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Zoho Expense

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About Zoho Expense

What is Zoho Expense?

An organization can never be successful unless it has its expenses under its control. An expense management software which can help you to regulate and manage your business expenses is very essential. Zoho Expense is said to be a platform that allows you to transform the expense reporting as well as the process of monitoring the expenses of an organization. 

To begin with, Zoho software system automates a wide range of expenses associated with management-related operations. This helps one to record the transactions in a jiffy. It facilitates easy conversion of receipts into expenses. The process of reporting just needs a single click.

Benefits of Zoho Expenses

Zoho Expense has a unique benefit that automatically captures the transactions done via credit card, and then convert them into expenses. It does not matter which kind of device is being used – Zoho Expense is capable of recording all expenses on the go. This software is smartphone friendly, as anyone can manage the application entirely on their phone easily.

The software helps in keeping a track of allowed expenditure limits. This helps the companies in staying within their financial boundaries and making best decisions. The software interface is functional along with being hassle-free. It offers several means to enter or to monitor the information. There are Automated updates which are easily available in the software.

Zoho Expense Versions

There are 3 versions of Zoho namely Zoho expenses, Zoho Books and Zoho CRM. Zoho Expense software is fully integrated with Zoho Books and Zoho CRM software. This allows the user to use all the three packages with a single account and allows the data to flow seamlessly across the organization.

Price and Packages of Zoho Expense

Zoho CRM has three plans available-

  1. Standard - Starts @ Rs 75/- monthly per user
  2. Premium - Starting @ Rs 149/- monthly per user
  3. Enterprise - Please get in touch for more elaorated pricing

Zoho Expense Features

As can be seen, Zoho expense software is an integrated system that helps you track the progress of your business expenses and control the same before it goes out of hand. Some of the salient features of Zoho software are as follows:-

  1. Expense recording automation: Zoho Expense helps an organization to Automate their expense recording process.
  2. Work on the go: Zoho aids in managing the Expenses on the go.
  3. Simplify approvals: Zoho helps to Simplify approval.
  4. Auto Scan : Some features are available to Auto Scan the receipts.
  5. Multi platform compatible: Zoho Expense features are compatible with iOS, Android and Windows devices.
  6. Multistage workflow: Zoho allows for Multistage workflow and saves from overload.
  7. Integration with other softwares: Some features are available the Integration with Zoho CRM and Zoho Books.

Zoho has features such as Expense Analytics and Import card transactions. It also has features such as Mileage tracking which is very useful tool.

  1. Control expenses: Zoho Expense reviews suggest that the system can help to Control your expenditures and also Gain visibility on the spending activities of the organization. 
  2. Credit card collaboration: One can easily have their Credit card imported into the software.

Other Unique Features:

  1. Zoho Expenses Connection with mobile : One can easily carry out a Mobile Receipt Upload using Zoho software. 
  2. Multi-currency: The Multi-currency expensing feature is an added advantage of Zoho software.

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Zoho Expense Features

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Zoho Expense Specifications

Zoho Expense Reviews

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Zoho Expense FAQs

An Approver or an Admin user can approve the expense report. An approver has the option of forwarding an expense report that has been submitted to them, to another user for approval/rejection.
Yes. Reports with expired expenses can be approved. However, it will be considered a policy violation.
Reports in the Rejected status cannot be reimbursed. To record reimbursement for a rejected report, you need to approve it once again.
Yes, before approving the report, the approver will be prompted about the policy violations in that report. However, it will be at the approver’s discretion to approve or reject the report.
Can admins view the expense reports submitted to another approver? Yes, Admins can access all the reports submitted across the organization to any approver from the All Approvals section. They can view them under the To be reimbursed filter.
Yes, an admin can approve reports submitted by any user to any approver.
es, Zoho Expense features auto-scans receipts along with credit card statement assistance, hence one never has to re-key the receipts. This helps to reduce the potential cost from the errors that are caused by manual data entry. It also helps to reduce the time that is consumed in the entire process.
Zoho Expense software is considered to be the only expense reporting system that automates the accounting for expenses. Zoho Expense software has great integration with other options like Zoho Books, which is an online accounting software. All of the approved expenses can be automatically accounted for in Zoho Books system. This helps one to eliminate the need to import or export the files.
The software has an automated approval reminder that the managers can use. With the one-click approval, Zoho Expense software makes sure that one gets the reimbursement done faster. The Approved rejected and forwarded reports can be processed quickly by just the click of a button.
All the processes that are related to the expenses of an organisation are recorded in Zoho software such as the vendor payments, purchase payments etc.

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