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

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reimbursement  ·  Flag idea as inappropriate…  ·  Admin →
  2. Expand Search Criteria

    Allow search of Reference# and Description fields on the Receipt record. For example, I use the Reference# field to capture the flight localizer code or ticket number in order to track full cost of flights including change fees, upgrades, seats etc. which may appear on different receipts or reports.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  3. Create report to reconcile which employees have bank info added

    Create report to reconcile which employees have bank info added. Currently unable to tell from admin side who has logged their banking details.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Standardization of Report Names

    We have sales people and we want Report Titles to be standard for them e.g. Week 1 March 2020, Week 2 March 2020, etc.

    I wonder if Zoho can provide our Admins with the ability to create standard report names that our sales people can choose from whenever they are creating reports in Zoho.

    This will allow our Finance to better organize their processes on their end.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Move categories to sub-categories in bulk

    It would be great if in the bulk import or on the site if we could select multiple categories and make them sub categories. We just imported 160 categories and each needs to go into a sub-category for easier listing and organization.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Swiss franc (CHF)

    Add Swiss Franc (CHF) as a currency.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  8. Get the scanning and photo function to work!

    when you take a photo of your receipt it takes several minutes to load to your Receipt inbox. You can also only do a few photos at a time because the other photos just never show up and you have to do them again. Very frustrating for someone who is trying to take photos of dozens of receipts!

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  9. Parallel Approvers

    Allow two users to be the approver for 1 step. For example either Mike or John can approve this expense to push it to the next level, if Mike approves, it skips John.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add all the Approvers on the Expense Report

    For better controls, please ad all the approvers on the Expense Report (PDF or Prinet).
    Currently only the last Approver is appearing.
    For example: the 1st Approver is the Department's Section Senior Manager and the 2nd Approver is the Head of the Department. Both should be listed on the PDF or Print report

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  11. Upload a CSV or XLS file as a receipt

    My toll account provides trip history as a CSV or XLS export. This should be sufficient to be uploaded as proof of expense

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Mileage report for the year

    set up a report so you can see millage for the year, at the moment I have to export in the a spreed sheet to get this.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  13. Mileage Odometer reading

    the Odometer reading From auto enters from the last time.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  14. more currencies-

    Can I make a request to add Brazil Currency in Zoho?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Request 2 rates per city on Per Diem functionality - travel day rate & full day rate

    Only choice today is - default rate or city rate.
    - I chose default rate to be the 75% travel day rate for all cities...1 rate
    - I chose US GSA city rate to be the full day rate...non-travel day

    PROBLEM: If I travel to multiple cities with different per diem travel day rates...how do I setup the other city travel day rates?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  16. Advance payment - direct fund transfer to employee bank account from ZOHO

    Advance payment - direct fund transfer to employee bank account from ZOHO

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Integration  ·  Flag idea as inappropriate…  ·  Admin →
  17. ACH Reimbursement via Phone App

    I am requesting the Zoho Expense mobile app is upgraded to enable authorization of ACH reimbursements.

    The new Forte ACH reimbursement feature is a great upgrade for Zoho Expense, but being able to do this via the mobile app would make this even easier for my team to get paid. Mostly everyone uses this mobile phone exclusively for small tasks like this, so this would be a huge help!

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  18. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Integration  ·  Flag idea as inappropriate…  ·  Admin →
  19. Admin View - Filtering Approvals

    Allow any organization admin to have the ability to filter approvals like the integrator admin is able to. Added admins do not have the same filters as the integrator admin. It would be helpful to easily see which reports have already been exported to QuickBooks. AND/OR add another column on the All Approvals page that indicates if a report has or has not been exported.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reimbursement  ·  Flag idea as inappropriate…  ·  Admin →
  20. Please evaluate the possibility of turning receipts into expenses.

    Please evaluate the possibility of turning receipts into expenses.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Zoho Expense

Categories

Feedback and Knowledge Base