Zoho Expense
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95 results found
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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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
7 votes
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1 vote
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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 -
0 votes
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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 -
Lock the changes in an expenses if the approver made changes.
If an approver make any changes in the expense in a report, the submitter shouldn't be able to recall the report and undo the changes done by the approver.
4 votes -
3 votes
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3 votes
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