Zoho Expense
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693 results found
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1 vote
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Be able to add 2 approvers- not hierarchical, but equal
If both Tim and Nancy are managers in the Operations Department, both Tim and Nancy should be able to approve the expenses for the people in the Operations Department, not just one or the other or one then the other
4 votes -
3 votes
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1 vote
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Provide analytic employee reporting for approvers
It would be extremely helpful for the main Approvers to have an overall insight of the expenses that are being incurred by the sub-ordinates they are responsible for.
Our Approvers are in charge of a small group of individuals and hold budgets for those they are responsible for. There might be 3/4 approvers in one department area so they do not need a report which details the whole department as there will be spends they are not responsible for.
3 votes -
Creating a "Payment" that is not necessarily reimbursement for my employees
Zoho Expenses works for me as a platform in wich I gather several payments. I upload the info I need to pay external suppliers and also create reimbursement claims. It would be good to have an option of "payments" separated from the reimbursement ones.
4 votes -
Budgets
Allow for budgets to be created and assigned to certain staff without them having to be Admins. For example
Marketing budget is made and you can make it only viewable to the Marketing manager and creator of the budget. This way the marketing manager can keep track of where he/she is in terms of their own budgeted amounts.3 votes -
Need to be able to adjust card matched amounts for Foreign Exchange
If I incur a foreign currency charge, for example for EUR 100.00, my bank will show a transaction of the equivalent USD, say USD 110.00. But at the end of the period, they then add another transaction for say USD 1.10 as a FX Fee. If I first record the original EUR 100 transaction with an exchange rate to match USD 111.10, no problem. But when I later match the card transaction of USD 110.00, it turns it back to $110.00, but still shows USD 111.10 in the transactions currency conversion.
It should allow the USD 111.10 if that's what…3 votes -
Allow customization of the PDF expense report for legal entity.
The current PDF expense report only shows the top level organization name and address. I am using this across four business units located in USA, Germany, India and China. Each has its own legal entity address that must be used for submitting documentation for tax purposes or during an audit. Can you allow customization (through policies, perhaps?) of the expense report formatting to adjust the corporate entity?
1 vote -
1 vote
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Reimbursement in Different Currencies for Same Expense Report
Allow reimbursement in different currencies at the very least. If possible, allow reimbursements in different currencies for different expenses for the same expense report, vs. having to create different expense reports.
1 vote -
1 vote
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Apply advance payment to multiple reports of same trip
Currently it is possible to apply advance payment only to 1 report.
In my condition, there are multiple reports in single trip & I get advance for whole trip.
there should be a function to reimburse each report from advance received.Also trip page should have total sum of all reports which are associated with that trip.
Thank you
1 vote -
recognise partial dates
In Xero when I enter a date like so "13/8" it will guess the rest and assign the date "13/08/2019" assuming that date is in the past. Zoho just ignores you and assigns today's date.
Faster data entry happens if you use smarter software, can you please implement this?3 votes -
Fix reimbursable attachments and make them easy to view when approving
Make it possible to attach receipts to reimbursable expenses in QBO exports & make it easy to view attachments on screen when approving a report rather than having to download the attachment to view it. I have spent a lot of time setting this up for my company and I am now have to look elsewhere because your software doesn't do what I need it to.
1 vote -
Add ZOHO Work Drive as an option to add receipts
PLEASE add ZOHO Work Drive as an option to add receipts.....it is not one of the options and I have stored many of mine on my new Work Drive
2 votes -
track support requests
Allow tracking of support requests raised by users! Once a user posts a problem under "Contact Support", there is no way to track what happens to that request. How can I check what's happening on the request?
1 vote -
Option to show Corporate Card Total Spend in Dashboard
Our company would love for users to be able to see their total monthly spend on their corporate card in their Dashboard.
Each of our employees within Zoho have a corporate card assigned to them. We would like for them to have the ability to see within the month how much they've spent on the card, so they'll be able to know if they need to request further funds to be added to the card.
6 votes -
Auto-Match Expenses with Receipts
My receipt expenses almost never auto-match my credit card transactions because the default range for auto-match is set to three days and my bank always sends the posted date to Zoho which usually ends up outside of that three day range. I need Zoho to do a better job of matching expenses, or allow us to change the date range for auto-matching. I think that last option is a simple request.
3 votes -
improve type ahead to be 'if contains' feature
When entering customers, merchants, projects, etc the systems 'type ahead' feature use a 'if contains' function so that typing 'Bone' will find 'The Bonefish Grill, 'Bones', 'Beef Bones, etc.
1 vote
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