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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. Allow viewing/enlarging of receipt image when editing an expense

    This i already possible from the receipt inbox. But once the recipe has been added to a report, and I edit it, I can't enlarge the receipt image, which is necessary to view the details from I am entering.

    4 votes
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  2. Allow entry of converted amount rather than exchange rate when overriding the automatic exchange rate

    When converting currencies, often credit card statements will show foreign and native amounts. It would be great if you could use the converted amount directly if you don't want to use the automatically calculated one. At present you have to calculate the rate, then enter the rate to get to the desired amount.

    19 votes
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  3. Default to most recent report when adding new expenses.

    It would be nice if the app would default the report to the most recent report when adding new expenses. I never work on more than one report at a time, and defaulting this would save input and hassle. I'd love to just select the merchant, enter the amount, then hit the save button. This feature could be an optional toggle in the settings, for those that don't want it.

    3 votes
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    0 comments  ·  Receipts  ·  Admin →
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  4. Reporting/Analytics function improvements

    Scheduled reports needs more customization.

    I would like to be able to create the report per user per category. Currently you have to manually create this report in the expenses categories section and filter to an individual user.
    Problem is when printing or exporting the report there is no mention of which user it is for so they all look the same (only date to & from in title)

    3 votes
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  5. default expense category per merchant

    default expense category per merchant

    (that is currently automatically assigned as per first manually assigned category, but often fails)

    should also be editable in the merchants list

    7 votes
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  6. internal purchase requisitions with approvals

    need an internal process for approving expenses over a certain limit prior to execution

    3 votes
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  7. ability to have a saved customer field for expense entries, and maybe location auto add for them

    allow you to save maybe the top 5 or 10 most used customers for applying expenses to and when you click on them it opens an expense from dashboard

    1 vote
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  8. Add Zoho Books Report Tags to Zoho Expense

    Please add the ability to add the Report Tags from Zoho Books into Zoho Expense so the Tags are added by the expense submitter and do not need to be manually added later.

    7 votes
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  9. 2 votes
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  10. Allow special characters in description field

    I like to use "->" in description fields for transportation expenses, e.g. "Airport -> Hotel" to indicate the reason for a taxi ride. However, when I try to put this in the description field via the web site at https://expense.zoho.com/app#/receipts I get the error message "Invalid value passed for Description". Please allow these special characters in the description field.

    1 vote
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  11. Option to edit expense info while receipt is smart scanning

    I would like the smart scan to always start automatically and have the option to edit expense info while smart scanning. This way i can enter the info that smart scan doesn't capture (such as category & adding it to a report) all at the same time that I take the picture, and smart scan will then continue to fill in what it can, such as Merchant and Amount. Currently it's an extra step for me to wait for smart scan to finish then go back to add the category and report.

    10 votes
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  12. Run one report for trips and expenses

    It would be very helpful if the system allows to run one report for trips and expenses. By that, companies would have full visibility when a trip is requested,aprroved and expenses are submitted & reimbursed in one report as currently trips and expenses cannot be connected in one report.

    4 votes
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  13. 0 votes
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  14. 7 votes
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  15. Printing

    I would like to be able to print out the expense reports to keep in a file.

    1 vote
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  16. Edit, orient, compress, crop, annotate, receipt images

    Simply put, integrate technology like what is involved with iPhone scanner applications. Users can be pretty boneheaded often. They also don't all have the same understanding for technology. The software should make things super simple for them; idiot proof.

    You guys already have some great OCR tech going on in the receipt scanning capability you've integrated, but you aren't using it to assist with receipt image adjustments. Users upload all kinds of crazy crap, from images that are 90% desktop and 10% receipt, to blurry and unreadable, to skewed (off-angle) images, to super large 100MB+ image files. They simply don't…

    6 votes
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    3 comments  ·  Receipts  ·  Admin →
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  17. week numbers

    starting day of the week
    all calendar date pickers should be customisable in terms of 1st day of the week according to a user preference or an organisation admin system setting (e.g. for region, time zone or account locale).

    week number (CW##)
    ideally, the corresponding week number should be displayed at the begining of each row of dates that belong in a given week to facilitate data input.

    similarly, whenever feasible, the week number should be displayed next to certain date fields (e.g. expense date)
    or allow for the CW field to be included in custom layouts for screens/ forms…

    3 votes
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  18. dropdown for miles/km's

    allow drop down for mileage between kms/miles as you do for currency- I have to report in km's, but my vehicle records in miles- have to convert beofre inputting currently

    1 vote
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  19. Generate summary expense reports by CRM "potential" /Deal

    the "project" expenses report is available.. but we need the ability to have the same report per CRM "potential"/Deal.
    When entering the expense for a customer, we're having the option to choose a potential for it. why not show a report for expense vs revenue from this already existing data?

    this report should be available either from CRM or Books or expense.

    looking forward for your support.

    4 votes
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  20. when one expense i apply advance payment then balence of the advance i cant apply another expense so please take any action

    when one expense i apply advance payment then balence of the advance i cant apply another expense so please take any action

    9 votes
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