Zoho Expense
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693 results found
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Base Currency options
Hello
I am a user from China, work for a medium size company, we have colleagues in China, Hongkong, Germany, Japan, UK and US, Australia.
my problem is,
1. The expense only allow the Admin to set the language and base currency which is totally dismatch the real situation of us, eg. most of our Chinese colleagues doesn't understand the English quite well, expecially the financial dept people. it create some barriers if the users are not able to selected the language by themselves.
2. For the base currency, usually we will use CNY for most of colleagues in China,…3 votes -
To add the Report Properties(Data) to the related expenses automatically
I have to add all data manually to each receipt despite the report already has this data, So I need the receipt to catch this data automatically.
1 vote -
Enable Search after Edit
After creating a search criteria if one of the search entries is edited, on click of save the search criteria is no longer present. As a result if there are multiple entries in the search criteria, the user is forever recreating a search criteria to modify each item returned in the search list.
1 vote -
integrate travel services
like airlines, lodging or trivago, expedia, etc to create trip request with real price and availabilty as invoicing with the service
6 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 -
purchase order request over a certain $ amount
We require our employees to get a po # on all purchases over $500 and it would be great if we could do it thru this same app.
1 vote -
shared trips
Why the trip is not shared between employees who are on the "other travellers" list? Currently they are not able select that given trip for their expenses, they have to open a trip approval separately.
1 vote -
Make Smart Phone App Consistent with Computer App
"+" (Add Expense), should show "Per Diem" as well as "Expense", "Mileage" & "Report". Also any time "Per Diem" is an option, it should always ask for number of days, not just an amount. That is why it says "per day". A employee could use "Other" if they want to specify an "amount" for some weird reason.
1 vote -
"Mileage" & "Per Diem" should be "Claim Reimbursement" <checked> by default...
All other expenses should default to <unchecked>. Mileage and per diem never use a payment type and always need reimbursement to the employee as far as I can see.
3 votes -
Having the expenses grouped by category in the work flow
Having the expenses grouped by category in the work flow
1 vote -
Have option to make a category able to EITHER accept a mileage / Km claim or NOT
We would like to be able to have functionality that switched on or off for a category to allow a mileage (Kms) transport claim - this would mean mileage claims could NOT be made in incorrect categories
1 vote -
Group and search by paid through
Besides the actual expense amount, one of the most important values of an expense is the method of payment, or "paid through" in Zoho. However, we cannot currently search expenses by this, and MOST problematically, we can't group and subtotal by Paid Through. This causes a HUGE problem for the accountant when a report may contain multiple payment methods (corporate cards, personal cards, cash, etc) some of which they MUST reconcile with a CC statement. Currently they would have to get out a calculator and manually figure out which non-reimbursable expenses totaled up to match the check they have to…
1 vote -
Warn before submitting an expense report with no reimbursements
If I have an expense report with a total reimbursable amount of $0.00, prompt to confirm that I meant to submit it. That usually means that I forgot to flag my expenses as reimbursable.
This feature should also have a "don't ask me again" option in case people have a legitimate need to submit $0 reports.
3 votes -
display odometer reading in pdf copy.
displaying ODO meter readings in PDF is a valid one because it is a requirement for filing mileage with company given cars in US
1 vote -
Administrative ability to overide amounts as well as add expenses
Administrative ability to override amounts as well as add expenses to submitted reports
3 votes -
Add report status on PDF
It would be helpful to add the current status of the report when a PDF output is taken or when the report is printed. If I PDF the report after it is reimbursed, it could clearly be stated in the PDF, the current status that the report is reimbursed. If the report is approved or submitted or draft, the respective status can be added to the PDF in bold good sized font. You may also want to consider to add report history log to the PDF optionally
1 vote -
Add tags column to reports approval screen and the expense entry screen.
It would be helpful to have the "tag" field show on the expense entry screen just as the category does so that each expense can be associated with a category and a tag without having to click the extra menus. Having the same column appear in the approval screen would be useful too so that approvers can see if the expense is being changed to the correct tag.
3 votes -
Drop the Auto-scan default date
As we know, whenever the Auto-Scan is unable to read a date, it just assigns the current date. In our case many of our clients use the Corporate Card feature - in which created expenses and auto-scanned receipts must be matched to the corporate card feed.
The problem we see is that whenever an auto-scanned receipt cannot read the date and assigns the current date - if the user fails to notice the incorrect date and fix it, the expense is then recorded for the WRONG date.
This creates a problem for clients who submit monthly reports for a date…
3 votes -
Allow creation of custom payment options in Payment Mode dropdown
Payment Mode is currently limited to 5 items:
Bank Remittance
Bank Transfer
Cash
Check
Credit CardCustom items such as Master Card - XXX5, Visa - yyy5 would allow for a user to more easily identify the source of a transaction if more than one card is used on a trip.
2 votes -
Allow access to receipt images via direct link
I'd love to be able to include a direct link to an expense's associated receipt(s) in an export spreadsheet.
4 votes
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