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.

Before posting, please ensure the following:
  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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  1. Recurrence

    Been to the same location for weeks. Good to have option of recurrence or selecting multiple dates at once. Clone is useless which only copy the amount but not the detail.

    1 vote
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  2. profit and loss

    Add an income feature and then develop P & L and Balance Sheet intergrated with it.

    1 vote
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  3. Finance Approver field for Submitter

    Hello Team,

    Please add approver field for Submitter also in Zoho Expenses.

    1 vote
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  4. Allow special characters in description field

    I like to use "->" in description fields for transportation expenses, e.g. "Airport -> Hotel" to indicate the reason for a taxi ride. However, when I try to put this in the description field via the web site at https://expense.zoho.com/app#/receipts I get the error message "Invalid value passed for Description". Please allow these special characters in the description field.

    1 vote
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  5. ability to have a saved customer field for expense entries, and maybe location auto add for them

    allow you to save maybe the top 5 or 10 most used customers for applying expenses to and when you click on them it opens an expense from dashboard

    1 vote
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  6. Allow download files associated with a group of expenses in a zip

    Allow to download files associated with a group of expenses in a zip after filtering

    1 vote
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  7. The application flags duplicate expense. It seems to only match the dollar amount. You all need to add category as well .

    Right now you all match duplicate expense by dollar amount only. I suggest you add category to the list. For example: It costs me $5.00 train ride and it also costs $5.00 breakfast. These are not duplicate expenses. Hence you need to add category as a criteria to have duplicate expense field work.

    1 vote
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  8. show tags on the analytics reports

    Right now you are not able to see which expense is associated with a tag on the analytics reports. My company is set up where we need that data in an export format so we can see how much we have spent on certain tagged expenses.

    1 vote
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  9. Allow Paid Through to be Made Inactive

    I setup Paid Through accounts that I no longer need. They were used once or twice but I need to make them inactive. There is not an option to do so and Delete is not an option since there is related activity.

    1 vote
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  10. Ability to itemize additional fields that I create

    I created a field for "Department" and want the ability to itemize across this field.

    1 vote
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  11. sort by amount

    Be able to put in an amount in the search box to find a receipt.

    e.g. To see if I had entered certain receipts I had to scroll through to look for the amount because the program had entered the incorrect date. It would have been a LOT faster to search by the amount.

    1 vote
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  12. Sort(at least by client or by alphabetically) feature in Projects to look for early added projects.... in Setting -admin-projects

    Hello,

    There is no sort feature in Projects, if i want to see whether particular projects was added earlier or not, but its not easy to found and i have to go through each and every project.

    Request to add sort feature(at least by Client name or by alphabetically).

    1 vote
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  13. Add feature to PDF expense report: Report Summary by category

    Report Summary by category is important for accounting registration on the correct accounting item.
    Add also the possibility to have the pdf wothout all receipt (only for accounting purpose)

    1 vote
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  14. Auto-generate report names - extra field options

    Add additional field options for including in the format for auto-generating report names. Suggested fields:

    Owner Initials
    Month
    Year

    1 vote
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  15. Vehicle fuel type - electric

    Hi,
    You need to add electric as a fuel type for when creating vehicle list

    1 vote
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  16. 1 vote
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  17. Vehicle list associated to users

    We do not have company vehicles but allow staff to use their own vehicles, which are of various sizes. As we also provide expenses for carrying passengers, we already have a list of vehicles with differing number of passengers e.g.
    Driver
    Driver + 1
    Driver + 2
    Driver + 3 etc

    It would be better if we can associate vehicles to users to select from instead of them having a very long list that they pick from.

    1 vote
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  18. 1 vote
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  19. gsa

    Import government GSA per diem rates from https://www.gsa.gov/travel/plan-book/per-diem-rates to select locations for per diems.

    1 vote
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  20. Creating user rules

    I'd like to know if there's a way of creating rules for creating expenses created from receipts. It would be amazing if user could create something like emails filter. For instance:

    Receipt is sent to Zoho Expense's Inbox:
    - If receipt has keyword ABC Inc -> Merchand is "Abc INC"
    - If receipt's Merchand is "Abc INC" -> do not ask for reimbursement, set payment method "Credit card" and "Company's credit Card"
    - If receipt's Merchand is "Abc INC" -> Apply category "XYZ" and description "XPTO"

    All of those rules would be created by the user. Expenses which has been…

    1 vote
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