Zoho Expense
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52 results found
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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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
receipt
Check for duplicate receipts. Same physical receipt scanned more than once.
8 votes -
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 -
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 -
6 votes
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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 -
allow approver to be able to add receipt to submitted expense
allow approver to be able to add receipt to submitted expense
4 votes -
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 -
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 -
Permanently Delete Expense Immediately
I have a lot of repeating expenses everything month. I have a rule in Outlook that automatically sends emails to my private Expense address. A few of the services I use monthly send multiple emails about the same transaction. One might be the invoice itself and some might be the receipt for the automatic CC payment on that invoice.
These are sometimes difficult to distinguish in the Receipt Inbox. When I click Delete I always have to go to the Expense list and delete again to make sure the Expense doesn't wrongfully appear as a duplicate in the report.
From…
3 votes -
reply back to emailed receipts that failed to scan
Right now, I often have emailed receipts fail to scan for various reasons. However, when that happens, I get virtually no info about what the failed receipt was. Thus if I emailed 5 receipts and one failed, I have to reconcile which 4 succeeded to figure out the failure. Ideally, you would either include the entire failed email in the failed receipt object on your app, or you would reply back to the email I sent that failed to scan so I can see it in my email client.
3 votes -
3 votes
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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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