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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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693 results found

  1. some very helpful items.

    some very helpful items.
    1. If the report could be more customizable. Even as simple as switching the submitted with the report period, or a check box to remove the submitted
    2. Customize that the business purpose is below the title,
    3. Report summary at the end isn't necessary and perhaps a box to include or exclude
    4. Option to remove "report to". we have one, just confuses some things for us and not needed.
    5. When a report is "approved", can it be auto cc to another email?
    just suggestions for your overworked programmers...

    1 vote
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  2. Provide the capability to copy one report to create a new one.....this would reduce the amount of time needed to create new reports.

    Provide functionality to copy a report to create a new report. Many expenses are similar from week to week and having this capability would vastly reduce the amount of time it takes to create a new report. Simply copy an existing report to create the new report and then edit the new report as needed. Does this functionality exist? I could not find it.

    4 votes
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  3. Add .msg files as an acceptable format for expense attachments so e-mails can be attached directly

    Many receipts are e-mailed to us. E-mails currently cannot be attached to expense reports without being converted to another format such as PDF. It would save time if we could attach e-mails directly as support for expense reports.

    3 votes
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  4. ...allow a missed receipt to be added to a approved/submitted report directly from the Recept Inbox and have the revised report resubmitted.

    I am sure I am not the only one who has found a receipt after the report was submitted/approved/archived.

    1 vote
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  5. Allow adding description of expense when forwarding via email

    I'd like to be able to add a description of an expense when forwarding via email. That's generally the time I know what it was for, but sometimes by the time it comes to go through the expenses and add other details I've forgotten. This is especially true with Uber receipts, but it would apply equally to anything else. Would be a genuinely useful feature – if it's not already somehow built in and I haven't been able to figure it out!

    3 votes
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  6. Change digits in a currency BYN

    Please add two digits after a comma for a currency BYN. Right now the value for example 31.45 BYN will be rounded to 31 BYN, however 0.45 is substantial as it is about $0.25 by a current exchange rate.

    3 votes
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  7. synchronize location field with quickbook location

    When entering a location in Zoho, that location should get pushed/mapped to existing location in Quickbooks

    6 votes
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  8. Location input

    When creating or altering an expense, when entering the location it should remember previously entered locations so you dont have to retype the same location every time.

    6 votes
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  9. Make the filename of each Expense receipt show up in the Report export.

    I want to link the filename of the exported receipts with the list of expenses in an exported report.

    A simple way would be to allow a report export to include the receipt filename for each expense.

    1 vote
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  10. Add bank LCL - Le Crédit Lyonnais to the database

    Hello,
    Could you please add "LCL - Le Crédit Lyonnais" to link it to Soho
    It is one of the biggest bank in France and is used by many professionals.

    Thank you by advance

    4 votes
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  11. Hi, I would like to have a process level approvals in Zoho Expenses. would it be possible to customize a little to our needs?

    Hi, I would like to have a process level approvals in Zoho Expenses. would it be possible to customize a little to our needs?

    1 vote
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  12. 1 vote
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  13. Enter a time zone for Arizona

    Arizona does not change their clocks and has it's own time zone. Would you be willing to add that time zone so we don't have to change the time zone each time?

    1 vote
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  14. 4 votes
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  15. On expense report PDFs, list each advance not only advance total

    If you rely on the PDFs as records, you may want to double check the date, description, and individual advance amounts in the PDF and not have to go into the Zoho web app to confirm it.

    0 votes
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  16. Make reconciling my Zoho expense report to my credit card statement easier

    It currently takes many scrolls through the report to verify that the expenses match the statement before submitting. This is especially frustrating when you have to switch screens to add a missed expense, or if you delete an expense. It would be nice to have check boxes on each expense that allows me to "check" when an expense is verified on my corporate credit card statement.

    3 votes
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  17. Ability to specify Quickbooks payment account while creating expense in Zoho.

    Ability to specify Quickbooks payment account while creating expense in Zoho. Currently only default payment account configuration is available for expenses in Zoho. The payment mode and Paid Through fields in Zoho if integrated with corresponding Quickbooks Payment account it will be very helpfule

    1 vote
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  18. A total value should be shown on the “All Approvals’ list

    The listing of approved reports does not show a total for the reports displayed. This is very inconvenient when there are a lot of reports in the list and means that I have to manually add them using a calculator to determine the total value.
    A total value should be shown on the “All Approvals’ list and on any custom approval lists displayed using ‘My Approvals’

    1 vote
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  19. Allow a submitter to archive expenses with associated report so that it does not show up after I attach a receipt to a report.

    Once I attach a receipt to a report and submit the report, the expense/receipt should archive or something so it does not show up within the available expenses. As I travel extensively, I can see after just 2 reports a very long list of expenses...this list will continue to grow and grow as I do more reports to the point it becomes unmanageable finding individual expenses in the list. Expenses associated with a report should be filed away in an individual folder along with the report. This would allow easy review of past reports and not overwhelm you with a…

    1 vote
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  20. Create field to add cash tips

    Add a dollar amount field for cash tips to include in total reimbursement calculation request, so that it could be submitted together with the receipt-substantiated request (e.g., room service/valet cash tip amount with lodging expense; cash tip with meal expense; cash tip for cab expense)

    3 votes
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