Zoho Expense
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693 results found
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include the parent category name as well as the sub-category name when exporting the expenses to Quickbooks
It would be great to include the parent category name as well as the sub-category name when exporting the expenses to Quickbooks. This would allow direct upload to the same account structure in Quickbooks.
4 votes -
To integrate Zoho Projects with Zoho Expense.
To integrate Zoho Projects with Zoho Expense, and be able to add an expense to a project or task within a project.
10 votes -
Vendor details integration with Quick Books Online
By allowing merchants your are open to create other expenses also . As mentioned by number of clients,we request you to add some features to Vendor perspective. Such as:-
1) Vendor details Upgradation.
2) Automation in Creation of Purchase order.
3) Integration with QB.
4) Creation of XML towards bulk payment1 vote -
Personal Mileage
Need to be able to set the start mileage for HMRC in Uk for YTD. When using ZOHO for 1st time - its very unlikely the start mileage will be 0 - need to be able to enter is from old system / Xls
1 vote -
Send notifications to the submitter's delegate when the submitter adds new expenses to Zoho
We have had a request whereby the delegate of a submitter is alerted when the submitter adds a new receipt (expense) to their profile.
4 votes -
Partial reimbursement
You should have the option of make a partial reimbursement to employees in different dates and from different accounts, even if it's the same expense report.
26 votes -
Supporting documents
Provide a new category as 'Supporting Documents" without having amount field for submitting support documents such as boarding passes etc, which no reimbursement required.
1 vote -
Will be great if the ID_Report was related to ID_Expensive and all variable on report have received the expensive costs.
The situation below become Zoho Expensive uneasy to use. I need to do that in excel .... it's horrible.
If you have associated a report with a project then you will not be able to see the expenses in the Expenses by Project option over at the Analytics. This is because you have associated a particular report with the project, you will have to associate each expenses separately with the projects in order for it to populate under the Expenses by Projects option.
3 votes -
custom crm field
Ability to map a CRM field to expense
1 vote -
Ability to search for customers by email address. Dropdown fo CRM contacts should be limited to the contacts for the account selected
Adding attendees from CRM contacts is wonky. The names come back truncated (first and last name all running together). Also, once you select the account, the contacts dropdown should contain only contacts for that particular account, not the entire CRM
1 vote -
Corporate credit card as default paid through
This is a major source of incorrect coding for our users. Almost all of our expenses are through corporate credit card, but we can't set it as the default "paid through".
This simple fix would be big plus from the user side.
3 votes -
Advance Reconciliations
It would be really nice if the advance payments would have some sort of basic reconciliation functionality in the system. Even if the advance payment report could show the outstanding balance on an advance after it has been linked to an expense report this would be helpful.
We use the QBO integration and it would nice to be able to reconcile our records in QBO against our advance payments in ZOHO.
Thanks!
7 votes -
integrate with SAGE accounting software which is most popular in UK
integrate with SAGE accounting software which is most popular in UK
13 votes -
Customizable view for Expenses and Reports
Allow the Expenses View and the Reports View to be more customizable, meaning let the users remove or add columns to view so that they can more effectively sort and filter while adding/editing expenses and reports.
24 votes -
bulk classify
Add bulk classifying expenses and adding them to an expense report, particularly for credit card tranx.
12 votes -
A Category seach should also return its Sub-Categories
Make Categories and their Sub-Categories a hierarchy and searchable based on that hierarchy. So if you searched on a Category you had the option to also include its Sub-Categories in the search results. Without this option you lose a main benefit of what Sub-Categories provide.
4 votes -
budget
Add ability to have a monthly or annual budget by user (and/or by catagory), and show user the budget to actual on their landing page on the mobile app and/or desktop page.
4 votes -
Integrate Zoho Expense with Xero
It would be extremely beneficial to have Zoho Expense fully integrated with Xero so that expenses can be exported into Xero through the API. Line item integration for corporate cards, tracking categories and account codes would all add great benefit.
20 votes -
We should be able to control our expense field customizations within the policies
For our organization we have a few expense customized fields, which is setup in our account setting. We'd like to have the ability to control which drop down options users can see for those fields. However, Zoho doesn't seem to have the capability to do that within the policy. It would be great if we can do that within the policies the same way we can control what categories our users see by assigning policies.
6 votes -
Allow entry of converted amount rather than exchange rate when overriding the automatic exchange rate
When converting currencies, often credit card statements will show foreign and native amounts. It would be great if you could use the converted amount directly if you don't want to use the automatically calculated one. At present you have to calculate the rate, then enter the rate to get to the desired amount.
19 votes
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