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Zoho Expense

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6 results found

  1. Enable partial application of advance payment recorded

    Example: If advance recorded for Rs.1000 and actual claim is Rs.900 then he should be able to apply a partial advance of Rs. 900 for that claim and remaining 100 should remain in his advance credit. Currently if the person is claiming an advance of Rs.1000 against Rs.900 then the report becomes -100 and extra amount is being remain unaccounted.

    1 vote
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    0 comments  ·  Reports  ·  Admin →

    Hi Sharat,

    We do have Advance Carry forward feature in Zoho Expense. After the approval of an expense report, you have to record its reimbursement. This will give you an option to record the settlement of the advance payment that was given to the employee as well.

    You may record a refund or record a carry forward for the balance advance amount with the employee. This will also be reflected automatically in Zoho Books. Recording a carry forward for the balance amount will maintain that amount in his advance credit.

    Now, coming to your case, if the person is claiming an advance of Rs. 1000 against an expense report of Rs. 900, when you record the expense report reimbursement, you can opt to carry forward the balance advance amount. This will apply the partial advance Rs. 900 to the existing claim and an advance credit of Rs. 100 will be…

  2. Marking an Expense Report as Billed and being able to filter reports based on whether they have been billed/unbilled.

    This would be extremely helpful for users/companies who bill back expenses to customers. The expense reports would still show the status 'Approved' or 'Reimbursed' but could also show whether the expense report has been billed or not. This feature would only be usable by admin users.

    65 votes
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    0 comments  ·  Reports  ·  Admin →

    Hi,

    We have an option to create a custom status in Zoho Expense. Kindly go to Admin > Settings > Reports > Navigate to ‘Report Custom status’ section to create a status as ‘Billed’.

    The custom status may be created for the default statuses ‘Approved’ and ‘Reimbursed’. If you reimburse the employees after you Bill the expenses to the client, you may create the status as Billed and consider it as Approved. That is, once an Expense Report is Approved, you may change its status to Billed and later Reimburse the employee.

    If you Bill the client after the employee reimbursement, you may create the custom status ‘Billed’ and consider it as ‘Reimbursed’.

    I hope this feature would cater for this requirement. If you have any questions, kindly reach out to us at support[@]zohoexpense[dot]com.

    Regards,
    Zoho Expense Team

  3. Adding Expense details with the receipts in PDF.

    The expense details to come up in the page which has that receipt.

    10 votes
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    3 comments  ·  Reports  ·  Admin →
  4. 56 votes
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    0 comments  ·  Reports  ·  Admin →

    Hi,

    We have provided the option to print multiple receipts in single page, in the PDF expense reports. You can now print either one, four or nine receipts per page.
    To select the option, kindly follow the steps mentioned below:

    - Kindly go to Admin > Settings.
    - Under Preferences, click Reports.
    - Under PDF Options, select the option as per your requirement.

    Kindly write back to us at support[@]zohoexpense[dot]com if you have any questions.

    Regards,
    Zoho Expense

  5. Group expenses by category when reports are submitted

    When we track our employee expenses, we account for them by category (i.e. meals, travel, etc.). It would be helpful if the reports were grouped (and sub-totaled) by expense category when they are submitted.

    16 votes
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    Available  ·  2 comments  ·  Reports  ·  Admin →
  6. Reject individually a expense

    Be able to reject a individually expense when the report is submitted and not the whole report.

    18 votes
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    Available  ·  0 comments  ·  Reports  ·  Admin →
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