Zoho Expense
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298 results found
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Customizable Reports in ZOHO Expenses
In ZOHO Expense, I want to be able to customize the look/layout of the expense reports we submit. I can create main and sub-categories to attribute my receipts to, but the final report breaks everything down to its individual category. This makes having the parent category worthless to me.
3 votes -
category based custom fields
Custom fields should come up based on the category you choose for the expense.
12 votes -
Allow currency rates to be auto-increased
Credit cards often put a surcharge on the conversion rate. A company policy could be set to allow the exchange rate used to be the "official" rate plus x% to compensate.
16 votes -
Request a budget
I'd like a feature where I can request a monthly budget and my boss approved without decreasing the amount of my "paid through" so, I can request a monthly petty cash budget only. not recorded the expense. I plan and submit, my boss approved it.
3 votes -
Merchant Addresses
Please add the ability to add addresses to merchants.
2 votes -
Negative Expense amount (credited expenses)
It would be good when negative expense amounts would be allowed. This way it's easy to add credited expenses. At the moment you can only add positive amounts and it's really difficult to add a credit expense. This would be an easy feature to add as it would only be needed change the settings for the amount field to also allow for for a negative amount to be filled in. Or just add a an option just like tax inclusive or exclusive, which is positive by standard but can also be set to negative.
10 votes -
Include Mileage and Per Diem to Add bulk Expenses page
Include Mileage and Per Diem to Add bulk Expenses page
4 votes -
We would like to see a feature which would allows to pre-approve budget for travels. Budgets can then be compared with Expense Reports
Allows users to submit budget requests and then approve those budget requests to compare with expenses.
5 votes -
Allow multiple categories to be assigned to a receipt where there are multiple purchases
Sometimes a receipt will have an asset, a cost of sale and an expense in a single transaction (i.e when we buy multiple items in a single transaction). The ability to assign different categories & amounts to line items in the receipt would be perfect. The current system assumes you only have one category per receipt which is not often the case.
7 votes -
12 votes
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Meals split with Tips
Can you provide Meal & Entertaintment feature with Breakfast, Lunch and Dinner allowances and Tips
13 votes -
Ability to add non-user attendees.
Please allow for the addition of non-user attendees in the attendee expense field. Most business meetings and expenses are with non-user members.
41 votes -
Search Capabilities
We should be able to do searches for dollar amounts - users - numbers whatever.
7 votes -
Admin user Recording expenses in a submitted expense report
An admin user should have the permission to add an expense to an expense report submitted by any other user.
3 votes -
Linking multiple Customers(Clients) to one Expense.
One billable/non-billable expense getting linked with multiple customers.
8 votes -
Role based access to expense categories
In our business our sales people are entitled to expense different items than our consulting staff. having the ability to allow or hide certain expense categories based upon role would be great. this may also require the creation of role based access of course!
18 votes -
Mileage - Google Maps From and To - Web
Option to add an mileage expense using the route from google maps (after entering from and to addresses, and number of travels (one or round trip)
58 votes -
reimbursable vs non-reimbursable expnses
From the communication I had with ZOHO expense support, even though an expense is selected as non-reimbursable when submitting, it will still showing as "awaiting reimbursement" after being approved. We believe it is not only causing confusion to the submitter and the approver/admin-users but also creating additional workloads. Shall the status be changed to "completed" once approved to distinguish it from the cash reimbursable expenses and the non-approved non-reimbursable expenses.
8 votes -
Use customer name and Project name on expense by default with the ability to override
After setting up the expense report header record when you are inputting the details in the bottom of the detailed expense the customer and project should automatically populate with information from the header and also check off the billable indicator. this will save quite a bit of time and reduce the potential of charging the expense to the wrong client or project.
9 votes -
7 votes
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