Introducing auto-scan for expense receipts!

Introducing auto-scan for expense receipts!

Dear customers,

We are excited to announce that Zoho Invoice now supports automatic scanning of expense receipts. This feature was introduced in other Zoho Finance applications a while back and we are glad to roll it out in Zoho Invoice now. No more stashing receipts in a box and waiting for your accountant to record them! Upload an image of your receipt and let us do the rest for you. :)

With the auto-scan feature in Zoho Invoice:
  • You can quickly upload receipt images and let the system scan key details like the expense date and amount for you. The image can be uploaded either from your desktop or from cloud accounts like Zoho Docs, Google Drive, Dropbox, Evernote, or OneDrive.
  • You (or your vendors) can forward receipts to a specific receipt forwarding email address where they are automatically scanned. 
To learn more about the feature and how it works, take a look at the help document.
Give the feature a spin and post your feedback as comments. We would love to hear about your experience!

Cheers,
Harikrishna
Zoho Invoice team

    • Sticky Posts

    • Zoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, 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,

    • How to maintain steady cash flow during the COVID-19 crisis using Zoho Invoice

      Dear customers, I hope this finds you and your loved ones in good health. As we are witnessing, the COVID-19 pandemic has started taking a toll on businesses of all types. Here are some useful tips that could help you streamline your invoicing and AR processes to keep your business healthy. 1. Communicate clearly with your customers: During this period, transparent communication with customers is a necessity. A lot of businesses have started displaying messages on their home pages, explaining their

    • Introducing: Digital signature for estimates and invoices

      Dear customers, We are pleased to announce that the much awaited Zoho Invoice - Zoho Sign integration is live! You can now sign your estimates and invoices before emailing it to your customers. Also, you can have them sign your estimates while accepting it. Here is our help document to help you get started: https://www.zoho.com/invoice/help/integrations/sign-integration.html Note: This feature is available across all editions of Zoho Invoice except the Indian edition. Out of all the feature requests

    • Webinar: Introduction to the Client Portal

      Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Invoice can offer some relief to weary business owners.

    • Recent Topics

    • Trigger workflows from SLA escalations in Zoho Desk?

      Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticket

    • Zoho Recruit mailserver get blocked by Microsoft!

      Hi, We have experienced this issue twice now, where Zoho Recruit outbound IP addresses are being blocked by Microsoft. We are confident that Microsoft is the blocking party, as all outbound emails to candidates with @hotmail.com, @live.com, and @outlook.com

    • Create formula calculations in Assemblies for scaling quantities

      Something we have been encountering with our composite items is dealing with scaling of quantity of one or more items within the composite assembly relative to the number of complete units being sold. I.e. running the equation 2(n-1) on one of the assembly

    • ZOHO CRM Quote Export / Quote Report

      How can I either Export my quote list, or create a Report that shows all quotes AND includes the NOTES field in a column. I attempted to Run a Report which includes ALL FIELDS, however it does not include the Notes Field (but oddly does include the fields

    • Calculate Hours Minutes Sec in Zoho Creator Using Deluge

      check_In = "8-Aug-2023 10:00:00".toDateTime().toLong(); checkout = "8-Aug-2023 18:00:00".toDateTime().toLong(); //difference = start.timeBetween(end); check_In = "8-Aug-2023 17:56:50".toDateTime().toLong(); checkout = "8-Aug-2023 18:00:00".toDateTime().toLong();

    • Build Smarter Apps with AI in Zoho Creator

      Build Smarter Apps with AI in Zoho Creator This is truly the era of AI, and businesses that adapt now will lead tomorrow. Zoho is already moving ahead in this direction, continuously evolving its platform with powerful AI capabilities. With Zoho Creator,

    • Zoho Recruit - Email Relay

      Good day, Has anyone succeeded in setting up an email relay for Office 365? If I add the details from https://support.microsoft.com/en-us/office/pop-imap-and-smtp-settings-8361e398-8af4-4e97-b147-6c6c4ac95353, I get the connection error. Regards, Eka

    • Zia Dashboard Insights : turn your dashboard into decisions

      When you look at a chart or KPI in a dashboard, you would possibly see something like: Revenue: $2.4M ↓ 18% vs last month. It can be a positive growth or a negative one, or a dip in revenue, a spike in deals, a slowdown in renewals—all you usually see

    • Tickets without registration

      Hi, would it be possible to give customers the opportunity to be able to read their tickets without registration?

    • Zoho Desk Answer Bot vs. Zia Agents – Knowledge Base & Ticket Access

      Hi everyone, I’m currently evaluating AI options in Zoho Desk and ran into some limitations with the Answer Bot: Answer Bot limitations Only uses Knowledge Base articles No access to tickets Limited control over sources: Either one Help Center or all

    • Como estruturar automações eficientes no Zoho Creator

      Como estruturar automações eficientes no Zoho Creator Introdução No contexto de aplicações empresariais, automação não é apenas uma conveniência, é um fator crítico para ganho de produtividade, redução de erros e escalabilidade operacional. O Zoho Creator

    • Changing the status of a work-order

      Is there a way to change the status of a work-order?

    • What is a realistic turnaround time for account review for ZeptoMail?

      On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still

    • Zia Agents in Zoho CRM: a better way to set up digital employees

      Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) and

    • Bank Feeds

      Since Friday my bank feeds wont work. I have refreshed feeds, deactivate and reactivate and nothing is working

    • Logged out

      Hi, just been working on a sheet when a pop up box appeared telling me I'm going to be logged out in x number of seconds and if I reload I may lose any edits, or words to that effect. It did indeed log me out and I did indeed lose my last edits. Any idea

    • Zoho API

      I have little experience with API. I'm trying to get a Custom API working with Zoho creator. I have created a Custom API and created an Endpoint URL, but i get a 9400 error code "The provided HTTP method is not valid for this custom API". Based off the

    • #157127950

      Where did my initial question go?

    • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

      I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very

    • How I Implemented Subscription-Based Access Control and Expiry Handling in Zoho Creator

      I recently worked on a use case where users come into the application to request a service, but they should only be able to continue the process after completing a subscription. The challenge was not just controlling access, but also making sure that

    • Zoho Forms API

      Is there any way to get all form entry list using API? Looking forward to hear from you

    • Zoho Projects : Task should auto-update to 'In Progress' if timer started

      Namaskaram. Right now, if a Task's timer is started, the Task stays in 'Not Started' status. One has to manually update it to 'In Progress'. From a #uxdesign standpoint, it is an unnecessarily two step process to start working on a task. It would be better that, if I start the timer on a task, it should automatically change to 'In Progress' status. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ Customers

    • Laatste facturen en betalingen niet zichtbaar in mijn account

      Wij gebruiken ZOHO invoice al jaren, maar sinds afgelopen week is mijn laatst verzonden factuur niet zichtbaar in mijn account, en tevens de laatst betaalde facturen zie ik niet. Hoe kan dit? Ik heb de pagina al diverse keren gerefreshed.

    • Undelivered Mail uncategorized-bounce errors when sending invoices

      Recently we have been getting Undelivered Mail bounce notification when sending invoices. Reason: uncategorized-bounce Some go through no problem some bounce back. We recently sent 10 invoices, 6 received bounce notifications. After reaching out to the

    • Option to Delete Chats in IM

      Currently, there is no option to delete any chats in IM, regardless of their source.

    • 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

    • Can I import MSG files into Microsoft 365 without Outlook?

      Yes, absolutely. You do not need Outlook installed to import MSG files into Microsoft 365. Aryson MSG file Converter is a dedicated tool that eliminates the Outlook dependency entirely, making the migration process simple and efficient for all users.

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

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

    • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

      Release update: 1. 2 March 2026: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. 2. 26 March 2026: CA, SA, AU, JP, CN DCs - Free, Standard, Professional, Enterprise, Ultimate, CRM

    • Feature Request - A Way To Search Item Groups

      Hi Inventory Team, I can't find any way to filter or search by fields of Item Groups. It would be great to see that functionality added. I have a use case where a single product might come from 5 or more suppliers and each supplier's item is an Item in

    • Zoho Books/Inventory - Update Marketplace Sales Order via API

      Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected

    • Ticket id issues

      When I reply a ticket from desktop, it doesn't have ticket id in the subject and it's great. When I reply a ticket from Zoho desk mobile, Zoho adds ticket id in the subject and I don't want that. Please help in this matter.

    • Advanced email configuration - agent's name vs. department name

      We currently have all four Advanced Configuration options turned ON at the Global-level (Channels > Email > Advanced Configuration) - including the "Show Agent name in Ticket replies and outgoing emails" option. We also had that same option turned ON

    • sync two zoho crm

      Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.

    • Add Bounced as an Email Action / Notification for Bounced Emails

      This is one of the hard requirements for the clients we're servicing. They want to get an internal email notification whenever the email they sent to their contacts have bounced, so that they can look into it and update the email address. Currently, the

    • Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines

      Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File

    • Notebook AI limits

      Hi folks, Working with the AI transcription tools in Notebook, on the Mac App, which I find quite handy, but the one thing I am struggling with is the inability to either edit or copy the results of the transcript: I can't click in any of the boxes, and

    • not able to convert pdf to jpg and other forms and vice versa.

      i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.

    • What’s New in Zoho Analytics - March 2026

      Hello Users! In this month's update, we bring improvements across integrations, security, reporting, and analytics capabilities to help you work with your data more efficiently and with greater control. Explore what’s new and see how these enhancements

    • Zoho People > Performance Management > Appraisal cycle

      Hello All I am using this 2 users to test out how it work on Performance Management User 1 - Reportee User 2 - Reporting Manager : Li Ting Haley User 1 : Self Appraisal Error How do i fix this error?

    • Next Page