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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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  2. 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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693 results found

  1. duplicate customer and contact merging feature is not in zoho expense (it is there is zoho CRM)

    duplicate customer and contact merging feature is not in zoho expense (it is there is zoho CRM)

    1 vote
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    1 comment  ·  General  ·  Admin →
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  2. Provide more detail for the error: Invalid Reference ID : Names Element id 2279 not found.

    When I try to sync approved expense reports to QBO, I will occasionally get an error message stating "Provide more detail for the error: Invalid Reference ID : Names Element id 2279 not found."

    I have spoken to support about this, and it means that one of my vendor name is not syncing properly with QBO...

    SO... It would be nice if this error message specific WHICH vendor names were not syncing... otherwise I have to go into each expense in the report and update the name, which SUCKS. Thanks!

    3 votes
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    0 comments  ·  Integration  ·  Admin →
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  3. Update so unit prices can be added

    Allow unit costing against expenses so staff in organisation can bill me for price work against recurring costs of tasks jobs

    1 vote
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  4. Receipt Report

    Gmail has

    Cloud HQ's 'Get My Receipts' feature where you get a full receipt report in a Google Spreadsheet.

    Just google 'Cloud HQ Get My Receipts"

    1 vote
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  5. Create process for bulk merge of vendors, eg download to excel, identify parent, upload

    Create process for bulk merge of vendors, eg download to excel, identify parent, upload

    1 vote
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  6. 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
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  7. 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
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  8. 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
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  9. 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
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    0 comments  ·  Expense  ·  Admin →
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  10. Have transactions be able to export to Balance Sheet accounts not just P&L accounts in Xero.

    4 votes
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  11. 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
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  12. It would be nice to have different payment methods for different roles and profiles in the company (role based access to payment methods)

    1 vote
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  13. 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
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    0 comments  ·  Reports  ·  Admin →
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  14. 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
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  15. 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
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    0 comments  ·  Receipts  ·  Admin →
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  16. Downloading receipts

    Provide an option to retain the original receipt filename when bulk downloading from reports - rather than creating new file names.

    1 vote
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    0 comments  ·  Receipts  ·  Admin →
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  17. 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
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  18. 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
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  19. 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
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  20. 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
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