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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.

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693 results found

  1. Being able to export the report into excel only with the column and fields we choose

    2 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  2. 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
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  3. Admin Delegate setup

    Allow admins to setup delegate access for all users.

    6 votes
    0 comments  ·  Admin →
    How important is this to you?

  4. 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
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  5. 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
    0 comments  ·  Integration  ·  Admin →
    How important is this to you?

  6. i request to add vendor or marchent advance given by employee to be REIMBURSED

    1 vote
    0 comments  ·  Reimbursement  ·  Admin →
    How important is this to you?

  7. 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
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  8. 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
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  9. 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
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  10. 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
    0 comments  ·  Admin →
    How important is this to you?

  11. delegate can delete incorrectly submitted receipts

    1 vote
    0 comments  ·  Receipts  ·  Admin →
    How important is this to you?

  12. Swiss franc (CHF)

    Add Swiss Franc (CHF) as a currency.

    1 vote
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  13. 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
    0 comments  ·  Mobile  ·  Admin →
    How important is this to you?

  14. 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
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  15. 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
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  16. 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
    0 comments  ·  Admin →
    How important is this to you?

  17. 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
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  18. Mileage Odometer reading

    the Odometer reading From auto enters from the last time.

    1 vote
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  19. more currencies-

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

    1 vote
    0 comments  ·  Receipts  ·  Admin →
    How important is this to you?

  20. 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
    1 comment  ·  Expense  ·  Admin →
    How important is this to you?
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