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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.

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  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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38 results found

  1. 143 votes
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    Available  ·  12 comments  ·  Expense  ·  Admin →
  2. 74 votes
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    2 comments  ·  Receipts  ·  Admin →

    Hi,

    This feature is live in Zoho Expense. The credit card transactions would be auto-matched with the receipt expenses under the user account. If there are no matching receipt expenses, the transaction would be automatically converted to an expense.

    To enable this feature, kindly go to ‘Admin’ > ‘Settings’ > ‘Expenses’ > ‘Enable auto-match/create expenses for corporate card transactions.’.

    Please give it try and share your feedback. For any assistance, please write to us at support[@]zohoexpense[dot]com.

    Regards,
    Zoho Expense Team

  3. Marking an Expense Report as Billed and being able to filter reports based on whether they have been billed/unbilled.

    This would be extremely helpful for users/companies who bill back expenses to customers. The expense reports would still show the status 'Approved' or 'Reimbursed' but could also show whether the expense report has been billed or not. This feature would only be usable by admin users.

    65 votes
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    0 comments  ·  Reports  ·  Admin →

    Hi,

    We have an option to create a custom status in Zoho Expense. Kindly go to Admin > Settings > Reports > Navigate to ‘Report Custom status’ section to create a status as ‘Billed’.

    The custom status may be created for the default statuses ‘Approved’ and ‘Reimbursed’. If you reimburse the employees after you Bill the expenses to the client, you may create the status as Billed and consider it as Approved. That is, once an Expense Report is Approved, you may change its status to Billed and later Reimburse the employee.

    If you Bill the client after the employee reimbursement, you may create the custom status ‘Billed’ and consider it as ‘Reimbursed’.

    I hope this feature would cater for this requirement. If you have any questions, kindly reach out to us at support[@]zohoexpense[dot]com.

    Regards,
    Zoho Expense Team

  4. 56 votes
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    5 comments  ·  Mobile  ·  Admin →

    Hi,

    We have provided an option to crop the receipt images after capturing them in the Zoho Expense iOS and Android applications. Kindly give it a try and let us know your feed back.

    If you have any questions, kindly write to us at support[@]zohoexpense[dot]com.

    Regards,
    Zoho Expense Team

  5. 56 votes
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    0 comments  ·  Reports  ·  Admin →

    Hi,

    We have provided the option to print multiple receipts in single page, in the PDF expense reports. You can now print either one, four or nine receipts per page.
    To select the option, kindly follow the steps mentioned below:

    - Kindly go to Admin > Settings.
    - Under Preferences, click Reports.
    - Under PDF Options, select the option as per your requirement.

    Kindly write back to us at support[@]zohoexpense[dot]com if you have any questions.

    Regards,
    Zoho Expense

  6. Duplicate expenses

    Identify and mark duplicate expenses based on parameters like amount and date.

    55 votes
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    Available  ·  2 comments  ·  Expense  ·  Admin →
  7. Translate to Portuguese (Brazil)

    Please translate Zoho Expense to Brazilian Portuguese (BR).

    51 votes
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    Hi,

    We are now supporting Brazilian Portuguese in the Zoho Expense web application. The country in the organization profile need to be selected as Brazil and the language as Portuguese for the application to be shown in Brazilian Portuguese.

    Kindly write to us at support[@]zohoexpense[dot]com if you have any questions.

    Regards,
    Zoho Expense Team

  8. Offline Support in iOS App

    Option for offline uploading of receipts.

    48 votes
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    2 comments  ·  Mobile  ·  Admin →

    Hi,

    Offline support is available in the Zoho Expense iOS application. This was released in one of our 2019 updates. Please reach out to support[@]zohoexpense[dot]com if you have any questions.

    Regards,
    Zoho Expense Team

  9. Auto Scan feature for multiple language receipts

    Receipts in other languages need to be supported by the auto scan feature to create expenses automatically.

    47 votes
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    Available  ·  1 comment  ·  Receipts  ·  Admin →
  10. On a restaurant bill separate the tip from the total amount

    In Canada, to have the right taxes amount to send or received from the revenu Agency, we have to calculate taxes separated from the tip. So, it could be nice to have a separate field for the tip which will not be included in the taxes calculation.

    37 votes
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    1 comment  ·  Receipts  ·  Admin →

    Hi,

    ‘Itemization’ feature is live in Zoho Expense. While recording an expense, you can itemize it into multiple line items and associate different taxes to each item in the expense.

    Feel free to write to us at support[@]zohoexpense[dot]com for any further assistance.

    Regards,
    Zoho Expense Team

  11. 34 votes
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    Available  ·  1 comment  ·  Expense  ·  Admin →
  12. Add support in per diem (daily) allowances

    per diem allowance is when the policy defines a fixed amount per day for expenses such as food etc. The traveller is entitied to receive this amount regardless if he/she spent them. It is a common practice that prevents the traveler from messing with lots of small invoices for any beverage used, as well as streamline the company expenses (less open to cheat such as collection of invoices from other people) and also pose a limit to personal expense. It is usually has limits also from the perspective of the local Tax Law.
    In practical terms the user is getting…

    27 votes
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    Available  ·  2 comments  ·  Reimbursement  ·  Admin →
  13. Creating sub-categories for expenses

    For grouping the business expenses, user should have an option to create sub-categories.

    24 votes
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    2 comments  ·  Expense  ·  Admin →

    Hi,

    We have rolled out Sub-categories in Zoho Expense. When you are creating a category, you can mark it as a sub-category and choose its parent category.

    While categorizing an expense, the sub-category would be listed under the parent category and you will be able to assign it to the expense.

    Kindly give it a try and let us know if you are facing any issues.

    Feel free to write back to us to support@zohoexpense.com for any further assistance.

    Regards,
    Unni – Zoho Expense

  14. 23 votes
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    2 comments  ·  Expense  ·  Admin →
  15. Create different milage reimbursement rate

    It would be really useful to have a different reimbursement rate per milage/kilometer based on the users. Eg. we have some employee that they can have a reimbursement rate higher than others.

    23 votes
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    0 comments  ·  Expense  ·  Admin →

    Hi,

    We have rolled out Policies feature in Zoho Expense. You can create multiple policies in Zoho Expense and assign the users to these policies.

    Each policy can be configured with different mileage rates. When the users record their mileage expenses, the mileage rate that is configured in their Policy will be applicable.

    To know more about this feature, kindly refer this link.

    https://www.zoho.com/in/expense/help/policies/#mileage-perdiem-rates

    Feel free to contact us at support@zohoexpense.com for further assistance.

    Sincerely,
    Unni – Zoho Expense

  16. Allow refunds to be entered as an expense item in the case of a purchased item being returned to a vendor/retailer

    Expenses should be allowed to be negative in the event of a refunded. When this event occurs in the same reporting period the original amount can be adjusted but if a refund is issued after the original transaction has been reported and approved, a separate expense item should be created to allow for adjustment.

    22 votes
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    Hi,

    Greetings from Zoho Expense.

    We are now supporting negative expenses in Zoho Expense. The refund credit card transactions also would be fetched by the application.

    Kindly write back to us at if you have any questions.

    Regards,
    Zoho Expense Team

  17. Have to possibility to attach at least 2 files

    The mexican fiscal system uses 2 files for each expense generated (PDF invoice + .XML digital certificate). The receipt itself is useless for reimbursements, it is the invoice with its 2 files that counts.

    22 votes
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    Available  ·  0 comments  ·  Receipts  ·  Admin →
  18. enable to record more than one advance

    sometimes a person gets more than one advance to the trip, and it could be in different dates and different currencies. E.g. a person draws additional money from ABM during the trip. Currently the system support nicely one advance only. It would be nice if there was a possibility to add more advance payments.

    18 votes
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  19. Reject individually a expense

    Be able to reject a individually expense when the report is submitted and not the whole report.

    18 votes
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    Available  ·  0 comments  ·  Reports  ·  Admin →
  20. Group expenses by category when reports are submitted

    When we track our employee expenses, we account for them by category (i.e. meals, travel, etc.). It would be helpful if the reports were grouped (and sub-totaled) by expense category when they are submitted.

    16 votes
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    Available  ·  2 comments  ·  Reports  ·  Admin →
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