification messages you send out in Zoho Expense.

New Edition: Singapore
In addition to the existing editions, Zoho Expense now has a Singapore edition, helping you manage business expenses while staying GST compliant.

Card, Expense, and Budget Management

Real-time Feeds in New Regions (Early access)
Users using Zoho Expense in the UK, Germany, and Italy can fetch card feeds in real time with support for both Visa and Mastercard.

Report Automation for Trip Expenses
Once you enable report automation for trip expenses, a report will be automatically generated for your employees with all their expenses incurred during the trip.

To enable: Go to Admin View > Settings > Report Automation > Configure Now, next to Trip Expenses

Enhancements in Per Diem
Instead of creating a custom rule for a per diem rate every time, create per diem rule templates that can be applied to any per diem rate in any policy to reduce time and manual effort. Additionally, per diem has been enabled for users using the UK edition of Zoho Expense (Early access).

Import User Budgets (Early access)
Instead of manually creating a budget for your employees, you can import them into Zoho Expense. Create budgets in bulk by assigning a fixed amount across all categories or expense types, or by setting custom amounts for each one individually.

Analytics

Analytics Upgrade

The analytics module has been upgraded to provide better visibility into actions in the Admin View. Here's what the new enhancements include:

1. Date customizations and criteria filters are displayed on the report details page.
   
2. Group by option and column customizations are located above the table.
   
3. Search for other reports using the Hamburger menu icon on the Report Details page.
   
4. The print option is now available under the Export dropdown.
   

Custom Reports (Early access)
Customize a report in Analytics and save it as a separate report. You can add filters, customize columns, define a layout, and set your report preferences. The reports will be displayed under Custom Reports in the Analytics module.

Liability Summary Report
To see how much each employee owes the company and how much the company owes each employee, use the Liability Summary report found under Reimbursements in Analytics. You can view the report in the Admin View under Reimbursements in Analytics.

Trip Expense Summary Report in Analytics
We've introduced a new report, Trip Expense Summary, in Analytics. The report gives admins a holistic view of booking expenses, the per diem allowance associated with the trip, and trip expenses including personal expenses incurred on the trip.

iOS and Android Mobile App Updates

1. Zoho Expense's iOS app adopted the Liquid Glass design to give users a richer visual definition of the interface. Additionally, with Apple Intelligence, the Date and Amount fields are now auto-filled when an employee manually adds an expense after selecting a receipt.
   

2. Introducing the Singapore edition for Zoho Expense that helps you manage business expenses while staying GST compliant.

3. Employees can view and manage the petty cash accounts assigned to them to cover minor, everyday expenses, typically for branch operations in My View (Early access). 

4. While creating a mileage expense using the UK edition of Zoho Expense, select whether the charging location of your vehicle is home or public to ensure mileage reimbursement for electric vehicles is calculated in line with HMRC rates.

Customer Testimonials

"Doing my expenses now takes me seven minutes when they used to take me four hours a month."

Tim Williams,

Executive Director, Go Geothermal

"The transition to Zoho Expense was smoother than we expected. Given the scale of our operations, we anticipated challenges, but the implementation process was well-structured, and our employees adapted quickly. In just three to four months, we moved from a completely manual process to a fully automated system that everyone was comfortable using."

Jothi Prakash,

Deputy General Manager IT, Coromandel International Limited

"The Zoho team's support throughout our journey, from onboarding to project go-live, has been outstanding, making the transition smooth and hassle-free."

Pankaj Pandit,

Chief Information Officer, Oberoi Realty Limited

Thank you for traveling along with us on this journey marked by notable milestones and growth. We look forward to a more rewarding and enriching 2026. Wishing you an incredible 2026!

• Topic Participants

• Geethanjali R K

  

• Sticky Posts

• Zoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.

  Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,

• Recent Topics

• How to create a boxplot chart in Zoho Analytics?

  Hi, I'm looking forward to making a boxplot in Zoho Analytics, either with all my data or with a time segmentation. No documentation or YouTube video explaining that was found. I guess this is a feature gap. How feasible would it be to add this to Analytics?

• What are the create bill API line item requiered fields

  While the following documentation says that the line items array is requiered it doesn't say what if any files are requiered in the array. Does anyone know? API documentation: https://www.zoho.com/inventory/api/v1/bills/#create-a-bill I'm trying to add

• Budget function?

  Has there been any progress on the development of a budget function in Zoho Books / Invoice? It's impossible to grow/run a business without some kind of budgeting. If I've missed something, apologies, but there seems little point in using Zoho Books without a budgeting function. Otherwise, I'm very impressed with the Zoho apps and the support. Keep up the great work.

• Where is the settings option in zoho writer?

  hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards

• Using IMAP configuration for shared email inboxes

  Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

• When Does WorkDrive integrate with Books?

  When Does WorkDrive integrate with Books?

• POP mailbox limits

  If I am accessing a remote POP mail server using Zoho Mail is there a mailbox quota for the account or is it all related to my mail account storage limits?

• Warranty Service and Repair in Zoho FSM

  Hi There, We are a retail store that sells products and also performs installations and repairs. Our field technicians handle this work. Some repairs are covered by manufacturers, who reimburse us for both parts and labour. In these cases, we perform

• SPF: HELO does not publish an SPF Record

  I am using Zoho mail. Completed all of the required prerequisites from the dashboard to avoid any issues with mail delivery. But when checking on mail-tester.com getting the following error. Can anyone help me solve this?

• Regarding the integration of Apollo.io with Zoho crm.

  I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google

• Actual vs Minimum

  Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the

• Generate leads from instagram

  hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead

• Kaizen #234 - Automating Deal Handoff with Zia Assistant API, Workflow, Deluge, and Widget in Zoho CRM

  Hello all! Welcome back to a fresh Kaizen week. In this post, we will explore how to automate the deal handoff process in Zoho CRM using Zia Assistant API + Workflow + Deluge + Widgets. Here’s how the final output looks when a deal is reassigned 1. Deal

• How do you print a refund check to customer?

  Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

• Ability to assign Invoice Ownership through Deluge in FSM

  Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This

• Enhancement to ICR’s field prompting: Preferred data extraction using advanced field prompting

  Dear Customers, We hope you’re well A quick background Intelligent Character Recognition (ICR) comes as part of Zia’s optical recognition capability called Zia Vision. When we introduced it last April, the data extraction was training-based and was applicable

• See a list of all records enrolled in a cadence?

  I am looking for a way to see a list of all leads or contact currently enrolled in a cadence. I do not see any way to do this through the cadence UI.

• Limitation in chart of accounts

  There is a limitation of 4000 accounts in chart of accounts  Zoho needs to remove this limit

• How do I change the account bank charges are charged to?

  I want bank charges charged to my Credit Card Fees account. Is there a way to do this?

• Real signature in Zoho Expense PDF report ?

  Hello ! Is there a way to put a real signature on the signature line when a PDF report is generated in Zoho Expense? Through Zoho Sign or another way? Can't seem to make it work.

• Copy paste settings

  Hello all i have 2 organizations running in ZOHO books in one organization i have customised Tax rates, codes and customized templates instead of manually doing again in org 2 can i have some shortcut to copy paste or export and import??

• Custom TDS on Vendor Credits via API

  Hi, We are using Zoho Books APIs for posting Bills and vendor credits. We are unable to post custom TDS amount posting vendor credits. Can you please share the API spec and Payload that need to be sent for Custom TDS for Vendor Credits.

• "Unlink" Advance from Bill without Deleting the Payment Record

  I am writing to highlight a significant workflow issue in Zoho Books (India Edition) regarding Vendor Advances and Bills. The Scenario: I recorded an Advance Payment to a vendor. I matched/reconciled this payment in the Banking module. I received a Bill

• What is the best way to convert MSG file to Word format?

  The best way to convert MSG files to Word format is by using a reliable and professional tool Aryson MSG file Converter. Manual methods are often time-consuming and may not preserve email formatting, attachments, or metadata accurately. In contrast, Aryson

• Invoice template with sales tax totals

  Hi everyone,  I am trying to edit my invoice template so that only the total sales tax collected for my tax group shows up. Right now, under by sub total, each individual tax shows up and that takes up a lot of unnessary space, so I just want the one

• Zoho Delayed Posting & Loss of Article Thumbnails on BlueSky

  Hello! I am wondering if anyone else has had the either of the following issues when posting to socials via Zoho and if there is a fix? 1. Post says it is scheduled or it is live when sent off via Zoho but it doesn't show up on socials till some time

• Connection Not Secure (Certificate Mismatch) Error

  Hi, Just a fyi, when you go to https://bigin.zohocloud.ca/bigin/Home you get a "Your Connection Is Not private" error. (Certificate mismatch to domain.) I get to that page after I have signed up and signed in as a customer and select the Access Bigin

• Recording the Investment

  Hello, - One Investor Invested to our company, So how do we record investment which we received in our bank in the Zoho books ? - How do we record if we provide shares to the investor in the Zoho books? Thanks

• Client and Vendor portal at the same time

  We have companies that serve both as clients and vendors and they are linked. However, we have a problem giving them access to the vendor/client portal. If they accept the invitation from the client portal, when we try to invite them to the vendor portal

• Integrate Multiple ZohoBooks organization with zoho projects

  We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to a

• Ways to calculate the difference form two years or months

  Hi to everyone I have this request: I need to show the difference or variation from two periods (years or months) whether using a Pivot View or a graph, in this is case is better in a Pivot view. In the pivot view I will have the amount or results from

• Career site URL - Suggestion to modify URL of non-english job posting

  Hi, I would like to suggest making a few modification to career sites that are not in english. Currently, the URL are a mix of different languages and are very long. It makes for very unprofessional looking URLs... Here is an example of one of our URL

• Introducing Contract Settings & Backdated Contracts in Zoho Contracts

  We are rolling out updates that give you more control over how contracts are created and managed in Zoho Contracts. From defining default workflows with Contract Settings to aligning agreements with real timelines using Backdated Contracts, these enhancements

• Celebrating our customers on International Client's Day

  Hi everyone, Every customer is part of our Zoho Desk family, and we wouldn’t want to miss celebrating you on this special day. This International Client's Day, we’d like to take a moment to appreciate every customer who has helped us grow and build meaningful

• Faster Ticket Response with use of Snippets in comments

  Hello everyone, Responding to tickets often involves repeating the same messages, whether it is sharing updates with customers or leaving notes for internal collaboration. To make this easier and more consistent, we are allowing agents to use snippets

• Improving Zoho Creator's email deliverability

  Hi all, We're pleased to announce updates to email handling in Zoho Creator to improve the deliverability of the emails sent from the Creator platform. These updates have been designed keeping in mind the fact that emails from domains with strong sender

• What's New in Zoho Billing | February 2026

  February brings a powerful set of updates to Zoho Billing, from smarter subscription management and flexible payment options to better reporting and more control over your hosted pages. Here's everything that's new this February. Create Subscriptions

• Reassign Partially Saved Entries

  Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to multi-select and be able to reassign them to another user to complete (Such as when a user has left the company). Thanks Dan

• Displaying only unread tickets in ticket view

  Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that

• Issue creating a YTD report with last years numbers

  I am looking to create a widget to compare the YTD leads we have in 2023 to the YTD leads we had in 2022. I'm having issues with the aggregate formula creation to gain access to the 2022 Leads YTD data point. Feeling like this is a common view of data

• Next Page