Zoho Expense
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298 results found
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Send notifications to the submitter's delegate when the submitter adds new expenses to Zoho
We have had a request whereby the delegate of a submitter is alerted when the submitter adds a new receipt (expense) to their profile.
4 votes -
Partial reimbursement
You should have the option of make a partial reimbursement to employees in different dates and from different accounts, even if it's the same expense report.
26 votes -
Supporting documents
Provide a new category as 'Supporting Documents" without having amount field for submitting support documents such as boarding passes etc, which no reimbursement required.
1 vote -
Ability to search for customers by email address. Dropdown fo CRM contacts should be limited to the contacts for the account selected
Adding attendees from CRM contacts is wonky. The names come back truncated (first and last name all running together). Also, once you select the account, the contacts dropdown should contain only contacts for that particular account, not the entire CRM
1 vote -
Corporate credit card as default paid through
This is a major source of incorrect coding for our users. Almost all of our expenses are through corporate credit card, but we can't set it as the default "paid through".
This simple fix would be big plus from the user side.
3 votes -
Advance Reconciliations
It would be really nice if the advance payments would have some sort of basic reconciliation functionality in the system. Even if the advance payment report could show the outstanding balance on an advance after it has been linked to an expense report this would be helpful.
We use the QBO integration and it would nice to be able to reconcile our records in QBO against our advance payments in ZOHO.
Thanks!
7 votes -
bulk classify
Add bulk classifying expenses and adding them to an expense report, particularly for credit card tranx.
12 votes -
A Category seach should also return its Sub-Categories
Make Categories and their Sub-Categories a hierarchy and searchable based on that hierarchy. So if you searched on a Category you had the option to also include its Sub-Categories in the search results. Without this option you lose a main benefit of what Sub-Categories provide.
4 votes -
budget
Add ability to have a monthly or annual budget by user (and/or by catagory), and show user the budget to actual on their landing page on the mobile app and/or desktop page.
4 votes -
We should be able to control our expense field customizations within the policies
For our organization we have a few expense customized fields, which is setup in our account setting. We'd like to have the ability to control which drop down options users can see for those fields. However, Zoho doesn't seem to have the capability to do that within the policy. It would be great if we can do that within the policies the same way we can control what categories our users see by assigning policies.
6 votes -
Reorder items in expenses report
Expense seems to order items in an expenses report in an not entirely obvious way, and not related to the order in which expenses were recorded (aside from grouping items by date). It would be good to be able to re-order items to make the expenses report look more logical (e.g. Lunch before dinner, taxi to the departure airport before taxi from arrival airport) and thus to present the expenses in the order in which they occurred. This would make reports much easier to review and approve for managers. Thanks!
13 votes -
Capture of From Date to To Date in the Per diem and Auto Calculation of the No. of days and amount based on the count of dates
It would be ideal to Capture the From Date to To Date in the Per diem and Auto Calculation of the No. of days and amount based on the count of dates
4 votes -
Merge Merchant Names to prevent duplicate names like 7-11, 7-ELEVEN, 7 ELEVEN, 7 Eleven, Etc
We have many duplicate names spelled different for merchants like 7-11, 7-ELEVEN, 7 ELEVEN, 7 Eleven, Etc. They are all the same merchant. Expenses are associated with each so I cannot delete any of them. If we can merge merchants we can clean this up, keep ONE name, and delete the rest.
8 votes -
Claim reimbursement for expense by default
When new receipts are scanned, the expenses are created with "Claim reimbursement" unselected. However, nearly all the expenses I submit are out-of-pocket so it would be nice to have an option for "Claim reimbursement" to be selected by default for new expenses.
7 votes -
Account code segments unique per user, per category
Our account codes in our accounting system are setup to have different segments per user. The current system only allows one account code per category. I propose creating a master set of categories. Then in each user account, you have the option of selecting if these categories are active for the user and if they have different account codes.
2 votes -
Bank Feed
Have the ability to transfer expenses that have been imported from a bank feed to other team members, i.e. we have our business current account linked, all our transactions feed in from all debit cards and as a result the person with the link ends up with everyones transactions, would be good for accounts team to then be able to assign expenses to another team member so that they become responsible for attaching receipts and filing the claim for that transaction.
6 votes -
default expense category per merchant
default expense category per merchant
(that is currently automatically assigned as per first manually assigned category, but often fails)
should also be editable in the merchants list
7 votes -
Print out all expense image files as one large collage image file
I want to be able to file all my expense receipts as one image file. So, the software would lay out the receipt images in a collage and let me save that locally as a png or jpg.
5 votes -
Add filter for unsubmitted expenses
Like to see list of expense that have not been submitted.
4 votes -
drop down view for sub categories for easier navigation and view
compressing the sub categories in a drop down button will make it easier to view the categories in web and app for easier navigation.
6 votes
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