Zoho Expense

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Expense, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohoexpense.com

  • Hot ideas
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  1. add parent category to reports

    I would love to see both the parent and sub category on any expense report. I need to know this info for tracking purposes and I am currently looking for software that can do this.

    I hope this can be added.

    10 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  2. both-ways sync of customer , projects etc between zoho people , zoho CRM, zoho expense & ZOHO books.

    both-ways sync of customer , projects etc between zoho people , zoho CRM, zoho expense & ZOHO books.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. expose the merchant code to API

    Right now there is no way to get the merchant code from the report or expense in the API. We would like this to be able to integrate better with our Accounting software.

    8 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  4. Announcements on dashboard

    It would be great if one could customise the dashboard, or landing page, to include announcements, e.g. company holidays, cut-off times/dates for handing in expenses etc.

    1 vote
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  5. sync customer , projects etc between zoho people , zoho CRM, zoho expense & ZOHO books.

    sync customer , projects etc between zoho people , zoho CRM, zoho expense & ZOHO books.

    otherwise we have to work individually for all the zoho softwares.

    there are duplicasy of work...

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add Merchant as a PDF Expense Column

    Ability to display a merchant as a column on an expense report PDF.

    OR

    Ability to auto-generate an expense text field based on the ${EXPENSEREPORT.ENDDATE MMMM} format that is currently only in the report name.

    3 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  7. itemize tax amounts to an expense category

    It would be great if we could assign each tax amount to a category, as in Canada, we need to itemize PST, but can get rebates on GST.

    6 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  8. Need to be able to use categories/accounts that are asset accounts...not just expense or COGS

    Need to be able to use categories/accounts that are asset accounts...not just expense or COGS. Currently can only sync over expense and COGS accounts from Quickbooks but need to be able to use some asset accounts as well.

    3 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  9. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Automatic updation of employee advances

    Provide an option to automatically pick/update the advances given to the employees from the company's transaction statements.

    1 vote
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  11. 1 vote
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  12. create fields to allow companies to use Actual method in FBT

    When an employee submits a claim for entertainment related expenses, we need to capture the names of all employees who were part of that entertainment item.

    This is for FBT compliance purposes.

    Is it possible in Zoho to add a field where the data input is a drop down option?

    So, if 5 employees attended an event, we would need five fields to enter the employee names.

    The data for these fields should come from a drop-down list of all our current employees.

    This is a critical feature of our expense claim process and would be important enough for us…

    1 vote
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  13. Integrate with Stripe Issuing

    Stripe has launched Issuing where companies can create corporate cards for company or employees. Can you integrate the transaction feed to Books/Expenses?

    5 votes
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    0 comments  ·  Integration  ·  Flag idea as inappropriate…  ·  Admin →
  14. Downloading receipts 2

    Provide an option to download receipts in bulk from reports direct to a nominated hard drive or cloud folder - and as separate files rather than creating in a Zip.

    1 vote
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    0 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Downloading receipts

    Provide an option to retain the original receipt filename when bulk downloading from reports - rather than creating new file names.

    1 vote
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    0 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Search feature

    It would be much easier to use this app if the admin could search for a specific dollar amount, or category in all expenses and within all reports of all users. Right now the search is so limited that many times the reports don't show even after a search.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Enforce and/or report users have two factor authentication

    Allow administrators to either:
    Enforce that users must enable two factor authentication
    or
    Report on which users have enabled two factor authentication.

    3 votes
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  18. budget vs actual in mobile app

    It would be good if we could see the budget vs actual in each category on the app.This can help us take decisions before spending the money in real time and actually save money right at the source.

    7 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Import budgets from a CVS file to ZOHO Expense

    Allow admins to import budgets to ZOHO Expense instead of having to create budgets manually

    1 vote
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  20. allow import template to be customized to include custom tags

    include custom tag labels in import template

    1 vote
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
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