What's New in Zoho Expense: August - October 2023

What's New in Zoho Expense: August - October 2023

Hello users,
We're back again with our What's New post to inform you about the most exciting feature rollouts over the past three months. An all-new edition, an integration for business travel management, iOS 17 updates, and more are in store for you! Get set to delve into the full details and read everything there is to know about these new features.

New edition - Germany

We're excited to announce the launch of another regional edition—Zoho Expense: Germany. If your organization is operating in Germany, simply select the country as Germany on the sign-up page to get started. You can then enable VAT, and Zoho Expense will preconfigure the applicable tax rates for businesses in Germany. While recording business expenses, users can choose the appropriate VAT treatment and VAT rates from the options provided. You can also access Zoho Expense in Deutsch, if required. Additionally, if mileage is enabled in your organization, the government-suggested mileage rates for the car and motorcycle vehicle types will be automatically fetched to Zoho Expense.

Self-booking through GetThere

If you're an organization that lets your employees book tickets online, then this integration would be a great addition for you! With the GetThere integration, your employees can directly book tickets for their business trips from within Zoho Expense. If you don't want all your employees to self-book, simply select the users who can directly book tickets using GetThere. Additionally, you can easily set up the organization's travel policies in GetThere so employees can book tickets in compliance with the company's policies. Learn more.

Report automation for corporate card expenses

Enable report automation to automatically generate a report that will compile the expenses made using a corporate card. A report will be automatically created on the billing date you've configured and all expenses incurred using your corporate card will be attached to the report. You can set up automatic submission, if required.

To set up report automation for corporate cards: Go to Admin View > Settings > Report Automation. Hover over Corporate Card Expenses and click Configure Now. Set up your preferences and click Save.

Updates in delegate configuration

Now, you can set the start date and the end date by which a delegate should cease having access to your account. This feature will come in handy when you want to assign delegates for future dates. At the same time, you can modify the access given to your account, whenever required. Users can also view the list of previous delegates that were assigned for them in My View and the admins can view the list of all the delegates that have been assigned for a user in the Admin View. The list will have the details of each delegate's Access Type, Duration, and Added By date.

For Admins: Go to Admin View > Settings > Users. Select a user and scroll down to the Delegate Details section to configure the delegate access.
For Submitters and Approvers: Go to My View > My Settings. Scroll down to the My Delegate section to configure the delegate access.

Webhooks revamp

The following changes were made in webhooks:
  • Query parameters are now supported.
  • Three types of body types are now supported - Default Payload, x-www-form-urlencoded, and raw JSON.
  • Secret key support has been added. It will be used to ensure that the API is triggered by Zoho Expense by comparing the hash value in the header (X-Zoho-Webhook-Signature). You need to have the same token on your server in order to compute a hash value.
  • Placeholders can now be inserted in the URL field, query parameters, form URL encoded parameters, and raw JSON.
To create a webhook: Go to Admin View > Settings > Actions > Webhooks > + New Webhook.


Set up tax-inclusive expense limits

When you configure rules to set up limits for your expenses on the Policies page, you can now mark if the expense amount should be inclusive of tax. If you check the "Limit amount is inclusive of tax" checkbox in Policies, the rule will be executed only if the amount exceeds the sum of the expense amount and tax.

To set up tax inclusive expense limits: Go to Admin View > Settings > Policies. Select a policy and navigate to the Rules tab. Select a rule and check the "Limit is inclusive of tax" option. Click Save.



Force delete custom module

Earlier, if you had records under a custom module, you would not have been able to delete the custom module. However, based on popular customer requests, we're now providing an option to delete a custom module even if there are records in it.

To force delete a custom module: Go to Admin View > Settings > Modules. Click the module you want to delete. Click the Gear icon next to the module name and click Delete. In the pop-up that opens, click Delete. A force delete pop-up will open; click Force Delete.


Revert custom status

If you've created your own custom status for a module and have applied it on a record, you can now revert it back to its corresponding default status in Zoho Expense whenever required.

Help text for custom fields

Introducing help text for custom fields! Whenever you create a custom field, you can now add a note in the Help Text field to help users understand the purpose of the field. If you've added help text for a custom field, users will be able to view this text when they hover over the help icon next to the custom field.

To add a help text for custom fields: Go to Admin View > Settings > Modules. Select the module for which you want to add a custom field with help text. Navigate to the Fields tab. Click + New Field. Enter the Label Name and Data Type. The Help Text field will appear. Enter the help text and click Save.



Per diem preferences for expense types

When you create a new expense type, you can now select if you want to configure per diem for the expense type. Additionally, you can choose if you want to record the expense type as a component or a supplement and select the ways by which you can record per diem expenses for this expense type.

To configure per diem preferences for expense types: Go to Admin View > Settings > Modules > Categories. Navigate to Expense Types. Click + New Expense Type. Enter the name and select a default category. Mark the "Configure per diem for this expense type" option and click Save.

​

Preferences for chatlets

You can now enable chatlets for reports and trips from the respective Preferences page. If chatlet is enabled, all the admins and approvers can create chatlets by default. However, if you'd like to provide access to all users to create chatlets, you can select that option. This feature is only available for the Premium and Enterprise plans of Zoho Expense.

To configure chatlet preferences: Go to Admin View > Settings > Modules > Reports or Trips. Mark the "Enable Chatlets" option and click Save.


Fetch Canadian tax rates automatically

Zoho Expense can now fetch the Canadian government's tax rates and agencies automatically! If you create a new organization with Canada as the Country and enable "Taxes," all the government-suggested tax rates and agencies will be auto-fetched to allow users to apply them to their expenses. Additionally, if you have custom tax rates, you can create them as well.

Select a delivery address for purchase requests

When you create a purchase request, you can now choose the delivery address. The organization's primary address will be prefilled by default. However, admins will be able to add a new address or edit the existing address.


iOS app updates

  • Zoho Expense is now iOS17, iPadOS 17, and macOS Sonoma ready! Access shortcuts from Spotlight, view real-time updates on the distance covered using GPS, the time left for your flight on your lock screen, Dynamic Island with Live Activities, and view pending tasks by Zia with the interactive widgets.
  • For VAT-enabled Germany edition organizations, Zoho Expense will automatically fetch the government tax rates so users can apply them to their expenses. Similarly, the government's mileage rates will also be readily available to apply to your mileage expenses.

Android app updates

  • If you've enabled VAT for your Germany edition organizations, the government tax rates will be automatically available, and users can apply them to their expenses.
  • Improved accuracy of mileage tracking using GPS.

Explore a more efficient way to manage expenses with these new features. Try them and drop your feedback in the comments. Need assistance? Contact us at support@zohoexpense.com.

Regards, 
The Zoho Expense Team

    • Recent Topics

    • QR codes in templates

      I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.
    • Button Display Conditions

      Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field
    • Knowledge base: The nitty-gritty of SEO tags

      A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct
    • Social Media Simplified with Zoho Social: Make the best out of the publishing calendar

      Are you a marketer who likes visualizing your plan of action before you start social media posting? Are you part of a team that works on social media on a rotational basis, so the most important task is to collaborate to avoid overlap and confusion? Or
    • Custom function daily limit and procedural programming

      Dearest Zoho Today, support confirmed that if I call a custom function from another custom function then I will use up two, with regards to my daily limit. A few times, we have blown our daily limit and that means that ordinary business processes don't run for the rest of the day. I have to mop these up the following day and there is no guarantee that I will get it right. Therefore, I can't afford to waste any. Procedural programming has been around for over 50 years now and it greatly simplifies
    • Unified customer portal login

      As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that
    • Access CRM Variables from Formula field

      Is it possible to use a CRM variable (defined in Developer Space -> CRM Variables) in a formula field for calculations ?
    • New enhancements: Changing portal users' email addresses and new customization options for templates

      Dear All, Portals have enabled organizations to extend access to various CRM modules to their customers, vendors, partners, and end users, per their business requirements. When a portal is created, an invitation email is sent to portal users with a link
    • Granular Time Frame Settings for Message Deletion and Editing in Zoho Cliq

      Dear Zoho Team, I hope you're doing well. Currently, the settings for message deletion and editing in Zoho Cliq are configured globally under: Admin Panel > Organisation > Configurations > Conversations Delete messages: Time frame to allow message deletion
    • New Built In QR/Barcode Generator Print Settings

      I'm trying out the new QR/Barcode generator field in Creator. I would think most people will want to print these, like I do. I am not seeing any way to control the height or width of the barcode for printing (inside the print/pdf template builder). The
    • Zoho One. Client Script

      Hi, I would like to know if the Client Script feature is available in Zoho One. If it's, how can I enable it?
    • Calendar View for Zoho Tickets

      Is there a way to view your tickets with due dates on a calendar view? I can not find a way to merge my Zoho Calendar and Tickets. This would be extremely helpful to my team.
    • Delete / Modify Default Career Site - Zoho Recruit

      Hello, It would be very useful if we could delete a default career site or change which of our career site is the default. Our Career site was created when there were issues with Zoho Recruit creating English CTA buttons on French Career sites. The only
    • Collaborative editing of spreadsheets by multiple users simultaneously - Is it really possible?

      I work in a SharePoint 2010/SharePoint Server 2010 environment and we use MS Office 2007(Excel 2007) . I have been trying to create a MS Office document which will allow multiple users to work on a spreadsheet simultaneously. For that I have: 1) Created a excel workbook and published as a workspace as suggested by Andrea Kalli in her link: http://www.wonderhowto.com/how-to-collaborate-files-between-sharepoint-and-office-2007-182172/ 2) Set up and saved the Excel Workbook as "Shared" and made it available
    • Is it possible to hide Developer Space for all user in Zoho Projects

      Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.
    • Automatic Portal invite

      We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?
    • Introducing automation and utility conversations in WhatsApp marketing

      We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating
    • Extracting data from cells in zoho sheets for zoho books

      I am currently uploading my bank statment in excel format to zoho workdrive. I would like flow to extract certain data and send it to zoho books. Would scripting in zoho flow be able to help me with this? By this I mean should I attempt this in zoho flow
    • Within the Basic KPI component in Analytics, it is impossible to set "next" day range as a filter

      Hi there, I am currently setting up a deal dashboard for the Sales team. While it is possible to filter deal records to show records that were created LAST X days only, it looks like a NEXT X days Closing date filter is not available. Would it be possible
    • Getting error during inserting a record in form of zoho people using zoho api

      import requests import json # Set your access token and Zoho People API base URL access_token = '1000.XXXXXXXXXXXXXXX.XXXXXXXXXXXXXXXXXXXXX' api_base_url = 'https://people.zoho.in/people/api/' # Set the form name and data to be inserted form_link_name
    • Você já viu os cursos do Zoho Mind?

      Pessoal, Tem uma plataforma da Zoho chamada Zoho Mind, muito interessante os cursos e vídeos tutoriais que lá possui. Para a turma do Zoho Creator, tem uma dica de Buscar dados em Formulário, segue o link e clique em Zoho Creator. https://www.zohomind.com.br/#/videostutoriais
    • Como gerar gatilhos para pagamento de impostos no Zoho Books?

      Olá Pessoal, boa tarde! Gostaria de saber como vocês estão escriturando os impostos a pagar no Zoho Books. Vi que temos a opção de Bills, porém se eu escriturar nesta aba do Zoho Books para gerar lembretes de tempo de vencimento por exemplo vai refletir
    • Subform Time field to string.

      Good afternoon All. I have a Subform 'Delivery_Receiving_Hours' that captures Day (Dropdown), Time_Open (Time), and Time_Close (Time). I need to capture this data and send it to a multiline field in the CRM. The code, posted below, below will capture
    • Data export

      I need to export our customer's data and projects' data for our purpose but am unable to export full data i only get around 3160 projects and around 2k customer can you please help me to get full data, please
    • Adjusting Physical Inventory

      Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be
    • Zoho Marketing Plus : Un outil tout-en-un pour la création de pages, la collaboration et la gestion du calendrier marketing

      Nous sommes ravis de vous présenter trois nouvelles fonctionnalités puissantes de Zoho Marketing Plus s’enrichit désormais d’un page web (l'éditeur de pages), qui vous permet de créer des pages attrayantes et à fort taux de conversion pour vos campagnes
    • Grouping payments to match deposits

      Is there a way to group multiple invoice payments together so they match credit card batches and grouped deposits in the bank account? Basically, we are creating invoices for each of our transactions, and applying a payment to each of the invoices. Our payments are either credit cards or checks. We want to be able to group payments together so when our bank account reflects a credit card batch made up of many transactions, or the deposit we took to the bank that has multiple checks from different
    • Employees can not add some expenses suddenly

      Zoho expense was working fine and whenever there was a new merchant, it would automatically add and also the same auto added in Zoho Books (due to merchant-vendor sync) untill now. From today, it is having problems in searching the existing vendors and
    • Zoho email setup in office365

      When i am trying to setup zoho mail setup using my domain in office365 and it is not working and it says that we couldn't log on to the incoming (IMAP) server and please check your email address and password and try again. I was able to login using my
    • iOS 10: Caller ID new feature?

      Hi, in the update history of the iOS App (for iOS10) - v.3.2 - i found the point "caller identification" has this feature been deactivated again? i cannot find anything on my iphone on how to activate this feature. or does it just work from the beginning?
    • Recommendations to store meeting notes for easy access from Contacts, Accounts & Deals module records?

      I would like your advice on how to achieve this use case for my organization. It’s related to where/how best to store meeting notes from a conversation with Contact(s) working at an Account (Company) in the context of a Deal. The ideal solution (from
    • Bank reconciliation. Match Transaction -filter

      When matching an imported bank statement file we only get a match if it is an excact match on both amount and date. Then a suggestions comes up with a very broad selection regarding amount, and no default "between" dates. I can then go an manually adjust the filter, and have to put in from-to amounts and dates. How do I set a default from-to date?  As an example, I would like the date to be +- 3 days, Thanks.
    • Added new staff but does not appear in other organization list

      Hi, I added the new staff under Sales Manager in the contacts, but it does not appear in the other organization list where I need to create a contact, and I can't select the newly added Sales Manager
    • Integrating Calendly with Zoho Calendar in Zoho Mail

      I moved my office into a business incubator space that uses Calendly for meeting management and events. Calendly doesn't have a integration with Zoho Calendar and vice versa. I was directed to Zapier for integration but it doesn't have an integration
    • Map fields from module X to a lookup field in subform in module Y

      Hi there In the 1st screenshot attached, you can see a subform in myLeads module. You can see that there is a number already filled there - that is the 'Property ID' and it is a single line field. It is the 'Property ID' of an entry I have in another
    • 🎄 Jingle, Mingle, and Automate: Spread Christmas Cheer with Zoho Desk Auto-Replies! 🎄

      Hello Everyone! Welcome to this week's episode of the Community Learning Series. Christmas is in the air, and I’m sure we can all feel the jingle and the mingle of the season! The folks at Zylker Techfix are no exception—they’re busy with holiday plans
    • how to create a new line in string in Client Script?

      I want to show an alert using client script, I need to add a new line in String, I assume I can use \n\n inside a string, but unfortunately it doesnt work ZDK.Client.showAlert("First Line \n\nI expect this is in second line");
    • Surely it's time Inline editing from views

      I think the first request I found for in-line editing from grids was approximately 12 years ago - that post was locked because it was suggested Zoho sheetview solved the problem. However, it's now 2024, and in-line editing from grids is just a basic expectation.
    • Multi branding issue with sender addresses

      Hello, I'm currently working on a project involving two (seperate) brands. Named 'Windeck' and 'Prolance'. They've chosen CRM Plus and I'm currently working on CRM, SalesIQ, Social and Marketing Automation. So far, I'm able to make enough separations
    • How to Replace an Assessment in a Job Opening on Zoho Recruit

      Hi everyone, I’m currently using Zoho Recruit and would like to replace the assessment linked to a specific job opening. I want to remove the existing assessment and add a new one. What is the best way to do this without losing any important data or affecting
    • Next Page