Zoho Expense
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298 results found
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TAG - CATEGORIES
it would be interesting to be able to assign tags to specific categories by default
3 votes -
Integrate with Facebook ads billing
Facebook charges monthly for ad accounts. It would be great if we could automatically get those charges reported to Zoho Expense
3 votes -
Merging cross currency expenses
I receive receipts/invoices or expenses made in a currency different from my credit card currency. Often I receive the receipt/invoice before I receive the credit card statement.
When I try to merge the 2, I am being told to use "similar currencies".
Obviously, it needs to be possible to merge expenses across multiple currencies. Right now, it seems, I can either opt to add the receipt manually to the expense created from the credit card line item, and delete the expense created from the receipt in another currency. Or I can change the currency of the expense created from the…3 votes -
Add the duration date to the report title
it would be helpful for both employees and line managers to be able to see the duration dates alongside employees (auto-generated) report names. Employees are creating monthly reports and at the end/beginning of each month they have a crossover of expenses. This means they create 2 reports to cover the month just gone and the new one starting. However on the expenses when they go to choose a new report all they see is their names appearing twice. They struggle to know which one is which. So would be helpful to have the duration dates as then they know which…
3 votes -
Per diem - gsa connected
Hi,
You need to either connect up the gsa per diem rates, or allow functionality that matches gsa guidelines, such as first/last day of travel rates that differ from the standard rate, and meal/incidental expense breakout amounts. Otherwise, this functionality is not too useful.
See
https://www.gsa.gov/travel-resourcesfor rates
3 votes -
Automatically Subtract Custom Miles from Mileage Expense
If travel policy states miles after X miles are reimbursable, it would be great if the milage expense could automatically calculate for only the amount of X miles that are reimbursable.
For example, if a company has a policy that mileage is reimbursed after 40 miles at .58 cents a mile and an employee files for a mileage expense for a total of 80 miles the expense calculation would automatically calculate at 40 miles. This way the employee doesn't have to do the math to figure out how many miles are reimbursable. They can also use functions like the GPS…
3 votes -
Auto-Match Expenses with Receipts
My receipt expenses almost never auto-match my credit card transactions because the default range for auto-match is set to three days and my bank always sends the posted date to Zoho which usually ends up outside of that three day range. I need Zoho to do a better job of matching expenses, or allow us to change the date range for auto-matching. I think that last option is a simple request.
3 votes -
Need to be able to adjust card matched amounts for Foreign Exchange
If I incur a foreign currency charge, for example for EUR 100.00, my bank will show a transaction of the equivalent USD, say USD 110.00. But at the end of the period, they then add another transaction for say USD 1.10 as a FX Fee. If I first record the original EUR 100 transaction with an exchange rate to match USD 111.10, no problem. But when I later match the card transaction of USD 110.00, it turns it back to $110.00, but still shows USD 111.10 in the transactions currency conversion.
It should allow the USD 111.10 if that's what…3 votes -
3 votes
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enable mileage to be entered as a negative on the mobile app
As we pay for all fuel for company cars, staff have to deduct their private mileage against their expenses in Zoho. I have been encouraging them to do this by choosing their vehicle from the vehicle reg drop down and entering their total private miles in as a negative, which is then converted as per the HMRC approved mileage rates which i have assigned to each car. However on the phone app, the ability to enter a negative symbol is not on the keypad, which has been causing issues. Please can you add a '-' symbol to the keypad when…
3 votes -
Expand Search Criteria
Allow search of Reference# and Description fields on the Receipt record. For example, I use the Reference# field to capture the flight localizer code or ticket number in order to track full cost of flights including change fees, upgrades, seats etc. which may appear on different receipts or reports.
3 votes -
Ledger of single user expenses
Need to see total details of a user from admin panel. So like if someone has advance amount of Rs 5000 and reimbursement of Rs 2000. So the total balance of the users should be -3000 but the admin can't see that in a ledger format like banks it should show all the debit and credit information on a single tab. Right now we have to go to "advance by user" and then go to "reimbursement by user" and then calculate the total amount of the user manually.
3 votes -
Add Zoho Expense Report number or name in Journal Number or General Ledger details or Add Journal Number in Zoho Expense Report
Hope there is a field where Zoho Expense Report number or name can be reflected in Journal Number or General Ledger details. If not, hope the Zoho Books Journal Number is reflected in Zoho Expense Report
3 votes -
create recurring expenses
set up recurring expenses for payments that you repeat on a regular basis. You can choose the frequency of the recurring expense in days, weeks or months.
3 votes -
Need to be able to use categories/accounts that are asset accounts...not just expense or COGS
Need to be able to use categories/accounts that are asset accounts...not just expense or COGS. Currently can only sync over expense and COGS accounts from Quickbooks but need to be able to use some asset accounts as well.
3 votes -
Add Merchant as a PDF Expense Column
Ability to display a merchant as a column on an expense report PDF.
OR
Ability to auto-generate an expense text field based on the ${EXPENSEREPORT.ENDDATE MMMM} format that is currently only in the report name.
3 votes -
Want now howe i.m by goods by credt pay or afte silling in my store the zoho expence will be completed traction and enter my percentage% to
I want to work as a marketer .. The question is, can I display goods from other stores in my store, and if I sell it, my percentage of the amount is deposited in my bank account
3 votes -
Provide more detail for: Invalid Reference Id : Names element id 2397 not found
It would be a million times more helpful if this error message highlighted WHICH merchant name is not found.It is very difficult otherwise when you have a long expense report to review.
3 votes -
Create expense from SMS
I pay for most of my expenses by UPI and thus receive SMS for amount paid. I would like Zoho Expense to be able to read SMS and automatically create expense. Also an option internally to force read SMS which would then force creation of expense based on SMS received from Bank or Credit Card Company.
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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