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.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  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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  1. Add Bank Qonto : https://qonto.eu/fr

    Is it possible to add Qonto bank (https://qonto.eu/fr) ?

    Thanks

    23 votes
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    0 comments  ·  Integration  ·  Flag idea as inappropriate…  ·  Admin →
  2. Summary (Category with totals) Page on the Default Template.

    Summary (Category with totals) Page on the Default Template.

    Page at the end of the Default Template with Categories used and their totals.

    System fits us perfectly ...Thank you...but a check box in the admin section of reports....would be a great time saver since we wont have to export and reformat.

    23 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add start and end times to Per Diem

    Add daily start and end times to give the correct Per Diem rate. The countries Per Diem rate is based on the total hours worked that day so we need to be able to calculate the total time the employee is away.

    22 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  4. Enable to attach a document to advance payment.

    Often there is a document, whether from bank, note from cashbox or likely an ABM slip if money was drawn, e.g. using company credit card in the airport, and serving as advance payment to the traveller.

    22 votes
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    Work In Progress  ·  0 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Time Tracking for the travel.

    Need to track the time spent in traveling to the client location. Also the time spent there.

    21 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Mark as Reimbursed or Paid not through any account

    Marking as paid/reimbursed without connecting any Zoho Books account.

    20 votes
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    0 comments  ·  Reimbursement  ·  Flag idea as inappropriate…  ·  Admin →
  7. Xero Line Item Integration

    Expense line item aggregation and integration into Xero Accounting Cloud Software.

    19 votes
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    4 comments  ·  Integration  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow entry of converted amount rather than exchange rate when overriding the automatic exchange rate

    When converting currencies, often credit card statements will show foreign and native amounts. It would be great if you could use the converted amount directly if you don't want to use the automatically calculated one. At present you have to calculate the rate, then enter the rate to get to the desired amount.

    19 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Custom order the expenses in a Report.

    to match the card statements.

    19 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Direct Reimbursement into employees account

    Direct Reimbursement into employees account through Payment Options - Bank Account / RTGS / Debit Card etc.

    18 votes
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    Work In Progress  ·  2 comments  ·  Reimbursement  ·  Flag idea as inappropriate…  ·  Admin →
  11. Role based access to expense categories

    In our business our sales people are entitled to expense different items than our consulting staff. having the ability to allow or hide certain expense categories based upon role would be great. this may also require the creation of role based access of course!

    18 votes
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    Planned  ·  2 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  12. Multiple base-currency

    When you have multiple office location (several countries), each their own accounting teams, it is essential to be able to assign a different base currency to each team

    example: accounting team in the US will want to see reports and reimbursement in USD, UK team will see in GPB....

    17 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    We have ‘Reimbursement Currency’ feature for the global edition organizations in Zoho Expense. Using this feature, Policies can be associated with a currency.

    The users in the policy will have the policy currency as their base currency. The Reimbursable amounts for the expense reports created by that user will be calculated in that Policy Currency.

    Feel free to write to support[@]zohoexpense[dot]com for any further assistance.

    Regards,
    Zoho Expense Team

  13. Integrate Zoho Expense with Xero

    It would be extremely beneficial to have Zoho Expense fully integrated with Xero so that expenses can be exported into Xero through the API. Line item integration for corporate cards, tracking categories and account codes would all add great benefit.

    17 votes
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    1 comment  ·  Integration  ·  Flag idea as inappropriate…  ·  Admin →
  14. Budget request, cash advance, liquidation

    There is currently a disconnect with the Expense app vs. actual real world practice.

    In the real world, there are two types of expense normally.

    Liquidation - When an expense is deducted from a previously released cash advance.

    Reimbursement - When an expense comes from the employees own pocket but is marked as reimbursable expense or company expense.

    Also, what normally happens is that Accounting department / Petty Cash custodian releases a cash advance after a BUDGET REQUEST. The employee will then have to liquidate a cash advance after a certain date, set in the company policy. Multiple Budget Request…

    17 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Currency Conversion

    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…

    17 votes
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    2 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Auto crop receipt image

    Several tools these days will auto-detect borders and then crop the document based on the auto-detection. This would be a great enhancement if Expense did this as well when taking a photo of a receipt on mobile. It should be optional, and the user should be able to see the crop and accept it or not (in case it gets it wrong).

    16 votes
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    1 comment  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Record advancement of petty cash

    Petty cash is paid to office assistant and used to pay off small petty cash transactions. It's hard to reconcile the balance at month end. If the advance of petty cash can be recorded as starting balance and each expense item paid through petty cash can be deducted the balance - would be wonderful!

    16 votes
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    Work In Progress  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow currency rates to be auto-increased

    Credit cards often put a surcharge on the conversion rate. A company policy could be set to allow the exchange rate used to be the "official" rate plus x% to compensate.

    16 votes
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    2 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  19. Separate reimbursable amount field

    A reimbursable amount field should be calculated based on category. For example, a Medical category could be set as 75% reimbursable only. This means amount entered, for example, of $100 would automatically calculate the reimbursable amount field to $75. An additional way of doing this would be to set a maximum amount for each category and any expense that goes above that will set the reimbursable amount field to the maximum.

    15 votes
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    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  20. Zapier connectivity

    Add a connection in Zapier for Zoho Expense. This would allow integration with many different systems

    15 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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