Zoho Expense
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohoexpense.com
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Announcements on dashboard
It would be great if one could customise the dashboard, or landing page, to include announcements, e.g. company holidays, cut-off times/dates for handing in expenses etc.
1 vote -
both-ways sync of customer , projects etc between zoho people , zoho CRM, zoho expense & ZOHO books.
both-ways sync of customer , projects etc between zoho people , zoho CRM, zoho expense & ZOHO books.
1 vote -
sync customer , projects etc between zoho people , zoho CRM, zoho expense & ZOHO books.
sync customer , projects etc between zoho people , zoho CRM, zoho expense & ZOHO books.
otherwise we have to work individually for all the zoho softwares.
there are duplicasy of work...
2 votes -
Add Merchant as a PDF Expense Column
Ability to display a merchant as a column on an expense report PDF.
OR
Ability to auto-generate an expense text field based on the ${EXPENSEREPORT.ENDDATE MMMM} format that is currently only in the report name.
3 votes -
1 vote
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Automatic updation of employee advances
Provide an option to automatically pick/update the advances given to the employees from the company's transaction statements.
1 vote -
1 vote
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add parent category to reports
I would love to see both the parent and sub category on any expense report. I need to know this info for tracking purposes and I am currently looking for software that can do this.
I hope this can be added.
10 votes -
create fields to allow companies to use Actual method in FBT
When an employee submits a claim for entertainment related expenses, we need to capture the names of all employees who were part of that entertainment item.
This is for FBT compliance purposes.
Is it possible in Zoho to add a field where the data input is a drop down option?
So, if 5 employees attended an event, we would need five fields to enter the employee names.
The data for these fields should come from a drop-down list of all our current employees.
This is a critical feature of our expense claim process and would be important enough for us…
1 vote -
Downloading receipts 2
Provide an option to download receipts in bulk from reports direct to a nominated hard drive or cloud folder - and as separate files rather than creating in a Zip.
1 vote -
Downloading receipts
Provide an option to retain the original receipt filename when bulk downloading from reports - rather than creating new file names.
1 vote -
Search feature
It would be much easier to use this app if the admin could search for a specific dollar amount, or category in all expenses and within all reports of all users. Right now the search is so limited that many times the reports don't show even after a search.
2 votes -
Enforce and/or report users have two factor authentication
Allow administrators to either:
Enforce that users must enable two factor authentication
or
Report on which users have enabled two factor authentication.3 votes -
itemize tax amounts to an expense category
It would be great if we could assign each tax amount to a category, as in Canada, we need to itemize PST, but can get rebates on GST.
6 votes -
expose the merchant code to API
Right now there is no way to get the merchant code from the report or expense in the API. We would like this to be able to integrate better with our Accounting software.
8 votes -
Need to be able to use categories/accounts that are asset accounts...not just expense or COGS
Need to be able to use categories/accounts that are asset accounts...not just expense or COGS. Currently can only sync over expense and COGS accounts from Quickbooks but need to be able to use some asset accounts as well.
3 votes -
Import budgets from a CVS file to ZOHO Expense
Allow admins to import budgets to ZOHO Expense instead of having to create budgets manually
1 vote -
allow import template to be customized to include custom tags
include custom tag labels in import template
1 vote -
Reduced account for a one-man-band.
Just one user, ability to store infinite receipts. This would be ideal albeit at a reduced one-man-band cost.
1 vote -
Allow in-text search for merchants / vendors
When selecting a merchant allow "in-text" search. For example if the merchant is "SLS South Beach" allow to search by 'South' and not only with 'starts with'. A similar feature became available in Zoho Books as an option and is of great help! Sometimes credit cards will add a symbol or something before a merchant's name and then searching for the specific merchant is very difficult, therefore duplicates are created. In the above example credit card showe the charge as +SLS South Beach
3 votes
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