Help documentation

Receipts

Click on the below links to easily navigate through the page.

Uploading receipts

The Receipt Inbox section of Zoho Expense allows you to upload all your receipts before converting them into expense entries.

Zoho Expense Login

You can upload your receipts either by:

Uploading receipts using Chrome extension

You can clip a portion of any webpage and upload it as a receipt to your Zoho Expense account using the chrome extension.

Zoho Expense Login

Zoho Expense Login

Zoho Expense Login

Zoho Expense Login

Note: You can also access the extension by right clicking on any portion of the page. Click on Clip and send option or Send visible region option and upload it to your Zoho Expense account.

Zoho Expense Login

Supported receipt formats

The receipts you upload should belong to any of the following file formats:

Note: As of now, the Zoho Expense mobile app for windows phone OS support receipts only in image formats (JPEG and PNG.) The option to attach PDF and DOC files will be available soon.  

Auto Scanning of Receipts

Soon after uploading, the receipts go through the auto scanning process where essential details like date, amount, merchant name, etc. are captured. As of now, auto scanning works only for receipts in the English language.

Zoho Expense Login

Receipts can also be auto-categorised. The first expense with a new merchant needs to be categorised manually in an organisation. Subsequent expenses containing the same merchant will be auto-categorised during auto-scan.

Bulk uploading of receipts

Note: The maximum number of receipts that you could upload at a time is 10

Emailing Receipts to your account

All receipts that you have in your email, such as airline, food and lodging expenses can be forwarded to your Zoho Expense account. This is particularly helpful when you’re on the move or have a large number of receipts that you simply can’t spend time filling the details for.

Enable Email Receipts

Enable Email Receipts

Enable Email Receipts

Enable Email Receipts

 

Uploading receipts from your cloud accounts

Zoho Expense provides you the option to upload receipts from your cloud accounts. Currently supported cloud services are:

To upload receipts from cloud:

Zoho Expense Login

Note: You can also attach multiple receipts from your cloud account.

Downloading receipts to your computer

If you want to save your receipts on your computer, that can be done by performing the following steps:

Downloading individual receipts

Downloading receipts in bulk

Downloading receipts in bulk  

Saving receipts to your cloud account

Similar to uploading receipts from your cloud account, there is also an option to save your uploaded receipts on to your cloud accounts.

In order to do that:

Zoho Expense Login

Deleting a receipt

To delete a receipt:

Zoho Expense Login

Bulk deletion of receipts

In order to bulk delete receipts:

Zoho Expense Login

Filtering receipts

Under the Receipt Inbox section, you can filter your receipts using the following filters:

Zoho Expense Login

Did you find what you were looking for?
Thank you for your feedback!
TOP
Request a demo

*
*
*
*
Request Demo