Zoho Expense
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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693 results found
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Add Bank Qonto : https://qonto.eu/fr
Is it possible to add Qonto bank (https://qonto.eu/fr) ?
Thanks
23 votes -
Summary (Category with totals) Page on the Default Template.
Summary (Category with totals) Page on the Default Template.
Page at the end of the Default Template with Categories used and their totals.
System fits us perfectly ...Thank you...but a check box in the admin section of reports....would be a great time saver since we wont have to export and reformat.
23 votes -
Budget request, cash advance, liquidation
There is currently a disconnect with the Expense app vs. actual real world practice.
In the real world, there are two types of expense normally.
Liquidation - When an expense is deducted from a previously released cash advance.
Reimbursement - When an expense comes from the employees own pocket but is marked as reimbursable expense or company expense.
Also, what normally happens is that Accounting department / Petty Cash custodian releases a cash advance after a BUDGET REQUEST. The employee will then have to liquidate a cash advance after a certain date, set in the company policy. Multiple Budget Request…
22 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 -
Add start and end times to Per Diem
Add daily start and end times to give the correct Per Diem rate. The countries Per Diem rate is based on the total hours worked that day so we need to be able to calculate the total time the employee is away.
22 votes -
Time Tracking for the travel.
Need to track the time spent in traveling to the client location. Also the time spent there.
21 votes -
Mark as Reimbursed or Paid not through any account
Marking as paid/reimbursed without connecting any Zoho Books account.
20 votes -
Integrate Zoho Expense with Xero
It would be extremely beneficial to have Zoho Expense fully integrated with Xero so that expenses can be exported into Xero through the API. Line item integration for corporate cards, tracking categories and account codes would all add great benefit.
20 votes -
Allow entry of converted amount rather than exchange rate when overriding the automatic exchange rate
When converting currencies, often credit card statements will show foreign and native amounts. It would be great if you could use the converted amount directly if you don't want to use the automatically calculated one. At present you have to calculate the rate, then enter the rate to get to the desired amount.
19 votes -
Xero Line Item Integration
Expense line item aggregation and integration into Xero Accounting Cloud Software.
19 votes -
Custom order the expenses in a Report.
to match the card statements.
19 votes -
Role based access to expense categories
In our business our sales people are entitled to expense different items than our consulting staff. having the ability to allow or hide certain expense categories based upon role would be great. this may also require the creation of role based access of course!
18 votes -
Direct Reimbursement into employees account
Direct Reimbursement into employees account through Payment Options - Bank Account / RTGS / Debit Card etc.
18 votes -
Multiple base-currency
When you have multiple office location (several countries), each their own accounting teams, it is essential to be able to assign a different base currency to each team
example: accounting team in the US will want to see reports and reimbursement in USD, UK team will see in GPB....
17 votesHi,
We have ‘Reimbursement Currency’ feature for the global edition organizations in Zoho Expense. Using this feature, Policies can be associated with a currency.
The users in the policy will have the policy currency as their base currency. The Reimbursable amounts for the expense reports created by that user will be calculated in that Policy Currency.
Feel free to write to support[@]zohoexpense[dot]com for any further assistance.
Regards,
Zoho Expense Team -
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 -
Allow currency rates to be auto-increased
Credit cards often put a surcharge on the conversion rate. A company policy could be set to allow the exchange rate used to be the "official" rate plus x% to compensate.
16 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 -
Record advancement of petty cash
Petty cash is paid to office assistant and used to pay off small petty cash transactions. It's hard to reconcile the balance at month end. If the advance of petty cash can be recorded as starting balance and each expense item paid through petty cash can be deducted the balance - would be wonderful!
16 votes -
Zapier connectivity
Add a connection in Zapier for Zoho Expense. This would allow integration with many different systems
15 votes -
Separate reimbursable amount field
A reimbursable amount field should be calculated based on category. For example, a Medical category could be set as 75% reimbursable only. This means amount entered, for example, of $100 would automatically calculate the reimbursable amount field to $75. An additional way of doing this would be to set a maximum amount for each category and any expense that goes above that will set the reimbursable amount field to the maximum.
15 votes
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