YTD ExpensesAggregate FormulaYTD(Sum("Expense Claim"."Total (BCY)"),"Expense Claim"."Expense Date")Displays the total year to date expense The following are the default formulas in theTripstable. Formula NameFormula TypeFormulaDescription
You can navigate through the various modules in our help documentation to learn how you can manage your expenses efficiently. Before taking a deeper look into the modules of Zoho Expense, let’s take a look at some of the common aspects of the product that will make using Zoho Expense easy...
We use Zoho Expense to gather all expenses from our credit card company and to allow team members to complete and submit expense reports and documentation for all expenses rel... Continue reading Brian Hasenbauer Vice-President - Marketing Vice President of Marketing Astanza Laser 4 years of exp...
Expenses: Provides a single platform to its users within which they can keep track of their whole business outlay, track expenses, categorize them, as well as bill them to clients. Banking: Users can manage multiple bank accounts. Also, the software is compatible with various online payment gat...
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The software even allows you to track and invoice billable expenses — a feature not all competitors offer. During our testing of Zoho, we went through the process of creating an invoice. We like that the template gallery has extensive invoice customization options, more than most competitors....
You can set up this accounting software to automatically perform tasks like sending recurring invoices and payment reminders and tracking expenses. We also like that Zoho Books can set up bank rules to automatically categorize transactions when they’re imported each day from your bank feed, and ...
Zoho Invoice—completely free, helping you send beautiful invoices, get paid online, and see a basic breakdown of income and expenses Zoho Books—Invoice's big sibling, introducing more advanced accounting features to the mix Zoho Projects—the project management app that you can access directly wi...
There is an icon on the dashboard that indicates the status of any expenses, but you can't click on it to view them. Another slightly confusing thing is what is called "Unreported Expenses." That doesn't mean "expenses that haven't been turned in," it means "expenses that aren't ...
(Books and Expenses include this functionality) If it doesn't is it under consideration? on the Road Map? Live webinar: 2024 recap of Zoho WorkDrive Hello everyone, We’re excited to invite you to our year-end live webinar! This session will take you through the transformative features ...