Zoho Expense
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693 results found
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Reorder items in expenses report
Expense seems to order items in an expenses report in an not entirely obvious way, and not related to the order in which expenses were recorded (aside from grouping items by date). It would be good to be able to re-order items to make the expenses report look more logical (e.g. Lunch before dinner, taxi to the departure airport before taxi from arrival airport) and thus to present the expenses in the order in which they occurred. This would make reports much easier to review and approve for managers. Thanks!
13 votes -
Capture of From Date to To Date in the Per diem and Auto Calculation of the No. of days and amount based on the count of dates
It would be ideal to Capture the From Date to To Date in the Per diem and Auto Calculation of the No. of days and amount based on the count of dates
4 votes -
Merge Merchant Names to prevent duplicate names like 7-11, 7-ELEVEN, 7 ELEVEN, 7 Eleven, Etc
We have many duplicate names spelled different for merchants like 7-11, 7-ELEVEN, 7 ELEVEN, 7 Eleven, Etc. They are all the same merchant. Expenses are associated with each so I cannot delete any of them. If we can merge merchants we can clean this up, keep ONE name, and delete the rest.
8 votes -
Display a PDF Thumbnail Preview not generic PDF LOGO.
Please display a PDF THumbnail Preview and not just a generic PDF Logo when viewing expenses. I shouldn't have to open up the PDF to see the data.
7 votes -
Conditional Report Fields
It would be helpful to have some fields on the expense reports conditionally required. For example, if a sales person submits a receipt for a meal with a client, I'd like a field for the client's name to be required without having to make that field required for other types of expenses.
3 votes -
Claim reimbursement for expense by default
When new receipts are scanned, the expenses are created with "Claim reimbursement" unselected. However, nearly all the expenses I submit are out-of-pocket so it would be nice to have an option for "Claim reimbursement" to be selected by default for new expenses.
7 votes -
Make multiple KM / MILAGE expenses in the same note:
MULTIPLE MILAGE EXPENSE - WHOLE DAY ITINERARY MAP
It would be great if we could add multiple milage expenses in the same expense and be able to see a hole day google itinerary map...
99 votes -
print multiple receipts for one expense
it is possible to attach several receipts to one expense but it only prints the first one, I would like to be able to see all of the attached receipts
2 votes -
Auto crop receipt image
Several tools these days will auto-detect borders and then crop the document based on the auto-detection. This would be a great enhancement if Expense did this as well when taking a photo of a receipt on mobile. It should be optional, and the user should be able to see the crop and accept it or not (in case it gets it wrong).
16 votes -
Account code segments unique per user, per category
Our account codes in our accounting system are setup to have different segments per user. The current system only allows one account code per category. I propose creating a master set of categories. Then in each user account, you have the option of selecting if these categories are active for the user and if they have different account codes.
2 votes -
Add ability to add expenses by dictation to the Apple Watch
Similar to this: https://www.veryfi.com/watch/
6 votes -
Proposed changes to Report Summary
Is it possible to expand the current "Report summary by currency" to include the following:
1. Under "Total Expense Amount" include the option to show a summary of the expenses per category for each of the currencies which should total to the total expense amount per currency.
2. Add the option to transfer funds between currencies, e.g. when you convert e.g. USD to EUR at the airport or bank. To have the option to be able to process this transaction and move funds received in advance from USD to EUR to be able to at the end of the day…1 vote -
Automatic upload of scanned receipts when connected to Wi-Fi.
This will considerably reduce mobile data usage. I can already do so manually by selecting a picture of the receipt, but this process can be made much more streamlined.
5 votes -
Incorporate the ability to import projects from Quickbooks
Generally, I love the QB integration, but having to manually input individual projects (or semi-manually do it via CSV) is vexing. I already have to set up projects in QB. I'd rather not redouble my efforts in Zoho.
7 votes -
Edit, orient, compress, crop, annotate, receipt images
Simply put, integrate technology like what is involved with iPhone scanner applications. Users can be pretty boneheaded often. They also don't all have the same understanding for technology. The software should make things super simple for them; idiot proof.
You guys already have some great OCR tech going on in the receipt scanning capability you've integrated, but you aren't using it to assist with receipt image adjustments. Users upload all kinds of crazy crap, from images that are 90% desktop and 10% receipt, to blurry and unreadable, to skewed (off-angle) images, to super large 100MB+ image files. They simply don't…
6 votes -
Bank Feed
Have the ability to transfer expenses that have been imported from a bank feed to other team members, i.e. we have our business current account linked, all our transactions feed in from all debit cards and as a result the person with the link ends up with everyones transactions, would be good for accounts team to then be able to assign expenses to another team member so that they become responsible for attaching receipts and filing the claim for that transaction.
6 votes -
4 votes
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default expense category per merchant
default expense category per merchant
(that is currently automatically assigned as per first manually assigned category, but often fails)
should also be editable in the merchants list
7 votes -
Merge Multiple Receipts into One Expense
Sometimes when I am uploading receipts in bulk I have a receipt with two pages that gets split into two within ZOHO. There is currently a feature that automatically flags them as duplicates, but it only provides the option to delete one, not to attach both images/pdfs to the same expense.
A good example of this is receipts from restaurants: usually I have one itemized receipt, and one receipt listing the total (where tip might be added to a card payment). I need both of these because our clients require itemized receipts for reimbursement, but I also want to show…
6 votes -
Make Receipt Upload More Intuitive.
The Veryfi APP has an OUTSTANDING receipt upload process. It is easy and takes seconds.
It helps you position the receipt perfectly and then it reads EVERYTHING.
That technology coupled with Zoho Expense would be excellent!
4 votes
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