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. If hotel stay is entered, automatically create "lump sums" entries

    In Germany you receive travel expenses (Reisepauschale) for a day away. Why does Zoho not detected 3 nights away and create the lump sum entries.

    10 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  2. Expense from and until, date and time

    In our company expenses for food and drinks during travelling are returned based on the number of hours for the travel. So we need start date and time and end date and time on the expense level.

    9 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  3. Use customer name and Project name on expense by default with the ability to override

    After setting up the expense report header record when you are inputting the details in the bottom of the detailed expense the customer and project should automatically populate with information from the header and also check off the billable indicator. this will save quite a bit of time and reduce the potential of charging the expense to the wrong client or project.

    9 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  4. when one expense i apply advance payment then balence of the advance i cant apply another expense so please take any action

    when one expense i apply advance payment then balence of the advance i cant apply another expense so please take any action

    9 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  5. bulk classify

    Add bulk classifying expenses and adding them to an expense report, particularly for credit card tranx.

    9 votes
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    1 comment  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  6. reimbursable vs non-reimbursable expnses

    From the communication I had with ZOHO expense support, even though an expense is selected as non-reimbursable when submitting, it will still showing as "awaiting reimbursement" after being approved. We believe it is not only causing confusion to the submitter and the approver/admin-users but also creating additional workloads. Shall the status be changed to "completed" once approved to distinguish it from the cash reimbursable expenses and the non-approved non-reimbursable expenses.

    8 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  7. Linking multiple Customers(Clients) to one Expense.

    One billable/non-billable expense getting linked with multiple customers.

    8 votes
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    1 comment  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  8. Mark itemized items as reimbursable or non-reimbursable

    A single expense can have both reimbursable and non-reimbursable items. When splitting an expense using the Itemization feature, allow users to mark each line item as reimbursable item.

    8 votes
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    3 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  9. advanced search should include a field for the amount of an expense

    The advanced search tab includes all fields except for expense amount. This would ease the search for expenses to determine if they have been reported.

    8 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  10. expose the merchant code to API

    Right now there is no way to get the merchant code from the report or expense in the API. We would like this to be able to integrate better with our Accounting software.

    8 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  11. Search Capabilities

    We should be able to do searches for dollar amounts - users - numbers whatever.

    7 votes
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    Released  ·  0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  12. 7 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow multiple categories to be assigned to a receipt where there are multiple purchases

    Sometimes a receipt will have an asset, a cost of sale and an expense in a single transaction (i.e when we buy multiple items in a single transaction). The ability to assign different categories & amounts to line items in the receipt would be perfect. The current system assumes you only have one category per receipt which is not often the case.

    7 votes
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    1 comment  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  14. Negative Expense amount (credited expenses)

    It would be good when negative expense amounts would be allowed. This way it's easy to add credited expenses. At the moment you can only add positive amounts and it's really difficult to add a credit expense. This would be an easy feature to add as it would only be needed change the settings for the amount field to also allow for for a negative amount to be filled in. Or just add a an option just like tax inclusive or exclusive, which is positive by standard but can also be set to negative.

    7 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  15. class tracking

    Be able to categorize the expense by QuickBooks class

    7 votes
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    2 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  16. 7 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add Zoho Books Report Tags to Zoho Expense

    Please add the ability to add the Report Tags from Zoho Books into Zoho Expense so the Tags are added by the expense submitter and do not need to be manually added later.

    7 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  18. default expense category per merchant

    default expense category per merchant

    (that is currently automatically assigned as per first manually assigned category, but often fails)

    should also be editable in the merchants list

    7 votes
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    1 comment  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  19. Claim reimbursement for expense by default

    When new receipts are scanned, the expenses are created with "Claim reimbursement" unselected. However, nearly all the expenses I submit are out-of-pocket so it would be nice to have an option for "Claim reimbursement" to be selected by default for new expenses.

    7 votes
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    1 comment  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  20. Advance Reconciliations

    It would be really nice if the advance payments would have some sort of basic reconciliation functionality in the system. Even if the advance payment report could show the outstanding balance on an advance after it has been linked to an expense report this would be helpful.

    We use the QBO integration and it would nice to be able to reconcile our records in QBO against our advance payments in ZOHO.

    Thanks!

    7 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
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