Zoho Expense
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95 results found
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Reporting/Analytics function improvements
Scheduled reports needs more customization.
I would like to be able to create the report per user per category. Currently you have to manually create this report in the expenses categories section and filter to an individual user.
Problem is when printing or exporting the report there is no mention of which user it is for so they all look the same (only date to & from in title)3 votes -
Run one report for trips and expenses
It would be very helpful if the system allows to run one report for trips and expenses. By that, companies would have full visibility when a trip is requested,aprroved and expenses are submitted & reimbursed in one report as currently trips and expenses cannot be connected in one report.
4 votes -
bulkprint approved but not reimbursed reports
make it possible to bulkprint approved but not reimbursed reports with receipts in pdf format. Would be great to be able to choose format by user and category
1 vote -
Excluding values in the report filter in analytics
I would suggest to be able to exclude some values instead of selecting the one you want to show in your report (useful if you have 20 categories of expenses and you want to perform an analysis on 19 categories)
1 vote -
Show project code on PDF report
On the PDF report, would be great to let the project code be shown. It could go next to project name on every expense as it is now.
7 votes -
Can you make it possible to export all expense data to a live google sheet?
My company needs expense reporting software that can export expenses to a live spreadsheet on google sheets. Each expense would have to be written to a new line.
1 vote -
Clone/duplicate a report
Clone/duplicate a report to be able to streamline the process of submitting similar reports without having to insert all expenses again
13 votes -
Make the filename of each Expense receipt show up in the Report export.
I want to link the filename of the exported receipts with the list of expenses in an exported report.
A simple way would be to allow a report export to include the receipt filename for each expense.
1 vote -
On expense report PDFs, list each advance not only advance total
If you rely on the PDFs as records, you may want to double check the date, description, and individual advance amounts in the PDF and not have to go into the Zoho web app to confirm it.
0 votes -
Summary (Category with totals) Page on the Default Template.
Summary (Category with totals) Page on the Default Template.
Page at the end of the Default Template with Categories used and their totals.
System fits us perfectly ...Thank you...but a check box in the admin section of reports....would be a great time saver since we wont have to export and reformat.
23 votes -
Highlight "Total Expense Amount" as opposed to "Amount to be Reimbursed" in reports
We have consultants creating dozens (if not hundreds) of expenses to be sent to customers on a monthly basis.
Most of these expenses are paid with their company's credit card but some aren't, so both Total Expense Amount and Amount to be Reimbursed are very important as the total will be sent to the customer and the Amount to be reimbursed is what the employee/consultant is claiming.
Why do we only have the option to put "Amount to be reimbursed" in the header of the expense report?
Customers are getting confused when we sent these reports and complain that the…27 votes -
report
The current reports are fine to deal with employees. At the same time, part of our expenses have to be reinvoiced to our customer as well as mileage. I'm using zCRM for invoicing. So I need a report (including the payment slip pictures) but with the original currencies of the expenses & mileage in km, not in base currency.
3 votes -
1 vote
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Format the columns in the exported files.
When the expense reports are exported as XLS, the amount column is not formatted as Number/Currency. Hence, unable to apply the excel formulas.
5 votes -
I'd like to be able to change the order in which an expense appears on a report. Drag to change location please! (Within same date)
I'd like to be able to change the order in which an expense appears on a report. Drag to change location please! (Within same date field)
Currently expense report is categorized by date - but you may need to group like expenses or same location expenses within the same date for clarity and/or ease or reporting as well as reviewing...
Please add the drag individual expense feature within the dotted option tab on right side of expense - as shown on a report.. Do it, GO!
3 votes -
7 votes
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0 votes
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Adding expenses in shared expense reports.
Users should be able to add additional expenses in an expense report shared with them.
3 votes -
Allow expense report approval by PROJECT not only by person
Approval needs to be flexible enough to be set approvers by project. Currently we can only set by person.
1 vote -
possibility to choose to submit an expense from more than one approver
A submitter might need to submit to one or another department for approval. Hence the submitter should have more than one choice of approver.
1 vote
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