Zoho Expense
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298 results found
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Expense Dash board.
When you navigate to Dashboard ==> Your Top Expenses and under that you see a pie chart. When click on the pie called others it do not show the list of items categorized as others. Is there any way you can include that feature into the pie chart for easy reference and Navigation.
thanks
Bijilal3 votes -
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 -
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 -
Provision to enter User wise yearly expense budget. To track budget utilization by user and his/her achievement of Sales target against said
Provision to enter User wise yearly expense budget. To track budget utilization by user and his/her achievement of Sales target against said budget.
1 vote -
4 votes
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i have 10 employees and I want that everybody will add expenses and which I can see but they can not see each other expenses
i have 10 employees and I want that everybody will add expenses and which I can see but they can not see each other expenses
1 vote -
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 -
Creating user rules
I'd like to know if there's a way of creating rules for creating expenses created from receipts. It would be amazing if user could create something like emails filter. For instance:
Receipt is sent to Zoho Expense's Inbox:
- If receipt has keyword ABC Inc -> Merchand is "Abc INC"
- If receipt's Merchand is "Abc INC" -> do not ask for reimbursement, set payment method "Credit card" and "Company's credit Card"
- If receipt's Merchand is "Abc INC" -> Apply category "XYZ" and description "XPTO"All of those rules would be created by the user. Expenses which has been…
1 vote -
expense details by report
expenses added for previous dates are mixed in with other expenses, need to know which expenses were approved in a given month.
3 votes -
Option to remove Tax from Mileage Expenses ONLY
At the moment the only expense field customization that can be done is globally, so either you enable tax and make it mandatory for everything or not. Would be nice to be able to customize that for a specific category, or at least have the option to remove tax for mileage as mileage is entered and calculated by a set rate... just an unnecessary step users have to take to select tax exempt every time they enter milage.
3 votes -
bulk classify
Add bulk classifying expenses and adding them to an expense report, particularly for credit card tranx.
12 votes -
gsa
Import government GSA per diem rates from https://www.gsa.gov/travel/plan-book/per-diem-rates to select locations for per diems.
1 vote -
1 vote
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Vehicle list associated to users
We do not have company vehicles but allow staff to use their own vehicles, which are of various sizes. As we also provide expenses for carrying passengers, we already have a list of vehicles with differing number of passengers e.g.
Driver
Driver + 1
Driver + 2
Driver + 3 etcIt would be better if we can associate vehicles to users to select from instead of them having a very long list that they pick from.
1 vote -
PRINTING THE VOUCHERS WITH THE DETAILS OF THE EXPENDITURE - FOR CUSTOMER INVOICING
copies of vouchers with recap for customers
1 vote -
Vehicle fuel type - electric
Hi,
You need to add electric as a fuel type for when creating vehicle list1 vote -
Auto-generate report names - extra field options
Add additional field options for including in the format for auto-generating report names. Suggested fields:
Owner Initials
Month
Year1 vote -
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 -
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 -
Multiple Mileage Inputs in iPhone App
Multiple Mileage Expenses, when using map on iphone app, you have to input each leg of journey manually, would be great if you could add multiple legs to your journey at once, or at least a function to mark as a return journey to prevent entering from a to b then entering b to a separately, would be great to go a to b return, and then a to b to c to d to e to a
6 votes
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