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Zoho Expense | What's new in Zoho Expense

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(max-width: 1200px) { .ze-features-list .ze-features { column-gap: 3%; } .ze-solutions .ze-dropdown-list, .ze-resources .ze-dropdown-list { padding: 50px 100px; } .ze-features-list .ze-features { height: auto; max-height: 600px; } } @media screen and (max-width: 992px) { .ze-solutions .ze-dropdown-list, .ze-resources .ze-dropdown-list { padding: 50px; } .ze-dropdown-menu.ze-features-list .ze-dropdown-list { padding: 30px 30px 0; } .ze-dropdown-menu .dropdown-item { width: 250px; } } @media screen and (max-width: 767px) { .ze-solutions.ze-dropdown-menu, .ze-resources.ze-dropdown-menu, .accountants, .ze-features-list.ze-dropdown-menu { display: none !important; } .sub-menu-mobile, .sub-menu-integrations, .sub-menu-accountants, .sub-menu-resources, .sub-menu-faq, .sub-menu-help, .sub-menu-features-list { display: block !important; } } </style> </head> <body> <div id="website-page" style="display: none;"> <div class="header"> <a class="logo" href="/"> ZOHO </a> <div class="signing"> <span class="user-det">"Welcome "+username+</span> <a class="signup" href="/expense/signup/">Sign Up Now</a> <a class="signin" href="https://accounts.zoho.com/signin?servicename=ZohoExpense&signupurl=https://www.zoho.com/expense/signup/">Sign In</a> </div> </div> <div class="product-header"> <div class="product-header-inner clearfix"> <a class="prd-logo" href="/expense/"></a> <span class="sub-menu-icon">Menu</span> <ul class="product-menu scale"> <li class="ze-dropdown-menu ze-features-list"> <a href="#"> Features <span class="ze-arrow-down"></span> </a> <div class="ze-dropdown-list"> <ul class="ze-features"> <li class="features-item receipts-and-expenses"> <div class="feature-header"> <div class="feature-icon"></div> <a href="/expense/receipts-and-expenses/">Expenses</a> </div> <ul class="features-sub-item"> <li><a href="/expense/receipt-tracking/">Receipt Management</a></li> <li><a href="/expense/expense-management-software/">Expense Management</a></li> <li><a href="/expense/mileage-tracking-app/">Mileage Tracking</a></li> <li><a href="/expense/per-diem/">Per diem</a></li> </ul> </li> <li class="features-item corporate-card-management"> <div class="feature-header"> <div class="feature-icon"></div> <a href="/expense/corporate-card-management/">Cards</a> </div> </li> <li class="features-item expense-reporting"> <div class="feature-header"> <div class="feature-icon"></div> <a href="/expense/expense-reporting/">Expense Reports</a> </div> <ul class="features-sub-item"> <li><a href="/expense/expense-reports/">Expense Report Management</a></li> <li><a href="/expense/expense-report-automation/">Expense Report Automation</a></li> </ul> </li> <li class="features-item corporate-travel-management"> <div class="feature-header"> <div class="feature-icon"></div> <a href="/expense/corporate-travel-management/">Travel</a> </div> </li> <li class="features-item purchase-request"> <div class="feature-header"> <div class="feature-icon"></div> <a href="/expense/purchase-request/">Purchase requests</a> </div> </li> <li class="features-item approval-management"> <div class="feature-header"> <div class="feature-icon"></div> <a href="/expense/approval-management/">Approvals</a> </div> <ul class="features-sub-item"> <li><a href="/expense/expense-report-approval/">Simplified Approvals</a></li> <li><a href="/expense/custom-approval/">Custom Approvals</a></li> </ul> </li> <li class="features-item audit-and-compliance"> <div class="feature-header"> <div class="feature-icon"></div> <a href="/expense/audit-and-compliance/">Audit and compliance</a> </div> <ul class="features-sub-item"> <li><a href="/expense/expense-report-audit/">Expense Auditing</a></li> <li><a href="/expense/compliance/">Compliance</a></li> </ul> </li> <li class="features-item expense-reimbursement-software"> <div class="feature-header"> <div class="feature-icon"></div> <a href="/expense/expense-reimbursement-software/">Reimbursement</a> </div> </li> <li class="features-item spend-control"> <div class="feature-header"> <div class="feature-icon"></div> <a href="/expense/spend-control/">Expense Control</a> </div> <ul class="features-sub-item"> <li><a href="/expense/policies/">Policies</a></li> <li><a href="/expense/expense-rules/">Expense Rules</a></li> <li><a href="/expense/budgets/">Budgets</a></li> </ul> </li> <li class="features-item for-enterprises"> <div class="feature-header"> <div class="feature-icon"></div> <div class="enterprise-header">For Enterprises</div> </div> <ul class="features-sub-item"> <li><a href="/expense/expense-automation/">Automation</a></li> <li><a href="/expense/collaboration/">Collaboration</a></li> <li><a href="/expense/customization/">Customization</a></li> </ul> </li> </ul> <div class="ze-all-features-btn-wrapper"> <a href="/expense/expense-features" class="btn ze-all-features-btn"> See all features <span class="arrow"><svg xmlns="http://www.w3.org/2000/svg" viewbox="220 -220 512 512"> <path d="M719.5 7.4L526.7-185.5c-15.8-15.8-41.5-15.8-57.3 0-15.8 15.8-15.8 41.5 0 57.3L593.1-4.5H261.5C239.2-4.5 221 13.6 221 36s18.1 40.5 40.5 40.5h331.6L469.4 200.2c-15.8 15.8-15.8 41.5 0 57.3 7.9 7.9 18.3 11.9 28.6 11.9s20.7-4 28.6-11.9L719.5 64.6c15.9-15.8 15.9-41.4 0-57.2z"/> </svg> </span> </a> </div> </div> </li> <li class="pricing"> <a href="/expense/pricing/">Pricing</a> </li> <li class="ze-dropdown-menu ze-solutions"> <a href="#"> Solutions <span class="ze-arrow-down"></span> </a> <div class="ze-dropdown-list"> <div class="group-header"> By Industry </div> <div class="dropdown-list-container"> <div class="dropdown-item"> <div class="solution-icon consultants"></div> <div> <a href="/expense/expense-reporting-for-consulting-firms/"> <span class="dropdown-item-header"> Consultants </span> <div class="dropdown-item-desc"> Solution to help consultants manage their expenses </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon education"></div> <div> <a href="/expense/expense-management-software-for-universities/"> <span class="dropdown-item-header"> Universities </span> <div class="dropdown-item-desc"> Educational institutions need not worry about their expenses </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon healthcare"></div> <div> <a href="/expense/expense-reporting-software-for-hospitals/"> <span class="dropdown-item-header"> Healthcare </span> <div class="dropdown-item-desc"> Healthcare manufacturers can manage expenses easily </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon manufacturing"></div> <div> <a href="/expense/expense-reporting-software-for-manufacturing-industry/"> <span class="dropdown-item-header"> Manufacturing </span> <div class="dropdown-item-desc"> Manufacturing expenses are no longer a pain </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon non-profits"></div> <div> <a href="/expense/expense-reporting-for-nonprofits/"> <span class="dropdown-item-header"> Non-profits </span> <div class="dropdown-item-desc"> Go on your mission and don't worry about expense reporting </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon marketing"></div> <div> <a href="/expense/marketing-expense-management/"> <span class="dropdown-item-header"> Marketing </span> <div class="dropdown-item-desc"> Market your offering and leave your expense reporting to us </div> </a> </div> </div> </div> <div class="group-header"> By Size </div> <div class="dropdown-list-container"> <div class="dropdown-item"> <div class="solution-icon self-employed"></div> <div> <a href="/expense/self-employed-expense-tracking/"> <span class="dropdown-item-header"> Self-employed </span> <div class="dropdown-item-desc"> Be your own boss, we'll handle your expenses </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon small-business"></div> <div> <a href="/expense/free-expense-reporting-software/"> <span class="dropdown-item-header"> Small Business </span> <div class="dropdown-item-desc"> Grow your business, we'll handle your expense management </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon enterprise"></div> <div> <a href="/expense/enterprise-expense-management/"> <span class="dropdown-item-header"> Enterprise </span> <div class="dropdown-item-desc"> Major deals require your time, leave the expense management to us </div> </a> </div> </div> </div> </div> </li> <li class="customers"> <a href="/expense/case-study/">Customers</a> </li> <li class="accountants"> <a href="/expense/become-a-partner/">Partner With Us</a> </li> <li class="ze-dropdown-menu ze-resources"> <a href="#"> Resources <span class="ze-arrow-down"></span> </a> <div class="ze-dropdown-list"> <div class="dropdown-list-container"> <div class="dropdown-item"> <div class="resources-icon mobile-apps"></div> <div> <a href="/expense/mobile-apps/"> <span class="dropdown-item-header"> Mobile Apps </span> <div class="dropdown-item-desc"> Access Zoho Expense on iOS, Android, iPadOS, MacOS, and WatchOS </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon addons"></div> <div> <a href="/expense/addons/"> <span class="dropdown-item-header"> Integrations </span> <div class="dropdown-item-desc"> Make employees lives easier by integrating with several apps </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon webinars"></div> <div> <a href="/expense/webinars/"> <span class="dropdown-item-header"> Webinars </span> <div class="dropdown-item-desc"> Learn about Zoho Expense from our experts </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon forums"></div> <div> <a href="https://help.zoho.com/portal/en/community/zoho-expense/"> <span class="dropdown-item-header"> Forums </span> <div class="dropdown-item-desc"> Post your queries, get answers, and find important updates </div> </a> </div> </div> <div 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class="product-header-inner clearfix"> <a class="prd-logo" href="/expense/">Expense</a> <div class="signing"> <a class="signup" href="/expense/signup/">Sign Up Now</a> <a class="signin" href="https://accounts.zoho.com/signin?servicename=ZohoExpense&signupurl=https://www.zoho.com/expense/signup/">Sign In</a> </div> <span class="sub-menu-icon">Menu</span> <ul class="product-menu scale"> <li class="feature"> <a href="/expense/expense-features/">Features</a> </li> <li class="pricing"> <a href="/expense/pricing/">Pricing</a> </li> <li class="ze-dropdown-menu ze-solutions"> <a href="#"> Solutions <span class="ze-arrow-down"></span> </a> <div class="ze-dropdown-list"> <div class="group-header"> By Industry </div> <div class="dropdown-list-container"> <div class="dropdown-item"> <div class="solution-icon consultants"></div> <div> <a href="/expense/expense-reporting-for-consulting-firms/"> <span class="dropdown-item-header"> Consultants </span> <div class="dropdown-item-desc"> Solution to help consultants manage their expenses </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon education"></div> <div> <a href="/expense/expense-management-software-for-universities/"> <span class="dropdown-item-header"> Universities </span> <div class="dropdown-item-desc"> Educational institutions need not worry about their expenses </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon healthcare"></div> <div> <a href="/expense/expense-reporting-software-for-hospitals/"> <span class="dropdown-item-header"> Healthcare </span> <div class="dropdown-item-desc"> Healthcare manufacturers can manage expenses easily </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon manufacturing"></div> <div> <a href="/expense/expense-reporting-software-for-manufacturing-industry/"> <span class="dropdown-item-header"> Manufacturing </span> <div class="dropdown-item-desc"> Manufacturing expenses are no longer a pain </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon non-profits"></div> <div> <a href="/expense/expense-reporting-for-nonprofits/"> <span class="dropdown-item-header"> Non-profits </span> <div class="dropdown-item-desc"> Go on your mission and don't worry about expense reporting </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon marketing"></div> <div> <a href="/expense/marketing-expense-management/"> <span class="dropdown-item-header"> Marketing </span> <div class="dropdown-item-desc"> Market your offering and leave your expense reporting to us </div> </a> </div> </div> </div> <div class="group-header"> By Size </div> <div class="dropdown-list-container"> <div class="dropdown-item"> <div class="solution-icon self-employed"></div> <div> <a href="/expense/self-employed-expense-tracking/"> <span class="dropdown-item-header"> Self-employed </span> <div class="dropdown-item-desc"> Be your own boss, we'll handle your expenses </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon small-business"></div> <div> <a href="/expense/free-expense-reporting-software/"> <span class="dropdown-item-header"> Small Business </span> <div class="dropdown-item-desc"> Grow your business, we'll handle your expense management </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon enterprise"></div> <div> <a href="/expense/enterprise-expense-management/"> <span class="dropdown-item-header"> Enterprise </span> <div class="dropdown-item-desc"> Major deals require your time, leave the expense management to us </div> </a> </div> </div> </div> </div> </li> <li class="customers"> <a href="/expense/case-study/">Customers</a> </li> <li class="accountants"> <a href="/expense/become-a-partner/">Partner With Us</a> </li> <li class="ze-dropdown-menu ze-resources"> <a href="#"> Resources <span class="ze-arrow-down"></span> </a> <div class="ze-dropdown-list"> <div class="dropdown-list-container"> <div class="dropdown-item"> <div class="resources-icon mobile-apps"></div> <div> <a href="/expense/mobile-apps/"> <span class="dropdown-item-header"> Mobile Apps </span> <div class="dropdown-item-desc"> Access Zoho Expense on iOS, Android, iPadOS, MacOS, and WatchOS </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon addons"></div> <div> <a href="/expense/addons/"> <span class="dropdown-item-header"> Integrations </span> <div class="dropdown-item-desc"> Make employees lives easier by integrating with several apps </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon webinars"></div> <div> <a href="/expense/webinars/"> <span class="dropdown-item-header"> Webinars </span> <div class="dropdown-item-desc"> Learn about Zoho Expense from our experts </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon forums"></div> <div> <a href="https://help.zoho.com/portal/en/community/zoho-expense/"> <span class="dropdown-item-header"> Forums </span> <div class="dropdown-item-desc"> Post your queries, get answers, and find important updates </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon faq"></div> <div> <a href="/expense/kb/"> <span class="dropdown-item-header"> FAQ </span> <div class="dropdown-item-desc"> Find answers to frequently asked questions here </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon help-docs"></div> <div> <a href="/expense/help/"> <span class="dropdown-item-header"> Help Docs </span> <div class="dropdown-item-desc"> Get comprehensive user guides for each module </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon business-guides"></div> <div> <a href="/expense/resources/"> <span class="dropdown-item-header"> Business Guides </span> <div class="dropdown-item-desc"> Get insights into travel and expenses in the business world </div> </a> </div> </div> </div> <div class="ze-all-resources-btn-wrapper"> <a href="/expense/support/" class="btn ze-all-resources-btn"> All Resources <span class="arrow"><svg xmlns="http://www.w3.org/2000/svg" viewbox="220 -220 512 512"> <path d="M719.5 7.4L526.7-185.5c-15.8-15.8-41.5-15.8-57.3 0-15.8 15.8-15.8 41.5 0 57.3L593.1-4.5H261.5C239.2-4.5 221 13.6 221 36s18.1 40.5 40.5 40.5h331.6L469.4 200.2c-15.8 15.8-15.8 41.5 0 57.3 7.9 7.9 18.3 11.9 28.6 11.9s20.7-4 28.6-11.9L719.5 64.6c15.9-15.8 15.9-41.4 0-57.2z"/> </svg> </span> </a> </div> </div> </li> <li class="sub-menu-mobile"> <a href="/expense/mobile-apps/">Mobile Apps</a> </li> <li class="sub-menu-integrations"> <a href="/expense/addons/">Integrations</a> </li> <li class="sub-menu-accountants"> <a href="/expense/become-a-partner/">Partner With Us</a> </li> <li class="sub-menu-resources"> <a href="/expense/support/">Resources</a> </li> <li class="sub-menu-faq"> <a href="/expense/kb/">FAQ</a> </li> <li class="sub-menu-help"> <a href="/expense/help/">Help Docs</a> </li> </ul> </div> </div> <div class="whatsnew-wrapper"> <div class="whatsnew-header"> <div class="whatsnew"> <h1><div class="line"></div>&nbsp;&nbsp;What's New&nbsp;&nbsp;<div class="line"></div></h1> <h4> Check out all the latest product updates in Zoho Expense </h4> </div> <img src="/expense/whats-new/whats-new.svg" alt="whats new"> </div> </div> <div class="content-wrapper"> <div class="center-container"> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">27 August 2024</p> <p class="heading-release">New Edition - South Africa </p> <p class="desc">Introducing the South Africa edition for Zoho Expense. Effortlessly manage your business expenses while staying VAT compliant. Once you enable VAT, your users can apply any of the default VAT rates to their expenses.</p> <br> <a target="_blank" rel="noopener noreferrer" href="https://www.zoho.com/za/expense/help/setting-up-organization/taxes/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">07 August 2024</p> <p class="heading-release">Display Terms and Conditions in Advances </p> <p class="desc">Users can now read and agree to the terms and conditions before requesting an advance. To enable this, go to Advance Submission Preferences in Settings, select the box Display Terms &amp; Conditions, and enter the terms and conditions for advances in the field below.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">02 August 2024</p> <p class="heading-release">Introducing Budgets in My View </p> <p class="desc">Your users can now view their actual spending, compare it with the budget amount, and also monitor their balance. Additionally, they can customize the period for which they want to view the budget.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31 July 2024</p> <p class="heading-release">Generate Analytics for Expenses with New Filters </p> <p class="desc">You can now customize the analytics for expenses based on parameters by which you want to group a report. Additionally, you can filter and run expense reports based on the criteria you&#39;ve set.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 July 2024</p> <p class="heading-release">View Budget vs Actuals for Shared Budgets </p> <p class="desc">You can now track the actual spending of your business and compare it against the budget set for any shared budgets. You can do this by switching the View Budgets vs Actuals toggle on the budget details page.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 July 2024</p> <p class="heading-release">Android App Updates </p> <ul> <li class="desc points">We&#39;ve introduced the Cards module in the Android app, where you can easily match your card transactions with expenses and view all transactions associated with a card by clicking the respective card.</li> </ul> <ul> <li class="desc points">We now support the Canadian French language in addition to other languages in the Zoho Expense Android app.</li> </ul> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">03 July 2024</p> <p class="heading-release">iOS App Updates </p> <ul> <li class="desc points">You can now view all transactions associated with a card by clicking the respective card.</li> </ul> <ul> <li class="desc points">We now support the Canadian French language in addition to other languages in the Zoho Expense iOS app.</li> </ul> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 June 2024</p> <p class="heading-release">Zoho Expense Is Now Available in Canadian French (Canada Edition) </p> <p class="desc">In addition to the languages that Zoho Expense already supports, it now supports Canadian French for users using the Canada edition of Zoho Expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 June 2024</p> <p class="heading-release">Use Zoho Expense in Thai language </p> <p class="desc">In addition to the 13 languages that Zoho Expense already supports, it now supports Thai as well.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 June 2024</p> <p class="heading-release">Add Tags in Report&#39;s PDF Templates </p> <p class="desc">The tags associated in expense reports can now be added to your report&#39;s PDF templates.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 June 2024</p> <p class="heading-release">Export and Print Advances </p> <p class="desc">You can now export your advances as PDFs and print them by clicking the More icon on the advance details page.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">13 June 2024</p> <p class="heading-release">Enhancements in Tracking Budgets Actuals </p> <p class="desc">You can now track your actuals based on individual categories or sub-categories grouped with parent categories. In Individual Categories, the actuals will be tracked separately for each category and its sub-categories. In sub-categories grouped with a parent category, the actuals of the parent category will be tracked by combining the parent category with its sub-categories.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">03 June 2024</p> <p class="heading-release">Renamed Travel Documents to Travel Details </p> <p class="desc">The travel documents tab in My Settings has now been renamed to Travel Details to help manage the user&#39;s travel information in one place, including travel profiles, loyalty programs, and travel documents.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">03 June 2024</p> <p class="heading-release">Introducing Loyalty Programs </p> <p class="desc">If you&#39;re enrolled in loyalty programs offered by airlines and hotels, you can now add your details in My Settings &gt; Travel Details &gt; Loyalty Programs. Those details will be auto-filled when booking trips using the GetThere integration.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">30 May 2024</p> <p class="heading-release">New Process for Per Diem Configuration </p> <p class="desc">You can now configure per diem rates for multiple travel locations by fetching the latest rates as declared by your government. You can import them manually, add custom rates, or add a per diem rate for a particular location. These per diem rates will be auto-calculated based on the configuration when a user creates an expense. If you do not have access to this feature, contact support@zohoexpense.com to have it enabled it for you.</p> <br> <a target="_blank" rel="noopener noreferrer" href="https://www.zoho.com/expense/help/managing-policies/per-diem/#per-diem" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">22 May 2024</p> <p class="heading-release">Chatbot for Zoho Expense (Canada Edition) </p> <p class="desc">We now offer an AI chatbot that provides 24/7 assistance, delivering quick and efficient responses to all your inquiries. The chatbot is available only in the Standard plan of the Canada edition in Zoho Expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">22 May 2024</p> <p class="heading-release">Increased File Size for Attachments </p> <p class="desc">We have now increased the attachment size limit for documents and receipts you upload in Zoho Expense from 7 MB to 10 MB.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">08 May 2024</p> <p class="heading-release">Advanced Search for Custom Modules </p> <p class="desc">You can now perform an advanced search for all your custom modules, either from the dashboard quick search or from the custom module, to find the required data based on the fields you have created in the custom module.</p> <br> <a target="_blank" rel="noopener noreferrer" href="https://www.zoho.com/expense/help/customization/custom-modules/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">08 May 2024</p> <p class="heading-release">Cancel Itineraries Associated To Trips </p> <p class="desc">When you cancel an ongoing or a missed trip, all associated itineraries will now be listed for cancellation along with the trip. If you choose not to cancel the entire trip, you can cancel individual itineraries from the trips module.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">30 April 2024</p> <p class="heading-release">iOS App Updates </p> <ul> <li class="desc points">You can now view receipts and expenses uploaded offline, receipts that are being scanned, and receipts that failed to scan, all under separate headers on the expense list page. If a scan fails, employees have the option to add the receipts manually.</li> </ul> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 April 2024</p> <p class="heading-release">Android App Updates </p> <ul> <li class="desc points">You can now view receipts attached to expenses from the list screen in the Expenses and Reports module. In the Reports module, select the required report, and the receipts will be shown under the Expenses tab.</li> </ul> <ul> <li class="desc points">We now display receipts that failed to upload, failed to scan, and receipts that are still being scanned under separate headers on the expense list screen for better visibility and navigation.</li> </ul> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 March 2024</p> <p class="heading-release">Zoho Expense - AirPlus Integration </p> <p class="desc">You can now connect your AirPlus corporate cards with Zoho Expense to automatically fetch and match transactions, and manage your travel expenses more securely and seamlessly. Currently this feature is available to users in the US and Europe regions. Write to us at support@zohoexpense.com, and we&#39;ll enable direct feeds for your AirPlus card.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 March 2024</p> <p class="heading-release">New Preference for Purchase Request </p> <p class="desc">You now have the option to restrict users associated with a custom role from creating a purchase request using the parent category.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 March 2024</p> <p class="heading-release">New Notification Preferences for Purchase Request </p> <p class="desc">You can now choose to send email and in-app notifications for various purchase request actions, such as putting them on hold, marking them as processed or reverting the processed status, adding comments, and canceling them.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">08 March 2024</p> <p class="heading-release">Fetch Real-Time Feeds for Card Transactions (US Edition) </p> <p class="desc">Users in your organization can now fetch real-time feeds for their card transactions by connecting their card with Zoho Expense. Once the transactions are fetched, they will either be matched with the existing expenses or will be created as new expenses. Currently, real-time feeds are supported only for users using the US edition of Zoho Expense using Visa cards issued in the US region. This feature is available for early access. If you want to enable it for your organization, write to support@zohoexpense.com</p> <br> <a target="_blank" rel="noopener noreferrer" href="https://www.zoho.com/expense/help/cards/real-time-feeds/" class="readmore"> Learn more... </a> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 February 2024</p> <p class="heading-release">Android App Updates </p> <ul> <li class="desc points">You can now access Zoho Expense in the Korean language.</li> </ul> <ul> <li class="desc points">For enhanced GPS tracking accuracy and longer battery life, you can provide Zoho Expense with the permission to track your phone&#39;s physical activity.</li> </ul> <ul> <li class="desc points">While recording a mileage expense using GPS, you can now view the location details tracked by GPS along with the route map. The route map will also be displayed on the expense details page. This feature is available only in the Premium plan of Zoho Expense.</li> </ul> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 February 2024</p> <p class="heading-release">iOS App Updates </p> <ul> <li class="desc points">You can now access Zoho Expense in the Korean language.</li> </ul> <ul> <li class="desc points">While recording a mileage expense using GPS, you can now view the location details tracked by GPS along with the route map. The route map will also be displayed on the expense details page. This feature is available only in the Premium plan of Zoho Expense.</li> </ul> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">07 February 2024</p> <p class="heading-release">Zoho Expense Supports Hebrew </p> <p class="desc">You can now use Zoho Expense in Hebrew with the right-to-left orientation.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">29 January 2024</p> <p class="heading-release">Use Zoho Expense in Korean </p> <p class="desc">In addition to the 12 languages that Zoho Expense already supports, it now supports Korean as well.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">24 January 2024</p> <p class="heading-release">Zoho Expense - myBiz Integration (India edition) </p> <p class="desc">You can now integrate with myBiz by MakeMyTrip and enable your users to book tickets for their official trips. They can choose from a range of flight and hotel options that are in compliance with the organization&#39;s policies. For the bookings made using myBiz, the expenses will be automatically created in Zoho Expense.</p> <br> <a target="_blank" rel="noopener noreferrer" href="https://www.zoho.com/expense/help/integrations/mybiz/" class="readmore"> Learn more... </a> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 December 2023</p> <p class="heading-release">Chatlet Preferences for Purchase Requests </p> <p class="desc">You can now enable Chatlets for Purchase Requests. If chatlets is enabled, both the admins and approvers can create chatlets. You can also choose to provide access to all users to create chatlets.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 December 2023</p> <p class="heading-release">Map Autoscan Fields </p> <p class="desc">Using the Map Autoscan Fields feature, you can map the fields in your expenses with the fields that are autoscanned from the receipts. This feature is available only for organizations that have enabled Autoscan.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 December 2023</p> <p class="heading-release">Custom Buttons and Links for Custom Modules </p> <p class="desc">You can now add custom buttons and links to your custom module. Additionally, if you’ve chosen a location other than ‘all’, you can change the order in which the custom buttons will be displayed by clicking the Change order button. The first button will be the primary one, with the rest displayed in its dropdown.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">14 December 2023</p> <p class="heading-release">Add Attachment to Refunds </p> <p class="desc">While recording refunds, you can now upload an Attachment from desktop or cloud storage. The attached document will serve as a proof for the refund recorded.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">14 December 2023</p> <p class="heading-release">Bulk Delete for Expense Types </p> <p class="desc">We&#39;ve introduced the option to delete expense types in bulk. If any of the selected expense types cannot be deleted, an error summary will be displayed explaining why those expense types cannot be deleted.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">4 December 2023</p> <p class="heading-release">New Preference for Editing Expenses </p> <p class="desc">You can now make it mandatory for admins and approvers to enter a reason when they edit expenses in a report. This may help other users understand the reasons for editing those expenses.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">1 December 2023</p> <p class="heading-release">Vendor Field in Advanced Search for Purchase Requests and Purchase Request Approvals </p> <p class="desc">When you perform an advanced search for purchase requests or purchase request approvals, you can now filter using the Vendor field.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">30 November 2023</p> <p class="heading-release">Zoho Expense - ScanSnap Integration </p> <p class="desc">Presenting the first hardware integration with Zoho Expense: ScanSnap! Scan your paper receipts using ScanSnap and automatically send them to Zoho Expense to create expenses.</p> <br> <a target="_blank" rel="noopener noreferrer" href="https://www.zoho.com/in/expense/help/integrations/scansnap/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 November 2023</p> <p class="heading-release">Chatlet Preferences for Advances </p> <p class="desc">You can now enable Chatlets for Advances. If chatlets is enabled, both the admins and approvers can create chatlets. You can also choose to provide access to all users to create chatlets.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">27 November 2023</p> <p class="heading-release">Android App Updates </p> <ul> <li class="desc points">While creating a mileage expense, the start date of your GPS tracking will be auto-filled.</li> </ul> <ul> <li class="desc points">Receipts and expenses uploaded offline will be synced with Zoho Expense when the user is online. If the sync fails, users can now view the un-synced expenses and receipts using the Sync Failed Expenses filter.</li> </ul> <ul> <li class="desc points">Using the Dependent Field feature, you can fetch values for a field based on another field using custom modules and lookup fields. This feature is available for early access. Contact support@zohoexpense.com to enable this feature for you.</li> </ul> <ul> <li class="desc points">When you create a purchase request, you now have the option to apply tax rates, select a delivery address, and share it with your vendors.</li> </ul> <ul> <li class="desc points">You can now choose to close your Zoho account by navigating to Privacy and Security in Settings. Once you do this, all the data associated with the account, including connected Zoho apps, will be permanently deleted. The deleted data cannot be recovered.</li> </ul> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">1 November 2023</p> <p class="heading-release">iOS App Updates </p> <ul> <li class="desc points">Using the Dependent Field feature, you can fetch values for a field based on another field using custom modules and lookup fields. This feature is available for early access. Contact support@zohoexpense.com to enable this feature for your organization.</li> </ul> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">1 November 2023</p> <p class="heading-release">Restrict Duplicate Values in Custom Field </p> <p class="desc">You can choose to restrict users from entering the same information for the Number, Text, URL, Phone, and Email data types when you create or edit a custom field. You can configure this for both new and existing custom fields.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">26 October 2023</p> <p class="heading-release">Webhook Revamp </p> <p class="desc">When you create a webhook, you can now have query parameters, three body types, and a secret key. Also, you can insert placeholders in the URL field, query parameters, form URL encoded parameters, and raw JSON.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 October 2023</p> <p class="heading-release">Force Delete Custom Module </p> <p class="desc">We have introduced the option for you to force delete a custom module even if there are records added to it.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 October 2023</p> <p class="heading-release"> Android App Updates </p> <ul> <li class="desc points">Zoho Expense is now Android 13 compatible.</li> </ul> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">26 September 2023</p> <p class="heading-release">Germany edition </p> <p class="desc">Launching the all-new Germany edition in Zoho Expense! When you select Germany as your location while creating an organization and enable VAT, Zoho Expense will preconfigure the applicable tax rates for businesses in Germany. Similarly, the mileage rates for Cars and Motorcycles as suggested by the German government will also be available by default, however, you can create your own rates for these vehicle types, based on your preference. You can also access Zoho Expense in the Deutsch language, if required.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">21 September 2023</p> <p class="heading-release">Expense types filter for expense details analytic report </p> <p class="desc">Introducing a new filter, Expense Types, for the Expense Details analytic report. You can easily filter out expenses that are associated to a particular expense type using this filter.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 September 2023</p> <p class="heading-release">Android app updates </p> <ul> <li class="desc points">If you&#39;ve enabled VAT for your Germany edition organizations, the government tax rates will be automatically available for you and the users can apply them to their expenses.</li> </ul> <ul> <li class="desc points">Improved accuracy of mileage tracking using GPS.</li> </ul> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 September 2023</p> <p class="heading-release">iOS app updates </p> <ul> <li class="desc points">Zoho Expense is now compatible with iOS17 and iPadOS 17! Access shortcuts from spotlight, view real time updates on the distance covered using GPS and the time left for your flight on your lock screen and dynamic island with live activities, and view pending tasks by Zia with interactive widgets. The macOS Sonoma updates were released on September 26.</li> </ul> <ul> <li class="desc points">If you&#39;ve enabled VAT for your Germany edition organizations, the government tax rates will be automatically available for you and the users can apply them to their expenses. Similarly, the government&#39;s mileage rates will also be readily available to apply to your mileage expenses.</li> </ul> <br> <a target="_blank" rel="noopener noreferrer" href="https://zoho.to/zewwdc2023" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 September 2023</p> <p class="heading-release">Select delivery address for purchase requests </p> <p class="desc">Users can now choose a delivery address while creating a purchase request. The organization&#39;s primary address will be prefilled by default. However, admins will be able to add a new address or edit the existing address.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">14 September 2023</p> <p class="heading-release">Report automation for corporate card expenses </p> <p class="desc">Automatically generate reports to compile the expenses of your corporate card, using Report Automation. Once you enable report automation, a report will be automatically created on the billing date and all the expenses incurred using your corporate card will be attached to the report. You can also configure automatic submission, if required.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">12 September 2023</p> <p class="heading-release">Support for self-booking through GetThere </p> <p class="desc">Users can now book their trips directly through GetThere from within Zoho Expense. Admins can select the users who can directly book tickets using GetThere from Zoho Expense and set up the organization&#39;s travel policies in GetThere so that the users can book tickets in compliance with the company&#39;s policies.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">9 September 2023</p> <p class="heading-release">View previous delegates </p> <p class="desc">We&#39;ve now provided an option to let users view the list of previous delegates that were assigned for them in My View and the admins can view the list of all the delegates that have been assigned for a user in the Admin View. The list will have the details of each delegate&#39;s Access Type, Duration, and Added By.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">8 September 2023</p> <p class="heading-release">Fetch Canadian tax rates automatically </p> <p class="desc">When you create a new organization with Canada as the Location and enable Taxes, Zoho Expense will now fetch the Canadian government&#39;s tax rates and agencies automatically. Users can then apply these tax rates on their expenses. However, if you have custom tax rates, you can create them as well.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">7 September 2023</p> <p class="heading-release">Per diem preferences for expense types </p> <p class="desc">When you create a new expense type, you can now select if you want to configure per diem for the expense type. Additionally, you can choose if you want to record the expense type as a component or a supplement and select the ways by which you can record per diem expenses for this expense type.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 August 2023</p> <p class="heading-release">Set up access duration for delegates </p> <p class="desc">When you configure a delegate, you can now set up the start date and the end date by which the delegate should stop having access to your account. With this feature, you can easily assign delegates for future dates and adjust the access given to your account anytime.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">17 August 2023</p> <p class="heading-release">Help text for custom fields </p> <p class="desc">When you&#39;re creating a custom field, you can now add a note to help users understand the purpose of the field. You can enter the purpose in the Help Text field while creating the custom field. Once this is done, users will be able to view this text, when they hover over the help icon on the custom field.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">16 August 2023</p> <p class="heading-release">Autoscan receipts inside reports </p> <p class="desc">Upload receipts for autoscan inside reports. Once you upload a receipt from inside a report, the receipt will be autoscanned, converted into an expense, and get attached to the report automatically. You&#39;ll no longer have to add receipts inside the Expenses module and then add them to a report.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">4 August 2023</p> <p class="heading-release">Revert custom status </p> <p class="desc">In addition to the default statuses in Zoho Expense, you might have created your own statuses for the records based on your business needs. If you&#39;ve applied any of these custom statuses on a record, you can now revert it back to its corresponding default status in Zoho Expense whenever required.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">1 August 2023</p> <p class="heading-release">Configure tax inclusive expense limits </p> <p class="desc">When you configure rules to set up limits for your expenses in the Policies page, you can now mark if the expense amount should be inclusive of tax. If you mark the Limit amount is inclusive of tax button in Policies, the rule will be executed only if the amount exceeds the sum of the expense amount and tax.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">27 July 2023</p> <p class="heading-release">iOS app updates </p> <ul> <li class="desc points">You can now request free-of-cost items in your purchase requests from the iOS app.</li> </ul> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 July 2023</p> <p class="heading-release">Android app updates </p> <ul> <li class="desc points">Users can now autoscan receipts from the report details screen to create new expenses that will be added to the report.</li> </ul> <ul> <li class="desc points">Users can now switch to the free plan from the Android app.</li> </ul> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">22 July 2023</p> <p class="heading-release">Filter workflow rules and actions by modules </p> <p class="desc">We&#39;ve introduced a new filter in Workflow Rules and Actions under Settings to help you easily fetch a workflow rule or action based on its module.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">21 July 2023</p> <p class="heading-release">View expired travel documents inside trips </p> <p class="desc">We&#39;ve introduced a separate section to display the expired travel documents inside trips. This will keep admins informed about the validity of each employee&#39;s travel documentation.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 July 2023</p> <p class="heading-release">Effective date for per diem default rates </p> <p class="desc">You can now have multiple default rates if you set up effective dates. This feature will come in handy by applying the default rate based on its effective date.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">17 July 2023</p> <p class="heading-release">New preference for purchase request and expense association </p> <p class="desc">You can now restrict users from creating an expense with a category that is different from the associated purchase request item. This will help you ensure that users associate appropriate purchase request items with their expenses.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">14 July 2023</p> <p class="heading-release">View actual amounts spent while editing budgets - Early access </p> <p class="desc">When you edit a budget, you can now view the actual amount spent by users on that category or expense type if you enter a budget amount lesser than the actual amount spent. This will help you take informed budgeting decisions. Contact support@zohoexpense.com to enable this feature for you.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">4 July 2023</p> <p class="heading-release">Effective date for policy rules </p> <p class="desc">Now, you can add effective dates for the rules you configure in Policies. Once you set up an effective date, the rule will be applied only to the expenses that are dated on or after the effective date. If you don&#39;t set up an effective date, the rules will be applied to all the expenses.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 June 2023</p> <p class="heading-release">Android app updates </p> <ul> <li class="desc points">We&#39;ve made a few enhancements to track your mileage accurately.</li> </ul> <ul> <li class="desc points">While tracking your distance using GPS, we&#39;ve now provided an option to contact support to help you in case of any issues.</li> </ul> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 June 2023</p> <p class="heading-release">iOS app updates </p> <ul> <li class="desc points">Split your expense amount amongst the users who were attendees of an expense.</li> </ul> <ul> <li class="desc points">Now upload receipts for autoscan from the report detail screen to create new expenses that will be added to the report.</li> </ul> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">24 June 2023</p> <p class="heading-release">Quick search for policies </p> <p class="desc">If you have multiple policies in your organization, you can now quickly find a policy by entering the policy name or description in the quick search bar.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 June 2023</p> <p class="heading-release">Date and Time data type for custom fields </p> <p class="desc">In addition to providing support for various types of custom fields, we&#39;re now adding a new data type, Date and Time, to help you create custom fields for your transactions using this data type.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 June 2023</p> <p class="heading-release">Expand and collapse sidebar manually </p> <p class="desc">Now, users can expand and collapse the sidebar manually using the &#39;&gt;&#39; and &#39;&lt;&#39; buttons respectively at the bottom of the sidebar to adjust their sidebar views.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">6 June 2023</p> <p class="heading-release">Valid From field for travel documents </p> <p class="desc">For a few travel documents such as Visa, the date of issuance is different from the date on which the document gets valid. For this purpose, we&#39;ve added the Valid From field to help the travel teams be informed about the validity of the users&#39; travel documents.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">5 June 2023</p> <p class="heading-release">Add delegates for active users </p> <p class="desc">In addition to deleted users, admins can now add delegates for active users. If there are cases where a user is away from office but has to submit a trip request or approve another user&#39;s trip immediately, then an admin can appoint a delegate for the user to perform actions on their behalf.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31 May 2023</p> <p class="heading-release">Android app updates </p> <ul> <li class="desc points">Now, you can add a delegate and out of office approver for yourself from Settings.</li> </ul> <ul> <li class="desc points">If your organization is integrated with Zoho Payroll, you can now initiate reimbursements from Zoho Payroll using the Reimburse via Zoho Payroll button to reimburse reports.</li> </ul> <ul> <li class="desc points">You can view and download the policy documents under the Personal Details section in My Settings.</li> </ul> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31 May 2023</p> <p class="heading-release">iOS app updates </p> <ul> <li class="desc points">Introducing two new editions for the Zoho Expense iOS app: Mexico and Kenya. You can now create new organizations with the business location as Mexico or Kenya and we will automatically enable the tax rates applicable for the selected country once you enable VAT.</li> </ul> <ul> <li class="desc points">If your organization is integrated with Zoho Payroll, you can now reimburse your employee reports via Payroll from the report details screen.</li> </ul> <ul> <li class="desc points">Now view your policy documents under the Personal Details section in My Settings.</li> </ul> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">30 May 2023</p> <p class="heading-release">Create zero rate items in purchase requests </p> <p class="desc">You can now request free of cost or complimentary items from your organization through purchase requests. When you create a purchase request, you can select an item and enter the rate as zero to request for zero rate items.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 May 2023</p> <p class="heading-release">Connections in deluge editor </p> <p class="desc">While creating a custom function, you can now create and view connections directly from the deluge editor interface. This eliminates the need to switch to a different tab for creating connections.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 May 2023</p> <p class="heading-release">Add custom travel document types </p> <p class="desc">If you want to add a document type other than the default document types such as Passport, Visa, and ESTA you can add a new one in Zoho Expense and upload your travel documents under that category.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">12 May 2023</p> <p class="heading-release">New edition - Kenya </p> <p class="desc">Introducing a new edition, Kenya, for Zoho Expense. Once a user creates an organization with the business location as Kenya, you can enable VAT and Zoho Expense will preconfigure the tax rates that are applicable for the businesses in Kenya.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">11 May 2023</p> <p class="heading-release">Bulk field update for custom modules </p> <p class="desc">If you want to make changes to a particular field in all the records of your custom module, you can use the Bulk Update option and update all the required fields in one go.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">4 May 2023</p> <p class="heading-release">Add delegates for deleted users </p> <p class="desc">Now admins can add delegates for the users who have left the organization. The delegates can submit the draft records and approve or reject the records that are pending for approval from the deleted user.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">3 May 2023</p> <p class="heading-release">Mark a passport as primary </p> <p class="desc">In My Settings, if you&#39;ve added more than one passport under the Travel Documents section, you can mark one passport as primary to help the travel team easily choose a passport for your business trip bookings.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">1 May 2023</p> <p class="heading-release">Moved the Report field in expense forms </p> <p class="desc">We&#39;ve moved the report field to the start of the expense creation forms for easy identification and association with a report. Once the report is selected, the policy will be prefilled and the categories will be fetched based on the selected policy.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 April 2023</p> <p class="heading-release">View previously added booking options </p> <p class="desc">The admins can view the travel options that were added to a trip before the bookings were made. You can go to a booked trip in the admin view, click the View Options button under the More icon and refer to the options that were added to the itinerary.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 April 2023</p> <p class="heading-release">GPS mileage type for vehicles </p> <p class="desc">While adding a new vehicle, you can now select if you&#39;d like to record mileage for that vehicle using GPS. Once you select the GPS option, users will be able to record mileage expense for that vehicle only using the GPS in their mobile app.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 April 2023</p> <p class="heading-release">New preference to add tickets directly to approved trips </p> <p class="desc">Under the Policy Settings, the travel desk can now enable the option to add tickets and booking confirmations directly to trip requests without providing options for flights, trains, or other travel modes. This is useful for urgent business trips or whenever a user mentions their preference in the itinerary description of their trip.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">12 April 2023</p> <p class="heading-release">Quick search for Purchase Requests </p> <p class="desc">You can now quickly search for a purchase request by typing out the purchase request&#39;s number or the submitter&#39;s name on the new search bar in the Purchase Requests module.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 April 2023</p> <p class="heading-release">Theme customization </p> <p class="desc">Set Dark Pane for your sidebar in Zoho Expense! You can also choose an accent color of your preference from the default palette or from a range of colors in the custom palette.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">4 April 2023</p> <p class="heading-release">New filter in Activity Logs report </p> <p class="desc">In the Activity Logs report, we&#39;ve added a new option, &#39;Users&#39; for the &#39;Activity Related To filter&#39;. You can now use this option to filter the logs of changes made on a user&#39;s details such as their role or policy.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">3 April 2023</p> <p class="heading-release">Android App Updates </p> <ul> <li class="desc points">We&#39;ve moved the Report field to the start of the expense creation form so that you can easily associate an expense with a report.</li> </ul> <ul> <li class="desc points">We&#39;ve provided tax support for the Mexican edition. We&#39;ve preconfigured taxes based on the Mexico laws and you can apply them on your expenses.</li> </ul> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">1 April 2023</p> <p class="heading-release">Zoho Expense - Zoho Payroll integration (India Edition) </p> <p class="desc">Pay your employee reimbursements along with their salaries hassle-free with the Zoho Expense - Zoho Payroll integration. If an admin marks an approved expense report as Reimburse via Payroll, the reimbursement total of that report will be added to the employee&#39;s upcoming pay run in Zoho Payroll.</p> <br> <a target="_blank" rel="noopener noreferrer" href="https://www.zoho.com/in/expense/help/integrations/zoho-payroll/" class="readmore"> Learn more... </a> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">17 March 2023</p> <p class="heading-release">Reject expenses inside reports </p> <p class="desc">We&#39;ve added a new preference for reports that lets you configure if the users can reject an individual expense inside a report. The option to reject expenses will be enabled by default, however, you can disable it later if required.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 March 2023</p> <p class="heading-release">New filter to export reports </p> <p class="desc">While exporting reports in bulk, you can now easily filter out and export the reports based on their submitted date. Simply configure the submitted dates of the reports you want to export and Zoho Expense will export them for you.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">2 March 2023</p> <p class="heading-release">Search trips based on policy </p> <p class="desc">In the Admin View, you can now perform an advanced search for trips based on their policy. While doing an advanced search, you can select a policy and all the trips that were created under that policy will be listed.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">1 March 2023</p> <p class="heading-release">New fields in advance refund and carry forward forms </p> <p class="desc">When you record an advance refund or carry forward, you can now update the accounts to which the advance was refunded or carried forward to in Zoho Expense.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 February 2023</p> <p class="heading-release">Android App Updates </p> <ul> <li class="desc points">If the expenses that you&#39;ve created online have not been synced, you can use the Retry Sync option once you connect with the internet and sync the expense easily.</li> </ul> <ul> <li class="desc points">Now, you can download the documents that are attached to the Attachment field in Trips, Purchase Requests, and Advances.</li> </ul> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">16 February 2023</p> <p class="heading-release">Preferred Departure Airport </p> <p class="desc">Users can now add their preferred departure airport in their Travel Profile or while creating a trip request. This will be prefilled in the &#39;Depart From&#39; field of the trip creation forms. Additionally, based on the preferred departure airport Zoho Expense will also fetch the local airports and cities for the users&#39; domestic trips.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 February 2023</p> <p class="heading-release">Bulk Reject Expenses in Reports </p> <p class="desc">If you want to reject more than one expense in a report, you can simply select the expenses you want to reject and click the Bulk Reject button. All the selected expenses will be rejected.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">2 February 2023</p> <p class="heading-release">Comment on Expenses in Reports </p> <p class="desc">In addition to commenting on expenses inside reports, you can now add comments on expenses right from the expense details page instead of switching to the report details page. If your report is Awaiting Approval, Approved, or Reimbursed, you can click the expense inside a report, navigate to the Comments tab that&#39;s next to the Details tab to add your comments.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">23 January 2023</p> <p class="heading-release">Android App Updates </p> <ul> <li class="desc points">Now upload travel documents and add travel details in your Travel Profile from Settings.</li> </ul> <ul> <li class="desc points">Mandate travel profile for trips from the web app and a banner will be displayed on the android app restricting users from creating trips without a travel profile.</li> </ul> <ul> <li class="desc points">A violation will be displayed in trips if a trip&#39;s dates overlap with another trip. View the overlapping trips and make changes, if necessary. This feature is still in early access. If you want to enable it for your organization, write to support@zohoexpense.com</li> </ul> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 January 2023</p> <p class="heading-release">Bulk Update Branches For Users </p> <p class="desc">In addition to other details, you can now update branches for multiple users at a time using bulk update. You can associate the preferred branches and also choose to unassociate the old branches by selecting the Overwrite previously associated branches option.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">6 January 2023</p> <p class="heading-release">Chatlet </p> <p class="desc">Introducing contextual chats! If an approver or an admin wants to discuss a trip or a report with a submitter, they can simply create a discussion from inside a record and add the participants.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">29 December 2022</p> <p class="heading-release">Flag Overlapping Trips (Early Access) </p> <p class="desc">If an employee&#39;s trip overlaps with the duration of any of the existing trips, you can configure a violation to be displayed on the trip. The employee can view the overlapping trips and make changes if required.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">26 December 2022</p> <p class="heading-release">Attachment Field for Reports </p> <p class="desc">Now include attachments in your reports by creating a custom field with the Data Type, Attachment. This allows users to attach images, documents, or PDFs to their reports.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 December 2022</p> <p class="heading-release">Mexico Edition </p> <p class="desc">Introducing Zoho Expense&#39;s Mexico edition! If you&#39;re doing business in Mexico, simply create an organization with Mexico as the Business Location in Zoho Expense and view the platform in Spanish. The edition also includes default taxes to assist with expense management.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 December 2022</p> <p class="heading-release">Logs for Custom Buttons </p> <p class="desc">Now, view logs of the custom buttons you&#39;ve executed with details such as the name, date, log ID, and status of the custom button.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">26 November 2022</p> <p class="heading-release">Bulk Per Diem in the iOS App </p> <p class="desc">Using the iOS app, you can now record per diem expenses in bulk. You can also record per diem for daily trips to the same location.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 November 2022</p> <p class="heading-release">Custom Status Filter for Expense Reports Details Analytic Report </p> <p class="desc">While customizing the Expense Reports Details analytic report, you can now select the preferred custom status and view the details of the reports for which the custom status has been applied.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 November 2022</p> <p class="heading-release">Support for Electronically Protected Health Information(EPHI) </p> <p class="desc">To help you comply with the HIPAA regulations, we&#39;ve introduced Electronic Protected Health Information (ePHI) as a data privacy option in custom fields. You can use ePHI custom fields to store any health information that can be used to identify an individual. The values stored in these fields will be encrypted and will not appear in searches.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 November 2022</p> <p class="heading-release">Mandate Travel Profile </p> <p class="desc">To help the travel desk manage employees&#39; booking process efficiently, we&#39;ve now introduced a configuration on Trips Preferences to mandate the creation of a Travel Profile to create trips. Every employee should provide details such as their Name and DOB as in passport so that it&#39;ll be easy for the travel desk to make bookings.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">14 November 2022</p> <p class="heading-release">Allow Other Travelers of a Trip To Associate Reports (Early Access) </p> <p class="desc">If there are other travelers on a trip, they can now associate their reports with that trip without having to create a separate trip to submit their expense reports. The other travelers can also create a new report under the Reports module and associate it with that trip.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 November 2022</p> <p class="heading-release">Bulk Archive Trips </p> <p class="desc">If your trip is canceled, closed, or if you&#39;ve received reimbursements for the trip&#39;s expense reports, you can archive it and view it under the Archived filter. With this update, you can now archive and unarchive multiple trips in one go.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">1 November 2022</p> <p class="heading-release">Split Expenses Within Reports </p> <p class="desc">Now split an expense into multiple expenses from within a report. When you split an expense from inside a report, the split expenses will be automatically associated with that report.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 September 2022</p> <p class="heading-release">Bolt Business Integration </p> <p class="desc">Integrate with Bolt Business and automatically get your ride expenses in Zoho Expense. Every time an employee takes a business ride in Bolt Business, the ride receipts will be automatically sent to Zoho Expense and expenses will be created for that employee.</p> <br> <a target="_blank" rel="noopener noreferrer" href="https://www.zoho.com/expense/help/integrations/bolt-business/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">13 September 2022</p> <p class="heading-release">iOS App Updates </p> <p class="desc">Zoho Expense is iOS 16 ready! With this update, we support new features such as live weather updates to plan your business travel efficiently, lock screen widgets to perform actions easily, app intents to ask Siri to perform actions, and more.</p> <br> <a target="_blank" rel="noopener noreferrer" href="https://www.zoho.com/blog/financeplus/everything-you-need-to-know-about-zoho-finance-suites-ios-16-and-watchos-9-updates-from-wwdc-2022-2.html" class="readmore"> Learn more... </a> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 August 2022</p> <p class="heading-release">Share Extension for the iOS App </p> <p class="desc">This feature will come in handy when you want to share images or PDFs directly from other iOS apps to Zoho Expense. You can share up to 10 images or PDFs of receipts. These shared documents will be automatically uploaded for autoscan by Zoho Expense, which will then convert your images and PDFs to expenses.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">16 August 2022</p> <p class="heading-release">Tax for Bahrain Edition </p> <p class="desc">You can now apply taxes to the expenses you create in the Bahrain edition. You can choose from the available default tax rates, namely, the 10% Standard rate, 5% Standard rate, and Zero rate (0%).</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">5 August 2022</p> <p class="heading-release">What’s Next Section for Expenses in the Android App </p> <p class="desc">Once you&#39;ve created an expense, you can refer to the What’s Next section to suggest what you should do next to complete your expense reporting process.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 July 2022</p> <p class="heading-release">Delete Zoho Account From the iOS app </p> <p class="desc">In accordance with Apple&#39;s guidelines, we&#39;ve now provided the support to delete your Zoho account from the iOS app. You can delete your account from the Privacy &amp; Security section under Settings. Once this is done, you will be logged out of your Zoho Expense iOS app.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 July 2022</p> <p class="heading-release">Support for OAuth Authenticated Webhooks Using Connections </p> <p class="desc">If your webhook&#39;s URL requires OAuth authentication, you can now set it up using Connections. First, create a connection with its authentication type as OAuth. Next, when you create a webhook, choose the Authentication Type as Connections, and select the connection you created with the OAuth authentication type. Once this is done, a webhook with OAuth authentication will be created in Zoho Expense.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 June 2022</p> <p class="heading-release">Upgraded Card Feeds Service to Yodlee&#39;s New API Platform </p> <p class="desc">Yodlee, our third-party card feeds service provider, released a new API platform and we have now upgraded our systems to it. Upgrade each of your cards to this new platform by reconnecting them with Zoho Expense and seamlessly sync your card feeds.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 June 2022</p> <p class="heading-release">Export Advances </p> <p class="desc">You can now export the advances that you&#39;ve recorded, individually or in bulk, and use the downloaded advances for your various accounting purposes. Also, admins can keep track of the exported advances by marking them as exported every time they export an advance.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 June 2022</p> <p class="heading-release">What&#39;s Next Section for Expenses in the iOS app </p> <p class="desc">Once you&#39;ve created an expense, we now have the What’s Next section to guide you on what you should do next to complete your expense reporting process.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 May 2022</p> <p class="heading-release">Online Reimbursements via HSBC </p> <p class="desc">Reimburse your employees&#39; business expense reports directly from Zoho Expense using the Zoho Expense - HSBC integration. Configure your HSBC account in Zoho Expense and send reimbursements directly to your employees&#39; bank accounts from Zoho Expense. This feature is available only in the India edition of Zoho Expense.</p> <br> <a target="_blank" rel="noopener noreferrer" href="https://www.zoho.com/expense/help/integrations/hsbc/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 May 2022</p> <p class="heading-release">Vendor Mapping Option for Users With Share Access in Xero and QuickBooks Online </p> <p class="desc">If you&#39;ve integrated your Zoho Expense organization with Xero or QuickBooks Online, and have provided Share Access to a few users, these users can now map users and merchants with respective vendors. Now, every time an expense gets exported, it will be recorded under the mapped vendor in Xero or QuickBooks Online.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 May 2022</p> <p class="heading-release">New Account Type To Track Reimbursable Expenses in QuickBooks Online </p> <p class="desc">If you&#39;ve integrated your Zoho Expense organization with QuickBooks Online and have configured to export the reimbursable expenses as journals, you would be able to track them using the Other Current Assets and Accounts Payable accounts. Along with those accounts, we&#39;ve now supported Other Current Liabilities accounts as Accounts Payable.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 April 2022</p> <p class="heading-release">Expense Details in Report PDF </p> <p class="desc">With this update, whenever you customize a PDF template, you can now choose if you want the PDF to display expense details along with the receipt images.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 April 2022</p> <p class="heading-release">WAY2VAT Integration </p> <p class="desc">Introducing the Zoho Expense - WAY2VAT integration. You can now reclaim VAT from your business expenses easily. Once you set up the integration, all the expenses and the expense receipts that are associated with reimbursed reports will be automatically synced with WAY2VAT for analysis. If the expenses are eligible for VAT reclaim, then WAY2VAT will help you receive the maximum refund based on the VAT rules.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 April 2022</p> <p class="heading-release">Sage Accounting Integration </p> <p class="desc">Zoho Expense is now integrated with Sage Accounting. Once you integrate, all the expenses and expense receipts that are associated with reimbursed expense reports will be automatically pushed to Sage Accounting for accounting.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">7 April 2022</p> <p class="heading-release">Android App Updates </p> <p class="desc">Now, you can upload up to 5 receipts at a time for autoscan from third party applications. If you enter the odometer start reading to create a mileage expense and put the app to background or the phone shuts down, the next time you open the app, the odometer reading will be remembered and prefilled so that you can create a mileage expense with the same reading without having to enter it again. In the Approvals module, when you view a report PDF, you can now select a template by which you would like to view the PDF. Now create mileage expenses for Electric vehicles using your mobile app. When you create a mileage expense simply choose the fuel type as &#39;Electric&#39;. Also, when you add new vehicles to your mileage policy, you can associate this new fuel type for electric vehicles.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">5 April 2022</p> <p class="heading-release">iOS App Updates </p> <p class="desc">In addition to applying the custom statuses that were configured in the web app to the Approved and Reimbursed reports, you can now apply custom statuses to Submitted reports as well. Similarly, apply the custom statuses that were configured in the web app to Trips, Reports, and Advances in Rejected status. The supported OS version has been upgraded from iOS 11.0 to iOS 13.0. From this upgrade, all the new updates that are made in the app will be available only for devices with iOS version 13.0 or above.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 March 2022</p> <p class="heading-release">Microsoft Edge Extension for Zoho Expense </p> <p class="desc">If you use the Microsoft Edge browser to access the internet, you can now clip and send receipts directly to Zoho Expense from its web pages. Download the extension and simply add receipts for autoscan by cropping and uploading the receipts from the webpages.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">21 March 2022</p> <p class="heading-release">Standard Plan for All Editions </p> <p class="desc">In addition to the India edition and a few countries in the Global edition, we are now introducing the Standard pricing plan for all editions. Few of the features available in the Standard plan include receipt autoscanning, corporate card reconciliation, cash advance management, and more.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">17 March 2022</p> <p class="heading-release">Update Custom Status in Bulk for Advances </p> <p class="desc">With this update, you no longer have to update custom statuses one after another for advances. If custom statuses are configured for your organization, you can simply update the advances with the custom status in bulk. Additionally, for Trips and Reports, you can now update custom status in bulk in the All filter and custom views.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 March 2022</p> <p class="heading-release">Delegate Permissions for New Roles </p> <p class="desc">When you create a new user role in Zoho Expense, you can now customize delegate permissions for that role. You can configure if the users associated with the new role can appoint delegates to submit records or to approve records or both. Disable both the options if you do not want the user role to appoint delegates.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">2 March 2022</p> <p class="heading-release">New Filter In the Advanced Search of Reports </p> <p class="desc">If you wanted to find a particular report based on a specific criterion, you would perform an advanced search. Now, we have introduced a new filter, Policy, using which you can search and find reports based on the associated policy.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">21 February 2022</p> <p class="heading-release">New Fuel Type for Creating Mileage Expenses [UK Edition] </p> <p class="desc">You can now reclaim VAT for mileage expenses that are incurred using electric vehicles. When you record the expense, simply choose the fuel type as &#39;Electric&#39;. Also, when you add new vehicles to your mileage policy, you can associate this new fuel type for electric vehicles. This feature is also available in the iOS app.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 February 2022</p> <p class="heading-release">Android App Updates </p> <p class="desc">If you use the India edition of Zoho Expense, whenever you create an expense, Zoho Expense will fetch the applicable taxes that are configured for your organization to help you apply the tax with ease. We have introduced an easy-to-use currency selection UI. When you select the currency for your expense or advance, the currencies list will be sorted alphabetically and you can use the Search bar to search for a currency quickly. You can now enable Advanced Autoscan from Settings. With the advanced crop option, crop the receipts that are uploaded in the image format accurately. When you create a new report or a trip, your default policy will be prefilled in your report creation and trip request forms. You can now create your own custom statuses for the Trips in your organization. Also, you can now add custom statuses for the Submitted and Rejected records.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">17 February 2022</p> <p class="heading-release">New Filter In Advanced Search of Reports Approval </p> <p class="desc">When you do an advanced search for reports submitted for approval, you can now use the new Department filter and choose the department from which you would like to view the reports that were submitted.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">1 February 2022</p> <p class="heading-release">Tax Support for Oman Edition </p> <p class="desc">You can now apply taxes for the expenses you record in the Oman edition of Zoho Expense. Zoho Expense provides two default rates, namely, the Standard Rate and the Zero Rate. You can apply any of the default rates for your business expenses.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 January 2022</p> <p class="heading-release">View Records List while Approving Them </p> <p class="desc">While approving a record (report, trip, advance, or purchase request) in the Approvals module, you can now view the list of records on the same page, by clicking the hamburger icon. This helps you navigate easily to other records after approving one. </p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">11 January 2022</p> <p class="heading-release">Introducing &#39;Recent Updates&#39; in the Admin View Dashboard </p> <p class="desc">You can now read about all the new features added to Zoho Expense, from the Recent Updates section in the Admin View Dashboard.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">3 January 2022</p> <p class="heading-release">Archive Report &amp; Trip Permissions for User Roles </p> <p class="desc">While creating a new role, you can configure if the role can be allowed to archive trips and reports. Default roles in Zoho Expense will have permissions to archive reports and trips enabled by default, however, you can edit the permissions as required when you create a new role.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">21 December 2021</p> <p class="heading-release">Bulk Update Custom Statuses in Reports </p> <p class="desc">If you&#39;ve set up custom statuses for Submitted and Reimbursed reports, you can now update the report with these statuses in bulk, instead of updating one report at a time.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 December 2021</p> <p class="heading-release">Access Entity Lists from within Expenses </p> <p class="desc">Admins can now manage Categories, Currencies, Projects, Customers, Taxes, and Paid Through Accounts, within the expense creation forms. While creating an expense, if the admin would like to add a new project, edit a customer, or delete a paid through account, they can do it by clicking Manage from the respective entity&#39;s dropdown to open the entity list in a new tab.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 December 2021</p> <p class="heading-release">Import Multiple Corporate Cards&#39; Transactions </p> <p class="desc">Admins can now import transactions of multiple corporate cards at once and easily convert them into expenses.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">21 November 2021</p> <p class="heading-release">Android App Updates </p> <p class="desc">If you’re an approver, you can now provide a reason for editing the reports submitted by other users. You can also choose to notify the users regarding the update of report details. If the receipts you’ve uploaded for autoscan have failed due to your plan limit, you can now retry autoscanning the excess receipts the following day. If you&#39;re creating an expense with a currency other than the organization&#39;s base currency, Zoho Expense will now calculate and display the value of that expense in the base currency when you create an expense. Besides uploading receipts in JPEG and PNG formats, you can now add the receipts in .doc or .docx, .xls or .xlsx, and PDF formats for autoscan.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 November 2021</p> <p class="heading-release">Custom Status for Submitted Reports </p> <p class="desc">In addition to creating custom statuses for Approved and Reimbursed reports, you can now add your own custom statuses for Submitted reports.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 November 2021</p> <p class="heading-release">Restrict Recalling a Submitted Report </p> <p class="desc">We&#39;ve introduced a setting to restrict the users from recalling a submitted report if one of the approvers in the approval flow approves the report. In an approval flow, there may be more than one designated approver to approve a report. If you enable this option, the users can&#39;t recall a report to make changes even if one approver in the approval flow approves the report. This way you could save the time and effort required to recheck the recalled reports after approval.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">21 October 2021</p> <p class="heading-release">Zoho Expense is macOS Monterey Ready </p> <p class="desc">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.</p> <br> <a target="_blank" rel="noopener noreferrer" href="https://www.zoho.com/blog/general/bringing-the-macos-monterey-experience-to-zoho-apps.html" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">13 October 2021</p> <p class="heading-release">Autoscan Is Now Available for Free and Standard Plan Users </p> <p class="desc">Creating expenses has become easier! Simply upload the receipts for autoscan and new expenses will be added automatically.</p> <br> <a target="_blank" rel="noopener noreferrer" href="https://help.zoho.com/portal/en/community/topic/autoscan-is-now-available-for-all-zoho-expense-users" class="readmore"> Learn more... </a> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 September 2021</p> <p class="heading-release">Custom Fields Usage </p> <p class="desc">You can now track the number of custom fields that were created for every module, by clicking Custom Fields Usage under the Fields tab of the respective module. You will be able to view the number of new fields that are used, the number of fields remaining, and the maximum number of fields that can be created.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 September 2021</p> <p class="heading-release">iOS 15 and iPadOS 15 Updates </p> <p class="desc">Zoho Expense now supports the iOS 15 and the iPadOS 15 updates. Some of the key updates are: The Spend Summary widget that gives a real-time spend summary of your organization right from your home screen. Live Text Capture to capture text directly from real-life objects to create expenses. New shortcuts, quick notes, and more. Read our blog to learn how you can make the most of these updates.</p> <br> <a target="_blank" rel="noopener noreferrer" href="https://www.zoho.com/blog/financeplus/zoho-finance-for-ios15-ipados15.html" class="readmore"> Learn more... </a> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 August 2021</p> <p class="heading-release">Android App Updates </p> <p class="desc">If your organization is integrated with Zoho Books, every time you create an expense with a GST-registered merchant in Zoho Expense, their GSTIN will be auto-filled for that expense. We have enhanced the app lock feature in the app to add a layer of security. </p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 August 2021</p> <p class="heading-release">Policy Rules Criteria to Trigger Workflows and Custom Approval Flows </p> <p class="desc">When you create a new workflow, you can now configure policy rules as a criteria to trigger email alerts or in-app notifications. For example, if you would like to send an email alert when a policy rule has been violated more than 2 times, you can configure it by setting up policy rules as the criteria. Similarly, you can configure policy rules as a criteria to set up a custom approval flow.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">16 August 2021</p> <p class="heading-release">Custom Fields’ Details of Advance in Reports </p> <p class="desc">When you apply advance from a report, you can now view the custom fields added to the advance, before applying it to the report.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">11 August 2021</p> <p class="heading-release">User Lookup Custom Field as Triggers for Workflows </p> <p class="desc">If you&#39;ve added the Lookup custom field in the user creation forms, you can now add them as triggers that will execute the workflow.</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/help/automation/workflow-rules/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">6 August 2021</p> <p class="heading-release">Project-based Budgets </p> <p class="desc">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. Also, you can view how much of the budget has been spent for the project expenses in that report and how much of it is remaining to be spent on other project expenses.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">29 July 2021</p> <p class="heading-release">iOS App Updates </p> <p class="desc">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.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">12 July 2021</p> <p class="heading-release">Sync Failure Details for Zoho People Integration </p> <p class="desc">If you&#39;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.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">30 June 2021</p> <p class="heading-release">Share Report Permission in Role Creation </p> <p class="desc">While creating a new user role, admins can now choose if they would like the user role to have access to share reports.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 June 2021</p> <p class="heading-release">New Filters for Analytic Reports </p> <p class="desc">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.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 June 2021</p> <p class="heading-release">Reason for Rejecting a Trip Option </p> <p class="desc">If cost approval is enabled for trip options in your organization&#39;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.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 June 2021</p> <p class="heading-release">iOS App Updates </p> <p class="desc">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&#39;s GSTIN will be auto-filled. (India edition)</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">7 June 2021</p> <p class="heading-release">Share Custom Buttons and Links With Selected Users </p> <p class="desc">You can now choose the user roles or the users with whom you would like to share the buttons and links that you create. Only the selected users or roles will be able to view and access the buttons and links.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">1 June 2021</p> <p class="heading-release">Direct Feed Integration with HSBC Bank </p> <p class="desc">You can now integrate Zoho Expense with the HSBC bank and fetch your bank feeds directly.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 May 2021</p> <p class="heading-release">Supported Arabic Language </p> <p class="desc">Zoho Expense supports Arabic and you can now read your Zoho Expense software from right to left.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">17 May 2021</p> <p class="heading-release">PDF Templates </p> <p class="desc">You can design the layouts with which you would like to download the PDF expense reports. Also, you can create new templates or you can select one of the predefined templates and customize it.</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/help/customization/pdf-templates/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">12 May 2021</p> <p class="heading-release">Launched the all-new Zoho Expense <span class="feature-milestone">Featured</span> </p> <p class="desc">We&#39;ve revamped Zoho Expense with a refreshing new UI and interesting functionalities to help you make your expense reporting process a walk in the park.</p> <br> <a target="_blank" rel="noopener noreferrer" href="https://www.zoho.com/blog/expense/introducing-the-all-new-zoho-expense.html" class="readmore"> Learn more... </a> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">23 April 2021</p> <p class="heading-release">Android App Updates </p> <p class="desc">If a user is associated with multiple policies, they 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.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">12 April 2021</p> <p class="heading-release">iOS App Updates </p> <p class="desc">You can now quickly monitor the distance traveled right from your home screen, when you record mileage using GPS. The approvers can now view the expense audit violations in the expense report details and review the reports accordingly.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">22 March 2021</p> <p class="heading-release">Android App Updates </p> <p class="desc">While adding an expense or a report, you can now lookup data in other apps right from your mobile, using the External Lookup custom field. You can view the Web Tabs created in your web app right from your mobile.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">8 March 2021</p> <p class="heading-release">iOS App Updates </p> <p class="desc">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. 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 will be displayed based on the page layout created for the mileage expense category.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 February 2021</p> <p class="heading-release">iOS App Updates </p> <p class="desc">Users can add physicians as attendees while creating an expense. (US Edition). When you create an expense, the expense categories list will be filtered based on the Report Type of your expense report. In the iOS app, you can now 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.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">24 January 2021</p> <p class="heading-release">Android App Updates </p> <p class="desc">Mileage expense creation forms will be displayed based on the page layout created for the mileage expense category.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">12 January 2021</p> <p class="heading-release">iOS App Updates </p> <p class="desc">When you sign up to Zoho Expense you can now verify your account from the iOS app. While selecting a flight for your trip, you can now view additional details such as notes, baggage details, and the refundable amount.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 December 2020</p> <p class="heading-release">Android App Updates </p> <p class="desc">While selecting a flight for your trip, you can now view additional details such as notes, baggage details, and the refundable amount. When you create an expense, the expense categories list will be filtered based on the Report Type of your expense report. You can now attach multiple receipts simultaneously.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">11 December 2020</p> <p class="heading-release">iOS App Updates </p> <p class="desc">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. </p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">30 November 2020</p> <p class="heading-release">Android App Updates </p> <p class="desc">You can now select trip options or change the option that you&#39;ve selected for hotel, car, and other itineraries, right from the Android mobile app.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">19 November 2020</p> <p class="heading-release">Support For 2 New Languages </p> <p class="desc">Besides the support for nine languages, Zoho Expense now supports 2 new languages namely, Bahasa Indonesia and Vietnamese.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 November 2020</p> <p class="heading-release">iOS App Updates </p> <p class="desc">An all-new section, My Settings, for users to configure their preferences. Users can view their basic information and configure default values for expense and trip creation forms. Users can add travel details and travel documents like visa, passport, etc., to help the travel team with the booking process. Also, they can add delegates and out-of-office approvers in this section to create expenses and approve reports on their behalf. While creating an expense, 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, you can now associate it with an expense type. If you want to record a personal expense, you can now mark it as personal and it will be automatically created as a non-reimbursable expense.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 September 2020</p> <p class="heading-release">Autoscan receipts in 4 new languages </p> <p class="desc">Adding to the existing support of ten languages for autoscan in Zoho Expense, you can now autoscan in four more languages, namely, Malay, Thai, Vietnamese, and Russian.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">24 September 2020</p> <p class="heading-release">New Analytic Report - Active Users </p> <p class="desc">You can now 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.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">16 September 2020</p> <p class="heading-release">Zoho Expense - Amazon Business Integration <span class="feature-milestone">Featured</span> </p> <p class="desc">Introducing the much awaited Zoho Expense - Amazon Business Integration! Once you set up the integration, all your purchases from your Amazon Business account will be automatically synced as expenses in Zoho Expense, drastically reducing any manual data entry.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 September 2020</p> <p class="heading-release">iOS App Updates </p> <p class="desc">Introducing useful widgets for Zoho Expense. You can now add Mileage Tracker, Zia, Trips, Quick Create, and Pending Approval widgets to view expense details right from your home screen. Add an extra layer of privacy to the photos on your iOS device. When you upload receipts from the Photos app, the photo-picker feature lets you provide access only to the selected photos in your device. You can now split your expenses based on the date, amount, and expense fields.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">27 August 2020</p> <p class="heading-release">Android App Updates </p> <p class="desc">You can now create a custom field for the Expenses module and look up the fields in other modules while creating an expense. While creating an expense, 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. You can now capture receipts using different camera modes in the Android app. Use the Single mode if you want to create an expense for every receipt you upload. The Quick Scan mode lets you capture photos of your receipts while scanning happens in the background. With the Multi-page mode you can capture long receipts with multiple pages and they will be uploaded as a single expense.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 July 2020</p> <p class="heading-release">iOS App Updates </p> <p class="desc">You can now sign in or sign up to Zoho Expense using your Apple ID. While signing up, you can use your Apple ID or choose to hide it with the proxy email address that Apple provides, thus maintaining your privacy. You can now select your preferred trip option and request more travel options from your Zoho Expense iOS app. If a trip gets postponed, you can reschedule or cancel your trip itinerary, right from your phone.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">19 June 2020</p> <p class="heading-release">iOS App Updates </p> <p class="desc">You can now use the Select All button and add all the expenses to a report in one go. Resolve the violations highlighted in your expense reports and stay compliant with your company&#39;s policy. The violations that block you from submitting a report and the violations that appear as warnings are clearly listed in your report details.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 June 2020</p> <p class="heading-release">Report Type Filter for Advanced Search and Analytics </p> <p class="desc">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.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">29 May 2020</p> <p class="heading-release">Mapping Taxes with QuickBooks Desktop (Canada Edition) </p> <p class="desc">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.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">19 May 2020</p> <p class="heading-release">Advanced Autoscan </p> <p class="desc">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.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 May 2020</p> <p class="heading-release">iOS and Android App Updates </p> <p class="desc">You can now reschedule and cancel your trips from your Zoho Expense mobile app.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">22 April 2020</p> <p class="heading-release">iOS App Updates </p> <p class="desc">iPad users (iPadOS 13.4 and above) can now use the new magic trackpad or mouse to: Expand the sidebar as you hover and collapse it as you move the cursor away. Hover the cursor over the quick create button in a module to open the transaction creation screen. View the reason for rejection by hovering over the status of a rejected transaction.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">14 April 2020</p> <p class="heading-release">Split Expenses (Saudi Arabia Edition) </p> <p class="desc">You can now split your expenses based on the date, amount, and expense fields in Zoho Expense.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 March 2020</p> <p class="heading-release">Android App Updates </p> <p class="desc">Using the search option, you can now search the reports you&#39;ve created in Zoho Expense, in both online and offline modes. The custom statuses you&#39;ve created for advances in your web app, can be used in your android app.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">13 March 2020 </p> <p class="heading-release">iOS App Updates </p> <p class="desc">If the receipts fail to be uploaded to Zoho Expense, we will retry the syncing of receipts automatically. Also, you can 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.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">11 March 2020</p> <p class="heading-release">Zoho Projects Integration <span class="feature-milestone">Featured</span> </p> <p class="desc">You can now fetch your projects and customers from Zoho Projects to record your project related expenses and to bill your customers from Zoho Expense.</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/help/integrations/zoho-projects/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">4 March 2020</p> <p class="heading-release">itilite Integration <span class="feature-milestone">Featured</span> </p> <p class="desc">Your Zoho Expense organization can now be integrated with itilite to keep track of your employees’ travel bookings and expenses. Whenever a booking is made in itilite, an expense will be automatically created in Zoho Expense.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">24 February 2020</p> <p class="heading-release">Associate Projects and Customers with Advances (iOS App) </p> <p class="desc">In the iOS app, you can now associate Projects and Customers to advances.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 February 2020</p> <p class="heading-release">New Filter for Expense Details and Trip Details Analytics </p> <p class="desc">You can now run analytic reports for expenses and trips based on the date they were submitted.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">7 February 2020</p> <p class="heading-release">New Camera Modes to Capture Receipts (iOS App) </p> <p class="desc">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 for a single expense to be created.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">29 January 2020</p> <p class="heading-release">Re-scan Receipts that Failed Due to the Plan Limit </p> <p class="desc">Now, you can easily identify the receipts for which autoscan had failed due to the plan limit and re-scan them.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 January 2020</p> <p class="heading-release">Share Access to Export Files to Xero </p> <p class="desc">Share your access with other admins to allow them to export reports to Xero. They can also instantly sync the data between Zoho Expense and Xero.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 January 2020</p> <p class="heading-release">Attach Receipts from Zoho Workdrive </p> <p class="desc">We have added Zoho WorkDrive to your cloud accounts list so that you can attach receipts from Zoho WorkDrive easily.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">21 December 2019</p> <p class="heading-release">Report Types </p> <p class="desc">A group of expense types make a report type. 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.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">19 December 2019</p> <p class="heading-release">Ferry - New Travel Mode in Trips </p> <p class="desc">We have provided a new travel mode, Ferry, in your trip request forms. If you&#39;re going to a particular destination on a ferry, raise a trip and select the travel mode as Ferry.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31st November 2019</p> <p class="heading-release">Android App Updates </p> <p class="desc">You can now select multiple expenses and add them to a report instead of adding expenses individually.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31st November 2019</p> <p class="heading-release">Clone Expenses on the Android App </p> <p class="desc">You can clone expenses in the android app to duplicate the essential expense details. Expense cloning is supported in both online and offline modes.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">14 November 2019</p> <p class="heading-release">Filter Corporate Cards </p> <p class="desc">You can now view the list of your Active and Inactive corporate cards by applying filters.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 October 2019</p> <p class="heading-release">Approve Access, Submit and Approve Access for Delegates </p> <p class="desc">You can authorize delegates to submit and approve reports on your behalf.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">14 October 2019</p> <p class="heading-release">Split Your Per Diem Rates on the Android App </p> <p class="desc">You can now split the per diem rate of your expense based on the expense types, on the Android app.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">1 October 2019</p> <p class="heading-release">Search Physicians with NPI Number (US Edition) </p> <p class="desc">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.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">24 September 2019</p> <p class="heading-release">SMS Notifications (Indian Edition) <span class="feature-milestone">Featured</span> </p> <p class="desc">Send app notifications through SMS. The approvers and submitters will be able to receive notifications when reports are submitted or approved.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">24 September 2019</p> <p class="heading-release">New Custom Field: Multi-select </p> <p class="desc">You can create a custom field with the new data type, Multi-select, for reports, trips, and advance payments.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 September 2019</p> <p class="heading-release">Custom View for Advance Payments </p> <p class="desc">Create custom filters for advance payments using the Custom View option in the advance payments filter. </p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 September 2019</p> <p class="heading-release">iOS App Updates </p> <p class="desc">Zoho Expense iOS app is now iOS 13 ready with interesting features like dark mode, conversational shortcuts and contextual menus.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">23 August 2019</p> <p class="heading-release">Mapping Bank Accounts with QuickBooks Online </p> <p class="desc">Map the bank accounts under the Paid Through list in Zoho Expense with the corresponding bank account in QuickBooks Online.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">8 August 2019</p> <p class="heading-release">Auto-match Card Feeds and Expenses Created from Receipts </p> <p class="desc">You can now avoid duplicate expenses by configuring to auto-match the expenses created from card feeds with the expenses created from receipts.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">7 August 2019</p> <p class="heading-release">Policy-specific Reports in Zoho Expense iOS <span class="feature-milestone">Featured</span> </p> <p class="desc">With the Zoho Expense iOS app, multi-policy users can select a policy under which the report has to be created.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">24 July 2019</p> <p class="heading-release">Compare Trip Booking options </p> <p class="desc">You can now compare the different booking options’ details for your trip before selecting an option.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">22 July 2019</p> <p class="heading-release">Budgeting <span class="feature-milestone">Featured</span> </p> <p class="desc">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.)</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/help/budgets/overview/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">19 July 2019</p> <p class="heading-release">Export to Zoho Sheet </p> <p class="desc">Analytic reports can be exported to Zoho Sheet and you can customize them.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 June 2019</p> <p class="heading-release">Bulk Update </p> <p class="desc">The admins and the approvers can now bulk update the expenses in reports from the Reports Approval module.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">19 June 2019</p> <p class="heading-release">External Lookup Field <span class="feature-milestone">Featured</span> </p> <p class="desc">You can now look up the fields in Zoho Desk modules using the data type, External Lookup, in a custom field.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 June 2019</p> <p class="heading-release">Approver Level in the Custom Approval Policy </p> <p class="desc">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.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 June 2019</p> <p class="heading-release">Bulk Delete Users </p> <p class="desc">You now have the option to bulk delete users. </p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">7 June 2019</p> <p class="heading-release">New Custom Field: Text Box (Multi-line) </p> <p class="desc">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.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">30 May 2019</p> <p class="heading-release">Display Name for Policies </p> <p class="desc">You can now add a Display Name for the policies of your organization. (Now available in early access.)</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">17 May 2019</p> <p class="heading-release">QuickBooks Online Integration Owner </p> <p class="desc">Admins can now re-authorize themselves as the QuickBooks Online Integration Owner in the QuickBooks Online integration page.</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/help/integrations/quickbooks-online/#change-integration-owner" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 May 2019</p> <p class="heading-release">Bulk Delete Per Diem Rates </p> <p class="desc">In Zoho Expense, admins can now bulk delete the per diem rates configured in the organization&#39;s policies.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 Apr 2019</p> <p class="heading-release">Comment on Trips </p> <p class="desc">Users can now comment on a trip and communicate with the travel team or the other users involved.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">11 Apr 2019</p> <p class="heading-release">Import Advances </p> <p class="desc">Users with permission to create advances can now import advances into Zoho Expense with the Import Advance feature.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 Apr 2019</p> <p class="heading-release">Set Limits Based on Per Diem Amount </p> <p class="desc">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.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">9 Apr 2019</p> <p class="heading-release">Launching the iOS App 2.0 <span class="feature-milestone">Featured</span> </p> <p class="desc">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.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">3 Apr 2019</p> <p class="heading-release">Process ACH Reimbursements in Bulk (US &amp; Canada Editions) </p> <p class="desc">If you&#39;ve integrated Zoho Expense with CSG Forte, you can now reimburse the expenses in bulk via ACH.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 Mar 2019</p> <p class="heading-release">Customer and Project Filters for Analytics </p> <p class="desc">You can now filter the Expense Report Details and Trip Details analytics based on customer and the associated project.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 Mar 2019</p> <p class="heading-release">User Invite Email Template </p> <p class="desc">You can now view and edit the default user invite email template.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 Mar 2019</p> <p class="heading-release">Import &amp; Export Per Diem Rates and Split Them Based on Expense Types </p> <p class="desc">You can now import and export per diem rates. Also, you can split the per diem amount and assign them to different expense types.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">14 Feb 2019</p> <p class="heading-release">Enhancements to QuickBooks Integration </p> <p class="desc">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.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">6 Feb 2019</p> <p class="heading-release">Rules for Expenses </p> <p class="desc">You can now configure the rules for expenses in the policy and set up daily, monthly or yearly limits.</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/help/managing-policies/rules/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">4 Feb 2019</p> <p class="heading-release">Xero Integration <span class="feature-milestone">Featured</span> </p> <p class="desc">You can account your organization’s expenses by integrating Zoho Expense with your Xero account.</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/help/integrations/xero/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">1 Feb 2019</p> <p class="heading-release">Integrating Microsoft Dynamics and Oracle with Zoho Expense </p> <p class="desc">Zoho Expense can be integrated with Microsoft Dynamics and Oracle through custom integration.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31 Jan 2019</p> <p class="heading-release">Quickbooks integration: Share Access with Other Admins </p> <p class="desc">Admins can share their access with another admin to instantly sync and export reports from Zoho Expense to QuickBooks Online.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31 Jan 2019</p> <p class="heading-release">Dropped Support for Obsolete Browsers’ Versions </p> <p class="desc">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).</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 Jan 2019</p> <p class="heading-release">Assign an Out of Office Approver </p> <p class="desc">Approvers can configure a user to be an out-of-office approver to whom reports, trips and advances can be auto-forwarded for approval.</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/help/my-settings/out-of-office-approver/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 Jan 2019</p> <p class="heading-release">Expense – QuickBooks Desktop Connector for Download (US Edition) </p> <p class="desc">You can now download the Zoho Expense – QuickBooks Desktop connector directly from within Zoho Expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 Jan 2019</p> <p class="heading-release">Reimbursement Details under Analytics </p> <p class="desc">Know who, when and how much was reimbursed through the newly introduced Reimbursement Details analytics.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">24 Jan 2019</p> <p class="heading-release">Updates to Zoho Expense iOS </p> <p class="desc">Users can create expenses in the iPhone based on the Page Layout configuration in the web app. Also, the daily limit violations will be displayed along with the other policy violations.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">14 Jan 2019</p> <p class="heading-release">Introducing Web Tabs </p> <p class="desc">Access external URLs within Zoho Expense by creating web tabs. Once you add the web tabs, it’ll be available under the Web Tabs section in the left sidebar.</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/help/customization/web-tabs/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 Jan 2019</p> <p class="heading-release">Edit or Delete Advances from Submitted Reports </p> <p class="desc">Admins can make changes to the advances that are applied to the reports by editing them. If the admin does not approve of an advance that was applied to a report, they can remove it from the report.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 Jan 2019</p> <p class="heading-release">Create Customized Page Layouts <span class="feature-milestone">Featured</span> </p> <p class="desc">Page layouts enable you to customize the expense creation page for your users based on the expense categories.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 Jan 2019</p> <p class="heading-release">Enhancements to Per Diem </p> <p class="desc">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.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">27 Dec 2018</p> <p class="heading-release">Configuring Last Day for Report Submission </p> <p class="desc">You can now configure the last day for report submission. Users will not be able to submit their reports after the last day for report submission.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 Dec 2018</p> <p class="heading-release">Zoho Expense Connector Update for QuickBooks Desktop </p> <p class="desc">We have updated Zoho Expense Connector for QuickBooks Desktop. You can now connect multiple organizations in Zoho Expense with multiple companies in QuickBooks Desktop using the same connector.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">12 Dec 2018</p> <p class="heading-release">Add Customer &amp; Project Information While Recording Advance Payment </p> <p class="desc">Users can now add more details about customers and projects while recording advance payment.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">11 Dec 2018</p> <p class="heading-release">New Format for Importing Card Statements </p> <p class="desc">We now support a new format for importing card statement that indicates if it is a credit or debit transaction.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">27 Nov 2018</p> <p class="heading-release">Export Expense Reports and Trips Using Approved Date Filter </p> <p class="desc">You can now export expense reports and trips based on the approved date.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 Nov 2018</p> <p class="heading-release">Introducing Integration with Uber for Business <span class="feature-milestone">Featured</span> </p> <p class="desc">Manage your Uber ride expenses effortlessly with the all new Zoho Expense-Uber for Business integration.</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/help/integrations/uber/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">1 Nov 2018</p> <p class="heading-release">Run Analytics Using Department Filter </p> <p class="desc">You can now run Advances by User Analytics based on the department filter.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release"></p> <p class="heading-release">Mid-level Approvers Can View the Advance Payments They Approved </p> <p class="desc">Mid-level Approvers can use the &#39;Shared with Me&#39; filter to view the Advance Payments that they approved and forwarded to the next approver under My Approvals in Advance Approval module.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 Oct 2018</p> <p class="heading-release">Custom Status For Approved Advance Payments </p> <p class="desc">Admins can now add custom statuses based on the expense reporting process in their organization for approved advance payments.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">24 Oct 2018</p> <p class="heading-release">Android App Update </p> <p class="desc">We’ve introduced a new Privacy &amp; Security section in Settings with analytics, app lock feature and crash reports to give you complete control over your mobile app. </p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">17 Oct 2018</p> <p class="heading-release">Carry Forward Excess Advance Payment </p> <p class="desc">Admins can now carry forward the excess advance payment by recording the balance amount as a new advance payment for their employees.</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/kb/admin/reports/use-excess-advances-on-future-reports/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 Oct 2018</p> <p class="heading-release">Import And Export Exchange Rates </p> <p class="desc">Admins can now import and export the exchange rates for all the currencies in one go.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">12 Oct 2018</p> <p class="heading-release">Run Analytics With Custom Fields </p> <p class="desc">You can now run Analytics based on Customer custom fields for Expense by Customer and Project custom fields for Expenses by Project.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 Sept 2018</p> <p class="heading-release">Auto Match or Create Expenses from Corporate Card Transactions </p> <p class="desc">You can now match transactions to expenses from corporate card feeds automatically. If there is no match, it will be automatically categorized as an expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 Sept 2018</p> <p class="heading-release">Report Automation </p> <p class="desc">Admins can now automate the generation and submission of reports on a weekly or monthly basis for their users. (Now available in early access)</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">19 Sept 2018</p> <p class="heading-release">Add Merchant Code </p> <p class="desc">You can now add a merchant code to the merchants and associate the code while creating expenses.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">12 Sept 2018</p> <p class="heading-release">Integrating Microsoft Outlook with Zoho Expense <span class="feature-milestone">Featured</span> </p> <p class="desc">Approvers can now perform actions like approve reports, reject reports and add comments to the expense reports from their Outlook. (Now available in early access)</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31 Aug 2018</p> <p class="heading-release">Add Your Bank Account Details </p> <p class="desc">Users can now add their bank account details. By doing so, admins can easily process the offline reimbursements. (Now available in early access)</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">21 Aug 2018</p> <p class="heading-release">Run Analytics to Know the Users Who Are Awaiting Reimbursements </p> <p class="desc">You can now generate detailed reports to know the users who are yet to receive their reimbursements.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 Aug 2018</p> <p class="heading-release">Back up Your Receipts </p> <p class="desc">Back up your receipts that are in Zoho Expense by downloading them.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31 Jul 2018</p> <p class="heading-release">Back Up your Data </p> <p class="desc">Back up your organizational data by downloading them as a CSV file.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 Jul 2018</p> <p class="heading-release">Tailor-make your policy </p> <p class="desc">Not all your policies need the Per Diem and mileage expense feature. You can now choose to disable them based on your policy requirements.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">7 Jul 2018</p> <p class="heading-release">Surcharges for your expenses </p> <p class="desc">You can now apply surcharge for the expenses which you incur in a foreign currency.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">29 Jun 2018</p> <p class="heading-release">Desktop Notifications for Zoho Expense </p> <p class="desc">Enable desktop notifications for Zoho Expense in your browser and get notified about your expense reporting and other activities.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">27 Jun 2018</p> <p class="heading-release">Export your Analytics as a Password Protected PDF </p> <p class="desc">You can now export your Analytics with password protection in a PDF format.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 Jun 2018</p> <p class="heading-release">Approval Access for Delegates </p> <p class="desc">You can now assign delegates to approve expense reports on your behalf. (Now available in Early Access)</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">13 Jun 2018</p> <p class="heading-release">Exclusive Analytical Reports for your Online Reimbursements </p> <p class="desc">You can now gain insights based on the reimbursements done through our dedicated payment gateways.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">4 Jun 2018</p> <p class="heading-release">Options to Add and View Corporate Cards of Policy Users </p> <p class="desc">Policy admins can now view and add the corporate cards of their policy users.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">30 May 2018</p> <p class="heading-release">Import Jobs from QuickBooks Desktop with Zoho Expense </p> <p class="desc">Import Jobs (Sub-customers) from QuickBooks Desktop as Projects to Zoho Expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 May 2018</p> <p class="heading-release">More Permissions for User Roles </p> <p class="desc">Grant permission to your users to access and export the personally identifiable information.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 May 2018</p> <p class="heading-release">Add Additional Information about your Customers and Projects </p> <p class="desc">Users can now use the custom fields to add additional details about their customers and Projects.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">8 May 2018</p> <p class="heading-release">Make Tags Mandatory </p> <p class="desc">Ensure that your users fill in all the important information by making tags mandatory.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">4 May 2018</p> <p class="heading-release">Export Analytics with Password Protection </p> <p class="desc">Export your Analytics with password protection in XLSX, XLS and CSV formats.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 Apr 2018</p> <p class="heading-release">Mileage Threshold Distance for the Canadian edition </p> <p class="desc">We now support the mileage threshold distance set by the National Joint Council.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 Apr 2018</p> <p class="heading-release">The Zoho Expense Bot <span class="feature-milestone">Featured</span> </p> <p class="desc">Your very own personal virtual assistant bot is here to manage your expense reports right from Zoho Cliq.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">11 Apr 2018</p> <p class="heading-release">Generate Analytics for Expenses by attendee </p> <p class="desc">Gain insights of Expenses by attendees in the Analytics section.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">11 Apr 2018</p> <p class="heading-release">Automation of Report Names </p> <p class="desc">The names of the reports can be generated automatically based on your preset preferences.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">11 Apr 2018</p> <p class="heading-release">Customize fields for Advance Payments </p> <p class="desc">Don’t miss a thing while recording advance payments. You can now add and remove fields on your advance payments using Custom Fields.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 Apr 2018</p> <p class="heading-release">Apply Advance Payment from the Approvals Tab. </p> <p class="desc">Admins and approvers can now apply advance payments to expense reports from the approvals tab.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">9 Apr 2018</p> <p class="heading-release">Prevent Overwriting Exchange Rates. </p> <p class="desc">You can now add permission to prevent the overwriting of exchange rates in expense creations and advance payments.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">6 Apr 2018</p> <p class="heading-release">Analytics for Card Reconciliations. </p> <p class="desc">Check out your corporate card reconciliation reports under the Analytics section.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">4 Apr 2018</p> <p class="heading-release">Zoho Expense Is Now Available in Chinese </p> <p class="desc">Zoho Expense has now added Chinese to its vast catalogue of supported languages.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">2 Apr 2018</p> <p class="heading-release">Delegation Feature <span class="feature-milestone">Featured</span> </p> <p class="desc">Setup the delegation workflow in your organization and add delegates who can create and submit reports on your behalf.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">26 Mar 2018</p> <p class="heading-release">Record Personal Expenses </p> <p class="desc">Differentiate personal expenses from corporate expenses by marking them as personal.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">19 Mar 2018</p> <p class="heading-release">Zoho Expense iOS App is Now Multilingual </p> <p class="desc">The Zoho Expense iOS app is now available in German, French, Spanish, Portuguese, Italian and Japanese.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">13 Mar 2018</p> <p class="heading-release">Match a Transaction with Multiple Expenses </p> <p class="desc">A single card feed can now be matched with two or more expenses.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">6 Mar 2018</p> <p class="heading-release">Sync Jobs from QuickBooks Online with Zoho Expense </p> <p class="desc">You can now sync Jobs (Sub-customers) from QuickBooks Online as Projects to Zoho Expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">2 Mar 2018</p> <p class="heading-release">Export Data with Password Protection </p> <p class="desc">Add a layer of security while exporting your data by password protecting the XLSX and CSV files.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">26 Feb 2018</p> <p class="heading-release">Zoho Expense UK meets QuickBooks Online <span class="feature-milestone">Featured</span> </p> <p class="desc">Simplify accounting for employee expenses and save time for your finance team.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">24 Feb 2018</p> <p class="heading-release">Automatic Edge detection in Zoho Expense iOS </p> <p class="desc">The Zoho Expense iOS application is now equipped with the automatic edge detection feature, which automatically crops your receipts.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">23 Feb 2018</p> <p class="heading-release">Per Diem days got more accurate </p> <p class="desc">Record quarter, half and three quarter of a day in per diem days.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">12 Feb 2018</p> <p class="heading-release">Zoho Expense meets ICICI <span class="feature-milestone">Featured</span> </p> <p class="desc">Integrate Zoho Expense with ICICI and reimburse your employees, as soon as an expense is approved.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">8 Feb 2018</p> <p class="heading-release">Change the Custom Status of Reports in bulk </p> <p class="desc">Change the statuses of multiple reports with a click of a button.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">8 Feb 2018</p> <p class="heading-release">Bulk Remove option for Reports </p> <p class="desc">You can now remove multiple expenses from the reports details page.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">29 Jan 2018</p> <p class="heading-release">Zoho Expense- Zoho Projects integration </p> <p class="desc">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.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">19 Jan 2018</p> <p class="heading-release">Bulk Update for Projects </p> <p class="desc">Project Head and Users can be updated for multiple projects at one go.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 Jan 2018</p> <p class="heading-release">Zoho Expense for Saudi Arabia <span class="feature-milestone">Featured</span> </p> <p class="desc">An exclusive Saudi Arabia edition is now available for Zoho Expense to cater all the tax requirements and for easy recording of expenses.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">9 Jan 2018</p> <p class="heading-release">Duplicate Detection <span class="feature-milestone">Featured</span> </p> <p class="desc">Duplicate detetction helps you in finding out the repetitive data in your Zoho Expense account.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">27 Dec 2017</p> <p class="heading-release">Quick create option for Projects </p> <p class="desc">An option to create projects on all the Expense creation pages.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release"> 21 Dec 2017</p> <p class="heading-release">Display Trip details on the PDF of the Expense Report </p> <p class="desc">An option to display the trip details on the PDF of the Expense Report.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">6 Dec 2017</p> <p class="heading-release">Option to override the Tax Amount in the India-GST edition </p> <p class="desc">An option to override the Tax Amount in the India-GST edition of Zoho Expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">6 Dec 2017</p> <p class="heading-release">Associate tags with Credit Card Expenses </p> <p class="desc">Allocate the related credit card expenses to the correct cost centers. You can itemize those expenses and tag the items as well.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">22 Nov 2017</p> <p class="heading-release">Undo the Import of Card Statements </p> <p class="desc">Incase you have imported a card statement twice, you can undo the last statement import.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 Nov 2017</p> <p class="heading-release">Search for Advance Payments </p> <p class="desc">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.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">14 Nov 2017</p> <p class="heading-release">Exclude tax information of selected categories from your books </p> <p class="desc">Choose to exclude the tax information of selected categories from your accounting software’s tax reports.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">6 Nov 2017</p> <p class="heading-release">Change the font to suit your language in the report PDF. </p> <p class="desc">Choose the font that is best suited for the language in your expense report PDF.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31 Oct 2017</p> <p class="heading-release">Introducing Direct Feeds in Zoho Expense. <span class="feature-milestone">Featured</span> </p> <p class="desc">Fetch your corporate card transactions directly from your card providers.</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/direct-feed-for-corporate-cards?utm_source=website&amp;utm_medium=whatsnew" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">26 Oct 2017</p> <p class="heading-release">Record advance payment for policy members. </p> <p class="desc">You can now let policy admins record advance payments for their respective policy members.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">17 Oct 2017</p> <p class="heading-release">Add corporate card for others. </p> <p class="desc">You can now create custom roles and give permission to let them add corporate card for other employees of your organization.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">8 Oct 2017</p> <p class="heading-release">Select the number of receipts to be shown in a page in the expense report PDF. </p> <p class="desc">Choose how many receipts should be accomodated in a page when you download the expense report PDF.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">30 Sep 2017</p> <p class="heading-release">You now get to itemize your card transactions as well. </p> <p class="desc">You can now itemize expenses created from card transactions.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 Sep 2017</p> <p class="heading-release">Associate reportings tags with each item in an expense </p> <p class="desc">While itemizing an expense, you can now associate reporting tags with each item.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">12 Sep 2017</p> <p class="heading-release">You now get to customize your export template further </p> <p class="desc">This time, along with choosing the fields for your export template, you can reorder them as well.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 Aug 2017</p> <p class="heading-release">Run your analytics based on the payment mode and description </p> <p class="desc">You can customize the expense details analytics based on payment mode and description.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 Aug 2017</p> <p class="heading-release">Set approval flows for advance payments in your organization </p> <p class="desc">Configure advance payment settings and its Approval flow.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 Aug 2017</p> <p class="heading-release">Incurred personal expenses on the corporate card? Mark them as a personal expense </p> <p class="desc">While creating an expense from the statement line, you can now mark your corporate card expenses as a personal expense.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 Jul 2017</p> <p class="heading-release">Let&#39;s split the expense, shall we? <span class="feature-milestone">Featured</span> </p> <p class="desc">You can now split your expense based on the amount, customer, project and much more.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">21 Jul 2017</p> <p class="heading-release">Connect one G suite organization to multiple Zoho Expense accounts </p> <p class="desc">Add your employees to multiple organizations in Zoho Expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">17 Jul 2017</p> <p class="heading-release">Set up policy based access permissions by adding policy admin(s). </p> <p class="desc">Grant/restrict access to view expense reports or advance payments, to users who are admins of their respective policies.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">8 Jul 2017</p> <p class="heading-release">Import all the expense reports shared with you, in bulk! </p> <p class="desc">You can now import all the expense reports shared with you, from the Reports module, under &#39;Shared with me&#39; filter.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">1 Jul 2017</p> <p class="heading-release">Zoho Expense gets GST ready! (Indian Edition only) </p> <p class="desc">You can now apply GST rates on the expenses. Just enter you GSTIN number and we&#39;ll help you with the rest.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">22 Jun 2017</p> <p class="heading-release">Analytics customization gets a new look! </p> <p class="desc">You can now customize the analytics to the last detail in the new look.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 Jun 2017</p> <p class="heading-release">Need to enter your projects in Zoho Expense? Enter the project codes alongside. </p> <p class="desc">You get to mention the project code along with the Project name.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">12 Jun 2017</p> <p class="heading-release">On running the analytics, you would now know how exactly your employees were reimbursed. (US edition only) </p> <p class="desc">You can now select the reimbursement type while running the analytics</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">7 Jun 2017</p> <p class="heading-release">Not happy with the default status we provide? Create one that works well with your company </p> <p class="desc">Use custom status for your expense reports whenever it approved or reimbursed.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">3 Jun 2017</p> <p class="heading-release">Access your Invoice account from Zoho Expense! </p> <p class="desc">No need to run between tabs anymore. Access your Zoho Invoice account from the integration module in Zoho Expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">1 Jun 2017</p> <p class="heading-release">Select multiple expense policies and categories when you run the analytics </p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31 May 2017</p> <p class="heading-release">The PDF format of your expense reports would now look better than before </p> <p class="desc">We have redesigned the PDF formats of the expense report such that you get all the information in one place.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 May 2017</p> <p class="heading-release">Have an announcement to make? Create an in-app notification and let your employees know </p> <p class="desc">Next time when you make a change in the expense policy, let your employees know about it by creating an in-app notification.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 May 2017</p> <p class="heading-release">Enhancements in Zoho Expense and Zoho CRM </p> <p class="desc">Get a clear idea of how much you have spent on capturing those leads, by running Zoho Expense reports in Zoho CRM.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">4 May 2017</p> <p class="heading-release">Online reimbursements is here! (US only) <span class="feature-milestone">Featured</span> </p> <p class="desc">Don&#39;t keep your employees waiting for their money. Reimburse them online using ACH, powered by CSG Forte payment gateway.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">3 May 2017</p> <p class="heading-release">Update all the additional information about your users, in bulk </p> <p class="desc">Bulk update the custom fields available in the user details. </p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">26 Apr 2017</p> <p class="heading-release">Importing Users from G Suite becomes easier than before. </p> <p class="desc">You can now identify the imported users from the non-imported ones and search for additional users.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">21 Apr 2017</p> <p class="heading-release">Run the analytical reports and get them delivered to your email, automatically. </p> <p class="desc">You can schedule the analytical reports and send them to multiple people at a time.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 Apr 2017</p> <p class="heading-release">Update the additional details about your expenses, now in bulk </p> <p class="desc">You can now bulk update the custom fields in expenses.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 Apr 2017</p> <p class="heading-release">Approvers and Admins can edit the reports submitted to them, even after its approved. </p> <p class="desc">Avoid the hassles of rejection and resubmission. Approvers and admins can correct the reports submitted to them, even after they are approved.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31 Mar 2017</p> <p class="heading-release">Enhancements in Custom Approval </p> <p class="desc">Set up an approval flow based on your company’s reporting hierarchy for upto as many levels you like.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">29 Mar 2017</p> <p class="heading-release">Disable all your customers and projects in Bulk </p> <p class="desc">You can now enable, disable and delete customers and projects in bulk from your account.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">29 Mar 2017</p> <p class="heading-release">Exclude transactions in corporate cards </p> <p class="desc">You can now exclude personal expenses from your corporate card transactions.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 Mar 2017</p> <p class="heading-release">Avoid duplicate user records when importing users in bulk </p> <p class="desc">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!</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 Mar 2017</p> <p class="heading-release">Introducing Corporate cards <span class="feature-milestone">Featured</span> </p> <p class="desc">Recording your corporate expenses becomes further easier. Add your corporate cards to Zoho Expense and convert your transactions into expenses.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">16 Mar 2017</p> <p class="heading-release">Skip the user invitation email </p> <p class="desc">You can now choose to skip the invitation email while adding users and send it once you set up your organization.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 Mar 2017</p> <p class="heading-release">Choose attendees from all of your contact persons </p> <p class="desc">You can now choose attendees for an expense, from all of your contact persons, and not just the ones of the associated customer.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">09 Mar 2017</p> <p class="heading-release">Reorder the options in your dropdown custom fields </p> <p class="desc">You can now rearrange the options in your dropdown custom fields and also sort them alphabetically.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">09 Mar 2017</p> <p class="heading-release">Introducing integration with Zoho People! <span class="feature-milestone">Featured</span> </p> <p class="desc">Manage your employees&#39; expenses better using the Zoho Expense - Zoho People integration.</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/help/integrations/zoho-people/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">08 Mar 2017</p> <p class="heading-release">Add negative or credit expenses </p> <p class="desc">You can now add negative values for your expenses to balance out an over-payment or to defer part of a pre-payment.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 Feb 2017</p> <p class="heading-release">Track mileage expenses by each user </p> <p class="desc">You can now stay on top of your users&#39; mileage expenses using the Mileage by User report in Analytics.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 Feb 2017</p> <p class="heading-release">Integrating QuickBooks Online with Zoho Expense! <span class="feature-milestone">Featured</span> </p> <p class="desc">QuickBooks Online is now integrated with all editions (except the UK edition) of Zoho Expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">09 Feb 2017</p> <p class="heading-release">Add more information about your Users </p> <p class="desc">You can now mention specific details about your users like gender, DOB, designation, etc. while inviting them.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">07 Feb 2017</p> <p class="heading-release">Approvers, be less disturbed by email notifications on report submission </p> <p class="desc">You can now toggle the option to either be notified about it, or not.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">07 Feb 2017</p> <p class="heading-release">Attach existing receipts to expenses </p> <p class="desc">You can now attach existing receipts to expenses created from the Reports module.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">06 Feb 2017</p> <p class="heading-release">Reject reports that are exported to QuickBooks Online </p> <p class="desc">Rejection of exports that are exported to QuickBooks Online is now possible, albeit with a warning message.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">27 Jan 2017</p> <p class="heading-release">Decide who gets to view your Custom Fields </p> <p class="desc">You can now restrict your users to read or write custom fields, or give them full access using Access Permissions.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 Jan 2017</p> <p class="heading-release">Introducing Workflow automation for Advance Payments! <span class="feature-milestone">Featured</span> </p> <p class="desc">You can now configure workflow rules for the Advance Payment module in Zoho Expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">11 Jan 2017</p> <p class="heading-release">Automatic Approval and Rejection of Reports </p> <p class="desc">Using Custom Approval process, you can now specify reports to be automatically approved or rejected, based on specified criteria.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 Dec 2016</p> <p class="heading-release">Integrating Zoho Expense with Office 365 </p> <p class="desc">Import your Office 365 contacts as customers, and users into your Zoho Expense organization to enjoy a single sign-on process.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 Nov 2016</p> <p class="heading-release">Introducing Sub Categories <span class="feature-milestone">Featured</span> </p> <p class="desc">Add more detail to your expenses by creating sub-categories under a parent category.</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/help/configuring-preferences/categories/#add-sub-category" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 Nov 2016</p> <p class="heading-release">Group your expense reports using Custom Views </p> <p class="desc">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.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">22 Nov 2016</p> <p class="heading-release">Bulk update your expense reports </p> <p class="desc">You can now update the duration, customer, project name etc, of your reports in bulk using the bulk update option.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">17 Nov 2016</p> <p class="heading-release">Associate multiple advance payments to one expense report </p> <p class="desc">Have more than one advance payment in your name? You can now associate them with one expense report.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">17 Nov 2016</p> <p class="heading-release">Reports field customization </p> <p class="desc">Decide what you want to or don’t want to see on your expense reports using Report Fields Customization.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">02 Nov 2016</p> <p class="heading-release">Update fields using Workflows </p> <p class="desc">Field updates are here! Let fields get automatically updated when your workflow conditions are met.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">25 Oct 2016</p> <p class="heading-release">Bulk Invite users to your organization </p> <p class="desc">Tired of inviting users individually? Not anymore! You can now invite users in bulk.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 Oct 2016</p> <p class="heading-release">Policies </p> <p class="desc">Ensure that your employee expenses are controlled effectively by creating policies in Zoho Expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 Oct 2016</p> <p class="heading-release">Custom Approvals </p> <p class="desc">You can now customize the approval flow for your employees and departments.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">20 Oct 2016</p> <p class="heading-release">Introducing Workflow Automation in Zoho Expense <span class="feature-milestone">Featured</span> </p> <p class="desc">Automate Email alerts and notifications by using Workflows in Zoho Expense.</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/help/automation/alerts/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 Oct 2016</p> <p class="heading-release">Add custom fields in user details </p> <p class="desc">Add additional information about your employees by using Custom Fields.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">03 Oct 2016</p> <p class="heading-release">Create expense reports for your Zoho CRM Potentials </p> <p class="desc">Associate Zoho CRM potentials with your Expense Reports.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">30 Sep 2016</p> <p class="heading-release">Run your Analytics the new way! </p> <p class="desc">Analytics revamped! Running the analytics becomes much easier.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">26 Sep 2016</p> <p class="heading-release">Fetch the bank feeds automatically for manually added cards </p> <p class="desc">Auto import bank feeds for your manually added cards.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">19 Sep 2016</p> <p class="heading-release">See only billable or non-billable expenses while running the analytics </p> <p class="desc">Filter out billable and non-billable expenses using customization, while running the analytics for expenses.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">07 Sep 2016</p> <p class="heading-release">Receipts becomes Receipt Inbox </p> <p class="desc">Different name, works the same! Renaming Receipts to Receipt Inbox.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31 Aug 2016</p> <p class="heading-release">Introducing Per diem expenses <span class="feature-milestone">Featured</span> </p> <p class="desc">You can now create Per diem expenses for daily allowances based on the Per diem rates set by the admin.</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/help/expenses/creating-expenses/#perdiem-expense" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">24 Aug 2016</p> <p class="heading-release">View unsubmitted expenses while running the analytics </p> <p class="desc">Admins can now run reports on unsubmitted expenses in the analytics section.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">23 Aug 2016</p> <p class="heading-release">Record advance payments for your employees </p> <p class="desc">Admins can now record advance payments, which the employees can use while creating expense reports.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">18 Jul 2016</p> <p class="heading-release">Introducing Email Reciepts <span class="feature-milestone">Featured</span> </p> <p class="desc">You can now email the receipts in your inbox to your Zoho expense account and they get converted into expenses automatically.</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/help/expenses/autoscan-receipts/#email-receipts" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">04 Jul 2016</p> <p class="heading-release">Get all your tax details under expense report details </p> <p class="desc">View the tax summary under the expense report details in the UK and Canada edition of Zoho Expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">04 Jul 2016</p> <p class="heading-release">Make fields mandatory in the expense creation form </p> <p class="desc">Ensure that your users fill in all the important information by making fields mandatory in the expense creation page.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">13 Jun 2016</p> <p class="heading-release">Record reimbursements in Bulk </p> <p class="desc">Record reimbursements in bulk from the All Approvals section.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">08 Jun 2016</p> <p class="heading-release">Introducing Custom Fields <span class="feature-milestone">Featured</span> </p> <p class="desc">Don’t miss a thing while recording expenses. Capture any type of additional information about your expenses using Custom Fields.</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/help/customization/custom-fields/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">02 Jun 2016</p> <p class="heading-release">Create vehicle specific mileage expenses </p> <p class="desc">You can now add vehicles to Zoho Expense and assign mileage rates to them.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">17 May 2016</p> <p class="heading-release">Associate users with QuickBooks vendors </p> <p class="desc">Choose who should be the vendor of your non-reimbursable expenses in QuickBooks.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">17 May 2016</p> <p class="heading-release">Auto export expense reports to QuickBooks </p> <p class="desc">Move your expenses from Zoho Expense to QuickBooks, Automatically!</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">17 May 2016</p> <p class="heading-release">Export Advance payments to QuickBooks Online </p> <p class="desc">You can now export Advance payments and map them to your advance payment account in QuickBooks Online.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">17 May 2016</p> <p class="heading-release">Export your reimbursable expenses as Journals to QuickBooks Online </p> <p class="desc">Not just as Bills, you can now export your reimbursable expenses as Journals to QuickBooks Online.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">12 May 2016</p> <p class="heading-release">You can now attach files to your expense report </p> <p class="desc">You can now attach pre-trip approvals and other documents directly with your expense report. &#34;</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">11 May 2016</p> <p class="heading-release">Integrating Zoho Expense with QuickBooks Online </p> <p class="desc">Accounting for your employee expenses has now become an easy task. Integrating Zoho Expense with QuickBooks Online.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">02 May 2016</p> <p class="heading-release">Attach multiple receipts to your expense! </p> <p class="desc">Does you receipt have more than one page? Attach them all with your expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">02 May 2016</p> <p class="heading-release">Reclaim VAT on mileage expenses </p> <p class="desc">Another Happy news for UK customers. You can now determine the VAT amount that can be reclaimed on your mileage expenses.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">02 May 2016</p> <p class="heading-release">Users can now edit the mileage rates in the UK edition of Zoho Expense </p> <p class="desc">UK customers have a reason to smile. The option to edit mileage rates in the UK edition is now available.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">22 Apr 2016</p> <p class="heading-release">Choose a Template before Downloading or Printing a Report </p> <p class="desc">Choose if the PDF should be downloaded or printed in the standard or group by category format, from the Approvals section.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">01 Apr 2016</p> <p class="heading-release">iOS App Updates </p> <p class="desc">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.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 Mar 2016</p> <p class="heading-release">Integrating Zoho Expense with Slack </p> <p class="desc">Now send instant notifications to your Slack channel on the approval or rejection of reports.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">09 Mar 2016</p> <p class="heading-release">Import and Export Projects in Zoho Expense </p> <p class="desc">Import and export projects in CSV or XLS format in Zoho Expense</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">29 Feb 2016</p> <p class="heading-release">Accessing All company reports becomes easier! </p> <p class="desc">Good news for the admins! Access All Company reports from the All Approvals section.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">09 Feb 2016</p> <p class="heading-release">Delete Organization </p> <p class="desc">If you aren&#39;t using an organization anymore, you can delete it.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">08 Feb 2016</p> <p class="heading-release">Add your Employees to their Respective Departments </p> <p class="desc">Introducing the Departments feature. You can now mention the department to which your employee belongs and also view the analytics based on departments.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">06 Feb 2016</p> <p class="heading-release">Rules for Expenses </p> <p class="desc">Configure rules for expenses in your policy and set up daily, monthly, or yearly limits.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">19 Jan 2016</p> <p class="heading-release">Introducing Custom Roles <span class="feature-milestone">Featured</span> </p> <p class="desc">Customize user permissions by creating custom roles in Zoho Expense.</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/help/managing-users/create-roles/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">12 Jan 2016</p> <p class="heading-release">Custom Fields </p> <p class="desc">Users can now add custom fields to their reports to provide additional information about their expenses.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">07 Jan 2016</p> <p class="heading-release">Reject individual expenses in an expense report. </p> <p class="desc">Good news for the approvers. Enabling individual expense rejection in expense reports.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31 December 2015</p> <p class="heading-release">Access your cards from the &#39;Cards&#39; section </p> <p class="desc">Relocated cards from dashboard to the sidebar for easy navigation.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31 December 2015</p> <p class="heading-release">Download receipts associated with your expense report </p> <p class="desc">Collectively download receipts of your expense reports with a single click.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31 December 2015</p> <p class="heading-release">Analytics Customization </p> <p class="desc">Choose what to see while runnning the analytics by using the advanced customization.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31 December 2015</p> <p class="heading-release">Submit, Approve or Reject several expense reports in one go </p> <p class="desc">You can now bulk submit, approve or reject expense reports.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31 December 2015</p> <p class="heading-release">Option to Edit Tax amount (Global version) </p> <p class="desc">You can now edit the tax amount while creating an expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31 December 2015</p> <p class="heading-release">Categorise your mileage expenses </p> <p class="desc">Classify mileage expenses into different categories.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31 December 2015</p> <p class="heading-release">Option to skip receipts attachment in PDF reports </p> <p class="desc">You can now choose to skip receipts attachments in PDF reports.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">24 November 2015</p> <p class="heading-release">Edit mileage rates while creating/editing expenses </p> <p class="desc">Admins can now edit mileage rates while creating/editing expenses.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">06 November 2015</p> <p class="heading-release">Recieve In-App Notifications </p> <p class="desc">Get notified at each stage of expense reporting and other activities.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">27 October 2015</p> <p class="heading-release">Choose the default PDF template for your expense report </p> <p class="desc">Choose if your PDF template should be in standard or group by category format, by default.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">19 October 2015</p> <p class="heading-release">Option for approvers to modify expenses submitted to them </p> <p class="desc">Approvers can now edit expenses submitted to them and notify submitters if necessary.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">19 October 2015</p> <p class="heading-release">Attach Receipts with Bulk added expenses </p> <p class="desc">Associate receipts when you add expenses in bulk</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">08 October 2015</p> <p class="heading-release">Introducing Zoho Expense web extension for Google Chrome <span class="feature-milestone">Featured</span> </p> <p class="desc">You can now clip and upload your receipts using Zoho Expense web extension.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">05 October 2015</p> <p class="heading-release">Export reports in bulk </p> <p class="desc">Export reports in bulk from the Approvals Tab.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">30 September 2015</p> <p class="heading-release">Update Approval workflow for your users in Bulk </p> <p class="desc">Change the approvers for your multiple employees at a time.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">30 September 2015</p> <p class="heading-release">New Template for PDF Reports </p> <p class="desc">When you download a report as a PDF, you can now choose the Group by Category template wherein the expenses belonging to the same category will be grouped and displayed in the PDF.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">30 September 2015</p> <p class="heading-release">Match Credit Card Statements with Existing Expenses </p> <p class="desc">If you&#39;ve recorded an expense in Zoho Expense, and the credit card&#39;s statement for that expense gets imported at a later date, you can now match the credit card statement with the existing expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">14 September 2015</p> <p class="heading-release">Auto-Sync CRM Users to Zoho Expense </p> <p class="desc">No need to manually sync users between Zoho Expense and CRM. You can now automate it.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">08 September 2015</p> <p class="heading-release">Include Attendees in your expense </p> <p class="desc">Associate other users or contact persons with your expense using Attendees.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">08 September 2015</p> <p class="heading-release">Import/export users </p> <p class="desc">Why invite users individually when you can import them to Zoho Expense? Exporting users is also a breeze.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">02 September 2015</p> <p class="heading-release">Upload travel policies of your company </p> <p class="desc">Upload the travel policy of your company for your employees’ reference. It can be accessed from the dashboard.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">02 September 2015</p> <p class="heading-release">Auto-categorisation of Expense Receipts </p> <p class="desc">We’ll automatically assign the category during autoscanning of receipts.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">24 August 2015</p> <p class="heading-release"> Import Credit Card Statements </p> <p class="desc">Import your credit card statements to Zoho Expense and convert them into expenses.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">17 August 2015</p> <p class="heading-release">Multi-level Approval Workflow </p> <p class="desc">Does your expense policy mandate multiple levels of approval? You can now set that up in Zoho Expense.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 July 2015</p> <p class="heading-release">Mileage for the UK edition </p> <p class="desc">Record mileage expenses based on the pre-defined rates given by HMRC.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">14 July 2015</p> <p class="heading-release">VAT for the UK edition </p> <p class="desc">You can now apply VAT on your expenses.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">14 July 2015</p> <p class="heading-release">Bulk Adding of expenses </p> <p class="desc">Collectively add expenses to a report.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 July 2015</p> <p class="heading-release">Fields Customization Under Expense Preferences </p> <p class="desc">Choose what fields should be seen in your expense creation page.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">03 July 2015</p> <p class="heading-release">Project Creation in Zoho Expense </p> <p class="desc">You can now create and submit expenses related to a Project.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">19 June 2015</p> <p class="heading-release">Tax Feature for Canadian version </p> <p class="desc">You can now apply tax on your expenses.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 May 2015</p> <p class="heading-release">Automatic Currency Conversion </p> <p class="desc">Create expenses in multiple currencies, we’ll automatically convert them to the accounting currency.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 May 2015</p> <p class="heading-release">Introducing Debit Card Support <span class="feature-milestone">Featured</span> </p> <p class="desc">Connect your Debit Cards to Zoho Expense.</p> <br> <a target="_blank" rel="noopener noreferrer" href="/expense/help/cards/adding-cards/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 May 2015</p> <p class="heading-release">Create Payment Modes </p> <p class="desc">Besides the default payment modes that are available in Zoho Expense, if you have other modes of payment for your expenses, you can add them and associate it while creating an expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 May 2015</p> <p class="heading-release">New Analytic Reports: Expenses by Customer and Expenses by Project </p> <p class="desc">Expenses by Customer report gives the number of expenses incurred for each customer. Expenses by Project report generates information about the expenses incurred for all the ongoing and completed projects over a specified period.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 May 2015</p> <p class="heading-release">Create Project-related Expense Reports </p> <p class="desc">When you create a report, you can now associate it with a project to record the project related expenses. Also, you can associate the report to the customer for whom the project is carried out.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 May 2015</p> <p class="heading-release">Import and Export Customers </p> <p class="desc">If you&#39;ve stored your customer details elsewhere, you can now download it and import to Zoho Expense. Also, you can export the list of customers in Zoho Expense for future references.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 May 2015</p> <p class="heading-release">Add Tax Rates </p> <p class="desc">You can now add tax rates and apply them to the taxable business expenses.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 May 2015</p> <p class="heading-release">Integrating Zoho Expense with Zoho CRM </p> <p class="desc">Bring all the Users, Contacts and Accounts from Zoho CRM to Zoho Expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">12 May 2015</p> <p class="heading-release">Merge Expenses </p> <p class="desc">If you find that an expense has been duplicated, you can merge it with its parent expense. On merging, both the expenses will be automatically deleted and a new expense will be created.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">12 May 2015</p> <p class="heading-release">New Analytic Reports: Reimbursements by User and Advances by User </p> <p class="desc">View the list of reimbursements and advances made to the users using the two new analytic reports, Reimbursements by User and Advances by User.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">12 May 2015</p> <p class="heading-release">Merge Merchants </p> <p class="desc">If you&#39;ve added the same merchant twice, you can now merge them as one and associate it while creating an expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">04 May 2015</p> <p class="heading-release">Add the Payment Mode of Your Expenses </p> <p class="desc">While creating an expense, you can now select the payment mode using which you paid for the expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">04 May 2015</p> <p class="heading-release">Create Customers </p> <p class="desc">Add the customers for whom you incur expenses and associate them with their projects for which you incur expenses.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">04 May 2015</p> <p class="heading-release">Export Reports </p> <p class="desc">You can now export a report that you&#39;ve created in Zoho Expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">04 May 2015</p> <p class="heading-release">Create Billable Expenses </p> <p class="desc">Expenses incurred on behalf of a customer can now be billed to them by marking the Billable option and associating the respective customer, while creating the expense.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">27 April 2015</p> <p class="heading-release"> Reference Numbers in Report Details and PDFs </p> <p class="desc">The reference number you&#39;ve added while creating a report will now be displayed in the report details and the PDF downloads of the reports.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">27 April 2015</p> <p class="heading-release">Allow or Restrict Uncategorized Expenses in a Report </p> <p class="desc">Configure Policy Settings to choose if you want Uncategorized Expenses to be a part of reports or not.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">16 April 2015</p> <p class="heading-release">Android App Updates </p> <p class="desc">To edit a submitted report, you can recall it using the Android app. Also, you can download a report as a PDF, print, and share it using the Android app.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">16 April 2015</p> <p class="heading-release">Access Zoho Expense from Chrome web store and Amazon App store </p> <p class="desc">Zoho Expense is published in the chrome web store and Amazon App store.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">12 April 2015</p> <p class="heading-release">Select Paid Through Accounts for Reimbursements </p> <p class="desc">You can now select the account through which you&#39;ve reimbursed your employees&#39; business expenses.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">10 April 2015</p> <p class="heading-release">Keep a ‘watch’ful eye on mileage expenses </p> <p class="desc">Track mileage with Apple Watch.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">07 April 2015</p> <p class="heading-release">Expense Reporting on the go: Mobile apps </p> <p class="desc">Download our mobile apps and automate record expenses on the go.</p> 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and Herzegovina</option> <option value="Botswana">Botswana</option> <option value="Brazil">Brazil</option> <option value="British Virgin Islands">British Virgin Islands</option> <option value="Brunei Darussalam">Brunei Darussalam</option> <option value="Bulgaria">Bulgaria</option> <option value="Burkina Faso">Burkina Faso</option> <option value="Burundi">Burundi</option> <option value="Cambodia">Cambodia</option> <option value="Cameroon">Cameroon</option> <option value="Canada">Canada</option> <option value="Cape Verde">Cape Verde</option> <option value="Cayman Islands">Cayman Islands</option> <option value="Central African Republic">Central African Republic</option> <option value="Chad">Chad</option> <option value="Chile">Chile</option> <option value="China">China</option> <option value="Colombia">Colombia</option> <option value="Comoros">Comoros</option> <option value="Congo">Congo</option> <option value="Cook Islands">Cook Islands</option> <option value="Costa Rica">Costa Rica</option> <option value="Cote d'Ivoire">Cote d'Ivoire</option> <option value="Croatia">Croatia</option> <option value="Cuba">Cuba</option> <option value="Curacao">Curacao</option> <option value="Cyprus">Cyprus</option> <option value="Czech Republic">Czech Republic</option> <option value="Democratic Republic of the Congo">Democratic Republic of the Congo</option> <option value="Denmark">Denmark</option> <option value="Diego Garcia">Diego Garcia</option> <option value="Djibouti">Djibouti</option> <option value="Dominica">Dominica</option> <option value="Dominican Republic">Dominican Republic</option> <option value="East Timor">East Timor</option> <option value="Ecuador">Ecuador</option> <option value="Egypt">Egypt</option> <option value="El Salvador">El Salvador</option> <option value="Equatorial Guinea">Equatorial Guinea</option> <option value="Eritrea">Eritrea</option> <option value="Estonia">Estonia</option> <option value="Ethiopia">Ethiopia</option> <option value="Falkland Islands">Falkland Islands</option> <option value="Faroe Islands">Faroe Islands</option> <option value="Fiji">Fiji</option> <option value="Finland">Finland</option> <option value="France">France</option> <option value="French Guiana">French Guiana</option> <option value="French Polynesia">French Polynesia</option> <option value="Gabon">Gabon</option> <option value="Gambia">Gambia</option> <option value="Georgia">Georgia</option> <option value="Germany">Germany</option> <option value="Ghana">Ghana</option> <option value="Gibraltar">Gibraltar</option> <option value="Greece">Greece</option> <option value="Greenland">Greenland</option> <option value="Grenada">Grenada</option> <option value="Guadeloupe">Guadeloupe</option> <option value="Guam">Guam</option> <option value="Guatemala">Guatemala</option> <option value="Guinea">Guinea</option> <option value="Guinea-Bissau">Guinea-Bissau</option> <option value="Guyana">Guyana</option> <option value="Haiti">Haiti</option> <option 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value="Taiwan">Taiwan</option> <option value="Tajikistan">Tajikistan</option> <option value="Tanzania">Tanzania</option> <option value="Thailand">Thailand</option> <option value="Togo">Togo</option> <option value="Tokelau">Tokelau</option> <option value="Tonga">Tonga</option> <option value="Trinidad and Tobago">Trinidad and Tobago</option> <option value="Tunisia">Tunisia</option> <option value="Turkey">Turkey</option> <option value="Turkmenistan">Turkmenistan</option> <option value="Turks and Caicos Islands">Turks and Caicos Islands</option> <option value="Tuvalu">Tuvalu</option> <option value="Uganda">Uganda</option> <option value="Ukraine">Ukraine</option> <option value="United Arab Emirates">United Arab Emirates</option> <option value="United Kingdom">United Kingdom</option> <option value="United States">United States</option> <option value="Uruguay">Uruguay</option> <option value="US Virgin Islands">US Virgin Islands</option> <option value="Uzbekistan">Uzbekistan</option> <option 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type="text/css">#demorequest-modal-wrapper{position:fixed;top:0;bottom:0;left:0;right:0;background-color:rgba(0,0,0,.5);padding:40px;z-index:1001;overflow-y:auto;color:#20284d;display:none;opacity:0}#demorequest-modal-wrapper.open{opacity:1;display:block}.demorequest-modal-content{display:-webkit-box;display:-ms-flexbox;display:flex;-webkit-box-pack:center;-ms-flex-pack:center;justify-content:center}.demorequest-left-section{border-radius:6px 0 0 6px;background:#e1f1ff;padding:50px 40px;width:700px;-webkit-box-sizing:border-box;box-sizing:border-box;text-align:center}.testimonial-carousel-title{font-size:20px;padding-bottom:20px}.testimonial-slider-wrapper{height:300px;background-color:#fff;border-radius:20px;padding:40px 30px 20px;margin-bottom:30px;-webkit-box-sizing:content-box;box-sizing:content-box}.demorequest-left-section .slide-content{display:none}.demorequest-left-section 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Puma has recently expanded the usage of Zoho Expense to multiple new regions around the globe, and throughout, the Zoho team has been extremely supportive to the unique requirements of each region and helped to make the onboarding experience painless.</p> <div class="slider-logo-container"> <div class="slider-logo puma"></div> <div class="slider-heading"> <h3>Mark Hawkins</h3> <p>Director, Operations PUMA SEA</p> </div> </div> </div> <div class="slide-content"> <p>We started using Zoho Expense across our whole IFFCO group for Travel and Expense Management as one of the key aspects to keep control on spends. It was a challenge to manage employee spend and expense reporting across our multiple office locations with disparate solutions. We found Zoho Expense as a very powerful and flexible tool which allows us to accommodate many different expense policies and compliances in respect to many different countries' regulations.</p> <div class="slider-logo-container"> <div class="slider-logo iffco"></div> <div class="slider-heading"> <h3>Jaroslaw Pietraszko</h3> <p>Director ERP & Digital Transformation, IFFCO Group</p> </div> </div> </div> <div class="slide-content"> <p>The Zoho Expense team has provided us with the best features—especially the receipt auto-scan, which eases our expense reporting journey with its mobile functionality. Our employees use Zoho Expense and its features extensively, particularly the mobile app. Above all, with the Zoho Analytics integration, we always get the insights we need with multiple dashboards to analyze our business spend. We’re one of those happy customers who are looking forward to seeing many new features and integrations within the application.</p> <div class="slider-logo-container"> <div class="slider-logo tataplay"></div> <div class="slider-heading"> <h3>Amit Rai</h3> <p>CHRO, Tata Play Fiber</p> </div> </div> </div> </div> <button class="dot active" onclick="currentDemoRequestModalTestimonial(0)"></button> <button class="dot" onclick="currentDemoRequestModalTestimonial(1)"></button> <button class="dot" onclick="currentDemoRequestModalTestimonial(2)"></button> <div class="rating-section"> <hr> <h3 class="rating-section-title">Rated by the best</h3> <img src="/expense/images/index/rating-image-1x.png?v=2" srcset="/expense/images/index/rating-image-2x.png?v=2 2x" width="500" height="73" > </div> </div> <div class="demorequest-right-section"> <button type="button" class="close-btn" aria-label="Close" onclick="hideDemoRequestModal()"> <img alt="close" src="/expense/images/cross-thin.svg" width="10px"> </button> <div class="demorequest-form-title">Request a demo</div> <form action="https://crm.zoho.com/crm/WebToCaseForm" name="WebToCases4538240000001565470" class="demorequest-modal demorequest-form" onsubmit="validateDemoModalForm(this); return false;"> <p class="display-none"> <input type="text" class="display-none" name="xnQsjsdp" value="d02f60251bff9569d58f9b27da0d28821db5794ac89ade48e68c7036d8c527ca"> <input type="hidden" name="zc_gad" id="modal_zc_gad" value=""> <input type="text" class="display-none" name="xmIwtLD" value="b9277c466508d68bd4f925d2497fcc5e19afcd1ccc2527db234cd3037d5891c1"> <input type="text" class="display-none" name="actionType" value="Q2FzZXM="> <input type="text" class="display-none" name="returnURL" value="https://www.zoho.com/expense/thank-you.html"> <!--ignore lint--> </p> <div class="form-group"> <div> <input class="form-control" type="text" placeholder="Name*" name="Reported By" id="modal_demo_name"> <p class="text-danger" id="modal_demo_name_error">This 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edition for Zoho Expense. Effortlessly manage your business expenses while staying VAT compliant. Once you enable VAT, your users can apply any of the default VAT rates to their expenses.</p> <br> <a target="_blank" rel="noopener noreferrer" href="https://www.zoho.com/za/expense/help/setting-up-organization/taxes/" class="readmore"> Learn more... </a> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">07 August 2024</p> <p class="heading-release">Display Terms and Conditions in Advances </p> <p class="desc">Users can now read and agree to the terms and conditions before requesting an advance. To enable this, go to Advance Submission Preferences in Settings, select the box Display Terms &amp; Conditions, and enter the terms and conditions for advances in the field below.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">02 August 2024</p> <p class="heading-release">Introducing Budgets in My View </p> <p class="desc">Your users can now view their actual spending, compare it with the budget amount, and also monitor their balance. Additionally, they can customize the period for which they want to view the budget.</p> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">31 July 2024</p> <p class="heading-release">Generate Analytics for Expenses with New Filters </p> <p class="desc">You can now customize the analytics for expenses based on parameters by which you want to group a report. Additionally, you can filter and run expense reports based on the criteria you&#39;ve set.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 July 2024</p> <p class="heading-release">View Budget vs Actuals for Shared Budgets </p> <p class="desc">You can now track the actual spending of your business and compare it against the budget set for any shared budgets. You can do this by switching the View Budgets vs Actuals toggle on the budget details page.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 July 2024</p> <p class="heading-release">Android App Updates </p> <ul> <li class="desc points">We&#39;ve introduced the Cards module in the Android app, where you can easily match your card transactions with expenses and view all transactions associated with a card by clicking the respective card.</li> </ul> <ul> <li class="desc points">We now support the Canadian French language in addition to other languages in the Zoho Expense Android app.</li> </ul> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">03 July 2024</p> <p class="heading-release">iOS App Updates </p> <ul> <li class="desc points">You can now view all transactions associated with a card by clicking the respective card.</li> </ul> <ul> <li class="desc points">We now support the Canadian French language in addition to other languages in the Zoho Expense iOS app.</li> </ul> <br> </div> </div> </div> <div class="content"> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 June 2024</p> <p class="heading-release">Zoho Expense Is Now Available in Canadian French (Canada Edition) </p> <p class="desc">In addition to the languages that Zoho Expense already supports, it now supports Canadian French for users using the Canada edition of Zoho Expense.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">28 June 2024</p> <p class="heading-release">Use Zoho Expense in Thai language </p> <p class="desc">In addition to the 13 languages that Zoho Expense already supports, it now supports Thai as well.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 June 2024</p> <p class="heading-release">Add Tags in Report&#39;s PDF Templates </p> <p class="desc">The tags associated in expense reports can now be added to your report&#39;s PDF templates.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">15 June 2024</p> <p class="heading-release">Export and Print Advances </p> <p class="desc">You can now export your advances as PDFs and print them by clicking the More icon on the advance details page.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">13 June 2024</p> <p class="heading-release">Enhancements in Tracking Budgets Actuals </p> <p class="desc">You can now track your actuals based on individual categories or sub-categories grouped with parent categories. In Individual Categories, the actuals will be tracked separately for each category and its sub-categories. In sub-categories grouped with a parent category, the actuals of the parent category will be tracked by combining the parent category with its sub-categories.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">03 June 2024</p> <p class="heading-release">Renamed Travel Documents to Travel Details </p> <p class="desc">The travel documents tab in My Settings has now been renamed to Travel Details to help manage the user&#39;s travel information in one place, including travel profiles, loyalty programs, and travel documents.</p> <br> </div> </div> <div class="circle-container"> <div class="month-circle"></div> </div> <div class="each-item"> <div class="release"> <p class="date-release">03 June 2024</p> <p class="heading-release">Introducing Loyalty Programs </p> <p class="desc">If you&#39;re enrolled in loyalty programs offered by airlines and hotels, you can now add your details in My Settings &gt; Travel Details &gt; Loyalty Programs. Those details will be auto-filled when booking trips using the GetThere integration.</p> <br> </div> </div> </div> <a class="whatsnew-page-link" href="/expense/whats-new.html" target="_blank" rel="noopener noreferrer">More Updates&nbsp; <svg xmlns="http://www.w3.org/2000/svg" viewbox="220 -220 512 512"> <path d="M719.5 7.4L526.7-185.5c-15.8-15.8-41.5-15.8-57.3 0-15.8 15.8-15.8 41.5 0 57.3L593.1-4.5H261.5C239.2-4.5 221 13.6 221 36s18.1 40.5 40.5 40.5h331.6L469.4 200.2c-15.8 15.8-15.8 41.5 0 57.3 7.9 7.9 18.3 11.9 28.6 11.9s20.7-4 28.6-11.9L719.5 64.6c15.9-15.8 15.9-41.4 0-57.2z"/> </svg> </a> </div> </div> </div> </body> <script> var hostUrl = document.location.href; var fromWebApp = hostUrl.indexOf('origin=webapp') !== -1; if(fromWebApp) { document.getElementById("web-app-page").style.display = "block"; } else { document.getElementById('website-page').style.display = "block"; } </script> </html>

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