Zoho Expense
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298 results found
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3 votes
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1 vote
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Need to be able to adjust card matched amounts for Foreign Exchange
If I incur a foreign currency charge, for example for EUR 100.00, my bank will show a transaction of the equivalent USD, say USD 110.00. But at the end of the period, they then add another transaction for say USD 1.10 as a FX Fee. If I first record the original EUR 100 transaction with an exchange rate to match USD 111.10, no problem. But when I later match the card transaction of USD 110.00, it turns it back to $110.00, but still shows USD 111.10 in the transactions currency conversion.
It should allow the USD 111.10 if that's what…3 votes -
Allow more than one delegate for expenses
The feature to delegate your expenses to another user is great but please can we have more than one delegate?
8 votes -
1 vote
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Auto-Match Expenses with Receipts
My receipt expenses almost never auto-match my credit card transactions because the default range for auto-match is set to three days and my bank always sends the posted date to Zoho which usually ends up outside of that three day range. I need Zoho to do a better job of matching expenses, or allow us to change the date range for auto-matching. I think that last option is a simple request.
3 votes -
improve type ahead to be 'if contains' feature
When entering customers, merchants, projects, etc the systems 'type ahead' feature use a 'if contains' function so that typing 'Bone' will find 'The Bonefish Grill, 'Bones', 'Beef Bones, etc.
1 vote -
Automatically Subtract Custom Miles from Mileage Expense
If travel policy states miles after X miles are reimbursable, it would be great if the milage expense could automatically calculate for only the amount of X miles that are reimbursable.
For example, if a company has a policy that mileage is reimbursed after 40 miles at .58 cents a mile and an employee files for a mileage expense for a total of 80 miles the expense calculation would automatically calculate at 40 miles. This way the employee doesn't have to do the math to figure out how many miles are reimbursable. They can also use functions like the GPS…
3 votes -
Per diem - gsa connected
Hi,
You need to either connect up the gsa per diem rates, or allow functionality that matches gsa guidelines, such as first/last day of travel rates that differ from the standard rate, and meal/incidental expense breakout amounts. Otherwise, this functionality is not too useful.
See
https://www.gsa.gov/travel-resources
for rates
3 votes -
Integration with Microsoft Power BI
Access to a table or query of all expenses. The goal is create reports on Microsoft Power BI.
1 vote -
Add the duration date to the report title
it would be helpful for both employees and line managers to be able to see the duration dates alongside employees (auto-generated) report names. Employees are creating monthly reports and at the end/beginning of each month they have a crossover of expenses. This means they create 2 reports to cover the month just gone and the new one starting. However on the expenses when they go to choose a new report all they see is their names appearing twice. They struggle to know which one is which. So would be helpful to have the duration dates as then they know which…
3 votes -
Siri Shortcuts changes
Currently for Zoho Expense app on iOS, please expand the Siri Shortcut "Find Expenses" to include the optional search parameters start & end date and categories (1 or more).
Currently the Shortcut returns everything, the above changes will limit the expenses by date duration & by categories.
1 vote -
Reporting Changes
For Zoho Expense app on iOS, currently I've to manually add expenses to a new report. This is kind of laborious process.
While creating a new report, add an option to include expense categories (where the user will select zero or more categories for which the report is applicable)
Use the categories and start & end dates of the report itself (expenses incurred during the period) and only expenses for the categories selected to include in the report.
1 vote -
Improve navigation after Assign Expense to Report
I am in the list of all expenses in Zoho Expense.
I am selecting one or multiple expenses, and assign them to an expense report.
Now, the app navigates automatically to the expense report view.
This is highly disruptive of the workflow. I need to finish assigning all expenses to reports first, then navigate to a report to check the report. If I need to navigate to a report any time sooner, i can do so.
The fact that the app also looses the filter criteria when navigating back to the expense page, makes this really cumbersome.
Please, stop navigating…1 vote -
Merging cross currency expenses
I receive receipts/invoices or expenses made in a currency different from my credit card currency. Often I receive the receipt/invoice before I receive the credit card statement.
When I try to merge the 2, I am being told to use "similar currencies".
Obviously, it needs to be possible to merge expenses across multiple currencies. Right now, it seems, I can either opt to add the receipt manually to the expense created from the credit card line item, and delete the expense created from the receipt in another currency. Or I can change the currency of the expense created from the…3 votes -
Add a mandatory check box or a dropdown list before approving an Expense Report (Especially for Approver 2)
Provide a feature wherein the 2nd Approver has to mandatoriliy select a reason (From a dropdown list) before approving any expense report
1 vote -
recurring expense
Ability to auto-create a recurring expense
1 vote -
Integrate with Facebook ads billing
Facebook charges monthly for ad accounts. It would be great if we could automatically get those charges reported to Zoho Expense
3 votes -
Have a function where users can copy expense entries within report to duplicate it
Where a user can select a regular entry, such as a lunch which the expense type and cost doesn't change, only the date and copy of receipt. Allow selection box and click to duplicate.
4 votes -
TAG - CATEGORIES
it would be interesting to be able to assign tags to specific categories by default
3 votes
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