TrustRadius Insights for Zoho Expense are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Simplified Expense Management: Users have found the submission and approval process for reports to be easier, reducing time spent on managing expenses effectively. The streamlined workflow has helped users efficiently handle their financial tasks with convenience.
Efficient Tracking Feature: Reviewers appreciate the automatic conversion of digital expenses to Zoho Expense, making it easier to track and manage expenses efficiently. This feature simplifies expense tracking processes and boosts productivity by automating manual tasks.
Seamless Integration and User Experience: Customers highlight the seamless integration with Zoho Books through features like autoscan and easy receipt attachment. This enhances the overall user experience by providing a smooth workflow for expense management tasks, resulting in improved efficiency and accuracy.
Zoho Expenses is one of my most favorite apps. I cannot praise this software enough for the time and headaches it has taken away from me. Once you take the time on the front-end to set this up with your parameters, protocols, accounts, and users, it is very easy to train end-users. Our sales force can enter their expenses on the fly, attach images of receipts and never worry about forgetting to submit their reports by the closing date. We set up the program to auto-close the reporting period and submit the reports for approval/reimbursement in accordance with our specifications. Reps are notified when their reports are approved (or rejected), as well as when they have been reimbursed. Besides the ease of use and keeping my reps informed, Zoho Expenses is one of the only affordable expense reporting systems to integrate with QuickBooks Desktop.
Pros
The program will notify users if they have entered a duplicate charge.
Once the end-users understood that receipts were mandatory, attaching those receipts has become second-nature. The app makes it very easy to do so.
Cons
One of the biggest annoyances is that when I upload a file to QuickBooks, the entire Chart of Accounts is the uploaded from QuickBooks back into Zoho. I am constantly cleaning the Active List up. I have applied all the "fixes" from their IT dept, but this is a recurring occurrence.
Likelihood to Recommend
Setting aside the minor inconvenience regarding the Chart of Accounts, the rest of the program is 100% accurate, 100% of the time. I have had zero downtime with this program and trust the information to be consistently accurate.