2025 Highlights: A Year of Steady Progress and Significant Developments

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!

    • Recent Topics

    • ZIA "Generate Content" action doesn't have contexual data from the ticket

      "Generate Content" action doesn't have contexual data from the ticket. I try to get AI to help me with this ticket but it doesn't seem to have any ticket information as context. Although the ticket has a lot of information in it.

    • Zoho Desk - Zoho FSM Integration issue on Mobile and iPad

      Hello Team, I am trying to create a Work Order (WO) using the Zoho FSM integration (Add-on Service) that is integrated with Zoho Desk. The issue is that the integration is not working on mobile devices and iPads. While I am able to create the WO, Request,

    • E-File Form 1099 Directly With the IRS From Zoho Books

      The Form 1099 filing season has begun, and businesses are required to e-file certain forms with the IRS to report payments made to vendors and contractors. If your business made qualifying payments during the year, you must e-file the appropriate Form

    • Can I hide empty Contact fields from view?

      Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be willing to learn to code a button, but I am highly confused about it and thus worried it would be beyond me.  I've looked at a lot of the developer documents and I'm not able to make a lot of sense of them.  Thank you in advance to anyone who knows the

    • Suggestions for showing subscribed Topics in CRM (contact record)

      We have several Topics set up in ZMA. We also have a sync set up between ZMA and CRM. I'd like to display the subscribed topics on the CRM Contact record. This will allow the Sales team (who uses CRM) to see at a glance what topics a Contact is subscribed

    • Replies sometimes creating separate ticket

      Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding

    • Re-hide fields when option is unselected

      Hi all Can anyone help me with this - when I create a 'show' field rule for when a dropdown option is selected, how to I make it so the 'show' option re-hides if that option is no longer selected?

    • Allow Attaching Quartz Recordings to Existing Zoho Support Tickets

      Hi Zoho Team, We would like to request an enhancement to how Zoho Quartz recordings integrate with Zoho Support tickets. Current Behavior: At the moment, each Quartz recording automatically creates a new support ticket. However, in many real-world scenarios:

    • I'm getting this error when I try to link an email to a deal inside the Zohomail Zoho CRM extension.

      When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.

    • Custom Fields

      There is no way to add a custom field in the "Timesheet" module. Honestly, the ability to add a custom field should be available in every module.

    • Remove the “One Migration Per User” Limitation in Zoho WorkDrive

      Hi Zoho WorkDrive Team, Hope you are doing well. We would like to raise a critical feature request regarding the Google Drive → Zoho WorkDrive migration process. Current Limitation: Zoho WorkDrive currently enforces a hard limitation: A Zoho WorkDrive

    • Translation from Chinese (Simplified) to Chinese (Traditional) is not working. It randomly translated. Google Translate accurately but zoho translate is not working at all

      Hi friends, The newly added language for translation. https://www.zoho.com/deluge/help/ai-tasks/translate.html "zh" - Chinese "zh-CN" - Chinese (Simplified) "zh-TW" - Chinese (Traditional) my original text: 郑这钻 (and it is zh-CN) translated traditional

    • Consultant-Only Booking Page

      Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

    • Call result pop up on call when call ends

      I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, but

    • Custom Sorting based on other columns in table

      I need the ability to apply custom sorting to a text-based dimension in the X axis where the sorting is based on another column in the table. For example, I have a chart report where the X axis is a text label. I would like to be able to sort those text

    • Feature Request: Enable Custom PDF Layout Editor for All Modules (Including Package Slips)

      Hello Zoho Community and Product Team, I am writing to share a suggestion that would significantly enhance the customization capabilities within Zoho Books. We all appreciate the power of the Custom PDF Layouts (the "New" template engine) that allows

    • Is there a way to invoke deluge function from within a widget?

      Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?

    • Can a default task Priority be set?

      The "Priority" field in the Task layout does not allow a default to be set. Is there another way of doing it? Because the current default is "None" and the Zoho Kanban board design has selected this field as critical information to surface by including

    • Adding a threshold to a line chart based on date range

      I have a line chart that is tracking a percentage over time. It also has a filter for 50 different clients. I would like to create a threshold that is based on a portion of the date range. As I understand it, this would be done by adding a column to the

    • Resize Signature field dynamically

      On the tablet, it is perfect. But on smaller mobile devices and PCs, both web and application, it is too small for people to sign. Is there any plan to make the signature field size dynamically in the future update?

    • Super Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

    • Zoho Creator Application - New User Not able to access the application

      In Zoho Creator, The newly added user not able to access the " Added Application" - User has received the Invitation Email, but while clicking "confirm Account" in the invitation Email, the following error message has appeared. "Sorry! you cannot accept

    • Deleting Salutation Field

      We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields'  Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen.  Please can you advise how to get rid of this.  Screen shots can be provided if needed.  Thank you Tasha

    • Auto-Generate & Update Asset Serial Numbers using a custom function (Assets Module)

      Hello Team, I’ve been working on a script to automate one of our processes in Zoho FSM, and the core functionality has been successfully implemented. However, I’m encountering an issue related to serial number allocation, which is not working as expected.

    • Partner with HDFC And Sbi Bank.

      Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

    • Zoho Mail iOS app update: Access Delegated Mailbox.

      Hello everyone! You can now access the delegated mailbox from within the iOS version of the Zoho Mail app. To access the delegated mailbox: Open the Zoho Mail app. Go on to the 'Email' module. Tap the profile picture. Choose the delegated mailbox Please

    • How to convert Lead's country field from Text to Pick List

      Hi, I would like to change the default country field in ZCRM from text to pick list. It looks like not I can't delete default country field and recreate it as pick list nor can i create an new custom field country because such a label belong to default field. So what do I have to do? Any ideas? L

    • How create a draft via workflow?

      I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow

    • New feature: Invite additional guests for your bookings

      Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make

    • Improved Contact Sync flow in Google Integration with Zoho CRM

      Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this

    • Image field in custom module

      Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy

    • الخصم على مستوى فاتورة المبيعات

      السلام عليكم ورحمة الله وبركاته مطلوب في إنشاء خصم على مستوى فاتورة المبيعات وليس على مستوى البند أريد معرفة الطريقة؟

    • VAT and Taxes option not available

      Dear ZOHO Team , The VAT and Taxes options in my ZOHO books account not available,I tried to find how to enable or check the way to use this option but unfortunately couldn't find it anywhere ,I'm in UAE ,kindly let me know what to do to solve this issue

    • Default Tagging on API-generated Transactions

      If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using

    • Direct Feed (Bank)

      Is Direct feed integration for AlRajhi and ADCB bank supported by Zoho Books in GCC/Saudi

    • Sales Order, Invoice and Payment numbers

      Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers

    • MS Teams for daily call operations

      Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

    • Customer Satisfaction (CSAT) Report

      From data to decisions: A deep dive into ticketing system reports The customer satisfaction (CSAT) report helps teams understand how customers feel about their support experience, identify service gaps, and continuously improve the help desk. It turns

    • Timeline Tracking Support for records updates via module import and bulk write api

      Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.

    • Next Page