30 May 2018

Import Jobs from QuickBooks Desktop with Zoho Expense

Import Jobs (Sub-customers) from QuickBooks Desktop as Projects to Zoho Expense.

25 May 2018

More Permissions for User Roles

Grant permission to your users to access and export the personally identifiable information.

15 May 2018

Add Additional Information about your Customers and Projects

Users can now use the custom fields to add additional details about their customers and Projects.

8 May 2018

Make Tags Mandatory

Ensure that your users fill in all the important information by making tags mandatory.

4 May 2018

Export Analytics with Password Protection

Export your Analytics with password protection in XLSX, XLS and CSV formats.

25 Apr 2018

Mileage Threshold Distance for the Canadian edition

We now support the mileage threshold distance set by the National Joint Council.

11 Apr 2018

Generate Analytics for Expenses by attendee

Gain insights of Expenses by attendees in the Analytics section.

11 Apr 2018

Automation of Report Names

The names of the reports can be generated automatically based on your preset preferences.

11 Apr 2018

Customize fields for Advance Payments

Don’t miss a thing while recording advance payments. You can now add and remove fields on your advance payments using Custom Fields.

10 Apr 2018

Apply Advance Payment from the Approvals Tab.

Admins and approvers can now apply advance payments to expense reports from the approvals tab.

9 Apr 2018

Prevent Overwriting Exchange Rates.

You can now add permission to prevent the overwriting of exchange rates in expense creations and advance payments.

6 Apr 2018

Analytics for Card Reconciliations.

Check out your corporate card reconciliation reports under the Analytics section.

4 Apr 2018

Zoho Expense Is Now Available in Chinese

Zoho Expense has now added Chinese to its vast catalogue of supported languages.

26 Mar 2018

Record Personal Expenses

Differentiate personal expenses from corporate expenses by marking them as personal.

19 Mar 2018

Zoho Expense iOS App is Now Multilingual

The Zoho Expense iOS app is now available in German, French, Spanish, Portuguese, Italian and Japanese.

13 Mar 2018

Match a Transaction with Multiple Expenses

A single card feed can now be matched with two or more expenses.

6 Mar 2018

Sync Jobs from QuickBooks Online with Zoho Expense

You can now sync Jobs (Sub-customers) from QuickBooks Online as Projects to Zoho Expense.

2 Mar 2018

Export Data with Password Protection

Add a layer of security while exporting your data by password protecting the XLSX and CSV files.

24 Feb 2018

Automatic Edge detection in Zoho Expense iOS

The Zoho Expense iOS application is now equipped with the automatic edge detection feature, which automatically crops your receipts.

23 Feb 2018

Per Diem days got more accurate

Record quarter, half and three quarter of a day in per diem days.

8 Feb 2018

Change the Custom Status of Reports in bulk

Change the statuses of multiple reports with a click of a button.

8 Feb 2018

Bulk Remove option for Reports

You can now remove multiple expenses from the reports details page.

29 Jan 2018

Zoho Expense- Zoho Projects integration

With this integration, one can easily sync all the projects from Zoho Projects to Zoho Expense. Currently this feature is available only for the Zoho Books/ Zoho Invoice integrated organizations in Zoho Expense.

19 Jan 2018

Bulk Update for Projects

Project Head and Users can be updated for multiple projects at one go.

27 Dec 2017

Quick create option for Projects

An option to create projects on all the Expense creation pages.

21 Dec 2017

Display Trip details on the PDF of the Expense Report

An option to display the trip details on the PDF of the Expense Report.

6 Dec 2017

Option to override the Tax Amount in the India-GST edition

An option to override the Tax Amount in the India-GST edition of Zoho Expense.

6 Dec 2017

Associate tags with Credit Card Expenses

Allocate the related credit card expenses to the correct cost centers. You can itemize those expenses and tag the items as well.

22 Nov 2017

Undo the Import of Card Statements

Incase you have imported a card statement twice, you can undo the last statement import.

15 Nov 2017

Search for Advance Payments

Use the advanced search to know how much cash has been disbursed. You can drill down to the amount, date, report name, and even the reference number.

14 Nov 2017

Exclude tax information of selected categories from your books

Choose to exclude the tax information of selected categories from your accounting software’s tax reports.

6 Nov 2017

Change the font to suit your language in the report PDF.

Choose the font that is best suited for the language in your expense report PDF.

26 Oct 2017

Record advance payment for policy members.

You can now let policy admins record advance payments for their respective policy members.

17 Oct 2017

Add corporate card for others.

You can now create custom roles and give permission to let them add corporate card for other employees of your organization.

8 Oct 2017

Select the number of receipts to be shown in a page in the expense report PDF.

Choose how many receipts should be accomodated in a page when you download the expense report PDF.

30 Sep 2017

You now get to itemize your card transactions as well.

You can now itemize expenses created from card transactions.

20 Sep 2017

Associate reportings tags with each item in an expense

While itemizing an expense, you can now associate reporting tags with each item.

12 Sep 2017

You now get to customize your export template further

This time, along with choosing the fields for your export template, you can reorder them as well.

18 Aug 2017

Run your analytics based on the payment mode and description

You can customize the expense details analytics based on payment mode and description.

15 Aug 2017

Set approval flows for advance payments in your organization

Configure advance payment settings and its Approval flow.

10 Aug 2017

Incurred personal expenses on the corporate card? Mark them as a personal expense

While creating an expense from the statement line, you can now mark your corporate card expenses as a personal expense.

21 Jul 2017

Connect one G suite organization to multiple Zoho Expense accounts

Add your employees to multiple organizations in Zoho Expense.

17 Jul 2017

Set up policy based access permissions by adding policy admin(s).

Grant/restrict access to view expense reports or advance payments, to users who are admins of their respective policies.

8 Jul 2017

Import all the expense reports shared with you, in bulk!

You can now import all the expense reports shared with you, from the Reports module, under 'Shared with me' filter.

1 Jul 2017

Zoho Expense gets GST ready! (Indian Edition only)

You can now apply GST rates on the expenses. Just enter you GSTIN number and we'll help you with the rest.

22 Jun 2017

Analytics customization gets a new look!

You can now customize the analytics to the last detail in the new look.

18 Jun 2017

Need to enter your projects in Zoho Expense? Enter the project codes alongside.

You get to mention the project code along with the Project name.

12 Jun 2017

On running the analytics, you would now know how exactly your employees were reimbursed. (US edition only)

You can now select the reimbursement type while running the analytics

7 Jun 2017

Not happy with the default status we provide? Create one that works well with your company

Use custom status for your expense reports whenever it approved or reimbursed.

3 Jun 2017

Access your Invoice account from Zoho Expense!

No need to run between tabs anymore. Access your Zoho Invoice account from the integration module in Zoho Expense.

1 Jun 2017

Select multiple expense policies and categories when you run the analytics

31 May 2017

The PDF format of your expense reports would now look better than before

We have redesigned the PDF formats of the expense report such that you get all the information in one place.

15 May 2017

Have an announcement to make? Create an in-app notification and let your employees know

Next time when you make a change in the expense policy, let your employees know about it by creating an in-app notification.

10 May 2017

Enhancements in Zoho Expense and Zoho CRM

Get a clear idea of how much you have spent on capturing those leads, by running Zoho Expense reports in Zoho CRM.

3 May 2017

Update all the additional information about your users, in bulk

Bulk update the custom fields available in the user details.

26 Apr 2017

Importing Users from G Suite becomes easier than before.

You can now identify the imported users from the non-imported ones and search for additional users.

21 Apr 2017

Run the analytical reports and get them delivered to your email, automatically.

You can schedule the analytical reports and send them to multiple people at a time.

18 Apr 2017

Update the additional details about your expenses, now in bulk

You can now bulk update the custom fields in expenses.

10 Apr 2017

Approvers and Admins can edit the reports submitted to them, even after its approved.

Avoid the hassles of rejection and resubmission. Approvers and admins can correct the reports submitted to them, even after they are approved.

31 Mar 2017

Enhancements in Custom Approval

Set up an approval flow based on your company’s reporting hierarchy for upto as many levels you like.

29 Mar 2017

Disable all your customers and projects in Bulk

You can now enable, disable and delete customers and projects in bulk from your account.

29 Mar 2017

Exclude transactions in corporate cards

You can now exclude personal expenses from your corporate card transactions.

25 Mar 2017

Avoid duplicate user records when importing users in bulk

Inviting users in bulk in a csv file? But what if some of the users are already invited? Just skip or override the existing user records!

16 Mar 2017

Skip the user invitation email

You can now choose to skip the invitation email while adding users and send it once you set up your organization.

15 Mar 2017

Choose attendees from all of your contact persons

You can now choose attendees for an expense, from all of your contact persons, and not just the ones of the associated customer.

09 Mar 2017

Reorder the options in your dropdown custom fields

You can now rearrange the options in your dropdown custom fields and also sort them alphabetically.

08 Mar 2017

Add negative or credit expenses

You can now add negative values for your expenses to balance out an over-payment or to defer part of a pre-payment.

28 Feb 2017

Track mileage expenses by each user

You can now stay on top of your users' mileage expenses using the Mileage by User report in Analytics.

09 Feb 2017

Add more information about your Users

You can now mention specific details about your users like gender, DOB, designation, etc. while inviting them.

07 Feb 2017

Approvers, be less disturbed by email notifications on report submission

You can now toggle the option to either be notified about it, or not.

07 Feb 2017

Attach existing receipts to expenses

You can now attach existing receipts to expenses created from the Reports module.

06 Feb 2017

Reject reports that are exported to QuickBooks Online

Rejection of exports that are exported to QuickBooks Online is now possible, albeit with a warning message.

27 Jan 2017

Decide who gets to view your Custom Fields

You can now restrict your users to read or write custom fields, or give them full access using Access Permissions.

11 Jan 2017

Automatic Approval and Rejection of Reports

Using Custom Approval process, you can now specify reports to be automatically approved or rejected, based on specified criteria.

15 Dec 2016

Integrating Zoho Expense with Office 365

Import your Office 365 contacts as customers, and users into your Zoho Expense organization to enjoy a single sign-on process.

25 Nov 2016

Group your expense reports using Custom Views

You don’t have to search for particular expense reports anymore. Customize the way you want to see the list of expense reports using Custom views.

22 Nov 2016

Bulk update your expense reports

You can now update the duration, customer, project name etc, of your reports in bulk using the bulk update option.

17 Nov 2016

Associate multiple advance payments to one expense report

Have more than one advance payment in your name? You can now associate them with one expense report.

17 Nov 2016

Reports field customization

Decide what you want to or don’t want to see on your expense reports using Report Fields Customization.

02 Nov 2016

Update fields using Workflows

Field updates are here! Let fields get automatically updated when your workflow conditions are met.

25 Oct 2016

Bulk Invite users to your organization

Tired of inviting users individually? Not anymore! You can now invite users in bulk.

20 Oct 2016

Policies

Ensure that your employee expenses are controlled effectively by creating policies in Zoho Expense.

20 Oct 2016

Custom Approvals

You can now customize the approval flow for your employees and departments.

18 Oct 2016

Add custom fields in user details

Add additional information about your employees by using Custom Fields.

03 Oct 2016

Create expense reports for your Zoho CRM Potentials

Associate Zoho CRM potentials with your Expense Reports.

30 Sep 2016

Run your Analytics the new way!

Analytics revamped! Running the analytics becomes much easier.

26 Sep 2016

Fetch the bank feeds automatically for manually added cards

Auto import bank feeds for your manually added cards.

19 Sep 2016

See only billable or non-billable expenses while running the analytics

Filter out billable and non-billable expenses using customization, while running the analytics for expenses.

07 Sep 2016

Receipts becomes Receipt Inbox

Different name, works the same! Renaming Receipts to Receipt Inbox.

24 Aug 2016

View unsubmitted expenses while running the analytics

Admins can now run reports on unsubmitted expenses in the analytics section.

23 Aug 2016

Record advance payments for your employees

Admins can now record advance payments, which the employees can use while creating expense reports.

04 Jul 2016

Get all your tax details under expense report details

View the tax summary under the expense report details in the UK and Canada edition of Zoho Expense.

04 Jul 2016

Make fields mandatory in the expense creation form

Ensure that your users fill in all the important information by making fields mandatory in the expense creation page.

13 Jun 2016

Record reimbursements in Bulk

Record reimbursements in bulk from the All Approvals section.

02 Jun 2016

Create vehicle specific mileage expenses

You can now add vehicles to Zoho Expense and assign mileage rates to them.

17 May 2016

Associate users with QuickBooks vendors

Choose who should be the vendor of your non-reimbursable expenses in QuickBooks.

17 May 2016

Auto export expense reports to QuickBooks

Move your expenses from Zoho Expense to QuickBooks, Automatically!

17 May 2016

Export Advance payments to QuickBooks Online

You can now export Advance payments and map them to your advance payment account in QuickBooks Online.

17 May 2016

Export your reimbursable expenses as Journals to QuickBooks Online

Not just as Bills, you can now export your reimbursable expenses as Journals to QuickBooks Online.

12 May 2016

You can now attach files to your expense report

You can now attach pre-trip approvals and other documents directly with your expense report. "

11 May 2016

Integrating Zoho Expense with QuickBooks Online

Accounting for your employee expenses has now become an easy task. Integrating Zoho Expense with QuickBooks Online.

02 May 2016

Attach multiple receipts to your expense!

Does you receipt have more than one page? Attach them all with your expense.

02 May 2016

Reclaim VAT on mileage expenses

Another Happy news for UK customers. You can now determine the VAT amount that can be reclaimed on your mileage expenses.

02 May 2016

Users can now edit the mileage rates in the UK edition of Zoho Expense

UK customers have a reason to smile. The option to edit mileage rates in the UK edition is now available.

22 Apr 2016

Choose the template before downloading or printing a report.

Choose if the PDF should be downloaded or printed in the standard or group by category format, from the Approvals section.

15 Mar 2016

Integrating Zoho Expense with Slack

Now send instant notifications to your Slack channel on the approval or rejection of reports.

09 Mar 2016

Import and Export Projects in Zoho Expense

Import and export projects in CSV or XLS format in Zoho Expense

29 Feb 2016

Accessing All company reports becomes easier!

Good news for the admins! Access All Company reports from the All Approvals section.

08 Feb 2016

Add your employees to their respective departments

Introducing the Department feature. You can now mention the department to which your employee belongs and also view the analytics based on departments.

12 Jan 2016

Custom Fields

Users can now add custom fields to their reports to provide additional information about their expenses.

07 Jan 2016

Reject individual expenses in an expense report.

Good news for the approvers. Enabling individual expense rejection in expense reports.

31 Dec 2015

Access your cards from the 'Cards' section

Relocated cards from dashboard to the sidebar for easy navigation.

31 Dec 2015

Download receipts associated with your expense report

Collectively download receipts of your expense reports with a single click.

31 Dec 2015

Analytics Customization

Choose what to see while runnning the analytics by using the advanced customization.

31 Dec 2015

Submit, Approve or Reject several expense reports in one go

You can now bulk submit, approve or reject expense reports.

31 Dec 2015

Option to Edit Tax amount (Global version)

You can now edit the tax amount while creating an expense.

31 Dec 2015

Categorise your mileage expenses

Classify mileage expenses into different categories.

31 Dec 2015

Option to skip receipts attachment in PDF reports

You can now choose to skip receipts attachments in PDF reports.

24 Nov 2015

Edit mileage rates while creating/editing expenses

Admins can now edit mileage rates while creating/editing expenses.

06 Nov 2015

Recieve In-App Notifications

Get notified at each stage of expense reporting and other activities.

27 Oct 2015

Choose the default PDF template for your expense report

Choose if your PDF template should be in standard or group by category format, by default.

19 Oct 2015

Option for approvers to modify expenses submitted to them

Approvers can now edit expenses submitted to them and notify submitters if necessary.

19 Oct 2015

Attach Receipts with Bulk added expenses

Associate receipts when you add expenses in bulk

05 Oct 2015

Export reports in bulk

Export reports in bulk from the Approvals Tab.

30 Sep 2015

Update Approval workflow for your users in Bulk

Change the approvers for your multiple employees at a time.

14 Sep 2015

Auto-Sync CRM Users to Zoho Expense

No need to manually sync users between Zoho Expense and CRM. You can now automate it.

08 Sep 2015

Include Attendees in your expense

Associate other users or contact persons with your expense using Attendees.

08 Sep 2015

Import/export users

Why invite users individually when you can import them to Zoho Expense? Exporting users is also a breeze.

02 Sep 2015

Upload travel policies of your company

Upload the travel policy of your company for your employees’ reference. It can be accessed from the dashboard.

02 Sep 2015

Auto-categorisation of expense receipts

We’ll automatically assign the category during auto-scanning of receipts.

17 Aug 2015

Multi-level approval workflow

Does your expense policy mandate multiple levels of approval? You can now set that up in Zoho Expense.

28 Jul 2015

Mileage for the UK edition

Record mileage expenses based on the pre-defined rates given by HMRC.

14 Jul 2015

VAT for the UK edition

You can now apply VAT on your expenses.

14 Jul 2015

Bulk adding of expenses

Collectively add expenses to a report.

10 Jul 2015

Fields customization under Expense Preferences

Choose what fields should be seen in your expense creation page.

03 Jul 2015

Project creation in Zoho Expense

You can now create and submit expenses related to a Project.

19 Jun 2015

Tax feature for Canadian version

You can now apply tax on your expenses.

28 May 2015

Automatic Currency Conversion

Create expenses in multiple currencies, we’ll automatically convert them to the accounting currency.

28 May 2015

Integrating Zoho Expense with Zoho CRM

Bring all the Users, Contacts and Accounts from Zoho CRM to Zoho Expense.

04 May 2015

Bill expenses to your customers

Creation of billable expenses to your customers.

16 Apr 2015

Access Zoho Expense from Chrome web store and Amazon App store

Zoho Expense is published in the chrome web store and Amazon App store.

10 Apr 2015

Keep a ‘watch’ful eye on mileage expenses

Track mileage with Apple Watch.

07 Apr 2015

Expense Reporting on the go: Mobile apps

Download our mobile apps and automate record expenses on the go.