Zoho Expense
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298 results found
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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 -
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 -
i have 10 employees and I want that everybody will add expenses and which I can see but they can not see each other expenses
i have 10 employees and I want that everybody will add expenses and which I can see but they can not see each other expenses
1 vote -
Provision to enter User wise yearly expense budget. To track budget utilization by user and his/her achievement of Sales target against said
Provision to enter User wise yearly expense budget. To track budget utilization by user and his/her achievement of Sales target against said budget.
1 vote -
1 vote
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Adding Tags to the search criteria
Why allow a user to save data about an Expense, like a Tag, but then not allow the user to search by it? Maybe there is a reason, but generally searching by any of the data that I put into the system is a good idea.
1 vote -
claim a percentage of a report or an expense to allow for personal use
Sometimes either whole reports or individual expenses are mixed in that there is a personal element. Applying a percentage to the whole report or to individual expenses would help manage this
For example for motor claims I track my business trips and all expenses. At the end of the year I calculate what proportion of the kilometres driven were on business and apply this proportion to the report.
1 vote -
Connect CRM's Check in and Check out details with Expenses
There should be visit connection with Expenses from Zoho CRM's Check in or Activities module
1 vote -
1 vote
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It would be great if an option is available in zoho expenses for reimbursement in part payments
It would be great if an option is available in zoho expenses for reimbursement in part payments. Currently it allows to reimburse only in single total amount
1 vote -
1 vote
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Ability to search for customers by email address. Dropdown fo CRM contacts should be limited to the contacts for the account selected
Adding attendees from CRM contacts is wonky. The names come back truncated (first and last name all running together). Also, once you select the account, the contacts dropdown should contain only contacts for that particular account, not the entire CRM
1 vote -
Supporting documents
Provide a new category as 'Supporting Documents" without having amount field for submitting support documents such as boarding passes etc, which no reimbursement required.
1 vote -
Vendor details integration with Quick Books Online
By allowing merchants your are open to create other expenses also . As mentioned by number of clients,we request you to add some features to Vendor perspective. Such as:-
1) Vendor details Upgradation.
2) Automation in Creation of Purchase order.
3) Integration with QB.
4) Creation of XML towards bulk payment1 vote -
Custom Fields Don't Transfer in Merge
When merging expenses, custom fields are not transferred from the loser to the winner when the field is blank in the winner.
1 vote -
Recognizing credits
Recognizing refunds on credit cards
1 vote -
Provision to map the negative balance meant to carry forward against the specific advance mode requested
There are multiple modes under which an employee will request for an advance. It could be Travel Card top-up, Cash in hand etc. So when he/she submit the expense report and if the reimbursable amount is showing up as negative balance post applying the advances, then the audit team should have the provision to map the negative amount against the respective mode of advance request. Currently the advances are carried forward against each mode of request based on the creation date. If we need to tag the negative balance against Cash in hand option and not the Travel Card, the…
1 vote -
provide discounts!
Do you have discount codes with any hotels, rental car companies, etc for users of your expense reporting app?
1 vote -
Hi, We are APEDB, a government organisation formed under the Government of Andhra Pradesh. Please consider this on a higher priority.
We need a box for writing a reason for approval section in the same way as it has been given for the rejection section. Please consider the query.
1 vote -
synchroniser les catégories dans expenses avec celles de zoho books automatiquement
to synchronize the categories in expenses with those of zoho books automatically
1 vote
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