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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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  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. 3 votes
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    0 comments  ·  Integration  ·  Admin →
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  2. Use customer name and Project name on expense by default with the ability to override

    After setting up the expense report header record when you are inputting the details in the bottom of the detailed expense the customer and project should automatically populate with information from the header and also check off the billable indicator. this will save quite a bit of time and reduce the potential of charging the expense to the wrong client or project.

    9 votes
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    0 comments  ·  Expense  ·  Admin →
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  3. 6 votes
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    1 comment  ·  Expense  ·  Admin →
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  4. Admin ability to correct the reimbursable check box if done in error without rejecting

    It would be helpful if the Admin could correct the reimbursable check box if they see it was done in error on a submitted ER. Currently you must reject the item.

    4 votes
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    0 comments  ·  Expense  ·  Admin →
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  5. Choosing the currency to show the expense report total.

    Choose the currency in which you need to see the expense report's total. If the client's currency is different from the base currency of the organization, then this report should be sent to the client in his currency, not the base currency of the organization.

    This would be helpful if an employee needs reimbursement in a different currency.

    72 votes
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    2 comments  ·  Reports  ·  Admin →
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    Hi,

    We have ‘Reimbursement Currency’ feature for the global edition organizations in Zoho Expense. Using this feature, Policies can be associated with a currency.

    The users in the policy will have the policy currency as their base currency. The Reimbursable amounts for the expense reports created by that user will be calculated in that Policy Currency.

    Feel free to write to support[@]zohoexpense[dot]com for any further assistance.

    Regards,
    Zoho Expense Team

  6. reimbursable vs non-reimbursable expnses

    From the communication I had with ZOHO expense support, even though an expense is selected as non-reimbursable when submitting, it will still showing as "awaiting reimbursement" after being approved. We believe it is not only causing confusion to the submitter and the approver/admin-users but also creating additional workloads. Shall the status be changed to "completed" once approved to distinguish it from the cash reimbursable expenses and the non-approved non-reimbursable expenses.

    8 votes
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    0 comments  ·  Expense  ·  Admin →
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  7. Look up function in setting-users

    A search or lookup function should be considered so companies like us who have a long list of users can access the profile more efficiently

    1 vote
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  8. thumbnail

    Attach a thumbnail of the receipt to an exported PDF document, not just the full receipt (reduces file size)

    11 votes
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    0 comments  ·  Reports  ·  Admin →
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  9. Views in expenses - have more titles at the top. Ref no, Details....

    I have not integrated with CRM yet, so maybe contacts will come through. Also Ref no and Details pls. but do

    1 vote
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  10. Option to include Tax in customise report, show / hide columns

    Being able to see the tax element of against report number on screen would save having to pdf each report

    1 vote
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  11. Expense Approval

    There must be Expense Approval routing for all the expense being entered in the ZoHo system

    5 votes
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  12. 7 votes
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    0 comments  ·  Expense  ·  Admin →
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  13. Add the ability to track employee hours.

    Allow employees to add billable hours to their expense report.

    4 votes
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    1 comment  ·  Expense  ·  Admin →
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  14. Split Billable and Non billable in Dashboard and Reports

    Would like more views in dashboard but most importantly the one i am missing is the ability to see billable and non billable expenses in reports or dashboards so can identify what to exclude

    5 votes
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    0 comments  ·  Expense  ·  Admin →
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  15. Ability to add non-user attendees.

    Please allow for the addition of non-user attendees in the attendee expense field. Most business meetings and expenses are with non-user members.

    41 votes
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  16. Role based access to expense categories

    In our business our sales people are entitled to expense different items than our consulting staff. having the ability to allow or hide certain expense categories based upon role would be great. this may also require the creation of role based access of course!

    18 votes
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    Planned  ·  2 comments  ·  Expense  ·  Admin →
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  17. Add Project a Customer fields to a single expense

    It should be useful to add Project and Customer field to a single expense, not to the report level, to permit aggregation of expenses between different reports.

    3 votes
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    Released  ·  0 comments  ·  Expense  ·  Admin →
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  18. 11 votes
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    0 comments  ·  Mobile  ·  Admin →
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  19. Expense from and until, date and time

    In our company expenses for food and drinks during travelling are returned based on the number of hours for the travel. So we need start date and time and end date and time on the expense level.

    9 votes
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    0 comments  ·  Expense  ·  Admin →
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  20. Electronical signature.

    Our accounting office demand personal signatures on reports.
    Users should be able to upload a picture of their signature that would appear in the PDF reports together with the name of the submitter and approver as it is today.

    64 votes
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    1 comment  ·  Reports  ·  Admin →
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