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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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693 results found

  1. Scan receipt in mobile app for future entering an expense

    In the mobile app, allow to take picture of receipt and store in the inbox without having to create the expense right away. The user could then view the receipt inbox in the computer (or even in the app) to create the expense with details.

    10 votes
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    1 comment  ·  Receipts  ·  Admin →
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  2. Auto refresh credit card

    Currently (unless I'm doing something wrong), we need to manually refresh credit card feeds. It would be nice if this was automated to do once daily.

    4 votes
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    0 comments  ·  Expense  ·  Admin →
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  3. Customizable Reports in ZOHO Expenses

    In ZOHO Expense, I want to be able to customize the look/layout of the expense reports we submit. I can create main and sub-categories to attribute my receipts to, but the final report breaks everything down to its individual category. This makes having the parent category worthless to me.

    3 votes
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    1 comment  ·  Expense  ·  Admin →
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  4. category based custom fields

    Custom fields should come up based on the category you choose for the expense.

    12 votes
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    3 comments  ·  Expense  ·  Admin →
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  5. Format the columns in the exported files.

    When the expense reports are exported as XLS, the amount column is not formatted as Number/Currency. Hence, unable to apply the excel formulas.

    5 votes
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    0 comments  ·  Reports  ·  Admin →
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  6. Allow currency rates to be auto-increased

    Credit cards often put a surcharge on the conversion rate. A company policy could be set to allow the exchange rate used to be the "official" rate plus x% to compensate.

    16 votes
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    2 comments  ·  Expense  ·  Admin →
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  7. Print Reimbursement Check from Zoho Books

    Once the expenese report is approved in Zoho Expense, the reimbursement check would be printed from Zoho Books

    9 votes
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    1 comment  ·  Admin →
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  8. Request a budget

    I'd like a feature where I can request a monthly budget and my boss approved without decreasing the amount of my "paid through" so, I can request a monthly petty cash budget only. not recorded the expense. I plan and submit, my boss approved it.

    3 votes
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    1 comment  ·  Expense  ·  Admin →
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  9. Leads in Zoho CRM to be synced with Zoho Expense

    Leads in Zoho CRM should be synced with Zoho CRM. A lot of expenses will be incurred for leads and that needs to have an approval workflow.

    13 votes
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    2 comments  ·  Integration  ·  Admin →
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  10. Projects as QBO Sub-Customers

    Reports should be imported with the ZOHO project matching a QBO sub-customer

    4 votes
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    0 comments  ·  Integration  ·  Admin →
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  11. 56 votes
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    7 comments  ·  Reports  ·  Admin →
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  12. Adding expenses in shared expense reports.

    Users should be able to add additional expenses in an expense report shared with them.

    3 votes
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    1 comment  ·  Reports  ·  Admin →
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  13. Merchant Addresses

    Please add the ability to add addresses to merchants.

    2 votes
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    0 comments  ·  Expense  ·  Admin →
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  14. Negative Expense amount (credited expenses)

    It would be good when negative expense amounts would be allowed. This way it's easy to add credited expenses. At the moment you can only add positive amounts and it's really difficult to add a credit expense. This would be an easy feature to add as it would only be needed change the settings for the amount field to also allow for for a negative amount to be filled in. Or just add a an option just like tax inclusive or exclusive, which is positive by standard but can also be set to negative.

    10 votes
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    0 comments  ·  Expense  ·  Admin →
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  15. QuickBooks Online Integration Vendors as Merchants

    Map QBO Vendors as Merchants to choose from for making new expenses.

    4 votes
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    1 comment  ·  Integration  ·  Admin →
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  16. mileage tracker auto starts

    It would be nice if the GPS mileage tracker auto logged all of your trips, and all you had to do was categorize. And the app gave you a notification to remind you to categorize your trips

    Similar to how an app like Everlance (www.everlance.com) works

    13 votes
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    0 comments  ·  Mobile  ·  Admin →
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  17. Include Mileage and Per Diem to Add bulk Expenses page

    Include Mileage and Per Diem to Add bulk Expenses page

    4 votes
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    0 comments  ·  Expense  ·  Admin →
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  18. Create a travel request form that goes through approval process.

    We would like to utilize ZOHO expense for an initial travel request from employees that would be approved prior to booking. The person who has final approval will also be the person booking the travel. Once the travel has been booked, it will automatically create the expense inside of ZOHO. Currently, CONCUR expense has this feature, but I would rather stay inside ZOHO if possible.

    5 votes
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    Hi,

    We have Trips module in Zoho Expense. I have enabled it for your organization.

    Using the Trips module, the users can raise trip requests and send them for approval. All the travel details can be mentioned in the trip request.

    If you need any further assistance, kindly write to us at support[@]zohoexpense[dot]com.

    Regards,
    Zoho Expense Team

  19. GST Seperation

    1- Can we have a report which shows receipt with GST claims and non GST claims .

    2 votes
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    0 comments  ·  Reports  ·  Admin →
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  20. We would like to see a feature which would allows to pre-approve budget for travels. Budgets can then be compared with Expense Reports

    Allows users to submit budget requests and then approve those budget requests to compare with expenses.

    5 votes
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    0 comments  ·  Expense  ·  Admin →
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