Zoho Expense
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693 results found
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Auto-generate report names - extra field options
Add additional field options for including in the format for auto-generating report names. Suggested fields:
Owner Initials
Month
Year1 vote -
See the sum of expenses not yet assigned to a report
Its always good to know the amount of expenses in my account even though I have not assigned them to a report yet, if that can be added as an additional dashbard entry it would be great
1 vote -
1 vote
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2 votes
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Categories in CRM
A missing field in CRM Reports integration appears to be category. Add Category to list of selectable fields from Zoho CRM side.
1 vote -
Add feature to PDF expense report: Report Summary by category
Report Summary by category is important for accounting registration on the correct accounting item.
Add also the possibility to have the pdf wothout all receipt (only for accounting purpose)1 vote -
add the ability to customize expense reports.
In the expense report settings, if I have it set to print 4 receipts per page, the photo receipts look great but any pdf receipts only show the first page of the pdf and no total. If I change the setting to 1 receipt per page the entire pdf is included but the photo receipts are enlarged to print full page. Being able to manipulate/customize the expense report would be a great feature. Zoho Expense is a great app and very user friendly, keep up the good work!
1 vote -
ADD Additional contact item
I need the ability to add a person that is not a customer and document entertainment expenses for tis group which changes all the time. This is necessary item for expenses.
1 vote -
Sort(at least by client or by alphabetically) feature in Projects to look for early added projects.... in Setting -admin-projects
Hello,
There is no sort feature in Projects, if i want to see whether particular projects was added earlier or not, but its not easy to found and i have to go through each and every project.
Request to add sort feature(at least by Client name or by alphabetically).
1 vote -
Be able to approve individual day-a-day expenses without add them to a report
We have a day-a-day expenses for the petty cash, this expenses are mostly "Transportation" expenses. We need a feature to have an "open" report where the expenses can be approved individual as it is created. After some time (weeks) we will close the report and show how many we spent in Transportation that period of time.
3 votes -
Filter expenses by document currency
Document currency as a new filter criteria for expenses (and possibly other docs). Thanks
0 votes -
Analytics; Reimbursements by User; By Category
I like that you can run a report by User, but I would like to see the subtotal of each category that makes up the total amount reimbursed. Also, I would like to be able to filter the report to only show reports that were reimbursed on a certain date, by category.
3 votes -
Improve the Andorid app
The iPhone app has more features than the android app, and the capture is better. The app on both devices really should have document outlining and straightening in it's capture. Office Lens is a great example of a better scanning app. I currently use it to scan receipts, then send them to zoho.
1 vote -
sort by amount
Be able to put in an amount in the search box to find a receipt.
e.g. To see if I had entered certain receipts I had to scroll through to look for the amount because the program had entered the incorrect date. It would have been a LOT faster to search by the amount.
1 vote -
Connecting to multiple Zoho Books accounts
Our customer has purchased a Zoho One account and additional Zoho Books accounts for the different country accounting. Expense module inside Zoho One is used by all the Global users. Expense push to Books is possible only to the Zoho Books account that is tied to the Zoho One org. The individual expense report should be pushed to the respective country Books
1 vote -
Ability to itemize additional fields that I create
I created a field for "Department" and want the ability to itemize across this field.
1 vote -
See ALL the receipt detail including Description under the picture of the receipt
Currently this feature KIND OF works - and for the single picture per page it does not work at all. I need to be able to see all the detail under each image
Date - of the receipt
Merchant
Category
Amount
Description
Report
And add a number to each image3 votes -
Add the ability to sort Receipts in the Receipts Inbox by Date, etc and view as a list too
Add the ability to sort Receipts in the Receipts Inbox by Date, etc and view as a list too
1 vote -
When I search something in reports approval with a particular vendor, I am not able to get the search results
When I search something in reports approval with a particular vendor, I am not able to get the search results
1 vote -
Allow Paid Through to be Made Inactive
I setup Paid Through accounts that I no longer need. They were used once or twice but I need to make them inactive. There is not an option to do so and Delete is not an option since there is related activity.
1 vote
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