What’s New in Zoho Expense (April – July 2025)

Hello users,

We're happy to bring you the latest updates and enhancements we've made to Zoho Expense over the past three months, which include introducing the Trip Expense Summary report in Analytics, extending Chatbot support to more editions, rolling out user budgets, introducing keyboard shortcuts, and much more. Let's take a look at the key updates released between April and July 2025.

New Trip Preference in Policy Settings

You can now enable the trip submission window for your employees and specify how many days before the travel date a trip must be submitted. Whenever employees submit after the specified deadline, they will receive a warning.

To enable this preference: Navigate to Admin View > Go to Settings > Select Policies under Users and Control > Under Policy Settings, enable Trip Submission Window and enter the number of days.

Manage Unreported Advances in Trip Cancellation

If there are any unreported advances associated with a trip during cancellation, you can now either mark all unreported advances as void instead of deleting them or choose to retain the advance amount for your employee's future trip. You can also void the unreported advances later from the advance details page. 

Note: This feature is available only to users for whom advance approval is enabled.

Import User Budgets

You can now create budgets for the employees in your organization by importing them into Zoho Expense. Create budgets in bulk by allocating fixed amounts for all categories or expense types or by allocating specific amounts for each category or expense type. You can download and view the sample sheets to create budgets of your own and import them. First, select the budget details, then select the file you want to import, and map the mandatory fields to import the user budgets.

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

To import user budgets: Navigate to Admin View > Budgets > Import User Budget.

Export Current View

You can now export the current view of your analytics reports in the Trips, Reports, and Advances modules. If you have filtered your data or rearranged the columns, then you can export that particular view of trips, reports, and advances using the Export Current View option.

To export the current view: Navigate to Admin View > Go to the module (Trips, Advances, Reports) for which you want to export data > Click the More icon > Select Export Current View > Click Export again.

Configure Notification Preferences for Workflow Rules

You can now set a threshold (percentage) for your workflow actions such as email alerts, webhooks, and custom functions, and receive email alerts when the specified threshold for each workflow action is crossed. You can also choose to receive notifications (hourly, daily, weekly, or monthly) when a workflow action fails so that you can take timely action by mentioning the day and time, and the email recipients.

To configure notification preferences for workflow rules: Navigate to Admin View > Settings > Workflow Rules under Automation > Gear icon in the top right corner > Configure Notification Preference.

Introducing Trip Expense Summary in Analytics

We've introduced a new analytics report called Trip Expense Summary. The report gives both admin and employees a comprehensive view of all the expenses, including personal expenses incurred by employees during their trips. The analytics report includes details such as trip number, name, booking expenses, per diem allowance, trip expenses, and the total expense amount. Additionally, you can group the trip data by status, policy, department, or the travel type.

To view the report:

1. Navigate to Admin View > Analytics > Trips > Trip Expense Summary

2. Navigate to My View > Analytics > Trips > Trip Expense Summary

Analytics Revamp

We've revamped the analytics module in both My View and Admin View, giving you better visibility into actions. We've made the following enhancements to the Analytics module:

1. Date customizations and criteria filters are now displayed on the report details page. You can click + More Filters to apply criteria and filter the report data.  

2. Group by and Column customizations have been moved above the table.

3. Search for other reports in your organization by clicking the Hamburger icon on the report details page.
4. The print option has now been moved inside the Export dropdown. 

Introducing Keyboard Shortcuts

We've introduced keyboard shortcuts to perform certain actions quickly and easily navigate within the application by pressing specific combination keys. You can press Shift + / to view the list of keyboard shortcuts available in Zoho Expense, or click the Profile icon and click View Keyboard Shortcuts to access them.

Additionally, you can edit shortcut keys by clicking the Edit icon next to the shortcut key you want to update. In case you've edited the shortcut keys and want to go back to using the default keys, you reset them.

Chatbot Now in More Editions

In addition to the Canada, Australia, and UAE editions, the AI chatbot that provides 24/7 assistance is now available in the Bahrain, Germany, Kenya, Mexico, Oman, Saudi Arabia, United Kingdom, South Africa, and Global editions of Zoho Expense.

iOS and Android App Updates

1. In the iOS app, when a purchase request is ready to be processed, you can click the Undo On-Hold button to remove its On-Hold status and resume processing the purchase request.
2. We've enhanced the trip creation process for better usability. Your users can now create and save trips, then add itineraries later from the trip's detail or edit screens using iOS and Android apps.
3. We've now added new filters to view unsubmitted transactions and those pending approval in the card details page. Your employees can view the number of unmatched transactions below each card in the cards list page. The active cards will be displayed on top, while the inactive cards are grouped inside the Inactive Cards filter on the cards list page. Additionally, we've made some design improvements to improve usability and overall user experience for users using the Android and iOS apps.
4. We've moved all calls-to-action (CTAs) to the bottom of the page across the app for better visibility and a more enhanced user experience for users using the Zoho Expense iOS app.
5. For users using the iOS and Android apps, the customized themes created in your web application will now also be applied to your organization's mobile app automatically. 

That brings us to the end of the post. 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

• Topic Participants

• Geethanjali R K

  

• Recent Topics

• Zoho Site pages not displaying in iframes

  I simply want to show a Zoho Site page inside an iframe on another non Zoho website. When testing this across many browsers, the iframe content simply does not appear. IE reports that the host does not allow their content to be displayed in iframes. Very disappointing. Is there a way around this please? Here is the URL of the page I would like to appear in an iframe. http://ips-properties-to-rent.zohosites.com

• Issue with Creator's IF logic

  Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) {       info "True"; } else {       info "False"; } if(-1.0 < 0.000000) {       info "True"; } else {       info "False"; } The output returned is: False True However, the

• Zoho Inventory as connector in Zoho Creator

  Hello, It doesn't appear that Zoho Inventory is one of the many built in connectors in Zoho Creator? I see that there are non-Zoho inventory applications that have built in connectors such as Cin7, which leads me to believe that I'm missing something

• Send Zoho Forms Link using Zoho CRM Email Templates

  I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that template

• Can I execute two 'functions' when completing a mail merge from CRM?

  Hi, I have set up a mail merge from CRM Deals to a template. I want a copy of this to be saved in Workdrive, and then a copy also saved back into the deal record from which the merge occurred. I can do both independent of each other, and managed to get

• My go to On Load Client Script - Fast, efficient, and works for ALL profiles; Hides everything except initial fields

  This is my on Load client script that I use for Create pages. I use a modified version for Edit and Display pages which you can create yourself using the same basic structure that I will give you below. First up, the script. Below that will be an explanation

• 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

• Custom Search using HTM+CSS Snippet

  Suppose I wanted to create my own list view using HTML and CSS snippets inside a Page with a custom search input at the top of the list (not the Search snippet). Without Javascript, is there a way to retrieve a user's entry from that search input and

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• Mass Update of Lookup Fields not possible

  Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a

• Zoho CRM Kiosk Upload Files

  Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"

• Double opt-in notifications and customizable confirmation messages for your webforms

  Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit

• Has Anyone successfully integrated Zoho and Sage Intact?

  Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,

• Introducing Image Upload Field

  Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules.  Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the record

• Trigger a Workflow Function if an Attachment (Related List) has been added

  Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger

• Free webinar alert on November 19 - Email driven strategies - Master personality based styles

  Hello Zoho Community! Want to make email management easier, smarter, and more you? We’ve got just the session for you! Join our interactive, game-based webinar to discover how Zoho Mail adapts to your personality and work style. Learn practical hacks,

• Associate emails from both primary and secondary contacts to deal

  We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks

• Subform edits don't appear in parent record timeline?

  Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

• AI generated meeting notes associated to Account or Deal

  As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the ability

• due date on cheue

  how to handle cheque in zoho books for customers and vendors including due date

• Zoho CRM Portal Field Level Permission Issue

  Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for

• WebDAV / FTP / SFTP protocols for syncing

  I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.

• Different MRP / Pricing for same product but different batches

  We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 

• 'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory

  Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }

• Zoho Projects API 100 requests/2 min. Limit

  Hi Requesting clarification on the API documentation. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes. " Does this limit apply

• Unveiling Zoho Sites 2.0 - A new dimension in website building

  Dear Zoho Sites Users, We are thrilled to announce the launch of Zoho Sites 2.0 today! This refresh represents a significant step forward in the capabilities of Zoho Sites and is crucial for creating a lasting and positive impact on our customers' businesses.

• Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

  Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s

• PO Based Advance payment to Vendor

  We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.

• Zoho Projects - Attachments added to Task and Bug emails are not saved

  Hi Projects team, I have been experimenting with emails into projects to create tasks and bugs. I have noticed that attachments added to the emails are not saved to the task or bug. Is this normal behaviour? Thanks, Ashley

• Zoho Inventory's latest shipping integration updates at a glance.

  Hello Users, We would like to share some important news about our latest improvements in the Shipping integration capabilities of Zoho Inventory that we achieved in 2024 with some of our major integration partners in key editions across APAC, North America,

• Assign multiple departments to multiple helpcenters

  Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help

• Identify long running sync jobs/tables

  My sync process causes strain on my production database and I'd love some tools/alerts to help me identify which tables are taking the longest. The current screen only shows 3 tables at a time and truncates the last fetch time so that it is very cumbersome

• Sorting a list of record acquired from the zoho.crm.searchRecords function.

  This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record.  As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above contains

• Zoho Inventory Custom Field Update

  Hello All, In this post I am describing how can we Update the Custom Field Value in Zoho Inventory. // Get Org ID orgid = organization.get("organization_id"); // Field Value resvp = ifnull(item.get("purchase_rate"),null); // Record ID iid = item.get("item_id");

• Deprecation of the Zoho OAuth connector

  Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector

• Alphabetically

  How can i arrange alphabetically - (Manage Manufacturer) Field in Item Master 

• Spotlight series #6: The Show app for Android TV has a new look!

  Hello everyone! We are delighted to introduce our revamped and redesigned Show app for Android TV.  Smart TVs are exploding in popularity. Android TV alone has over 110 million active monthly devices. Zoho Show, as part of a constant effort to improve

• Can i set a default value for country and state in address field in zoho creator?

  Can i set a default value for country and state in address field in zoho creator?

• Using gift vouchers

  We would like to be able to offer a limited number of gift vouchers, of varying values, to our customers, and are looking for the best way to do this. We have looked at Coupons and Gift Certificates, but neither seem to fit the bill perfectly. Coupons:

• Convert HTML to PDF & Send as Email Attachments in Zoho Creator (Deluge)

  This approach is useful for sending welcome letters, instructions, or promotional offers after order creation. // 1. Define the variables using the submitted input customerName = input.Customer_Name1; orderID = input.ID; customerEmail = input.Email_Address; //

• Next Page