Zoho Expense
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95 results found
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Make Shared Reports and My Reports visible simultaneously
Since the shared reports are already visible in the Reports screen, create a way to see all reports (mine and shared with me visible at the same time).
As of now, you cannot create a custom filter that includes Shared Reports and My own reports.3 votes -
Edit Expense Screen (within reports) add [Save and Next] Button
When editing individual expenses as listed in the Reports View there is a save and a cancel button. Any changes that are saved moves you back to the main reports view. Instead a Save, Save and Next and Cancel button should be displayed to allow for a more organic editing flow from expense to expense.
3 votes -
Numbering for expense receipts
Receipts should have numbers on report, and the numbers should show up both in the report calculation and on the printed receipt pages (attachments).
8 votes -
Allow the creation of a default report that receives all expenses. When it's closed, a new default report replaces it.
Allow the creation of a default report that receives all expenses. When it's closed, a new default report replaces it.
1 vote -
enable to run graph according to the period
I would like to see expenses graph based on time period
such as January to December in line graph3 votes -
Base currency per customer
Include the option to change/set the base currency per customer.
1 vote -
Proposed changes to Report Summary
Is it possible to expand the current "Report summary by currency" to include the following:
1. Under "Total Expense Amount" include the option to show a summary of the expenses per category for each of the currencies which should total to the total expense amount per currency.
2. Add the option to transfer funds between currencies, e.g. when you convert e.g. USD to EUR at the airport or bank. To have the option to be able to process this transaction and move funds received in advance from USD to EUR to be able to at the end of the day…1 vote -
Conditional Report Fields
It would be helpful to have some fields on the expense reports conditionally required. For example, if a sales person submits a receipt for a meal with a client, I'd like a field for the client's name to be required without having to make that field required for other types of expenses.
3 votes -
More customizable reports for exporting
Being able to customize what is exported is KEY! As we cannot directly integrate with our payment system, we need to be able to customize the export so that we can import into our payment system. The current export for approved reports exports by # of expenses - so the report ends up with 30 lines for the same report if there are 30 expenses. I need one line per approved report with just the employee id, department, and report total. This should be simple but its not!
1 vote -
Auto Submit Expense Report
Choose to have expenses sent via an automated report every day, week or month etc.
1 vote -
When reviewing Expense details, allow reject without going out to Report screen
Currently approvers can reject individual expense but only on the Report Page by selecting "Reject" from the drop down menu by clicking the three dots on the right of corresponding expense.
But when approvers view expense details one by one, there are only two buttons "Edit" and "Close" at the top of the expense detail screen.
Please add one more button of "Reject" for rejecting the expense being viewed.
I believe nearly in all cases, approvers need to view the details to make a Reject decision. So the best place to have that "Reject" button should be on the Expense…1 vote -
More customization of report Mileage Expenses by user
I want to be able to schedule the report and show the distance, vehicle and mileage rate
1 vote -
4 votes
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add the ability to customize expense reports.
In the expense report settings, if I have it set to print 4 receipts per page, the photo receipts look great but any pdf receipts only show the first page of the pdf and no total. If I change the setting to 1 receipt per page the entire pdf is included but the photo receipts are enlarged to print full page. Being able to manipulate/customize the expense report would be a great feature. Zoho Expense is a great app and very user friendly, keep up the good work!
1 vote -
Analytics; Reimbursements by User; By Category
I like that you can run a report by User, but I would like to see the subtotal of each category that makes up the total amount reimbursed. Also, I would like to be able to filter the report to only show reports that were reimbursed on a certain date, by category.
3 votes -
When I search something in reports approval with a particular vendor, I am not able to get the search results
When I search something in reports approval with a particular vendor, I am not able to get the search results
1 vote -
10 votes
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2 votes
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Provision to enter the Advance Return in Different Currencies while Submitting Report
During International Trip, Employee take the advance in Multiple Currencies. Need Provision to in Advance Payment Module to add Multiple Currencies Advances in one transaction. Today we need to do one transaction for each currency against the same trip. Similarly once the Trip is completed, we need the provision to declare the currency which we return to our Admin team against that trip. Today this provision is not there
1 vote -
print advance payment notes
That notes entered under Advance payments be printed as part of the report. Currently they are viewable on the screen but not in the printout.
4 votes
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