Zoho Expense
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693 results found
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Apply advance payment to multiple reports of same trip
Currently it is possible to apply advance payment only to 1 report.
In my condition, there are multiple reports in single trip & I get advance for whole trip.
there should be a function to reimburse each report from advance received.Also trip page should have total sum of all reports which are associated with that trip.
Thank you
1 vote -
recognise partial dates
In Xero when I enter a date like so "13/8" it will guess the rest and assign the date "13/08/2019" assuming that date is in the past. Zoho just ignores you and assigns today's date.
Faster data entry happens if you use smarter software, can you please implement this?3 votes -
Fix reimbursable attachments and make them easy to view when approving
Make it possible to attach receipts to reimbursable expenses in QBO exports & make it easy to view attachments on screen when approving a report rather than having to download the attachment to view it. I have spent a lot of time setting this up for my company and I am now have to look elsewhere because your software doesn't do what I need it to.
1 vote -
track support requests
Allow tracking of support requests raised by users! Once a user posts a problem under "Contact Support", there is no way to track what happens to that request. How can I check what's happening on the request?
1 vote -
Forex conversions
Include a function to process Forex conversions, e.g. a user who received USD 500 in advance in cash, converted the cash to BRL 200 and PEN 600.
2 votes -
Auto-Match Expenses with Receipts
My receipt expenses almost never auto-match my credit card transactions because the default range for auto-match is set to three days and my bank always sends the posted date to Zoho which usually ends up outside of that three day range. I need Zoho to do a better job of matching expenses, or allow us to change the date range for auto-matching. I think that last option is a simple request.
3 votes -
improve type ahead to be 'if contains' feature
When entering customers, merchants, projects, etc the systems 'type ahead' feature use a 'if contains' function so that typing 'Bone' will find 'The Bonefish Grill, 'Bones', 'Beef Bones, etc.
1 vote -
Automatically Subtract Custom Miles from Mileage Expense
If travel policy states miles after X miles are reimbursable, it would be great if the milage expense could automatically calculate for only the amount of X miles that are reimbursable.
For example, if a company has a policy that mileage is reimbursed after 40 miles at .58 cents a mile and an employee files for a mileage expense for a total of 80 miles the expense calculation would automatically calculate at 40 miles. This way the employee doesn't have to do the math to figure out how many miles are reimbursable. They can also use functions like the GPS…
3 votes -
Per diem - gsa connected
Hi,
You need to either connect up the gsa per diem rates, or allow functionality that matches gsa guidelines, such as first/last day of travel rates that differ from the standard rate, and meal/incidental expense breakout amounts. Otherwise, this functionality is not too useful.
See
https://www.gsa.gov/travel-resourcesfor rates
3 votes -
Integration with Microsoft Power BI
Access to a table or query of all expenses. The goal is create reports on Microsoft Power BI.
1 vote -
Add the duration date to the report title
it would be helpful for both employees and line managers to be able to see the duration dates alongside employees (auto-generated) report names. Employees are creating monthly reports and at the end/beginning of each month they have a crossover of expenses. This means they create 2 reports to cover the month just gone and the new one starting. However on the expenses when they go to choose a new report all they see is their names appearing twice. They struggle to know which one is which. So would be helpful to have the duration dates as then they know which…
3 votes -
Siri Shortcuts changes
Currently for Zoho Expense app on iOS, please expand the Siri Shortcut "Find Expenses" to include the optional search parameters start & end date and categories (1 or more).
Currently the Shortcut returns everything, the above changes will limit the expenses by date duration & by categories.
1 vote -
Reporting Changes
For Zoho Expense app on iOS, currently I've to manually add expenses to a new report. This is kind of laborious process.
While creating a new report, add an option to include expense categories (where the user will select zero or more categories for which the report is applicable)
Use the categories and start & end dates of the report itself (expenses incurred during the period) and only expenses for the categories selected to include in the report.
1 vote -
Improve navigation after Assign Expense to Report
I am in the list of all expenses in Zoho Expense.
I am selecting one or multiple expenses, and assign them to an expense report.
Now, the app navigates automatically to the expense report view.
This is highly disruptive of the workflow. I need to finish assigning all expenses to reports first, then navigate to a report to check the report. If I need to navigate to a report any time sooner, i can do so.
The fact that the app also looses the filter criteria when navigating back to the expense page, makes this really cumbersome.
Please, stop navigating…1 vote -
Merging cross currency expenses
I receive receipts/invoices or expenses made in a currency different from my credit card currency. Often I receive the receipt/invoice before I receive the credit card statement.
When I try to merge the 2, I am being told to use "similar currencies".
Obviously, it needs to be possible to merge expenses across multiple currencies. Right now, it seems, I can either opt to add the receipt manually to the expense created from the credit card line item, and delete the expense created from the receipt in another currency. Or I can change the currency of the expense created from the…3 votes -
Open Attached Invoices in New Tab or Window
When licking on an attached receipt, the receipt should open in a new tab or window, rather than navigating the existing session to the receipt.
The option would need to be configurable, to cater for the individual workflow preference.
This would allow to work on the list/expense and at the same time validating info on the receipt.1 vote -
"Amount to be Reimbursed" column in Approvals
In the "My Approvals" or "All Approvals" section. Have the ability to display the "Amount to be Reimbursed" in addition to the total amount of the expense report.
1 vote -
Add a mandatory check box or a dropdown list before approving an Expense Report (Especially for Approver 2)
Provide a feature wherein the 2nd Approver has to mandatoriliy select a reason (From a dropdown list) before approving any expense report
1 vote -
gobank integration
Please add GoBank integration. They are a GreenDot copany.
1 vote -
Add ability to specify the number of receipts included in one page in PDF export
Currently, the app provides three options for attaching receipts in a PDF file: each receipt as a full page, four receipts on one page and eight receipts on one page. And the option is applied across all receipts. I typically go with four receipts on the same page, but some long receipts get squashed and the text gets distorted. It would be good to allow the users to actually specify which receipts need to get their full pages and which can be collaged as a four or eight-receipt per page format.
7 votes
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