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

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


    • Recent Topics

    • Open Sans Font in Zoho Books is not Open Sans.

      Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

    • What's New in Zoho Inventory | Q2 2025

      Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting

    • How to refresh a ticket view ?

      I am doing a widget where I send a rest api call to make a new draft to the ticket I am viewing. The issue is sometimes it refresh a ticket view and I can see inserted draft right away, but sometimes I do not see it even if it is inserted correctly and

    • Ugh! - Text Box (Single Line) Not Enough - Text Box (Multi-line) Unavailable in PDF!

      I provide services, I do not sell items. In each estimate I send I provide a customized job description. A two or three sentence summary of the job to be performed. I need to be able to include this job description on each estimate I send as it's a critical

    • Supervisor Rules - Zoho Desk

      Hi, I have set up a Supervisor Rule in Zoho Desk to send an email alert when a ticket has been on hold for 48 hours. Is there a way to change it so that the alert only sends once and not on an hourly basis? Thank you Laura

    • ResponseCode 421, 4.7.0 [TSS04] Messages from 136.143.188.51 temporarily deferred due to user complaints

      Had email bounce. Let me know if you can fix this. Thanks. Michael

    • Zoho Canvas - Custom templates for related lists

      Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that:  1) How can i make my own custom templates for related lists?  2) Where and how can i check out existing custom templates?

    • Automation #15: Automatically Adding Static Secondary Contacts

      Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence

    • New Zoho triggers Google Dangerous flag due toabnormal charcters

      Just signed up and doing my first email test. I sent it to my google email account but it got flagged as Dangerous" due abnormal characters. My DNS setup looks ok. Page snips attached Help Please Thanks, Rick DC PowerWorld

    • Top Bar Shifting issue still not fixed yet

      I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstalling

    • Triggering Zoho Flow on Workdrive File Label

      Right now Im trying to have a zoho flow trigger on the labeling/classification of a file in a folder. Looking at the trigger options they arent great for something like this. File event occurred is probably the most applicable, but the events it has arent

    • Is there a way to set Document Owner/Sender via the API

      When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?

    • SendMail to multiple recipients

      Hi, I'm trying to send an email to a list of recipients.  Right now the "to" field is directed to a string variable. (List variables won't work here). In the string variable, how can I make it work? trying "user@app.com;user2@app.com" or "user@app.com; user2@app.com" just failed to send the emails. Ravid

    • Populate drop down field from another form's subform

      Hello, I found how to do that, but not in case of a subform. I have a Product form that has a subform for unit and prices. A product might have more than one unit. For example, the product "Brocoli" can be sold in unit at 3$ or in box of 10 at 25 $. Both

    • Usar o Inventory ou módulo customizado no CRM para Gestão de Estoque ?

      Minha maior dor hoje em usar o zoho é a gestão do meu estoque. Sou uma empresa de varejo e essa gestão é fundamental pra mim. Obviamente preciso que esse estoque seja visível no CRM, Inicialmente fiz através de módulos personalizados no próprio Zoho CRM,

    • Signup forms behaviour : Same email & multiple submissions

      My use case is that I have a signup form (FormA) that I use in several places on my website, with a hidden field so I can see where the contact has been made from. I also have a couple of other signup forms (FormB and FormC) that slight differences. All

    • getting error in project users api

      Hello, I'm getting a "Given URL is wrong" error when trying to use the Zoho Projects V3 API endpoint for adding users to a project. The URL I'm using is https://projectsapi.zoho.com/api/v3/portal/{portalid}/projects/{projectid}/projectusers/ and it's

    • Change total display format in weekly time logs

      Hi! Would it be possible to display the total of the value entered in the weekly time log in the same format that the user input? This could be an option in the general settings -> display daily timesheet total in XX.XX format or XX:XX.

    • Different Company Name for billing & shipping address

      We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets always

    • How to display historical ticket information of the total time spent in each status

      Hi All, Hoping someone can help me, as I am new to Zoho Analytics, and I am a little stuck. I am looking to create a bar chart that looks back over tickets raised in the previous month and displays how much time was spent in each status (With Customer,

    • Zoho Projects iOS app update: Global Web Tabs support

      Hello everyone! In the latest version(v3.10.10) of the Zoho Projects app update, we have brought in support for Global Web Tabs. You can now access the web tabs across all the projects from the Home module of the app. Please update the app to the latest

    • Zoho Community Weekend Maintenance: 13–15 Sep 2025

      Hi everyone, We wanted to give you a heads-up that Zoho Community will undergo scheduled maintenance this weekend. During this period, some community features will be temporarily unavailable, while others will be in read-only mode. Maintenance Window:

    • Agent Performance Report

      From data to decisions: A deep dive into ticketing system reports An agent performance report in a ticketing system provides a comprehensive view of how support agents manage customer tickets. It measures efficiency and quality by tracking key performance

    • Show both Vendor and Customers in contact statement

      Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer, 

    • URL validation

      We use an internal intranet site which has a short DNS name which Zoho CRM will not accept.   When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.

    • Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture??

      Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture ??

    • How can I adjust column width in Zoho Books?

      One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, but

    • Invalid value passed for file_name

      System generated file name does not send file anymore - what is the problem?

    • Custom Function for Estimates

      Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-Estimate

    • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

      I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

    • Search in module lists has detiorated

      Every module has a problem with the search function :-/

    • YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

      Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in

    • Search in module lists has detiorated

      Every module has a problem with the search function :-/

    • Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

      find attached extract of my report

    • Add Zoho Forms to Zoho CRM Plus bundle

      Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

    • Bigin: filter Contacts by Company fields

      Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround

    • Has Zoho changed the way it searches Items?

      Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.

    • Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.

      I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/

    • CRM->INVENTORY, sync products as composite items

      We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

    • Monthly timesheet, consolidation of time by project

      I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For example

    • Next Page