Zoho Expense
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298 results found
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5 votes
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1 vote
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Customisable admin dashboard
Would like to be able to add links to most used functions to the toolbar on the left. Currently, we have Expenses, Reports, Settings, etc. But as an Admin, I work a lot with Projects, Users, etc. I'd like to be able to create buttons for these and access them directly, without having to go through Settings every time.
1 vote -
Spend control
we would like to have budgeting integrated in the Approval function so that you can set a monthly limit for manager's approval on a certain expense based on our budget.
for example, can you authorize a user to approve up to 20,000 dollars in a particular month?
3 votes -
date format
My Bank statement are in like mm/dd , no year, and while I try to import from statement, it fails me on this.
Pls help to make a new format for only Month and Day, no Year.1 vote -
2 votes
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On the Expense page, add the ability to default the picklist option on the header to Unreported Expenses so I don't have to change each time
On the Expense page, add the ability to default the picklist option on the header to Unreported Expenses so I don't have to change each time
1 vote -
5 votes
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0 votes
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Add ability to create notes on excluded credit card transactions
Sometimes transactions need to be excluded, but when reviewing transactions, its hard to tell why they were excluded.
0 votes -
Disable Distance Traveled field in the Add mileage section.
Mileage expenses should be added only by entering the start reading and the end reading of the odometer.
0 votes -
0 votes
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Is it possible to see overall expense, which include the details of all expense like submitted, approved, draft expenses.
Is it possible to see overall expense of time periods, which show the details of submitted, approved, draft expense
4 votes -
Fetch the merchant details from card transaction.
The transaction details will contain the merchant details. That has to be fetched by the application and the merchant should be chosen automatically.
0 votes -
1 vote
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1 vote
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Add "Associated Tags"
We use Tags on Zoho Books, and one of our employees has a lot of expenses for the whole company so needs his transactions to go to various tags. Please add that feature!
6 votes -
4 votes
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Cover Page for expense reports.
When generating an expense report, a "cover page" is automatically generated that identifies the relevant information - project/trip, employee, etc.
1 vote -
3 votes
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