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

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  1. Receipt Compression

    Need to have a utility or automatically compress the physical size of the receipts and files. When customers require copy of receipts I see these files are to large to email to clients. Most email systems will only allow up to 10MB of data attached to email. I'm seeing file sizes over 100MB which is not acceptable. This also greatly increases the storage of these records. I have run external compression tools like Small PDF or Adobe compression and seen files size reductions of over 90%.

    71 votes
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    4 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Adjust orientation of scanned receipts

    The scanner obviously does this itself so why not resave the image so it is presented the right way. Or allow the image to be rotated once scanned.

    34 votes
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    3 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Enable to attach a document to advance payment.

    Often there is a document, whether from bank, note from cashbox or likely an ABM slip if money was drawn, e.g. using company credit card in the airport, and serving as advance payment to the traveller.

    22 votes
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    Work In Progress  ·  0 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Currency Conversion

    It would be great to be able to automatically define the currency conversion rate from credit card transactions. For example- I set my credit card up as a feed - the transaction was in USD. My default currency is CAD - the receipt is USD and when I match it there should be an option to accept the currency exchange rate as X where x is (CAD price from credit card / USD price on receipt)

    Currently to do this we need to take the value from the credit card - manually calculate the exchange rate, go into the receipt…

    17 votes
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    2 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Auto crop receipt image

    Several tools these days will auto-detect borders and then crop the document based on the auto-detection. This would be a great enhancement if Expense did this as well when taking a photo of a receipt on mobile. It should be optional, and the user should be able to see the crop and accept it or not (in case it gets it wrong).

    16 votes
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    1 comment  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Autoscan of Uber receipts misses the tip amount

    Autoscan of Uber receipts, which are in HTML/mail format does not capture the tip amount, and then does not allow the receipt amount to be updated. This breaks matching with card feeds, and causes two expenses to be created, one just for the tip.

    10 votes
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    1 comment  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Scan receipt in mobile app for future entering an expense

    In the mobile app, allow to take picture of receipt and store in the inbox without having to create the expense right away. The user could then view the receipt inbox in the computer (or even in the app) to create the expense with details.

    10 votes
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    1 comment  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Scaning a receipt to a PDF file using a scanner application/Having that functionality in Zoho Expense.

    Instead of taking photo of the receipts, the mobile app should have the functionality to scan the receipt to a PDF file and upload for autoscan.

    9 votes
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    1 comment  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  9. receipt

    Check for duplicate receipts. Same physical receipt scanned more than once.

    8 votes
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    0 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Magnifier for receipts. Need to be able to zoom in on receipt images to see data more clearly.

    Right now many receipts are not large enough to view clearly online. You need to download them to view them.

    Add a magnifier so you can blow up the receipt and see the data.

    7 votes
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    0 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Edit, orient, compress, crop, annotate, receipt images

    Simply put, integrate technology like what is involved with iPhone scanner applications. Users can be pretty boneheaded often. They also don't all have the same understanding for technology. The software should make things super simple for them; idiot proof.

    You guys already have some great OCR tech going on in the receipt scanning capability you've integrated, but you aren't using it to assist with receipt image adjustments. Users upload all kinds of crazy crap, from images that are 90% desktop and 10% receipt, to blurry and unreadable, to skewed (off-angle) images, to super large 100MB+ image files. They simply don't…

    6 votes
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    3 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Merge Multiple Receipts into One Expense

    Sometimes when I am uploading receipts in bulk I have a receipt with two pages that gets split into two within ZOHO. There is currently a feature that automatically flags them as duplicates, but it only provides the option to delete one, not to attach both images/pdfs to the same expense.

    A good example of this is receipts from restaurants: usually I have one itemized receipt, and one receipt listing the total (where tip might be added to a card payment). I need both of these because our clients require itemized receipts for reimbursement, but I also want to show…

    6 votes
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    0 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow access to receipt images via direct link

    I'd love to be able to include a direct link to an expense's associated receipt(s) in an export spreadsheet.

    4 votes
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    0 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  14. allow approver to be able to add receipt to submitted expense

    allow approver to be able to add receipt to submitted expense

    4 votes
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    0 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Make Receipt Upload More Intuitive.

    The Veryfi APP has an OUTSTANDING receipt upload process. It is easy and takes seconds.

    It helps you position the receipt perfectly and then it reads EVERYTHING.

    That technology coupled with Zoho Expense would be excellent!

    4 votes
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    0 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allow user to select currency and language when taking receipt photo.

    Uploading receipts in foreign languages usually means misinterpreted data in expenses. having the chance to select language and currency right before upload can help avoid these data entry mistakes and decrease the time receipts take to be auto-scanned.

    3 votes
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    0 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow adding description of expense when forwarding via email

    I'd like to be able to add a description of an expense when forwarding via email. That's generally the time I know what it was for, but sometimes by the time it comes to go through the expenses and add other details I've forgotten. This is especially true with Uber receipts, but it would apply equally to anything else. Would be a genuinely useful feature – if it's not already somehow built in and I haven't been able to figure it out!

    3 votes
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    0 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  18. income

    can we have a provision where one can enter the income recieved.

    3 votes
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    1 comment  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Default to most recent report when adding new expenses.

    It would be nice if the app would default the report to the most recent report when adding new expenses. I never work on more than one report at a time, and defaulting this would save input and hassle. I'd love to just select the merchant, enter the amount, then hit the save button. This feature could be an optional toggle in the settings, for those that don't want it.

    3 votes
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    0 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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
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    0 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
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