Zoho Expense
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693 results found
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We should be able to control our expense field customizations within the policies
For our organization we have a few expense customized fields, which is setup in our account setting. We'd like to have the ability to control which drop down options users can see for those fields. However, Zoho doesn't seem to have the capability to do that within the policy. It would be great if we can do that within the policies the same way we can control what categories our users see by assigning policies.
6 votes -
To integrate Zoho Projects with Zoho Expense.
To integrate Zoho Projects with Zoho Expense, and be able to add an expense to a project or task within a project.
10 votes -
1 vote
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Child Account Not Displayed If Parent Account Set Not To Display in Zoho Expense
In Zoho Books, if a parent account is set as Do Not Show in Zoho Expense, all its child accounts are also not shown as categories even if each of them has Show in Zoho Expense Enabled.
This is bug and needs to be fixed for continuity and seamless interaction of Zoho Apps
3 votes -
Enable use of report end dates for bill/payment dates
Non-reimbursable expenses can be dated on the expense date, submission date or approval date. Similarly for reimbursable expenses, these can be dated on the last expense date or submission or approval dates. Please enable a date option for Report End date, which will address reporting periods that do not coincide with calendar months.
3 votes -
Capture of From Date to To Date in the Per diem and Auto Calculation of the No. of days and amount based on the count of dates
It would be ideal to Capture the From Date to To Date in the Per diem and Auto Calculation of the No. of days and amount based on the count of dates
4 votes -
Better Corporate Card integration and control by Admin user
I would like to be able to match and reconcile expenses from my monthly corporate Visa statement with expenses and receipts submitted by my team.
4 votes -
Limit option with Per / Day parameter, Per / Person parameter.
Enable the option of Entering the limits for expenses based on various parameters like per/day, per/person, etc. This will be helpful when 2 person are involved in expenses.
For Example, me and my colleague are travelling and staying in same room i.e. double occupancy. The expenses would be claimed by me, the limits which are currently set in the system is per submission, so it will always show policy violation. Per Diem can be a used here, however per diem is fixed option, wherein our case it would be less than per diem amount.1 vote -
Allow copying of submission email address on mobile app
We don't use Apple Mail on our iOS devices. Instead, we use MS Outlook. When we touch the email address on the iOS app, we get an error that says "No email account detected. Please set one up to start sending emails."
Holding down your finger on the email address doesn't do anything. I would like it to be copied to the clipboard so I can paste it into Outlook.
3 votes -
Currency Conversion
It would be great to be able to automatically define the currency conversion rate from credit card transactions. For example- I set my credit card up as a feed - the transaction was in USD. My default currency is CAD - the receipt is USD and when I match it there should be an option to accept the currency exchange rate as X where x is (CAD price from credit card / USD price on receipt)
Currently to do this we need to take the value from the credit card - manually calculate the exchange rate, go into the receipt…
17 votes -
Expense Dash board.
When you navigate to Dashboard ==> Your Top Expenses and under that you see a pie chart. When click on the pie called others it do not show the list of items categorized as others. Is there any way you can include that feature into the pie chart for easy reference and Navigation.
thanks
Bijilal3 votes -
Corporate credit card as default paid through
This is a major source of incorrect coding for our users. Almost all of our expenses are through corporate credit card, but we can't set it as the default "paid through".
This simple fix would be big plus from the user side.
3 votes -
budget
Add ability to have a monthly or annual budget by user (and/or by catagory), and show user the budget to actual on their landing page on the mobile app and/or desktop page.
4 votes -
Base currency per customer
Include the option to change/set the base currency per customer.
1 vote -
Proposed changes to Report Summary
Is it possible to expand the current "Report summary by currency" to include the following:
1. Under "Total Expense Amount" include the option to show a summary of the expenses per category for each of the currencies which should total to the total expense amount per currency.
2. Add the option to transfer funds between currencies, e.g. when you convert e.g. USD to EUR at the airport or bank. To have the option to be able to process this transaction and move funds received in advance from USD to EUR to be able to at the end of the day…1 vote -
Icici pockets
You have already integrated ICICI cards. When do you plan to integrate the ICICI Pockets card? Pockets is a very useful product for use in new / unknown locations, since it is a prepaid card and risk is minimal. Hence please try to integrate pockets with Zoho Expense.
2 votes -
Link Uber and Ola the way you have linked credit cards.
Taxi fares are a significant part of expenses and any linking with the most popular apps - Uber and Ola - will really help.
Please consider.
2 votes -
Conditional Report Fields
It would be helpful to have some fields on the expense reports conditionally required. For example, if a sales person submits a receipt for a meal with a client, I'd like a field for the client's name to be required without having to make that field required for other types of expenses.
3 votes -
Provision to enter User wise yearly expense budget. To track budget utilization by user and his/her achievement of Sales target against said
Provision to enter User wise yearly expense budget. To track budget utilization by user and his/her achievement of Sales target against said budget.
1 vote -
Need to add on Qantas Money (CitiGroup) as a new card option please . You have Qantas Cash only
Need to add on Qantas Money (CitiGroup) as a new card option please . You have Qantas Cash only
3 votes
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