Zoho Expense
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38 results found
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Adding Expense details with the receipts in PDF.
The expense details to come up in the page which has that receipt.
10 votesHi,
We are now showing the date, category and the merchant name with the receipt images in the PDF expense report.
Regards,
Zoho Expense -
Multi-level approval workflow
Allow to setup a worflow of multiple approvers or maybe add a reviewer level
3 votes -
Offline Support in iOS App
Option for offline uploading of receipts.
48 votesHi,
Offline support is available in the Zoho Expense iOS application. This was released in one of our 2019 updates. Please reach out to support[@]zohoexpense[dot]com if you have any questions.
Regards,
Zoho Expense Team -
56 votes
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 -
143 votes
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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 -
23 votes
Hi,
Corporate Cards feature is available in Zoho Expense.
To know more about this feature, kindly refer the below link.
https://www.zoho.com/in/expense/help/cards/#assigning-corporate-cards
Feel free to contact us at support@zohoexpense.com for further assistance.
Sincerely,
Zoho Expense Team -
Creating sub-categories for expenses
For grouping the business expenses, user should have an option to create sub-categories.
24 votesHi,
We have rolled out Sub-categories in Zoho Expense. When you are creating a category, you can mark it as a sub-category and choose its parent category.
While categorizing an expense, the sub-category would be listed under the parent category and you will be able to assign it to the expense.
Kindly give it a try and let us know if you are facing any issues.
Feel free to write back to us to support@zohoexpense.com for any further assistance.
Regards,
Unni – Zoho Expense -
enable to record more than one advance
sometimes a person gets more than one advance to the trip, and it could be in different dates and different currencies. E.g. a person draws additional money from ABM during the trip. Currently the system support nicely one advance only. It would be nice if there was a possibility to add more advance payments.
18 votesHi,
You can record multiple advances for an expense report. The advances that are recorded will be listed in the ‘Advance Payment’ section within the expense report.
To know more about this feature, kindly refer this link.
https://www.zoho.com/in/expense/help/advance-payments/
Feel free to contact us at support@zohoexpense.com for further assistance.
Sincerely,
Unni – Zoho Expense -
Add support in per diem (daily) allowances
per diem allowance is when the policy defines a fixed amount per day for expenses such as food etc. The traveller is entitied to receive this amount regardless if he/she spent them. It is a common practice that prevents the traveler from messing with lots of small invoices for any beverage used, as well as streamline the company expenses (less open to cheat such as collection of invoices from other people) and also pose a limit to personal expense. It is usually has limits also from the perspective of the local Tax Law.
In practical terms the user is getting…27 votes -
Reject individually a expense
Be able to reject a individually expense when the report is submitted and not the whole report.
18 votes -
Requiring fields mandatory on an expense report
Ability to require any of the fields on the input screen as optional or required by Admin.
7 votesHI,
You can customize the Expense Report level fields in Zoho Expense. Kindly go to ‘Admin’ > ‘Settings’ > ‘Reports’ to do the same. You will also have an option to make the fields mandatory in the expense report.
Kindly write to us at support[@]zohoexpense[dot]com if you have any questions.
Regards,
Zoho Expense -
Generate summary expense reports by project
Ability to generate expense reports by project within client (all consultants with expenses related to a specific project for a designated time period).
4 votes -
Have to possibility to attach at least 2 files
The mexican fiscal system uses 2 files for each expense generated (PDF invoice + .XML digital certificate). The receipt itself is useless for reimbursements, it is the invoice with its 2 files that counts.
22 votes -
34 votes
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Duplicate expenses
Identify and mark duplicate expenses based on parameters like amount and date.
55 votes -
Using ACH
Make reimbursement to employees using ACH
10 votesHi,
We have rolled out the feature online reimbursement via ACH in Zoho Expense. Currently, it is available only for the US edition organizations.
You can go to ‘Admin’ > ‘Integrations’ > ‘Forte’ to create a merchant account with Forte for the online reimbursements.
Kindly drop an email to if you have any questions.
Regards,
Zoho Expense Team -
Multiple Line Items
Add multiple line items for single expenses
11 votesHi,
We have rolled out the Itemization feature in Zoho Expense application. While recording an expense, you can click on the ‘Itemize’ button to create multiple line items within an expense.
If you have any questions, kindly drop an email to .
Regards,
Zoho Expense Team
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