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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.

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693 results found

  1. Add a Customized Login Screen

    I suggest you add a customized login screen with the ability to add your company logo. This is important for security reasons. Our employees often receive spam emails, so we do not want them to think that Zoho Expense is a phishing email when they are added to the site or asked to login. Our logo gets printed on our expense reports, so it would be nice to have it on the login screen as well.

    6 votes
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  2. Allow expense report approval by PROJECT not only by person

    Approval needs to be flexible enough to be set approvers by project. Currently we can only set by person.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  3. Disable Distance Traveled field in the Add mileage section.

    Mileage expenses should be added only by entering the start reading and the end reading of the odometer.

    0 votes
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  4. possibility to choose to submit an expense from more than one approver

    A submitter might need to submit to one or another department for approval. Hence the submitter should have more than one choice of approver.

    1 vote
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  5. Add a field for the suppliers linked to CRM

    It'd be very useful to add a field for the suppliers connected to the CRM

    1 vote
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    0 comments  ·  Integration  ·  Admin →
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  6. Lock the changes in an expenses if the approver made changes.

    If an approver make any changes in the expense in a report, the submitter shouldn't be able to recall the report and undo the changes done by the approver.

    4 votes
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    1 comment  ·  Reports  ·  Admin →
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  7. 0 votes
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  8. Is it possible to see overall expense, which include the details of all expense like submitted, approved, draft expenses.

    Is it possible to see overall expense of time periods, which show the details of submitted, approved, draft expense

    4 votes
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  9. 3 votes
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    1 comment  ·  Reports  ·  Admin →
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  10. Fetch the merchant details from card transaction.

    The transaction details will contain the merchant details. That has to be fetched by the application and the merchant should be chosen automatically.

    0 votes
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  11. 1 vote
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  12. 1 vote
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    1 comment  ·  Expense  ·  Admin →
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  13. Add "Associated Tags"

    We use Tags on Zoho Books, and one of our employees has a lot of expenses for the whole company so needs his transactions to go to various tags. Please add that feature!

    6 votes
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  14. 3 votes
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    1 comment  ·  Reports  ·  Admin →
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  15. Approver across multiple organizations

    We have multiple organizations and we use a department crossing all these organizations. Today we need a user who wito create the same user in all organization he will have to approve expenses.

    We need a unique approver to approve expenses for the global departement. I think users with the approver or admin status should be shared across all organizations. But they could only create expenses in their default organization.

    9 votes
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  16. 4 votes
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    0 comments  ·  Expense  ·  Admin →
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  17. Ask for an advance payment

    Instead of the Admin register an advance payment, the submitter should ask for an advance payment, wait for the approval of the advance payment (just like an expense) and only then it can receive the money.

    4 votes
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  18. Ability to create a role where the submitter is only able to submit expenses (to a primary account) not have access to reports etc.

    This would allow staff who use a corporate card and / or shared credit card to submit receipts for purchases made on the shared card without needing to create reports etc.

    6 votes
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  19. Expense paper processing - shoeboxed etc

    paper and electronic auto import servives: shoeboxed.com, bill.com, Entryless etc
    direct integration to find or push in scanned documents for review / approval.

    3 votes
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    0 comments  ·  Integration  ·  Admin →
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  20. Cover Page for expense reports.

    When generating an expense report, a "cover page" is automatically generated that identifies the relevant information - project/trip, employee, etc.

    1 vote
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