Zoho Expense | Release Notes

Expense

Release Notes

21 December 2019

Introduced Report Type which is a group of expense types. When you associate a report type to a report, you can submit reports only with the categories that are associated to the report type. This enables easy identification and classification of reports.

19 December 2019

We have provided a new travel mode, Ferry, in your trip request forms. If you're going to a particular destination on a ferry, raise a trip and select the travel mode as Ferry.

31 November 2019

You can now select multiple expenses and add them to a report instead of adding expenses individually.
You can clone expenses in the android app to duplicate the essential expense details. Expense cloning is supported in both online and offline modes.

14 November 2019

You can now view the list of your Active and Inactive corporate cards by applying filters.

28 October 2019

You can authorize delegates to submit and approve reports on your behalf.

14 October 2019

You can now split the per diem rate of your expenses based on the expense types, on the Android app.

1 October 2019

You can now search for the physicians in the NPI registry using the NPI number while recording the expenses you’ve incurred with a physician (Sunshine Act) or while adding a new physician.

24 September 2019

You can create a custom field with the new data type, Multi-select, for reports, trips, and advance payments.
Send app notifications through SMS. The approvers and submitters will be able to receive notifications when reports are submitted or approved.

20 September 2019

Create custom filters for advance payments using the Custom View option in the advance payments filter.
Zoho Expense iOS app is now iOS 13 ready with interesting features like dark mode, conversational shortcuts and contextual menus.

23 August 2019

Map the bank accounts under the Paid Through list in Zoho Expense with the corresponding bank account in QuickBooks Online.

8 August 2019

You can now avoid duplicate expenses by configuring to auto-match the expenses created from card feeds with the expenses created from receipts.

7 August 2019

With the Zoho Expense iOS app, multi-policy users can select a policy under which the report has to be created.

24 July 2019

You can now compare the different booking options’ details for your trip before selecting an option.

22 July 2019

Set up a budget for each expense category and compare their actual transaction amount with the budget to know if your business expenses are within limits. (Now available in early access.)

19 July 2019

Analytic reports can be exported to Zoho Sheet and you can customize them.

28 June 2019

The admins and the approvers can bulk update the expenses in reports from the Reports Approval module.

19 June 2019

You can now look up the fields in Zoho Desk modules using the data type, External Lookup, in a custom field.

18 June 2019

You now have the option to bulk delete users.
With the custom approval policy, you can now configure a new approver level, where all the entities will be sent to the Project Head(s) of expenses for approval.

7 June 2019

Introduced the new data type, Text box (Multi-line), for custom fields in all entities, where each field can contain up to 36,000 characters.

30 May 2019

You can now add a Display Name for the policies of your organization. (Now available in early access.)

17 May 2019

Admins can now re-authorize themselves as the QuickBooks Online Integration Owner in the QuickBooks Online integration page.

10 May 2019

You can now bulk delete the per diem rates configured in the organization's policies.

25 April 2019

We now support the option to comment on a trip and have moved the History section to the Comments & History slider.

17 April 2019

We have now added a Created Date filter for Expense Details & Unsubmitted Expense reports in the Analytics section.

11 April 2019

Users with permission to create advances can now import advances into Zoho Expense with the Import Advance feature.

10 April 2019

Zoho Expense now allows you to create rules and set limits based on the per diem amount. Also, you can configure rules based on the expense type per diem.

9 April 2019

An entirely new version of Zoho Expense iOS app was launched with offline support, the Zoho’s AI virtual assistant, Zia, Siri shortcuts and many other enhancements.

3 April 2019

US & Canada editions: If you have integrated Zoho Expense with Forte, you can now reimburse the expenses in bulk via ACH.

18 March 2019

You can now import and export per diem rates. Also, you can split the per diem amount and assign them to different expense types.

12 March 2019

You can now filter the Expense Report Details and Trip Details analytics based on customer and project.

8 March 2019

Expense Report Details analytics has a new column that displays the reimbursed amount in the currency it was reimbursed.

20 February 2019

You can now find child categories listed along with the parent category when you search for them.

14 February 2019

You can now reimburse the report from within Zoho Expense, map QuickBooks bank accounts with those in Zoho Expense, export reports automatically as soon as reimbursement is recorded and track divisions using a dropdown type custom field in Zoho Expense.

4 February 2019

You can account your organization’s expenses by integrating Zoho Expense with your Xero account.

1 February 2019

Zoho Expense can be integrated with Microsoft Dynamics and Oracle through custom integration.

31 January 2019

Admins can share their access with another admin to instant sync and export reports from Zoho Expense to QuickBooks Online.
Zoho Expense now works only in the following browsers: Edge (Version 14 or above), Firefox (Version 39 or above), Chrome (Version 42 or above), Safari (Version 10.1 or above) and iOS Safari (Version 10.3 or above).

28 January 2019

Approvers can configure a user to be an out-of-office approver to whom reports, trips and advances will be auto-forwarded.

25 January 2019

You can now view who, when and how much was reimbursed using the Reimbursement Details analytics.
You can now download the Zoho Expense – QuickBooks Desktop connector directly from within Zoho Expense.

24 January 2019

Users can create expenses in their iPhone based on the Page Layouts configuration in the web app. Also, the daily limit violations will be displayed.

14 January 2019

Web Tabs allow you to access external URLs within Zoho Expense.

10 January 2019

Admins have the option to edit or delete the applied advances from the submitted expense reports.
You can now associate a country or a city to the per diem rate, set an effective from date, add per diems in bulk and configure per diem based on travel hours.
We’ve introduced Page Layouts to enable you to customize the expense creation page based on the expense categories.

9 January 2019

Trial plan users can now chat with Zoho Expense’s support representatives directly from their web application in English.

27 December 2018

You can now configure the last day for report submission.

18 December 2018

Updated Zoho Expense Connector for QuickBooks Desktop to let you connect multiple organizations in Zoho Expense with multiple companies in QuickBooks Desktop.

12 December 2018

Users can now add customer and project information while recording advance payment.

11 December 2018

We now support a new format for importing card statement that indicates if it is a credit or debit transaction.

27 November 2018

Added a filter to export expense reports and trips based on their approved date.

20 November 2018

Manage your Uber ride expenses effortlessly with the all new Zoho Expense-Uber for Business integration.

1 November 2018

Introduced the "Shared with me" filter for Advance Approval under My Approvals.

You can now run Advances by User Analytics based on the department filter.

25 October 2018

Admins can now add custom statuses based on the expense reporting process in their organization for approved advance payments.

24 October 2018

We’ve introduced a new Privacy and Security section in Settings with analytics, app lock feature and crash reports to give you complete control over your mobile app.

19 October 2018

Admins can now carry forward the excess advance payment by recording the balance amount as a new advance payment. Employees can use this new advance payment on their future expense reports.

15 October 2018

Admins can now import and export the exchange rates for all the currencies in one go.

12 October 2018

You can now run Analytics based on Customer custom fields for Expense by Customer and Project custom fields for Expenses by Project.

28 September 2018

You can now configure automatic matching of expenses to corporate card feeds.

25 September 2018

Admins can now automate the generation and submission of reports on a weekly or monthly basis for their users.

19 September 2018

You can add a merchant code to the merchants and associate the code while creating expenses.

12 September 2018

Approvers can now perform actions like approve reports, reject reports and add comments to the expense reports from their Outlook account.

31 August 2018

Admins can easily process the offline reimbursements for users who have added their bank account details.

21 August 2018

Generate detailed reports to know the users who are yet to receive their reimbursements.

15 August 2018

Back up your receipts that are in Zoho Expense by downloading them.

31 July 2018

You can back up your organizational data by downloading them as a CSV file.

28 July 2018

You can now choose to disable Per Diem and mileage based expense feature on your policy requirements.

7 July 2018

Apply surcharge for the expenses which you incur in a foreign currency.

29 June 2018

Enable desktop notifications for Zoho Expense in your browser to get notified about your expense reporting and other activities.

27 June 2018

You can now export your reports with password protection in a PDF format.

20 June 2018

Assign delegates to approve expense reports on your behalf.

13 June 2018

You can now have exclusive Analytical Reports for online reimbursements done through our payment gateways.

4 June 2018

Policy admins can now view and add the corporate cards of their policy users.

30 May 2018

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

25 May 2018

Grant permission to your users to access and export the Personally Identifiable Information (PII).

15 May 2018

Add additional information about your Customers and Projects using custom fields.

8 May 2018

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

4 May 2018

You can now export your reports with password protection in XLSX, XLS and CSV formats.

25 April 2018

Zoho Expense supports the mileage threshold distance set by the National Joint Council.

18 April 2018

Your very own personal bot can now help you manage your expense reports right from Zoho Cliq.

11 April 2018

You can now add or remove fields on your advance payments using custom fields.

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

You can generate Analytics for Expenses by attendee.

10 April 2018

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

9 April 2018

You can prevent overwriting of exchange rates in expense creations and advance payments.

6 April 2018

Your corporate card reconciliation reports are now under the Analytics section.

4 April 2018

Zoho Expense is now available in Chinese.

2 April 2018

Setup the delegation workflow in your organization and add delegates who can create and submit reports on your behalf.

26 March 2018

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

19 March 2018

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

13 March 2018

Match a single card feed with two or more expenses.

6 March 2018

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

2 March 2018

Export your data by password protecting the XLSX and CSV files.

26 February 2018

Save time and simplify accounting for employee expenses with QuickBooks Online.

24 February 2018

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

23 February 2018

You can now record quarter (0.25), half (0.5) and three-quarter (0.75) of a day in per diem days while creating expenses.

12 February 2018

Reimburse your employees as soon as an expense is approved, by integrating Zoho Expense with ICICI.

8 February 2018

Remove multiple expenses from the reports’ details page.

You can change the statuses of multiple reports with the click of a button.

29 January 2018

You can easily sync all the projects from Zoho Projects with Zoho Expense by integrating Zoho Projects and Zoho Expense.

19 January 2018

Update project head and users for multiple projects at one go.

10 January 2018

Saudi Arabia edition is now available for Zoho Expense to cater to Saudi Arabia's VAT requirements and for easy recording of expenses.

9 January 2018

You can find out the repetitive data in your Zoho Expense account with duplicate detection.

27 December 2017

You now have the option to create projects on all the Expense-creation pages.

21 December 2017

Display the trip details on the PDF of an Expense report.

6 December 2017

Create expenses in the Indian edition of Zoho Expense without applying any GST.

Associate tags with Credit Card expenses.

22 November 2017

You can undo the last import of card statement, if you have imported twice.

15 November 2017

Use advanced search to know how much cash has been disbursed.

14 November 2017

You can now choose to exclude the tax information of selected categories from your accounting software’s tax reports.

6 November 2017

You can choose the font that is best suited for the language in your PDF expense report.

31 October 2017

Fetch your corporate card transactions directly from your card providers.

26 October 2017

Policy admins can record advance payments for their respective policy members.

17 October 2017

Create custom roles and give permission to let them add a corporate card for other employees of your organization.

8 October 2017

You can choose how many receipts should be accommodated in a page when you download the PDF expense report.

30 September 2017

You can itemize expenses created from card transactions.

20 September 2017

Associate reporting tags with each item in an expense.

12 September 2017

Customize your export template further.

18 August 2017

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

15 August 2017

Configure advance payment settings and its approval flow.

10 August 2017

You can now mark your corporate card expenses as a personal expense directly from the statement line while creating an expense.

28 July 2017

Split your expense based on the amount, customer, project and much more.

21 July 2017

Add your employees to multiple organizations by connecting one G suite organization to multiple Zoho Expense accounts.

17 July 2017

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

8 July 2017

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

1 July 2017

Apply GST rates on the expenses by entering your GSTIN number (Indian edition).

22 June 2017

You can now customize the analytics by adding multiple filters.

18 June 2017

Mention the project code along with the project name while creating an expense.

12 June 2017

You can now select the reimbursement type while running the analytics (US edition only).

7 June 2017

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

3 June 2017

Access your Zoho Invoice account from the Integration module in Zoho Expense.

1 June 2017

Select multiple expense policies and categories when you run the analytics.

31 May 2017

PDF formats of expense reports are redesigned to get you all the information in one place.

15 May 2017

You can let your employees know about a change in the expense policy by sending an in-app notification.

10 May 2017

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

4 May 2017

Reimburse your employees online using ACH, powered by Forte payment gateway.

3 May 2017

Bulk update the custom fields available in the user details.

26 April 2017

Identify the G Suite imported users from the non-imported and search for additional users.

21 April 2017

Schedule the analytical reports and send them to multiple people at a time.

18 April 2017

Bulk update the custom fields in expenses.

10 April 2017

Approvers and admins can correct the reports submitted to them, even after they are approved.

31 March 2017

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

29 March 2017

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

Enable, disable or delete customers and projects in bulk from your account.

25 March 2017

Skip or override the existing user records while inviting users in bulk in a CSV file.

20 March 2017

Add corporate cards to Zoho Expense and convert your transactions into expenses.

16 March 2017

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

15 March 2017

You can now choose attendees for an expense, from all of your contact persons.

09 March 2017

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

Expense details section will now be shown based on entity customization.

Manage your employees' expenses better using the Zoho Expense - Zoho People integration.

08 March 2017

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

28 February 2017

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

20 February 2017

QuickBooks Online is now integrated with all editions (except the UK edition) of Zoho Expense.

09 February 2017

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

07 February 2017

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

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

06 February 2017

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

27 January 2017

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

20 January 2017

You can now configure workflow rules for the Advance Payment module in Zoho Expense.

11 January 2017

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

15 December 2016

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

28 November 2016

Add more detail to your expenses by creating sub-categories under a parent category.

25 November 2016

Customize the way you want to see the list of expense reports using Custom views.

22 November 2016

You can now update your reports in bulk using the bulk update option.

17 November 2016

You can now associate multiple advance payments to one expense report.

Customize your expense reports according to your preferences using Report Fields Customization.

2 November 2016

Let fields get automatically updated when your workflow conditions are met, with the Field Updates feature.

25 October 2016

You can now invite your users in bulk.

20 October 2016

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

Customize Approval flow for your employees and departments.

Automate Email alerts and notifications by using Workflows.

18 October 2016

Add additional information about your employees by using Custom Fields.

3 October 2016

Associate Zoho CRM potentials with your Expense Reports.

30 September 2016

Revamped the Analytics section.

26 September 2016

Auto import bank feeds for your manually added cards.

19 September 2016

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

7 September 2016

Renaming Receipts to Receipt Inbox

31 August 2016

You can now create Per diem expenses for daily allowances based on the Per diem rates set by the admin.

24 August 2016

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

23 August 2016

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

18 Jul 2016

Forward the receipts in your inbox to your Zoho Expense account and they get converted into expenses automatically.

4 Jul 2016

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

Make fields mandatory in the expense creation page.

13 Jun 2016

Record reimbursements in bulk from the All Approvals section.

8 Jun 2016

Capture any type of additional information about your expenses using Custom Fields.

2 Jun 2016

Add vehicles in Zoho Expense and assign mileage rates to them.

17 May 2016

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

Move your expenses from Zoho Expense to QuickBooks, Automatically

Advance payments can be now exported to QuickBooks Online.

Export your reimbursable expenses as Journals to QuickBooks Online

12 May 2016

Attach files to your expense report

11 May 2016

Integrating Zoho Expense with QuickBooks Online

02 May 2016

Determine the VAT amount that can be reclaimed on your mileage expenses.

Option to edit mileage rates in the UK edition

Attach multiple receipts to your expense

22 Apr 2016

Choose the template before downloading or printing a report from the Approvals section.

01 Apr, 2016

iOS Update 1.3

Our expense and report pages now sport a brand new look! Along with the UI overhaul comes a slew of new features.

View the history of each expense and report on the fly.

A lot of approver specific features have been introduced in this update. This includes editing submitted expenses and the option to reject individual expenses.

Now add comments from within our app.

Custom fields now have a data type field. Limit the input to maintain data consistency.

You can now edit the tax amount instead. Not always do you get a percentage!

Create, edit and delete currencies on the go.

We have also squashed some bugs in this update.

15 Mar, 2016

Send notifications to your Slack Channel on the Approval and Rejection of Expense reports. Integrating Zoho Expense with Slack

9 Mar, 2016

Import and export your Projects in Zoho Expense

29 Feb, 2016

Admins can now access All Company reports from the All Approvals section.
Now use the search option to easily navigate to multiple organizations.

9 Feb, 2016

Add a drop-down custom field in your expense report
Option to delete organizations

8 Feb, 2016

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

19 Jan, 2016

Customize user permissions by creating custom roles in Zoho Expense

12 Jan, 2016

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

7 Jan, 2016

Enabling individual expense rejection in expense reports for easier approval.

31 December, 2015

Relocated Cards from dashboard to the sidebar
Collectively download receipts of your expense report
Submit, approve or reject several expenses at a time
Choose what to see while running the analytics by using the advanced customization

27 October, 2015

Option to Choose Default PDF template for expense reports

20 October, 2015

Edit submitted/approved expenses

19 October, 2015

Attach receipts with bulk added expenses

08 October, 2015

Released Zoho Expense web extension for Google chrome

05 October, 2015

Export reports in bulk from the Approvals Tab

30 September, 2015

Group by category template for PDF expense reports
Bulk update of approval workflow
Merge Credit Card transactions with existing expenses

14 September, 2015

Auto-sync CRM users to Zoho Expense

08 September, 2015

Include attendees in your expense
Import/Export Users

02 September, 2015

Auto categorisation of expense reciepts
Upload travel policies of your company

24 August, 2015

Import Credit card statements onto your Zoho Expense account

17 August, 2015

Option to create Multi-level approval workflow

28 July, 2015

Mileage for the UK edition

14 July, 2015

Option to add expenses in bulk
VAT feature for the UK edition
Expense reports are made to show total reimbursement amount in base currency

10 July, 2015

Fields customization under Expenses Preferences

03 July, 2015

Project creation in Zoho Expense

02 July, 2015

Tax feature for Canadian version

19 June, 2015

Option to cc other users while submitting a report

28 May, 2015

Option to add taxes (except for the UK edition)
Debit Card support
Customer Import/Export
Option to associate project and customer information to a report
New analytic report filters: Expenses by Customer, and Expenses by Project
Option to import Accounts/Contacts from Zoho CRM
Inclusion of receipts as part of emailed reports
Option to create, edit, and manage payment modes

12 May, 2015

Option to merge merchant entries
New analytic report filters: reimbursements by users, and advances by users
Option to merge expense entries

04 May, 2015

Option to create billable expenses
Option to export individual expense reports
Option to create customers and associate project
Option to choose payment mode while creating an expense

27 Apr, 2015

Option to allow/restrict uncategorized expenses to be part of expense reports
Addition of reference number information in report details and to reports in PDF formats
Option to copy a particular email ID when an expense Report is approved

16 Apr, 2015

Option to recall a submitted report added in the Android app
PDF, Print, and Share options added for Expense Reports in the Android app
Scan failed Reciepts filter added in the Android app
Chromium support added

12 Apr, 2015

Option to choose a default Approver for an Admin
Option to configure Account Code(GL Code) for Expense categories
Option to select 'Paid through' while recording reimbursement

10 Apr, 2015

Track Mileage expense with your Apple Watch

?