It would be great to be able to automatically define the currency conversion rate from credit card transactions. For example- I set my credit card up as a feed - the transaction was in USD. My default currency is CAD - the receipt is USD and when I match it there should be an option to accept the currency exchange rate as X where x is (CAD price from credit card / USD price on receipt)

Currently to do this we need to take the value from the credit card - manually calculate the exchange rate, go into the receipt and modify the exchange rate and then go back and match to the credit card.

I think on your end this would be easy and would be of great value.

Sometimes when I am uploading receipts in bulk I have a receipt with two pages that gets split into two within ZOHO. There is currently a feature that automatically flags them as duplicates, but it only provides the option to delete one, not to attach both images/pdfs to the same expense.

A good example of this is receipts from restaurants: usually I have one itemized receipt, and one receipt listing the total (where tip might be added to a card payment). I need both of these because our clients require itemized receipts for reimbursement, but I also want to show the tip. If I am scanning in bulk and I save each scanned page as its own file, those two pages for the same expense get separated. It would make my life easier if, when ZOHO flags them as duplicates, I could merge the two files into one expense, rather than have to delete one and reattach it to the other.

Simply put, integrate technology like what is involved with iPhone scanner applications. Users can be pretty boneheaded often. They also don't all have the same understanding for technology. The software should make things super simple for them; idiot proof.

You guys already have some great OCR tech going on in the receipt scanning capability you've integrated, but you aren't using it to assist with receipt image adjustments. Users upload all kinds of crazy crap, from images that are 90% desktop and 10% receipt, to blurry and unreadable, to skewed (off-angle) images, to super large 100MB+ image files. They simply don't understand enough of the tech involved to take a picture, crop it, reduce it down in size, rotate it slightly (or 90 degrees), lighten/darken, etc. They should know how to do this, as I believe pretty much all current smartphones include image editing in the OS of the phone. Users just don't know it's there or how to access it in a lot of cases. The typical user seems to be talented enough to take a picture and somehow get it into Zoho Expense, but that's about it.

How about you guys use your OCR tech and software building skills to adjust receipt images, straighten them up, detect when they are fuzzy or out of focus and reject them, compress them, etc. It would also be super helpful if you would add some elementary annotation creation ability, like drawing boxes around charges, names and dates on the receipt to aid the reviewer in quickly finding the relevant information. We do this manually prior to uploading our direct-bill receipts. Our customers have requested that we annotate the receipts to make charges easier to identify. Would be great to see even some of this implemented. As is currently, we spend a lot of time coaching our users on proper expense image editing/uploading.

I have a lot of repeating expenses everything month. I have a rule in Outlook that automatically sends emails to my private Expense address. A few of the services I use monthly send multiple emails about the same transaction. One might be the invoice itself and some might be the receipt for the automatic CC payment on that invoice.

These are sometimes difficult to distinguish in the Receipt Inbox. When I click Delete I always have to go to the Expense list and delete again to make sure the Expense doesn't wrongfully appear as a duplicate in the report.

From the Receipt Inbox, I would like to delete a Receipt permanently so that it never goes to the Expense list. I want it gone immediately.