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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  1. Analytics report

    In Analytics Report, there is an option to take out excel/PDF output of expense by giving a date range ,but there is no option to take a bulk download of invoice copy attached there or in PDF.
    If we need to be provide to an auditor the entire expense to auditor for a year/quarter/month, we can give only excel or PDF details without invoice .
    IT WOULD BE GREAT HELP TO ACCOUNTS TEAM OF A COMPANY IF DOWNLOAD INVOICE OPTION IS PROVIDE HERE TOO.
    It would be time saving and lots of efforts saving, else we need to download the…

    1 vote
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  2. Restricting Export, Print and PDF for certain users

    I feel restricting Export, Print and PDF is a very essential security option for our company, as we give expense accounts to various locations who are in direct touch with our channel partners and competitors. They record all expenses related to our multiple locations. We would like to avoid sharing of our company data to people outside our organisation. I understand this feature is not available currently. As this concerns our security policy, kindly try to make modifications to help us protect our data. This could be given as an option while defining roles.

    1 vote
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  3. Integrate with Stripe Issuing

    Stripe has launched Issuing where companies can create corporate cards for company or employees. Can you integrate the transaction feed to Books/Expenses?

    5 votes
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    0 comments  ·  Integration  ·  Flag idea as inappropriate…  ·  Admin →
  4. When I am the Delegate - I must be able to delete erronious expenses entered by the User

    When I am appointed the Delegate, be able to delete erronious expenses. I am helping users that live remotely. I need to also be able to remove duplicates/mistakes they made as the Admin/Delegate.

    1 vote
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  5. Can we use custom field created on the Expense Report Header integrated with Quickbooks?

    Can we use custom field created on the Expense Report Header integrated with Quickbooks? Currently we have only two options.. Submitter and Merchant.

    We would like to use custom field first. If that field is not populated then use Submitter.

    This will allow us to supply custom field value rather submitter name as the person on behalf of whom the submitter created expense report.

    Thanks
    Ravi

    1 vote
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    0 comments  ·  Integration  ·  Flag idea as inappropriate…  ·  Admin →
  6. Export PDF report to Xero

    Since the integration with Xero already exists, it would we good if you add the option to automatically export a PDF report into the Bank Transaction or Bill in Xero.

    1 vote
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    0 comments  ·  Integration  ·  Flag idea as inappropriate…  ·  Admin →
  7. allow users to be submitters even if they have direct reports in zoho people

    change the role of the user as submitter in Zoho Expense if he is a reporting to person in Zoho People

    3 votes
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  8. create recurring expenses

    set up recurring expenses for payments that you repeat on a regular basis. You can choose the frequency of the recurring expense in days, weeks or months.

    3 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  9. Bulk Edit Items in Reports

    Allow expenses in Expense reports to be merged, removed and bulk edited inside the expense report. Currently, you have to remove each item individually, perform your tasks on the expenses, and then add them back to the report.

    3 votes
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  10. Bulk Expense Entry with more custom column options

    i would like to add Attendee to bulk expense entry but customize column option does not give me the option.
    can you help or update software?

    1 vote
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add Zoho Expense Report number or name in Journal Number or General Ledger details or Add Journal Number in Zoho Expense Report

    Hope there is a field where Zoho Expense Report number or name can be reflected in Journal Number or General Ledger details. If not, hope the Zoho Books Journal Number is reflected in Zoho Expense Report

    3 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  12. Ledger of single user expenses

    Need to see total details of a user from admin panel. So like if someone has advance amount of Rs 5000 and reimbursement of Rs 2000. So the total balance of the users should be -3000 but the admin can't see that in a ledger format like banks it should show all the debit and credit information on a single tab. Right now we have to go to "advance by user" and then go to "reimbursement by user" and then calculate the total amount of the user manually.

    3 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  13. It would be great if we could add monthly mileage expenses in the single report and be able to verify it on daily basis.

    It would be great if we could add monthly mileage expenses in the single report and be able to verify it on daily basis.

    1 vote
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  14. Customize Bank account per transaction in Xero integration

    It would be ideal to allow Zoho to map individual transactions to different Xero bank accounts

    1 vote
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    0 comments  ·  Integration  ·  Flag idea as inappropriate…  ·  Admin →
  15. Only showing the 'ICICI Fund Transfer' option while initiating the payment for those who have added an ICICI account

    While making the reimbursement this option shows up for everyone. And if you choose it by mistake for someone without and ICICI account is does not go through, obviously. SO One has to re-initiate the payment. Conversely, for those who have ICICI accounts and you choose IMPS the same happens, payment does not go through. Hence, Only showing the 'ICICI Fund Transfer' option while initiating the payment for those who have added an ICICI account. Otherwise it becomes difficult to track who has put ICICI and who has not.

    4 votes
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  16. 2 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  17. Customize a report (analytics) and Save it as template to run it anytime later with only changing dates

    ability to create a customizable report that we can run based on filtering we pre-define. That would be the template report, then we can come back to it anytime and just change the time period and run it again without the need to re-create the whole process of the report (like in Zoho CRM).

    2 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Admin Delegate setup

    Allow admins to setup delegate access for all users.

    6 votes
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  19. Customize Reports

    Please please please! Just need to be able to create and save a simple report template showing the same fields as we enter the expense - Merchant, Category, Amount, Payment Method

    1 vote
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  20. customize Zoho Books integration category

    Currently when Zoho Expense transactions migrate into Zoho Books they are automatically entered into the "Employee Reimbursement" account under current liabilities. The problem for me is that because of this they do not show up under the "Total Payable" category on the Zoho Books dashboard. These are current amounts that I owe and I would like to be able to see them on the dashboard. It would be helpful if I could select which Zoho Books account my employee expense claims are entered into.

    1 vote
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