Zoho Expense
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
693 results found
-
Automatically Subtract Custom Miles from Mileage Expense
If travel policy states miles after X miles are reimbursable, it would be great if the milage expense could automatically calculate for only the amount of X miles that are reimbursable.
For example, if a company has a policy that mileage is reimbursed after 40 miles at .58 cents a mile and an employee files for a mileage expense for a total of 80 miles the expense calculation would automatically calculate at 40 miles. This way the employee doesn't have to do the math to figure out how many miles are reimbursable. They can also use functions like the GPS…
3 votes -
Per diem - gsa connected
Hi,
You need to either connect up the gsa per diem rates, or allow functionality that matches gsa guidelines, such as first/last day of travel rates that differ from the standard rate, and meal/incidental expense breakout amounts. Otherwise, this functionality is not too useful.
See
https://www.gsa.gov/travel-resourcesfor rates
3 votes -
Integration with Microsoft Power BI
Access to a table or query of all expenses. The goal is create reports on Microsoft Power BI.
1 vote -
Add the duration date to the report title
it would be helpful for both employees and line managers to be able to see the duration dates alongside employees (auto-generated) report names. Employees are creating monthly reports and at the end/beginning of each month they have a crossover of expenses. This means they create 2 reports to cover the month just gone and the new one starting. However on the expenses when they go to choose a new report all they see is their names appearing twice. They struggle to know which one is which. So would be helpful to have the duration dates as then they know which…
3 votes -
Siri Shortcuts changes
Currently for Zoho Expense app on iOS, please expand the Siri Shortcut "Find Expenses" to include the optional search parameters start & end date and categories (1 or more).
Currently the Shortcut returns everything, the above changes will limit the expenses by date duration & by categories.
1 vote -
Siri Shortcuts changes
Currently for Zoho Expense app on iOS, please expand the Siri Shortcut "Find Expenses" to include the optional search parameters start & end date and categories (1 or more).
Currently the Shortcut returns everything, the above changes will limit the expenses by date duration & by categories.
0 votes -
Reporting Changes
For Zoho Expense app on iOS, currently I've to manually add expenses to a new report. This is kind of laborious process.
While creating a new report, add an option to include expense categories (where the user will select zero or more categories for which the report is applicable)
Use the categories and start & end dates of the report itself (expenses incurred during the period) and only expenses for the categories selected to include in the report.
1 vote -
Improve navigation after Assign Expense to Report
I am in the list of all expenses in Zoho Expense.
I am selecting one or multiple expenses, and assign them to an expense report.
Now, the app navigates automatically to the expense report view.
This is highly disruptive of the workflow. I need to finish assigning all expenses to reports first, then navigate to a report to check the report. If I need to navigate to a report any time sooner, i can do so.
The fact that the app also looses the filter criteria when navigating back to the expense page, makes this really cumbersome.
Please, stop navigating…1 vote -
Merging Expenses - keep categories and other attributes
When merging my expenses I am loosing the assignment of the category. Basically, if I am merging an two expenses, one with the category and the other one without, I would expect the category to be merged as well. The reason is very simple. ZOHO EXPENSE often is not able to derive a lot of information from the credit card statement and thus does not find the correct category, and the remains unassigned. When I load the receipt with the complete information an expense is created with the category.
Now when I merge the two expenses (which really I would…4 votes -
Merging cross currency expenses
I receive receipts/invoices or expenses made in a currency different from my credit card currency. Often I receive the receipt/invoice before I receive the credit card statement.
When I try to merge the 2, I am being told to use "similar currencies".
Obviously, it needs to be possible to merge expenses across multiple currencies. Right now, it seems, I can either opt to add the receipt manually to the expense created from the credit card line item, and delete the expense created from the receipt in another currency. Or I can change the currency of the expense created from the…3 votes -
Open Attached Invoices in New Tab or Window
When licking on an attached receipt, the receipt should open in a new tab or window, rather than navigating the existing session to the receipt.
The option would need to be configurable, to cater for the individual workflow preference.
This would allow to work on the list/expense and at the same time validating info on the receipt.1 vote -
"Amount to be Reimbursed" column in Approvals
In the "My Approvals" or "All Approvals" section. Have the ability to display the "Amount to be Reimbursed" in addition to the total amount of the expense report.
1 vote -
Add a mandatory check box or a dropdown list before approving an Expense Report (Especially for Approver 2)
Provide a feature wherein the 2nd Approver has to mandatoriliy select a reason (From a dropdown list) before approving any expense report
1 vote -
gobank integration
Please add GoBank integration. They are a GreenDot copany.
1 vote -
QBO integration - include attachments
Integration works great but if there is an attachment in Zoho expense it should be attached to the Expense on non reimbursable expenses, especially billable ones
3 votes -
The ability to create folders for my expenses, I would like them grouped in a folder by month
It would be great to group receipts in folders according to month instead of them all on display. It takes up too much of my time to search for each one.
1 vote -
recurring expense
Ability to auto-create a recurring expense
1 vote -
Omie Integration - ERP in Brazil
Please make the integration avaliable with Omie ERP
www.omie.com.br
This is a very popular ERP platform in Brazil4 votes -
Integrate with Facebook ads billing
Facebook charges monthly for ad accounts. It would be great if we could automatically get those charges reported to Zoho Expense
3 votes -
1 vote
- Don't see your idea?