Release Notes

21 October 2021

• Zoho Expense now supports the updates that were introduced in the macOS Monterey. You can now add Quick Notes, configure Shortcuts, and do much more.

13 October 2021

• Autoscan is now available for Free and Standard Plan users. Simply upload the receipts for autoscan and new expenses will be added automatically.

25 September 2021

• Zoho Expense now supports the iOS 15 and iPadOS 15 updates. Some of the key updates are: Spend Summary widget, Live Text Capture, Shortcuts, Quick Note, and more.

10 September 2021

• You can now view the number of custom fields that were created, the number of fields remaining, and the maximum number of fields that can be created for every module.

25 August 2021

• 1) If your organization is integrated with Zoho Books, every time you create an expense with a GST-registered merchant in the android app, their GSTIN will be auto-filled for that expense. 2) We have enhanced the app lock feature in the android app to add a layer of security.

20 August 2021

• When you create a new workflow, you can now configure policy rules as a criteria to trigger email alerts or in-app notifications. Similarly, you can configure policy rules as a criteria to set up a custom approval flow.

16 August 2021

• When you apply advance from a report, you can now view the custom fields added to the advance, before applying it to the report.

11 August 2021

• If you've added the "Lookup" custom field in the user creation forms, you can now add them as triggers that will execute the workflow.

6 August 2021

• While creating a budget, you can now associate a project with it. Once you associate, you can view the budget summary in the details of the report that has expenses with projects associated to it.

29 July 2021

• You can now create purchase requests from your Zoho Expense iOS app and submit them for approval. Once the approvers approve the request, orders will be placed and you shall receive the requested items.

12 July 2021

• If you've integrated with Zoho People, you can now view details of the sync that has failed on the Failure Details page. Also, in the Sync History page, when you click the sync that has failed, you will be able to view the details.

30 June 2021

• While creating a new user role, admins can now choose if they would like the user role to have access to share reports.

28 June 2021

• Now, you can filter trips based on the Department of the travelers in the Trip Details analytics. Similarly, in the Expenses by Category analytic report, you can filter the expenses that are associated to a specific customer or all customers, using the new filter, Customers.

25 June 2021

• If cost approval is enabled for trip options in your organization's policy, you will be able to approve or reject a selected trip option. Now, when you reject a trip option, you will be able to provide a reason for rejecting it.

15 June 2021

• Approvers can choose a template with which they would like to view report PDFs.
• If you have enabled the merchant-vendor sync with Zoho Books, every time you create an expense and select a merchant, the merchant's GSTIN will be auto-filled. (India edition)

7 June 2021

• You can now select the user roles or users with whom you would like to share the buttons and links that you create.

1 June 2021

• You can now integrate Zoho Expense with the HSBC bank and fetch your bank feeds directly.

25 May 2021

• You can now use Zoho Expense in the Arabic language.

17 May 2021

• Using PDF templates, you can design the layouts with which you would like to download the PDF expense reports.

12 May 2021

• We've now launched the all-new Zoho Expense. The following are the notable features that were introduced.
• Role-based user interface: The new Zoho Expense's interface has two distinct views, namely, My View [Submitter or Approver] and Admin View. You can access it based on your user role and view only the modules that are relevant to your user role.
• Streamlined trip: In the Trips module, we’ve streamlined all aspects of business travel—from planning travel itineraries to facilitating flight and hotel bookings.
• Expense audit: The expenses submitted across the organization will be audited to identify source data mismatches, duplicates, blocked merchants, and other fraudulent actions.
• Collaboration: Communication and collaboration is now made easy with in-app comments and a built-in chat bar.
• Budget alerts: You can now set up alerts to notify the users every time they exceed a set budget.
• Branches: You can now add multiple outlets or branch offices as Branches in Zoho Expense and get complete visibility of each branch’s expenses.
• Advanced customizations: With advanced customization functionalities such as page layouts, link and buttons, custom modules, and web tabs, you can now personalize Zoho Expense in ways that suit your business.
• Zia: Our AI-powered assistant, Zia, is now here to remind you of all your pending tasks.
• Powerful integrations: You can now seamlessly integrate Zoho Expense with other powerful apps such as Amazon Business, Taxback International, Routespring, GetThere, Sage Accounting, and more.

23 April 2021

• While creating an expense, the user can choose the policy under which they want to create the expense.
• After running the audits, if there are violations in the expenses, they will be shown to the approvers in the expense report details.

12 April 2021

• When you record mileage using GPS, you can quickly monitor the distance traveled right from your home screen.
• The approvers can now view the expense audit violations in the expense report details and review the reports accordingly.

22 March 2021

• While adding an expense or a report, you can now lookup data in other apps right from your android app, using the External Lookup custom field.
• You can view the Web Tabs created in your web app right from your android app.

8 March 2021

• With the iOS app, you can now lookup data in external apps using the External Lookup custom field.
• You can manage your cards from the Cards module in the iOS app. Use it to view unexpensed transactions and convert them into expenses easily.
• You can view the Web Tabs created in your web app, from your iOS app.
• Mileage expense creation forms in your iOS app will be displayed based on the page layout created for the mileage expense category.

15 February 2021

• Using the iOS app, users can add physicians as attendees while creating an expense. (US Edition)
• When you create an expense in the iOS app, the expense categories list will be filtered based on the Report Type of your expense report.
• In the iOS app, you can use the new magnifier tool to crop the edges of the receipts neatly. You can also apply image filters such as Greyscale, Black and White, etc.

25 January 2021

• Mileage expense creation forms in your android app will be displayed based on the page layout created for the mileage expense category.

12 January 2021

• When you sign up to Zoho Expense you can now verify your account from the iOS app.
• While selecting a flight for your trip from the iOS app, you can now view additional details such as notes, baggage details, and the refundable amount.

25 December 2020

• While selecting a flight for your trip from the android app, you can now view additional details such as notes, baggage details, and the refundable amount.
• When you create an expense from the android app, the expense categories list will be filtered based on the Report Type of your expense report.
• You can now attach multiple receipts simultaneously from your android app.

11 December 2020

• The Custom Fields created in the User creation page of the web app, will now be available in the iOS app.
• You can add Departments in your organization from the iOS app.
• The iOS app now lets you delete users and re-invite them later, if required.

30 November 2020

• You can now select trip options or change the option that you've selected for hotel, car, and other itineraries, right from the Android app.

19 November 2020

• Zoho Expense now supports 2 new languages namely, Bahasa Indonesia and Vietnamese.

15 November 2020

• An all-new section, My Settings, for users to configure their preferences in the iOS app. They can view their basic information, configure default values, add travel documents, and appoint delegates and out-of-office approvers.
• While creating an expense in the iOS app, if you enter a new merchant, the merchant details will be saved. Later, when you create new expenses and select that merchant, the expense category will be auto-filled.
• When you create a new category in the iOS app, you can now associate it with an expense type.
• You can now record personal expenses from the iOS app, by marking it as personal while creating the expense.

25 September 2020

• You can now autoscan receipts in 4 new languages, namely, Malay, Thai, Vietnamese, and Russian.

24 September 2020

• You can run a new analytic report, Active Users, to know the list of the active users in your organization. A user will be considered active if they autoscan a receipt or create a new report.

16 September 2020

• Zoho Expense is now integrated with Amazon Business. All the purchases you make in your Amazon Business will now be created as expenses in Zoho Expense.

15 September 2020

• You can now add Zoho Expense widgets to view your expense details and to create expenses right from your home screen in the iOS app.
• While uploading receipts from the Photos app, the photo-picker feature lets you provide access only to the selected photos in your iOS device.
• You can now annotate the receipts you're uploading to Zoho Expense from your iOS app.
• You can now split your expenses based on the date, amount, and expense fields in the iOS app.

27 August 2020

• Using the Lookup custom field, you can look up the fields in other modules while creating an expense in the Android app.
• While creating an expense in the Android app, if you enter a new merchant, the merchant details will be saved in Zoho Expense and the expense category will be auto-filled when you create new expenses using that merchant.
• Capture your receipts using different camera modes, namely, Single, Quick Scan, and Multi-page in the Android app.

15 July 2020

• You can now sign in or sign up to your Zoho Expense iOS app using your Apple ID.
• You can select your preferred trip option, request more travel options, reschedule, or cancel your trip itinerary, from your Zoho Expense iOS app.

19 June 2020

• You can now use the Select All button and add all the expenses to a report in one go using your Zoho Expense iOS app.
• Resolve the violations highlighted in your expense reports and stay compliant with your company's policy using your Zoho Expense iOS app.

10 June 2020

• You can now search your reports based on the report types. Also, while generating analytic reports, you can run reports using the report type filter.

29 May 2020

• You can map the taxes that were created in Zoho Expense with the corresponding taxes in QuickBooks Desktop. When expenses with taxes are exported from Zoho Expense, the corresponding tax in QuickBooks Desktop will be automatically applied.

19 May 2020

• We have now enhanced the autoscan feature. With the enhanced autoscan, Zoho Expense lets you extract line items and data from the expense receipts you upload, with increased accuracy and faster processing time. Also, Zoho Expense now reads receipts in 8 new languages.

10 May 2020

• You can now reschedule and cancel your trips from your Zoho Expense mobile app.

22 April 2020

• iPad users (iPadOS 13.4 and above) can now use the new magic trackpad or mouse to: 1) Expand the sidebar as you hover and collapse it as you move the cursor away 2) Hover the cursor over the quick create button in a module to open the transaction creation screen 3) View the reason for rejection by hovering over the status of a rejected transaction.

14 April 2020

• You can now split your expenses based on the date, amount, and expense fields in Zoho Expense. (Saudi Arabia Edition)

25 March 2020

• Using the search option, you can now search the reports you've created in Zoho Expense, in both online and offline modes.
• The custom statuses you've created for advances in your web app, can be used in your android app.

13 March 2020

• If the receipts fail to be uploaded to Zoho Expense, we will retry the syncing of receipts automatically. Also, you have the option to retry syncing the receipts manually.
• You can now associate report types to reports and create expenses with the expense categories filtered based on the associated report type.
• If your report has expenses that are incurred in multiple currencies, you can view a summary of the total amount of expenses made and advances received, for each currency.

11 March 2020

• With the Zoho Projects integration, you can now fetch your projects and customers from Zoho Projects to record your project related expenses and bill your customers in Zoho Expense.

4 March 2020

• Integrate your Zoho Expense account with itilite and keep track of your employees’ travel bookings and expenses.

24 February 2020

• In the iOS app, you can now associate Projects and Customers to advances.

20 February 2020

• You can now run analytic reports for expenses and trips based on the date they were submitted.

7 February 2020

• You can switch between different camera modes to capture your receipts in the iOS app. Use the Quick Scan mode to continue capturing photos of your receipts while scanning happens in the background. The Multipage mode allows you to capture long receipts with multiple pages and uploads it to create a single expense.

29 January 2020

• Now, you can easily identify the receipts for which autoscan had failed due to the plan limit and re-scan them.

18 January 2020

• Share your access with other admins to allow them to export reports to Xero. Also, they can instantly sync the data between Zoho Expense and Xero.

10 January 2020

• We have added Zoho WorkDrive to your cloud accounts list so that you can attach receipts from Zoho WorkDrive easily.

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 CSG 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 CSG 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

• 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