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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.

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  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. Multiple base-currency

    When you have multiple office location (several countries), each their own accounting teams, it is essential to be able to assign a different base currency to each team

    example: accounting team in the US will want to see reports and reimbursement in USD, UK team will see in GPB....

    17 votes
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    0 comments  ·  Reports  ·  Admin →
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    Hi,

    We have ‘Reimbursement Currency’ feature for the global edition organizations in Zoho Expense. Using this feature, Policies can be associated with a currency.

    The users in the policy will have the policy currency as their base currency. The Reimbursable amounts for the expense reports created by that user will be calculated in that Policy Currency.

    Feel free to write to support[@]zohoexpense[dot]com for any further assistance.

    Regards,
    Zoho Expense Team

  2. Allow multiple categories to be assigned to a receipt where there are multiple purchases

    Sometimes a receipt will have an asset, a cost of sale and an expense in a single transaction (i.e when we buy multiple items in a single transaction). The ability to assign different categories & amounts to line items in the receipt would be perfect. The current system assumes you only have one category per receipt which is not often the case.

    7 votes
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    1 comment  ·  Expense  ·  Admin →
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  3. Budget request, cash advance, liquidation

    There is currently a disconnect with the Expense app vs. actual real world practice.

    In the real world, there are two types of expense normally.

    Liquidation - When an expense is deducted from a previously released cash advance.

    Reimbursement - When an expense comes from the employees own pocket but is marked as reimbursable expense or company expense.

    Also, what normally happens is that Accounting department / Petty Cash custodian releases a cash advance after a BUDGET REQUEST. The employee will then have to liquidate a cash advance after a certain date, set in the company policy. Multiple Budget Request…

    22 votes
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    0 comments  ·  Reports  ·  Admin →
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  4. 4 votes
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    1 comment  ·  Integration  ·  Admin →
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  5. Record advancement of petty cash

    Petty cash is paid to office assistant and used to pay off small petty cash transactions. It's hard to reconcile the balance at month end. If the advance of petty cash can be recorded as starting balance and each expense item paid through petty cash can be deducted the balance - would be wonderful!

    16 votes
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  6. receipt

    Check for duplicate receipts. Same physical receipt scanned more than once.

    8 votes
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    0 comments  ·  Receipts  ·  Admin →
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  7. Choosing the currency to show the expense report total.

    Choose the currency in which you need to see the expense report's total. If the client's currency is different from the base currency of the organization, then this report should be sent to the client in his currency, not the base currency of the organization.

    This would be helpful if an employee needs reimbursement in a different currency.

    72 votes
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    2 comments  ·  Reports  ·  Admin →
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    Hi,

    We have ‘Reimbursement Currency’ feature for the global edition organizations in Zoho Expense. Using this feature, Policies can be associated with a currency.

    The users in the policy will have the policy currency as their base currency. The Reimbursable amounts for the expense reports created by that user will be calculated in that Policy Currency.

    Feel free to write to support[@]zohoexpense[dot]com for any further assistance.

    Regards,
    Zoho Expense Team

  8. 12 votes
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    1 comment  ·  Expense  ·  Admin →
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  9. Xero Line Item Integration

    Expense line item aggregation and integration into Xero Accounting Cloud Software.

    19 votes
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    4 comments  ·  Integration  ·  Admin →
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  10. Intergate with MYOB AccountRight Live

    It would be nice if this flowed into MYOB AccountRight which holds a substantial and ever increasing account of the SMB in Australia and NZ.

    6 votes
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    1 comment  ·  Integration  ·  Admin →
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  11. Meals split with Tips

    Can you provide Meal & Entertaintment feature with Breakfast, Lunch and Dinner allowances and Tips

    13 votes
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    Work In Progress  ·  0 comments  ·  Expense  ·  Admin →
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  12. microsoft dynamics GP

    Integration plugin with Microsoft Dynamics GP

    10 votes
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    2 comments  ·  Integration  ·  Admin →
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  13. Add ability to set a default Tax and if scanned amounts are exclusive or inclusive

    Currently you need to select a Tax rate for expenses with the default being no tax. I'd like the ability to set a default tax rate that applies to all exps and then you can change that on an exps by exps basis. Likewise I'd like to have a default setting for tax inclusive or tax excluding

    12 votes
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    1 comment  ·  Admin →
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  14. Direct Reimbursement into employees account

    Direct Reimbursement into employees account through Payment Options - Bank Account / RTGS / Debit Card etc.

    18 votes
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  15. Option to download the expense reports' PDF in bulk.

    Like bulk export as CSV/XLS, Need an option to bulk export as PDF.

    7 votes
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    0 comments  ·  Reports  ·  Admin →
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  16. Electronical signature.

    Our accounting office demand personal signatures on reports.
    Users should be able to upload a picture of their signature that would appear in the PDF reports together with the name of the submitter and approver as it is today.

    64 votes
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    1 comment  ·  Reports  ·  Admin →
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  17. Ability to add non-user attendees.

    Please allow for the addition of non-user attendees in the attendee expense field. Most business meetings and expenses are with non-user members.

    41 votes
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  18. Use Map's screenshot as a receipt (or attachment) for the mileage expense.

    If the mileage expense is recorded Using the maps (iOS), the map can be attached to the mileage expense automatically.

    5 votes
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    0 comments  ·  Mobile  ·  Admin →
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  19. define reporting period

    Allow admin to define REPORTING PERIOD & frequency.
    Example:
    MONTHLY, as of the last day of the month
    Weekly, as of every Friday

    Base reminders to employees on the reporting deadline.
    There's no point reminding people that they have expenses that haven't been submitted (say on the 12th of the month), if they are NOT ALLOWED to submitt them until month end.

    Many companies I've worked for only process expenses Monthly, or for the same periods as the pay period.

    7 votes
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  20. 11 votes
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