Zoho Expense
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693 results found
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Create report to reconcile which employees have bank info added
Create report to reconcile which employees have bank info added. Currently unable to tell from admin side who has logged their banking details.
1 vote -
1 vote
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customize Zoho Books integration category
Currently when Zoho Expense transactions migrate into Zoho Books they are automatically entered into the "Employee Reimbursement" account under current liabilities. The problem for me is that because of this they do not show up under the "Total Payable" category on the Zoho Books dashboard. These are current amounts that I owe and I would like to be able to see them on the dashboard. It would be helpful if I could select which Zoho Books account my employee expense claims are entered into.
1 vote -
Customize Reports
Please please please! Just need to be able to create and save a simple report template showing the same fields as we enter the expense - Merchant, Category, Amount, Payment Method
1 vote -
Customize Bank account per transaction in Xero integration
It would be ideal to allow Zoho to map individual transactions to different Xero bank accounts
1 vote -
It would be great if we could add monthly mileage expenses in the single report and be able to verify it on daily basis.
It would be great if we could add monthly mileage expenses in the single report and be able to verify it on daily basis.
1 vote -
Bulk Expense Entry with more custom column options
i would like to add Attendee to bulk expense entry but customize column option does not give me the option.
can you help or update software?1 vote -
Export PDF report to Xero
Since the integration with Xero already exists, it would we good if you add the option to automatically export a PDF report into the Bank Transaction or Bill in Xero.
2 votes -
Can we use custom field created on the Expense Report Header integrated with Quickbooks?
Can we use custom field created on the Expense Report Header integrated with Quickbooks? Currently we have only two options.. Submitter and Merchant.
We would like to use custom field first. If that field is not populated then use Submitter.
This will allow us to supply custom field value rather submitter name as the person on behalf of whom the submitter created expense report.
Thanks
Ravi1 vote -
When I am the Delegate - I must be able to delete erronious expenses entered by the User
When I am appointed the Delegate, be able to delete erronious expenses. I am helping users that live remotely. I need to also be able to remove duplicates/mistakes they made as the Admin/Delegate.
1 vote -
Restricting Export, Print and PDF for certain users
I feel restricting Export, Print and PDF is a very essential security option for our company, as we give expense accounts to various locations who are in direct touch with our channel partners and competitors. They record all expenses related to our multiple locations. We would like to avoid sharing of our company data to people outside our organisation. I understand this feature is not available currently. As this concerns our security policy, kindly try to make modifications to help us protect our data. This could be given as an option while defining roles.
1 vote -
Analytics report
In Analytics Report, there is an option to take out excel/PDF output of expense by giving a date range ,but there is no option to take a bulk download of invoice copy attached there or in PDF.
If we need to be provide to an auditor the entire expense to auditor for a year/quarter/month, we can give only excel or PDF details without invoice .
IT WOULD BE GREAT HELP TO ACCOUNTS TEAM OF A COMPANY IF DOWNLOAD INVOICE OPTION IS PROVIDE HERE TOO.
It would be time saving and lots of efforts saving, else we need to download the…1 vote -
Reduced account for a one-man-band.
Just one user, ability to store infinite receipts. This would be ideal albeit at a reduced one-man-band cost.
1 vote -
allow import template to be customized to include custom tags
include custom tag labels in import template
1 vote -
Import budgets from a CVS file to ZOHO Expense
Allow admins to import budgets to ZOHO Expense instead of having to create budgets manually
1 vote -
Downloading receipts
Provide an option to retain the original receipt filename when bulk downloading from reports - rather than creating new file names.
1 vote -
Downloading receipts 2
Provide an option to download receipts in bulk from reports direct to a nominated hard drive or cloud folder - and as separate files rather than creating in a Zip.
1 vote -
create fields to allow companies to use Actual method in FBT
When an employee submits a claim for entertainment related expenses, we need to capture the names of all employees who were part of that entertainment item.
This is for FBT compliance purposes.
Is it possible in Zoho to add a field where the data input is a drop down option?
So, if 5 employees attended an event, we would need five fields to enter the employee names.
The data for these fields should come from a drop-down list of all our current employees.
This is a critical feature of our expense claim process and would be important enough for us…
1 vote -
1 vote
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Automatic updation of employee advances
Provide an option to automatically pick/update the advances given to the employees from the company's transaction statements.
1 vote
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