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

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  1. Create expense from SMS

    I pay for most of my expenses by UPI and thus receive SMS for amount paid. I would like Zoho Expense to be able to read SMS and automatically create expense. Also an option internally to force read SMS which would then force creation of expense based on SMS received from Bank or Credit Card Company.

    3 votes
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  2. Track Monthly Total Mileage

    It would be really helpful if Zoho Expense could track TOTAL miles per month for employees. In addition to knowing business miles, we need to capture the PERSONAL miles driven each month for those employees using a company owned vehicle so that they can be grossed up at year end. Our current paper expense tracking captures odometer reading at the beginning and end of the month to yield total miles. Then they must allocate those miles between personal and business. Ideally, sales reps would be prompted by the system to at least enter their odometer reading at the (beginning and)…

    1 vote
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  3. 1 vote
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  4. Provide more detail for: Invalid Reference Id : Names element id 2397 not found

    It would be a million times more helpful if this error message highlighted WHICH merchant name is not found.It is very difficult otherwise when you have a long expense report to review.

    3 votes
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  5. Assignment of Expense to multiple companies in a single Report

    Within a single Expense Report you can only assign that single Report to a single Account. Many sales people travel and visit multiple accounts on a single trip. I want the Report to be for the trip but within it have separate Expenses assigned to various accounts.

    1 vote
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  6. Want now howe i.m by goods by credt pay or afte silling in my store the zoho expence will be completed traction and enter my percentage% to

    I want to work as a marketer .. The question is, can I display goods from other stores in my store, and if I sell it, my percentage of the amount is deposited in my bank account

    3 votes
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  7. Send out reminders that expense reports are due

    I would love a weekly reminder to go out reminding users to send in their expense reports on a certain day, so I have time to eneter them

    1 vote
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  8. Tax that changes periodically

    In Chile we have a tax on fuel that changes every week. It is defined as a certain amount of UTM (UTM is a currency that changes monthly with inflation) per m3, and this amount changes every week. You can find the values every week in http://www.sii.cl/valoresyfechas/mepco/mepco2020.htm.

    Due to the tax definition, the percentage per litre changes slightly every week. The ideal solution would be to set a scheduled request to an API to set the percentage, but I can't find an option to automate that task. The other way would be to manually enter that tax…

    1 vote
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  9. 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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  10. Update so unit prices can be added

    Allow unit costing against expenses so staff in organisation can bill me for price work against recurring costs of tasks jobs

    1 vote
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  11. 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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  12. 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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  13. 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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  14. 1 vote
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  15. 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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  16. allow import template to be customized to include custom tags

    include custom tag labels in import template

    1 vote
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  17. Analytics report

    In Analytics Report, there is an option to take out excel/PDF output of expense by giving a date range ,but there is no option to take a bulk download of invoice copy attached there or in PDF.
    If we need to be provide to an auditor the entire expense to auditor for a year/quarter/month, we can give only excel or PDF details without invoice .
    IT WOULD BE GREAT HELP TO ACCOUNTS TEAM OF A COMPANY IF DOWNLOAD INVOICE OPTION IS PROVIDE HERE TOO.
    It would be time saving and lots of efforts saving, else we need to download the…

    1 vote
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  18. When I am the Delegate - I must be able to delete erronious expenses entered by the User

    When I am appointed the Delegate, be able to delete erronious expenses. I am helping users that live remotely. I need to also be able to remove duplicates/mistakes they made as the Admin/Delegate.

    1 vote
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  19. Parallel Approvers

    Allow two users to be the approver for 1 step. For example either Mike or John can approve this expense to push it to the next level, if Mike approves, it skips John.

    5 votes
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  20. create recurring expenses

    set up recurring expenses for payments that you repeat on a regular basis. You can choose the frequency of the recurring expense in days, weeks or months.

    3 votes
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