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Zoho Expense, which is offered by Zoho, has been an extremely helpful tool for me in terms of simplifying the process of controlling the costs associated with my company’s operations. Because the user interface is so straightforward, I didn’t have to go through much of a learning curve until I felt comfortable with the system. The establishment of automatic expense reports is one of the aspects that particularly stands out to me. Since I no longer have to manually assemble my expenses, it helps me save a lot of time and eliminates a lot of headache.
In addition, the procedure of refund is swift, which guarantees that I will get my money back in a timely manner. Zoho Expense is a game-changer for anyone who, like me, used to carry about a stack of receipts in their pocket or wallet. It has been developed especially for individuals who are looking for a simple and uncomplicated method to keep track of the costs associated with running their business.
In addition to this, the cost is reasonable, placing it within reach of even the smallest of companies. Zoho Expense has not only made the process of tracking my business expenses easier for me, but it has also made the approval and reimbursement of those expenses easier for both myself and my staff. In general, I have found that utilizing this application has provided a great deal of ease and contentment in relation to the running of my company.
Zoho Expense Specifications
In a nutshell, Zoho Expense is a robust and user-friendly expense reporting software that may assist organizations of any size in reducing their overall time and financial expenditures.
| Feature | Description |
|---|---|
| Expense tracking | Track all your business expenses, including mileage, meals, and travel. |
| Receipt capture | Upload receipts from your mobile device or desktop computer. Zoho Expense will automatically scan and extract the expense details. |
| Expense reporting | Create and submit expense reports with ease. You can customize the reports to include the specific information you need, such as expense categories, dates, and amounts. |
| Expense approval workflow | Automate your expense approval workflow with customizable rules. You can also set up notifications to keep track of the status of your reports. |
| Expense policies | Create and enforce expense policies to ensure that your employees are following your company’s spending guidelines. |
| Corporate card reconciliation | Reconcile your corporate card transactions with your expense reports. |
| Integrations | Zoho Expense integrates with a variety of other Zoho products, as well as popular accounting and CRM software. |
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Zoho Expense review: Pricing
If you have never used any of Zoho’s products before, then the free trial of its Expense package, which lasts for 14 days, is the perfect method for you to become familiar with all of the settings. If you are sufficiently interested in its plethora of power tools, then the continuing fees make it an extremely reasonable investment. There is in fact a free plan that has no associated expenses and enables up to three users to take advantage of everything that the software has to offer.
The next tier up is the Premium Plan, which can be had for just $2.50 a month if paid for the entire year in advance, or for $3 per month if you choose to pay for it month-to-month. There must be a minimum of ten users before this may be used. There is also an Enterprise Plan version of Zoho Expense, which calls for a minimum of 500 users and mandates that you get in touch with Zoho directly if you have such substantial needs.
Zoho Expense review: Performance
Zoho Expense will provide you with a zippy performance, and its usability will be enhanced by the fact that it will joyfully combine with other products offered by Zoho. This includes Xero and QuickBooks Online, as well as Zoho Books, and the program will function with other accounting tools as well, despite the fact that it does not operate with the free version of the software.
Zoho CRM, Zoho Invoice, Zoho People, Zoho Cliq, and Zoho Projects are all compatible with the aforementioned three products. In addition, the program has been thoughtfully built, and normal operation of it results in zero difficulties whatsoever. There are additional notable applications available for both the iOS and Android operating systems.
Zoho Expense review: Dashboard
The administrative view provides access to the dashboard. Certain workers within an organization can be given administrative responsibilities so that they can keep an eye on everything related to the process of expenditure reporting and reimbursement. Users without the Admin position are unable to add Submitters, Approvers, or more Admins to the system.
On the dashboard, you will see a comprehensive summary of everything that is taking place, including upcoming excursions and the most serious offenders. In general, it offers management insightful information about the company to which they are responsible.
Zoho Expense review: Ease of use
For all its capabilities, Zoho Expense is straightforward to use, even for expense software beginners. Zoho Expense, like other Zoho apps, provides everything you need to get started quickly. Before utilizing the app, watch the brief movies that explain important program sections such expense summary, admin position, submitter role, and approver role. Set up the app quickly with setup options to the right of the screen and solid help resources a click away. Zoho cost’s dashboard and homepage provide a summary of cost activities and easy navigation. The left-hand vertical navigation bar accesses all system functionality, including the receipt inbox for scanning, uploading, and managing receipts.
The expenses function shows if expenses have been filed and how much they cost, with the opportunity to add new ones. This feature lists all expense reports and their statuses, and you can create a new one from the same screen. Because the displays are so similar, new users will soon become used to the app. If you get stuck, click the question mark at the upper right of any page for help and support.
Final Words
According to my own experience, Zoho Expense is a useful add-on to go along with your main accounting program. This app is very helpful for speeding up the process of keeping track of costs, getting approvals, and getting reimbursed. It’s even easier to use Zoho Expense if you already have other Zoho apps because you only need one account to connect them all. Based on how I’ve personally used it, Zoho Expense stands out as a great way to keep track of and manage costs.
I’ve learned, though, that Emburse Abacus might be a better choice for small businesses with less than 500 workers that want more advanced features like managing multiple locations or branches. Even though it has this problem, I still think Zoho Expense is a good choice, especially if you want to add other Zoho apps like Zoho Books or Zoho CRM to your collection.
Zoho Expense review: The Good and Bad
Zoho Expense does well in this category, mostly due to the fact that it possesses a robust feature set in addition to strong customization options and a price tag that is friendly to small businesses.
The Good
- Free plan available
- Easy system navigation
- Excellent help resources available
The Bad
- Data entry could be reduced
- Travel manager only available in Enterprise plan
Questions and Answers
Zoho Expense is an online expense reporting software that accelerates the approval process, automates the entry of charges from receipts, simplifies expense reporting, and gives control over business expenditures.
Keeping tabs on your spending with Zoho Invoice. Identify Different Types of Expenses and Categorize Them Write down the many kinds of expenses that you are likely to incur, and then classify them into different categories. Create new expense categories in Zoho Invoice based on the information in this article. When you need to make an expenditure report in the future, you will know exactly where to submit it.