#1 most frequent
United States of America
40.9%47 installations of 115
What is Zoho Expense?
Zoho Expense is online expense reporting software, tailor-made for businesses worldwide to automate expense report creation, streamline approvals and make swift reimbursements.
Categories & Use Cases
Videos
Top Performing Features
Employee Expense Reporting
Allows companies to track employee expenses to make cost-effective decisions.
Category average: 8.4
Customizable Approval Policies
Policies for different types of approvals can be customized, sent to multiple approvers, automatically approved, etc.
Category average: 8
Financial Document Management
Invoices, expense reports, and associated documents are stored within the platform for any future needs.
Category average: 8.3
Areas for Improvement
Corporate Card Reconciliation
Allows companies to reconcile employee expenses with company card statements.
Category average: 8.3
Electronic Funds Transfer
Funds can be transferred via EFT as opposed to paper checks.
Category average: 8.2
Advanced OCR
Automatically imports information from invoices, receipts, expense reports, and other scanned documents into the platform.
Category average: 7.8
Who Buys & Uses Zoho Expense
#2 most frequent
India
33.0%38 installations of 115
#3 most frequent
Canada
7.0%8 installations of 115
Zoho Expense is a Great Product - Wonderful ROI
Use Cases and Deployment Scope
We utilize Zoho Expense for employee reimbursement expense reports. As well as corporation expense reporting for corporate credit cards held by employees. By being able to attach receipts and have the system read them it helps save time. Additionally the policy set up option is really good if you have multiple departments
Pros
- receipt uploads
- simple use
- mileage tracking
Cons
- creation of policies per department
- faster OCR
- easier syncing to credit cards
Return on Investment
- ROI regarding employee reimbursement reports and tracking their submissions
- tracking the corporate credit card charges per user
- the cost per use is reasonable
Usability
Alternatives Considered
SAP Concur, Expensify and BILL
Other Software Used
DocHub, Zapier, Looker
Easy Expense Reporting for Remote Teams
Use Cases and Deployment Scope
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 related to them.
The intent of using Zoho Expense is to increase our efficiency and the timeliness of closing our monthly financials.
The intent of using Zoho Expense is to increase our efficiency and the timeliness of closing our monthly financials.
Pros
- Submission and approval of reports
- Ease of expense documentation
- BCC to expenses
- Automatically converting digital expenses to a Zoho Expense
Cons
- Integration with credit card providers
- Reporting
- Dashboards
Return on Investment
- We have had some issues with the credit card reconciliation process which has made our monthly accounting / close process. This has been a negative
- Positive ROI is that team members spend less time on expense reports due to the ease of reporting
- Positive ROI is that substantial training and onboarding is not needed due to the features and simplicity.
Alternatives Considered
Expensify
Other Software Used
QuickBooks Online, HubSpot Marketing Hub, Salesforce Lightning Platform
Get your expenses done in less time and with less headaches
Use Cases and Deployment Scope
Zoho Expense is being used across the entire organization for expense management, submission and reimbursement. It has helped streamline our expense management. It has taken Ripple Street from the old days of filling out Excel expense spreadsheets to modernizing our expense reports and digitizing them. It has made this task much easier for all parties involved.
Pros
- Makes it easier.
- Reduces time.
- Makes it easier to track.
Cons
- Integration with Justworks HR platform.
Return on Investment
- Gives employees more of of their time back for doing work.
Alternatives Considered
Concur Travel and Expense
Other Software Used
Asana, HubSpot Sales Hub, Justworks
Zoho expense review
Use Cases and Deployment Scope
We are using the Expense management application from Zoho CRM. This is being used by all the employees to submit their expenses, both personal and client related.
Pros
- Provide single window to submit all kinds of expense reports.
- Seamless approval process.
- Integrate additional support document from the vendors.
Cons
- Some integration with service providers to upload bills directly with just need of a reference number or bill data.
Return on Investment
- Employee satisfaction in seamless account settlement.
Alternatives Considered
Pardot
Other Software Used
Salesforce Lightning Platform (formerly Salesforce App Cloud), Pardot, Microsoft Yammer
Usability
Wonderfully easy program to use
Pros
- Straightforward and easy to use.
- Autoscan works flawlessly 99% of the time.
- Seamless Integration into Zoho Books.
Cons
- Could have more default options. Instead of making my users select payment method, allow us to default it to one of the options.
- More room for customization by department. My service department needs different categories of expenses then my sales department.
Return on Investment
- It's included in our Zoho One Subscription which was cheaper than QuickBooks, and we now have so many more options at a much cheaper cost.
Usability
Other Software Used
Zoho Books, Zoho CRM, Zoho People, Zoho Creator, Zoho Campaigns, Zoho Analytics (formerly Zoho Reports)
