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

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Mark itemized items as reimbursable or non-reimbursable

    A single expense can have both reimbursable and non-reimbursable items. When splitting an expense using the Itemization feature, allow users to mark each line item as reimbursable item.

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  2. receipt

    Check for duplicate receipts. Same physical receipt scanned more than once.

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Receipts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Numbering for expense receipts

    Receipts should have numbers on report, and the numbers should show up both in the report calculation and on the printed receipt pages (attachments).

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. reimbursable vs non-reimbursable expnses

    From the communication I had with ZOHO expense support, even though an expense is selected as non-reimbursable when submitting, it will still showing as "awaiting reimbursement" after being approved. We believe it is not only causing confusion to the submitter and the approver/admin-users but also creating additional workloads. Shall the status be changed to "completed" once approved to distinguish it from the cash reimbursable expenses and the non-approved non-reimbursable expenses.

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  5. Linking multiple Customers(Clients) to one Expense.

    One billable/non-billable expense getting linked with multiple customers.

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  6. advanced search should include a field for the amount of an expense

    The advanced search tab includes all fields except for expense amount. This would ease the search for expenses to determine if they have been reported.

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow multiple categories to be assigned to a receipt where there are multiple purchases

    Sometimes a receipt will have an asset, a cost of sale and an expense in a single transaction (i.e when we buy multiple items in a single transaction). The ability to assign different categories & amounts to line items in the receipt would be perfect. The current system assumes you only have one category per receipt which is not often the case.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  8. Search Capabilities

    We should be able to do searches for dollar amounts - users - numbers whatever.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Released  ·  0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  9. Display a PDF Thumbnail Preview not generic PDF LOGO.

    Please display a PDF THumbnail Preview and not just a generic PDF Logo when viewing expenses. I shouldn't have to open up the PDF to see the data.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Claim reimbursement for expense by default

    When new receipts are scanned, the expenses are created with "Claim reimbursement" unselected. However, nearly all the expenses I submit are out-of-pocket so it would be nice to have an option for "Claim reimbursement" to be selected by default for new expenses.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  11. 7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Released  ·  0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add ability to specify the number of receipts included in one page in PDF export

    Currently, the app provides three options for attaching receipts in a PDF file: each receipt as a full page, four receipts on one page and eight receipts on one page. And the option is applied across all receipts. I typically go with four receipts on the same page, but some long receipts get squashed and the text gets distorted. It would be good to allow the users to actually specify which receipts need to get their full pages and which can be collaged as a four or eight-receipt per page format.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  14. Advance Reconciliations

    It would be really nice if the advance payments would have some sort of basic reconciliation functionality in the system. Even if the advance payment report could show the outstanding balance on an advance after it has been linked to an expense report this would be helpful.

    We use the QBO integration and it would nice to be able to reconcile our records in QBO against our advance payments in ZOHO.

    Thanks!

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  15. budget vs actual in mobile app

    It would be good if we could see the budget vs actual in each category on the app.This can help us take decisions before spending the money in real time and actually save money right at the source.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. class tracking

    Be able to categorize the expense by QuickBooks class

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  17. Show project code on PDF report

    On the PDF report, would be great to let the project code be shown. It could go next to project name on every expense as it is now.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. To integrate Zoho Projects with Zoho Expense.

    To integrate Zoho Projects with Zoho Expense, and be able to add an expense to a project or task within a project.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Negative Expense amount (credited expenses)

    It would be good when negative expense amounts would be allowed. This way it's easy to add credited expenses. At the moment you can only add positive amounts and it's really difficult to add a credit expense. This would be an easy feature to add as it would only be needed change the settings for the amount field to also allow for for a negative amount to be filled in. Or just add a an option just like tax inclusive or exclusive, which is positive by standard but can also be set to negative.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expense  ·  Flag idea as inappropriate…  ·  Admin →
  20. Incorporate the ability to import projects from Quickbooks

    Generally, I love the QB integration, but having to manually input individual projects (or semi-manually do it via CSV) is vexing. I already have to set up projects in QB. I'd rather not redouble my efforts in Zoho.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Zoho Expense

Categories

Feedback and Knowledge Base