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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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693 results found

  1. Scan Tax Identity Number (TIN)

    In my country, we need to capture TIN so we can report input VAT and their corresponding TIN. A TIN, may is from 9 to 12 digits and each receipt has its corresponding TIN. What we currently do is a cleark types every TIN on excel before we submit input VAT to the TAX bureau’s system. If TIN scanning can be done via ZOHO, this will save us a lot of time. I have a hunch that the same process exist in other countries and that will make your app very versatile.

    4 votes
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  2. 4 votes
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    1 comment  ·  Integration  ·  Admin →
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  3. Ask for an advance payment

    Instead of the Admin register an advance payment, the submitter should ask for an advance payment, wait for the approval of the advance payment (just like an expense) and only then it can receive the money.

    4 votes
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  4. 4 votes
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    0 comments  ·  Expense  ·  Admin →
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  5. Lock the changes in an expenses if the approver made changes.

    If an approver make any changes in the expense in a report, the submitter shouldn't be able to recall the report and undo the changes done by the approver.

    4 votes
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    1 comment  ·  Reports  ·  Admin →
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  6. Is it possible to see overall expense, which include the details of all expense like submitted, approved, draft expenses.

    Is it possible to see overall expense of time periods, which show the details of submitted, approved, draft expense

    4 votes
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  7. Include Mileage and Per Diem to Add bulk Expenses page

    Include Mileage and Per Diem to Add bulk Expenses page

    4 votes
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  8. QuickBooks Online Integration Vendors as Merchants

    Map QBO Vendors as Merchants to choose from for making new expenses.

    4 votes
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    1 comment  ·  Integration  ·  Admin →
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  9. allow deletion of excluded credit card transactions

    Allow the permanent removal of EXCLUDED card transactions from Zoho expense database for privacy reasons

    4 votes
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  10. Projects as QBO Sub-Customers

    Reports should be imported with the ZOHO project matching a QBO sub-customer

    4 votes
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  11. Offer the possibility to scroll receipts up/down in the web interface

    When in the inbox --> Edit Receipt, long receipt images are cropped, and often it is not possible to view the total or other important details required to verifty the accuracy of autoscan data. It would be very helpful if it were possible to resize or to scroll up and down within long receipts to verifiy all the data when necessary.

    4 votes
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  12. 4 votes
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  13. Auto refresh credit card

    Currently (unless I'm doing something wrong), we need to manually refresh credit card feeds. It would be nice if this was automated to do once daily.

    4 votes
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  14. add customers that aren't already in the system, like vendors

    When adding an expense, sometimes the "customer" field doesn't have the name in it yet, and there isn't a way to add it on the fly. How about a "+" in the bottom right corner like the field for merchants?

    4 votes
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  15. 4 votes
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  16. Add bank LCL - Le Crédit Lyonnais to the database

    Hello,
    Could you please add "LCL - Le Crédit Lyonnais" to link it to Soho
    It is one of the biggest bank in France and is used by many professionals.

    Thank you by advance

    4 votes
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  17. Provide the capability to copy one report to create a new one.....this would reduce the amount of time needed to create new reports.

    Provide functionality to copy a report to create a new report. Many expenses are similar from week to week and having this capability would vastly reduce the amount of time it takes to create a new report. Simply copy an existing report to create the new report and then edit the new report as needed. Does this functionality exist? I could not find it.

    4 votes
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  18. Make "Refresh Feeds" available from the Cards view

    This is pretty simple, but the option to "refresh feeds" for credit cards, should be available from the "Cards" view instead of needing to drill down into a specific card to initiative that.

    4 votes
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  19. Allow credit card entries to merge with reimbursable expenses

    Currently, corporate card entries can only be matched with non-reimburseable expenses. I use my corporate card to pay expenses, but then want to be able to match them to receipts and create a report to my clients for reimbursement. The only way to do that now would mark the expenses as non-reimburseable, but then the report shows them as non-reimburseable. I would like to send the report directly to my clients to bill them for reimbursement, so would need the report to show those expenses as reimburseable. If I check to make them reimburseable, I can't match them to the…

    4 votes
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  20. Generate summary expense reports by CRM "potential" /Deal

    the "project" expenses report is available.. but we need the ability to have the same report per CRM "potential"/Deal.
    When entering the expense for a customer, we're having the option to choose a potential for it. why not show a report for expense vs revenue from this already existing data?

    this report should be available either from CRM or Books or expense.

    looking forward for your support.

    4 votes
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