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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.

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  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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298 results found

  1. Specifying date for receiving notifications.

    For Approvals and expense reporting, Reminders/ Notifications need to be sent to the user on a date of user's preference.

    2 votes
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  2. Having multiple mileage rate to choose from while creating a mileage expense.

    While creating a mileage rate, the user should be able to choose the mileage rate from the expense creation page.

    2 votes
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  3. Add support for location sharing during travel

    For field executives, it will be better if Zoho can add location sharing. So that, we can understand the place to which he travelled, and book the expenses (like travel ticket etc.) accordingly. Because, in some cases, where is there no facility for public transportation (to give authentic travel ticket), generally they avail private transportation, and to make sure he travelled there and to approve.

    2 votes
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  4. To and From Fields to Add Travelling Exp

    There must be 2 different Fields - To and From Fields to record Mileage or Conveyance Exps. This will help Measure individual Travel Exp and Each Trip can be recorded and clarified.

    2 votes
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  5. Convert or adjust photo resolution when using Attach Receipt - Take Photo for an expense

    I have been using the "Take Photo" option when attaching receipts to my Expense items. I suspect that the current camera resolution is being used (3024x4032) which results in a JPG of 2+ MB in size. The time to upload the photo seems to be longer than needed when I save the item.

    I believe a much smaller photo resolution would be sufficient for the black and white receipts I typically enter. It would be great if Expense could automatically convert the camera settings to a lower resolution or suggest the same and provide access to the resolution controls to…

    2 votes
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  6. Would like to see cumulative mileage widget on dashboard

    Would like to see cumulative mileage widget on dashboard so can see how many and how much can claim for current fiscal year

    2 votes
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  7. option to set up budget in Zoho Expense

    2 votes
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  8. Merchant Addresses

    Please add the ability to add addresses to merchants.

    2 votes
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  9. Fetch the location based on Merchant

    2 votes
    1 comment  ·  Expense  ·  Admin →
    How important is this to you?

  10. Attach files in advance payment request

    Hi,

    Can you have the option to attach files in an Advance Payment Request?

    2 votes
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  11. Account code segments unique per user, per category

    Our account codes in our accounting system are setup to have different segments per user. The current system only allows one account code per category. I propose creating a master set of categories. Then in each user account, you have the option of selecting if these categories are active for the user and if they have different account codes.

    2 votes
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  12. Allow creation of custom payment options in Payment Mode dropdown

    Payment Mode is currently limited to 5 items:
    Bank Remittance
    Bank Transfer
    Cash
    Check
    Credit Card

    Custom items such as Master Card - XXX5, Visa - yyy5 would allow for a user to more easily identify the source of a transaction if more than one card is used on a trip.

    2 votes
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  13. Making ZE avaliable in Polish

    2 votes
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  14. allow additional criteria based on "submitter" for the "approves and forward to" option

    1 vote
    Work In Progress  ·  0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  15. Able to select currency based on Policy

    1 vote
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?
    Early Access  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi,

    We have Reimbursement Currency feature in Zoho Expense using which you can assign a currency to a Policy. The users associated with the policy will have their reimbursements calculated in their policy currency.

    If you have any questions, kindly send us an email to .

    Regards,
    Zoho Expense Team

  16. Allow invoice formats of Microsoft DOCX and Office Libre ODT

    Allow invoice attachments in DOCX and ODT formats, with defaults set by customer and the option to override the default for any specific invoice. Some customers prefer these formats over PDF.

    1 vote
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  17. Filtering Card transactions using date.

    1 vote
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  18. Set budgets by user by project by date range

    1 vote
    1 comment  ·  Expense  ·  Admin →
    How important is this to you?

  19. Recursive Expense Creation

    1 vote
    0 comments  ·  Expense  ·  Admin →
    How important is this to you?

  20. Views in expenses - have more titles at the top. Ref no, Details....

    I have not integrated with CRM yet, so maybe contacts will come through. Also Ref no and Details pls. but do

    1 vote
    0 comments  ·  Expense  ·  Admin →
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