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13 results found
Integrate as an addon in Zoho Projects
In Zoho Projects, we have the option to assign weekly hours I each project/task. In our consulting firm, we also allow our consultants to claim expenses during this week incurred in the project/task.61 votes
We have rolled out the Zoho Expense – Zoho Projects integration. Please refer the below help document to know more about the integration.
Feel free to reach out to support[at]zohoexpense[dot]com if you need any assistance with the integration.
Zoho Expense Team
Upload approved expense reports in QBO11 votesReleased · 2 comments · Integration · Admin →
7 votesReleased · 0 comments · Reports · Admin →
We should be able to do searches for dollar amounts - users - numbers whatever.7 votes
Generate a report - All Expense for a client over a given date range
Ability to generate summary expense reports by client (all projects and all consultant expenses over a specified time period).6 votes
Add tax details for each expense in PDF report
You may select different taxes for different expenses in a report. The idea will be to have the detail of taxes for each expense and agregate at the bottom the total without taxes, the total of each tax and the total amount (taxes included).6 votesReleased · 0 comments · Reports · Admin →
Allow importing transactions
I'd like my users to be able to import transactions (not just expenses) from our credit card statements. Our business cards don't allow each authorized user to have a login, and even if we shared our admin login, it doesn't let the users import only their transactions. So currently we have no way for users to import transactions; they have to create all of them manually.6 votes
Drop down with valid projects within a client
While inputting expenses there needs to be a drop down for valid projects within valid clients with mandatory selection of one project. If expense is for internal travel a valid expense might be associated with your own company name. With this feature reports could be created to generate all expenses for a specific project being performed for a specific client over a designated period of time. (needed for client/project billing of expenses).5 votes
Autocategorization based on Merchant
For eg, User goes to starbucks and uploads its receipt, for the second time, it should categorize it automatically. First time, the user has to categorize manually.5 votes
sync zoho expense with zoho invoice
Zoho Books and Zoho Invoice are like brother and sister. You have to give a present for both kids in the house.4 votesReleased · 0 comments · Integration · Admin →
Add Project a Customer fields to a single expense
It should be useful to add Project and Customer field to a single expense, not to the report level, to permit aggregation of expenses between different reports.3 votes
Drop down selection list for valid Clients
While inputting expenses there needs to be a drop down for valid clients with mandatory selection of one client. If expense is for internal travel valid client might be your own company name. With this feature reports could be created to generate all expenses for a specific client over a designated period of time. (needed for client billing of expenses).2 votes
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