Zoho Expense
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- 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
17 results found
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143 votes
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Duplicate expenses
Identify and mark duplicate expenses based on parameters like amount and date.
55 votes -
34 votes
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Creating sub-categories for expenses
For grouping the business expenses, user should have an option to create sub-categories.
24 votesHi,
We have rolled out Sub-categories in Zoho Expense. When you are creating a category, you can mark it as a sub-category and choose its parent category.
While categorizing an expense, the sub-category would be listed under the parent category and you will be able to assign it to the expense.
Kindly give it a try and let us know if you are facing any issues.
Feel free to write back to us to support@zohoexpense.com for any further assistance.
Regards,
Unni – Zoho Expense -
Create different milage reimbursement rate
It would be really useful to have a different reimbursement rate per milage/kilometer based on the users. Eg. we have some employee that they can have a reimbursement rate higher than others.
23 votesHi,
We have rolled out Policies feature in Zoho Expense. You can create multiple policies in Zoho Expense and assign the users to these policies.
Each policy can be configured with different mileage rates. When the users record their mileage expenses, the mileage rate that is configured in their Policy will be applicable.
To know more about this feature, kindly refer this link.
https://www.zoho.com/in/expense/help/policies/#mileage-perdiem-rates
Feel free to contact us at support@zohoexpense.com for further assistance.
Sincerely,
Unni – Zoho Expense -
23 votes
Hi,
Corporate Cards feature is available in Zoho Expense.
To know more about this feature, kindly refer the below link.
https://www.zoho.com/in/expense/help/cards/#assigning-corporate-cards
Feel free to contact us at support@zohoexpense.com for further assistance.
Sincerely,
Zoho Expense Team -
Split Expense - Project and Categories
Provide the ability to split corporate card bank feed expenses into different project or expense categories, not just one of each. Sometimes a single credit card purchase may relate to different projects or different expense categories.
14 votesHi,
Split Expense feature is available in Zoho Expense for all the editions except Indian. Once you create the expense, you can click on ‘More’ > ‘Split’ to split the expense transaction into multiple line items.
If you have any questions, kindly reach us at support[@]zohoexpense[dot]com
Regards,
Zoho Expense team. -
Multiple Line Items
Add multiple line items for single expenses
11 votesHi,
We have rolled out the Itemization feature in Zoho Expense application. While recording an expense, you can click on the ‘Itemize’ button to create multiple line items within an expense.
If you have any questions, kindly drop an email to .
Regards,
Zoho Expense Team -
Split Expense to Various Projects
There are cases when a single purchase is good for multiple projects. It's cumbersome to split expense manually. Expense must have capability to split expense to various projects within the same form.
9 votesHi,
In Zoho Expense, you can Split the expenses by Customers and then assign the split expense to different projects.
Once the expense is created, you can go to the expense > Click on ‘Split’. You can split the expense by Field and choose the customers in the split expenses. Once the expenses are saved, you can edit them individually and assign them to different projects.
Kindly give it a try and I’m sure that it would suit your requirement.
If you need any further assistance, kindly write to us at support[@]zohoexpense[dot]com.
Regards,
Zoho Expense Team -
Generate summary expense reports by project
Ability to generate expense reports by project within client (all consultants with expenses related to a specific project for a designated time period).
4 votes -
Multi-level approval workflow
Allow to setup a worflow of multiple approvers or maybe add a reviewer level
3 votes -
Return Excess Cash Advance
The system must have the capability to record returned money in case part of the cash advance was not spent. This is so that the app will match what's entered in the books.
1 voteHi,
Thank you for using our feedback forum.
This feature is already available in Zoho Expense. When you record reimbursement for the expense report, the balance advance amount would be posted as an Employee Advance Refund in Zoho Books.
Hope this clarifies.
Kindly give it a try and let us know if you face any difficulties.
Feel free to write back to us at support[@]zohoexpense[dot]com if you have any further queries.
Regards,
Unni
Zoho Expense -
1 vote
HI,
In Zoho Expense, when you edit and save an expense in an expense report, the page will come back to the expense line item that has been edited.
Regards,
Zoho Expense Team -
Allow split expenses between clients
As a consultant I will serve several clients on a trip. I split expenses accordingly and it would be helpful to have a feature to add multiple clients and the percentage each client should receive for the expense.
1 voteHi,
In Zoho Expense, you can Split the expenses by Customers. Once the expense is created, you can go to the expense > Click on ‘Split’. You can split the expense by Field and choose different customers in the split expenses.
Kindly give it a try and I’m sure that it would suit your requirement.
If you need any further assistance, kindly write to us at support[@]zohoexpense[dot]com.
Regards,
Zoho Expense Team -
Allow for single receipt to attach to multiple expenses across multiple days...ie hotel receipts
This is similar to itemization feature, however, it is slight different. For example, I stay in a hotel for a week and expense a few meals or something to the room over the week. When I get my folio from the hotel, it will line item charges by day. Therefore, I could have a lodging charge for 1 day while I may also have a meal expensed to the room for that day. Then another day, I have another lodging charge. With the itemization feature, I can break out the charges but I cannot assign a specific date for that…
1 voteHi,
In Zoho Expense, you can Split the expenses by days. Once the expense is created, you can go to the expense > Click on ‘Split’. You can split the expense by days and choose the date range.
Kindly give it a try and I’m sure that it would suit your requirement.
If you need any further assistance, kindly write to us at support[@]zohoexpense[dot]com.
Regards,
Zoho Expense Team -
Parent Category will be unselectable if child exist - only child selectable
I created a parent category for Meals and a child for Breakfast, Lunch and Dinner. My intention is the users select only a child category (different GL codes) and not the parent. There should be an option to make the parent as an invalid choice and only the child is selectable.
1 voteHi,
If you don’t want your employees to record expenses in the Parent Category, this can be done by creating a custom user role. You can create a custom user role and enable the option ’ Prevent expense creation for the Parent Category’. This user role can be assigned to the users so that, they won’t be allowed to choose the parent category.
Hope this works.
Regards,
Zoho Expense Team -
Mail expenses
We're evaluating Zoho expenses. Since 75% of receipts are sent by email, why can't we forward them to a set address, that detects the sender as user, and adds the expense to the report? Other systems such as Rydoo and the Trinet expense app do offer this feature, that really saves time.
1 voteHi Koen,
Thank you for sharing your feedback.
Zoho Expense has ‘email receipts’ feature within the application. Every user would be provided with a Receipt Forwarding Email address and it would be visible on the top right corner of the ‘Receipt Inbox’ module.
The users can forward their receipts to the receipt forwarding email address. We would scan the receipts and create an expense under the user’s Zoho Expense account.
Kindly give it a try and let us know your feedback. You can write to us at support[@]zohoexpense[dot]com if you have any queries.
Regards,
Zoho Expense Team.
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