Accessing Zoho Expense User Guide Zoho Expense

You can click any of the above tasks to view their details. If you’re a new user, you will have to get an invitation email from your admin to get started with Zoho Expense.

Purchase Request

It’s easy to get started with Zoho Expense—all you need to do is sign up. Once you’ve done that, your 14-day free trial will begin automatically. Less suitable for prospect management as compared to Pardot. On the dashboard, you can see an overview of everything that’s happening, from pending trips to pending reports and unreported advances.

Zoho Expense’s key features

Zoho Expense lets you itemize your expenses so that you can apply the tax appropriately. Failing to establish clear expense policies can lead to compliance issues. And neglecting to consistently update and maintain expense categories results in inaccurate data and analysis. Zoho Expense integrates natively with other Zoho products, including Zoho Books, Zoho CRM, and Zoho People. It also integrates with Quickbooks for a more comprehensive view of your finances.

Receipt Bank

• Without that integration, you need to export-and-import the data as CSV (with custom templates for exporting data), and note the reimbursement within Zoho Expense.
• If you want a custom, non-linear, or multi-stage approval flow, Zoho Expense has you covered.
• In addition to standard expense management features like receipt capture, the company offers its own Expensify card, which makes capturing expenses a breeze.
• I would have awarded it a higher mark if it could also issue prepaid cards as an added function.
• Zoho Expense is a cloud-based, stand-alone business expense tracking app offered by Zoho.

Beyond Zoho’s own software, Zoho Expense connects with Intuit QuickBooks for accounting, so you can schedule reimbursements in the usual accounting cycles. Without that integration, you need to export-and-import the data as CSV (with custom templates for exporting data), and note the reimbursement within Zoho Expense. And, since you can create custom roles such as an external accountant permitted to access the system, this is something an SMB may choose to offload to an expert. Zoho Expense is a no-brainer for any company that already uses Zoho products, especially other finance tools like Zoho Books and Zoho Invoices. Since Zoho uses the same login for all its products, it’s easy to add another to your software stack, and they all integrate seamlessly with each other.

Data safety

Moreover, Zoho Expense has the capability to export their information in far more detailed fashions than other desktop and mobile applications including AMEX and Citi. I also like the approver and reminder functionality the app enables for the management team. Does your organization provide cash advances to employees before they embark on a business trip? Zoho Expense lets employees add these advances and apply them to their expense reports to automatically offset reimbursement amounts. Zoho Expense is a zoho expense login great auxiliary app to supplement your dedicated accounting software.

• Zoho Expense has a neat and organized dashboard that provides users easy access to all its features.
• This increases the price of competitor’s plans and may saddle SMBs with extra functionality they don’t need or want.
• Also, Zoho’s integration with productivity software—like Google Workspace, Microsoft 365, and Slack—adds more ways for Zoho Expense to send alerts and gather receipts much faster.
• Its popularity means that every accountant will be familiar with it, while the same can’t be said for Zoho Expense.
• Freelancers can start with the free plan and then upgrade to higher tiers if they need more features.

You only need to activate the GPS feature at the start of your trip and end it upon arrival. The app will then automatically calculate the distance traveled and your expenses. Once receipts are in the tools, the dashboard gives you a high-level view of their status (Figure B). You can itemize expenses so they are tax exempted appropriately and split shared expenses by amount, day or custom category.

Automation

After viewing the report, the approver may reject it and enter the reason for rejection in the pop-up textbox window. retained earnings balance sheet Once rejected, the report will be categorized as “Rejected.” The accountable person may re-submit the report after addressing the reason for rejection. Here are some of the most notable expense tracking features in Zoho Expense. Zoho Expense does well in this category, mainly because it’s got a solid feature set combined with excellent customization and a small business-friendly price tag.

It helps in the tracking of expenses, documentation of expenses, submitting expenses to management, and getting approval and reimbursement. I love the mobile app feature and ease of use in submitting receipts and ultimately your expense report for approval. Food Truck Accounting Zoho Expense also offers a streamlined experience that saves time and effort.

How should one evaluate expense management software for their organization?

If your organization offers employees an allowance per day, Zoho Expense has got you covered. Set up per diem rates based on location and split them based on expense types. Overall, Zoho Expense scored well in my ease of use evaluation because it has excellent customer support channels, including phone, email, live chat, and chatbot. It also provides a detailed knowledge base that discusses all the software’s features and capabilities. Alternatively, you may check out our guide to the best spend management software for managing employee spending. Once submitted for approval, the approver will see the report on their end.