Zoho Expense
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38 results found
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Split Expense - Project and Categories
Provide the ability to split corporate card bank feed expenses into different project or expense categories, not just one of each. Sometimes a single credit card purchase may relate to different projects or different expense categories.
14 votesHi,
Split Expense feature is available in Zoho Expense for all the editions except Indian. Once you create the expense, you can click on ‘More’ > ‘Split’ to split the expense transaction into multiple line items.
If you have any questions, kindly reach us at support[@]zohoexpense[dot]com
Regards,
Zoho Expense team. -
Multiple Line Items
Add multiple line items for single expenses
11 votesHi,
We have rolled out the Itemization feature in Zoho Expense application. While recording an expense, you can click on the ‘Itemize’ button to create multiple line items within an expense.
If you have any questions, kindly drop an email to .
Regards,
Zoho Expense Team -
Using ACH
Make reimbursement to employees using ACH
10 votesHi,
We have rolled out the feature online reimbursement via ACH in Zoho Expense. Currently, it is available only for the US edition organizations.
You can go to ‘Admin’ > ‘Integrations’ > ‘Forte’ to create a merchant account with Forte for the online reimbursements.
Kindly drop an email to if you have any questions.
Regards,
Zoho Expense Team -
Adding Expense details with the receipts in PDF.
The expense details to come up in the page which has that receipt.
10 votesHi,
We are now showing the date, category and the merchant name with the receipt images in the PDF expense report.
Regards,
Zoho Expense -
Split Expense to Various Projects
There are cases when a single purchase is good for multiple projects. It's cumbersome to split expense manually. Expense must have capability to split expense to various projects within the same form.
9 votesHi,
In Zoho Expense, you can Split the expenses by Customers and then assign the split expense to different projects.
Once the expense is created, you can go to the expense > Click on ‘Split’. You can split the expense by Field and choose the customers in the split expenses. Once the expenses are saved, you can edit them individually and assign them to different projects.
Kindly give it a try and I’m sure that it would suit your requirement.
If you need any further assistance, kindly write to us at support[@]zohoexpense[dot]com.
Regards,
Zoho Expense Team -
Requiring fields mandatory on an expense report
Ability to require any of the fields on the input screen as optional or required by Admin.
7 votesHI,
You can customize the Expense Report level fields in Zoho Expense. Kindly go to ‘Admin’ > ‘Settings’ > ‘Reports’ to do the same. You will also have an option to make the fields mandatory in the expense report.
Kindly write to us at support[@]zohoexpense[dot]com if you have any questions.
Regards,
Zoho Expense -
Multi-level approval workflow
Allow to setup a worflow of multiple approvers or maybe add a reviewer level
3 votes -
Generate summary expense reports by project
Ability to generate expense reports by project within client (all consultants with expenses related to a specific project for a designated time period).
4 votes -
Allow manual currency selection by cursor (without Mouse-Click)
In the current version receipt entry system, all options are accessible via keyboard, with the exception of the currency (as well as the date, which is however in most cases already recognised correctly after scanning), for which I have to use a mouse-click each time. Currency is often not recognised correctly (e.g. the autoscan frequently confuses CNY and JPY). The inability to use keyboard to select currency is interrupting to smooth workflow.
Currently I can navigate through the fields with the tab key, select merchant & category by typing first few letters or using cursor keys, but then I can't…
3 votesHi,
We have done necessary changes from our end to cater this requirement. Now, you would be able to choose the expense currency with the keyboard itself.
Regarding the date selection, we would suggest you to type in the date in the displayed format and use the Tab key. This would assign the expense to the entered date.
Kindly give it a try and let us know if you are facing any issues.
Regards,
Zoho Expense Team -
Return Excess Cash Advance
The system must have the capability to record returned money in case part of the cash advance was not spent. This is so that the app will match what's entered in the books.
1 voteHi,
Thank you for using our feedback forum.
This feature is already available in Zoho Expense. When you record reimbursement for the expense report, the balance advance amount would be posted as an Employee Advance Refund in Zoho Books.
Hope this clarifies.
Kindly give it a try and let us know if you face any difficulties.
Feel free to write back to us at support[@]zohoexpense[dot]com if you have any further queries.
Regards,
Unni
Zoho Expense -
1 vote
HI,
In Zoho Expense, when you edit and save an expense in an expense report, the page will come back to the expense line item that has been edited.
Regards,
Zoho Expense Team -
Allow split expenses between clients
As a consultant I will serve several clients on a trip. I split expenses accordingly and it would be helpful to have a feature to add multiple clients and the percentage each client should receive for the expense.
1 voteHi,
In Zoho Expense, you can Split the expenses by Customers. Once the expense is created, you can go to the expense > Click on ‘Split’. You can split the expense by Field and choose different customers in the split expenses.
Kindly give it a try and I’m sure that it would suit your requirement.
If you need any further assistance, kindly write to us at support[@]zohoexpense[dot]com.
Regards,
Zoho Expense Team -
Allow for single receipt to attach to multiple expenses across multiple days...ie hotel receipts
This is similar to itemization feature, however, it is slight different. For example, I stay in a hotel for a week and expense a few meals or something to the room over the week. When I get my folio from the hotel, it will line item charges by day. Therefore, I could have a lodging charge for 1 day while I may also have a meal expensed to the room for that day. Then another day, I have another lodging charge. With the itemization feature, I can break out the charges but I cannot assign a specific date for that…
1 voteHi,
In Zoho Expense, you can Split the expenses by days. Once the expense is created, you can go to the expense > Click on ‘Split’. You can split the expense by days and choose the date range.
Kindly give it a try and I’m sure that it would suit your requirement.
If you need any further assistance, kindly write to us at support[@]zohoexpense[dot]com.
Regards,
Zoho Expense Team -
Parent Category will be unselectable if child exist - only child selectable
I created a parent category for Meals and a child for Breakfast, Lunch and Dinner. My intention is the users select only a child category (different GL codes) and not the parent. There should be an option to make the parent as an invalid choice and only the child is selectable.
1 voteHi,
If you don’t want your employees to record expenses in the Parent Category, this can be done by creating a custom user role. You can create a custom user role and enable the option ’ Prevent expense creation for the Parent Category’. This user role can be assigned to the users so that, they won’t be allowed to choose the parent category.
Hope this works.
Regards,
Zoho Expense Team -
Mail expenses
We're evaluating Zoho expenses. Since 75% of receipts are sent by email, why can't we forward them to a set address, that detects the sender as user, and adds the expense to the report? Other systems such as Rydoo and the Trinet expense app do offer this feature, that really saves time.
1 voteHi Koen,
Thank you for sharing your feedback.
Zoho Expense has ‘email receipts’ feature within the application. Every user would be provided with a Receipt Forwarding Email address and it would be visible on the top right corner of the ‘Receipt Inbox’ module.
The users can forward their receipts to the receipt forwarding email address. We would scan the receipts and create an expense under the user’s Zoho Expense account.
Kindly give it a try and let us know your feedback. You can write to us at support[@]zohoexpense[dot]com if you have any queries.
Regards,
Zoho Expense Team. -
Please bring back the Analytics Feature where I could all the reports of a specific user. Why did you remove that?
I cannot see my users from my drop down to run a customized report. Why did you remove it?
1 voteHi Naila,
Thank you for posting in our feedback forum.
This was an issue from our end and we have fixed it now. Kindly give it a try and let us know if you are facing any issues.
Feel free to write back to us at support[@]zohoexpense[dot]com if you need any assistance.
Regards,
Zoho Expense Team -
Move an expense from one report to another
User should be able to tag an expense from one report to another report. Currently, I have to delete the report and generate it again.
1 voteHi,
Thank you for posting your suggestion. In Zoho Expense, you would be able to move an expense from one report to another report without deleting the report.
Kindly go to ‘Expenses’ tab > Click on the Expense > Click on ‘Change Report’ > Select the correct report.
Please write to us at support[@]zohoexpense[dot]com if you need any assistance.
Regards,
Zoho Expense Team -
Enable partial application of advance payment recorded
Example: If advance recorded for Rs.1000 and actual claim is Rs.900 then he should be able to apply a partial advance of Rs. 900 for that claim and remaining 100 should remain in his advance credit. Currently if the person is claiming an advance of Rs.1000 against Rs.900 then the report becomes -100 and extra amount is being remain unaccounted.
1 voteHi Sharat,
We do have Advance Carry forward feature in Zoho Expense. After the approval of an expense report, you have to record its reimbursement. This will give you an option to record the settlement of the advance payment that was given to the employee as well.
You may record a refund or record a carry forward for the balance advance amount with the employee. This will also be reflected automatically in Zoho Books. Recording a carry forward for the balance amount will maintain that amount in his advance credit.
Now, coming to your case, if the person is claiming an advance of Rs. 1000 against an expense report of Rs. 900, when you record the expense report reimbursement, you can opt to carry forward the balance advance amount. This will apply the partial advance Rs. 900 to the existing claim and an advance credit of Rs. 100 will be…
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