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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.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  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. disregard attachments

    Some email receipts have attachments that do not convert correctly, but the content of the email does. (Amtrak rail has PDFs that for some odd reason do not have the receipt info). Suggest a simple rule for receipts from certain vendors to ignore or specifically to use the attachment.

    1 vote
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    0 comments  ·  Receipts  ·  Admin →
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  2. Search and Selectable To and From fields for travel related expenses

    For expenses like Airfare, train etc, need to search and choose the to and from locations.

    0 votes
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  3. 2 votes
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    1 comment  ·  Expense  ·  Admin →
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  4. Fix ate bug

    Date entry is buggy on Firefox and Chrome/Windows 10. The only way for me to consistently enter a date is to click on the date picker on a different date from what I want, then click back to the date I want.

    If I enter a date directly, it often enters an incorrect year.

    1 vote
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    0 comments  ·  Expense  ·  Admin →
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  5. Offer the possibility to scroll receipts up/down in the web interface

    When in the inbox --> Edit Receipt, long receipt images are cropped, and often it is not possible to view the total or other important details required to verifty the accuracy of autoscan data. It would be very helpful if it were possible to resize or to scroll up and down within long receipts to verifiy all the data when necessary.

    4 votes
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    0 comments  ·  Expense  ·  Admin →
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  6. Scan receipt in mobile app for future entering an expense

    In the mobile app, allow to take picture of receipt and store in the inbox without having to create the expense right away. The user could then view the receipt inbox in the computer (or even in the app) to create the expense with details.

    10 votes
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    1 comment  ·  Receipts  ·  Admin →
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  7. Customisable admin dashboard

    Would like to be able to add links to most used functions to the toolbar on the left. Currently, we have Expenses, Reports, Settings, etc. But as an Admin, I work a lot with Projects, Users, etc. I'd like to be able to create buttons for these and access them directly, without having to go through Settings every time.

    1 vote
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  8. Projects as QBO Sub-Customers

    Reports should be imported with the ZOHO project matching a QBO sub-customer

    4 votes
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    0 comments  ·  Integration  ·  Admin →
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  9. Format the columns in the exported files.

    When the expense reports are exported as XLS, the amount column is not formatted as Number/Currency. Hence, unable to apply the excel formulas.

    5 votes
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    0 comments  ·  Reports  ·  Admin →
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  10. I'd like to be able to change the order in which an expense appears on a report. Drag to change location please! (Within same date)

    I'd like to be able to change the order in which an expense appears on a report. Drag to change location please! (Within same date field)

    Currently expense report is categorized by date - but you may need to group like expenses or same location expenses within the same date for clarity and/or ease or reporting as well as reviewing...

    Please add the drag individual expense feature within the dotted option tab on right side of expense - as shown on a report.. Do it, GO!

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  11. Total mileage has to be displayed in the PDF expense report

    The total mileage in an expense report should be displayed in the PDF expense report too.

    6 votes
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  12. Merchant Addresses

    Please add the ability to add addresses to merchants.

    2 votes
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  13. 7 votes
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    1 comment  ·  Reports  ·  Admin →
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  14. Wave Accounting

    Direct connection to Wave Accounting would be very helpful

    0 votes
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    0 comments  ·  Integration  ·  Admin →
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  15. Add mandatory tick boxes with associated messages when submitting reports

    When a company car is used by someone, a duty of care check must be made by the person using it. It would be really useful to have some mandatory tick boxes with a message stating that the car is in good working order etc. when submitting petrol receipts for business mileage in order to maintain compliance. It would be good if the message could be customisable.

    2 votes
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    0 comments  ·  Receipts  ·  Admin →
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  16. 0 votes
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  17. allow deletion of excluded credit card transactions

    Allow the permanent removal of EXCLUDED card transactions from Zoho expense database for privacy reasons

    4 votes
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  18. reply back to emailed receipts that failed to scan

    Right now, I often have emailed receipts fail to scan for various reasons. However, when that happens, I get virtually no info about what the failed receipt was. Thus if I emailed 5 receipts and one failed, I have to reconcile which 4 succeeded to figure out the failure. Ideally, you would either include the entire failed email in the failed receipt object on your app, or you would reply back to the email I sent that failed to scan so I can see it in my email client.

    3 votes
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  19. 1 vote
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    1 comment  ·  Expense  ·  Admin →
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  20. Spend control

    we would like to have budgeting integrated in the Approval function so that you can set a monthly limit for manager's approval on a certain expense based on our budget.

    for example, can you authorize a user to approve up to 20,000 dollars in a particular month?

    3 votes
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