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  1. 42 votes
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    4 comments  ·  Zoho Books » Banking  ·  Admin →
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    David supported this idea  · 
  2. 39 votes
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    David commented  · 

    I agree with this suggestion, especially if the interval could be chosen. OR if it could be automatically added when a new report is created.
    Two workarounds.
    1. IF a credit card is connected and IF the recurring expense is paid through that card, then when the expenses are swept in, that will create a new expense, awaiting a receipt.
    2. IF you get an eMailed receipt for the expense, you CAN set up a rule in your eMail program (works in Gmail anyway) to recognize that reciept by sender, attachment, etc, and then to automattically forward to your personalized zohop expense account eMail address, which will automatically create a new expense for you.
    But I recognize some recurring expenses don't fit either of these situations. In which case the suggested feature would be very helpful.

  3. 3 votes
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    David commented  · 

    Not just corporate card as default. ALLOW setting default for any user. SOME users are corporate by default. Some are "reimbursable" by default. Allow setting defaults for individual users. Starting with these methods. Perhaps extending to other things in the future.

    David supported this idea  · 
  4. 1 vote
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    0 comments  ·  Zoho Expense » Expense  ·  Admin →
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    David shared this idea  · 
  5. 8 votes
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    David supported this idea  · 
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    David commented  · 

    TOTALLY agree, except that we need to be able to merge ALL versions of the name, under a single preferred version, BUT KEEP the other versions so that matching and auto-categorizing will still occur. If we merge them, but forget the others, they will just be created again and require more merging. Choose primary merchant name to view, but keep all merged versions for matching and categorization.

  6. 10 votes
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    David supported this idea  · 
  7. 19 votes
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    David supported this idea  · 
  8. 174 votes
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    David supported this idea  · 
  9. 1 vote
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    0 comments  ·  Zoho Expense » Expense  ·  Admin →
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    David shared this idea  · 

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