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Zoho Expense

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If you have an idea for a new feature that you want to see in Zoho Expense, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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298 results found

  1. Send out reminders that expense reports are due

    I would love a weekly reminder to go out reminding users to send in their expense reports on a certain day, so I have time to eneter them

    1 vote
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  2. Assignment of Expense to multiple companies in a single Report

    Within a single Expense Report you can only assign that single Report to a single Account. Many sales people travel and visit multiple accounts on a single trip. I want the Report to be for the trip but within it have separate Expenses assigned to various accounts.

    1 vote
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  3. 1 vote
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  4. Track Monthly Total Mileage

    It would be really helpful if Zoho Expense could track TOTAL miles per month for employees. In addition to knowing business miles, we need to capture the PERSONAL miles driven each month for those employees using a company owned vehicle so that they can be grossed up at year end. Our current paper expense tracking captures odometer reading at the beginning and end of the month to yield total miles. Then they must allocate those miles between personal and business. Ideally, sales reps would be prompted by the system to at least enter their odometer reading at the (beginning and)…

    1 vote
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  5. Employee reimbursement problem

    My field staff travels in the field & submit his travel claim on daily basis.
    However we reimburse him twice in a month. At the time of entry posting in banking section of zoho books in Employee reimbursement, it ask which claim to be paid. ...In such case amount never matches i.e. there is a single bank transaction covering multiple zoho expenses claim, but Zoho books suggest with single claim only.
    The problem can we solved if you uses checkbox (multi select) in place of radio buttons

    1 vote
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  6. merge expenses using Mac app.

    Can only merge using web app. Would like this in Mac app.

    1 vote
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  7. 0 votes
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  8. Autocategorization for the card transactions

    detect the "category" for the debit/credit card transactions (meals etc.)

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  9. All the attached files of the each expense appearing as attached files in the PDF report

    Multiple files can be attached to an expense in the expense report. Only the primary file comes with the PDF expense report. Need to show all the files attached with the expense in the PDF too.

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  10. 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.

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  11. 0 votes
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  12. 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.

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  13. 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.

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  14. 0 votes
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  15. Search and Selectable To and From fields for travel related expenses

    For expenses like Airfare, train etc, need to search and choose the to and from locations.

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  16. 0 votes
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  17. Filter expenses by document currency

    Document currency as a new filter criteria for expenses (and possibly other docs). Thanks

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  18. 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.

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