Make employees happier with quicker expense reimbursements, delivered directly to their accounts. If you want a custom, non-linear, or multi-stage approval flow, Zoho Expense has you covered. Design multiple complex approval flows and ensure that all transactions are overseen by the proper what are retained earnings set of people before being approved. Expense reporting has been so easy after we started using Zoho Expense.

How should one evaluate expense management software for their organization?

An unexpected integration is the ability to pull in receipts from your Lyft rides. Zoho Expense makes good use of this integration, so in some ways you get more than you pay for. If you connect it with Zoho CRM, for example, then sales teams can accumulate expenses tied to customers, making it easy to submit by customer or on a project basis. Zoho Expense is a powerful and easy-to-use expense management platform for businesses of all sizes. Automated expense tracking and robust analytics help organizations control costs and get better insights into their spending.

• You can group related expenses like air travel, lodging and food to simplify the report.
• The system also automates visa requests and travel policy compliance.
• The system will freeze a fare while awaiting approval to avoid price surges and notify employees of price alerts so they can re-book at a lower fare.
• Employees can also apply cash advances to the report to offset reimbursement amounts and ensure correct calculations.
• Furthermore, its integration with accounting and ERP software like QuickBooks, Zoho Books, Xero, Oracle, SAP, and Sage makes the platform a flexible pick.

Expense control and approvals

Although this isn’t a significant drawback, I’d prefer the platform to allow real-time expense approval for faster review, approval, and reimbursement. I believe, the most convenient feature for our employees is the easy-to-use mobile version of the tool. You click a picture of the bill you just spent on, select the relevant expense head and hit submit. End users (that is, employees who want expense reimbursement) can enter data in several ways. The company expects most users to capture receipts using the Zoho Expense mobile app for iOS, Android, and Windows Phone, and that’s certainly the most streamlined.

• This is nicely intuitive and sets it apart from apps with slightly more confusing interfaces, like Concur Expense.
• Fortunately, most other Zoho products, including Zoho Books accounting, offer a free tier of service as well as affordable paid plans.
• Zoho Expense offers numerous features, such as Mileage Tracking and Expense Reporting Automation, to help you efficiently monitor your business expenses for different activities and events.
• The ease of creating a new user as well as customer support has been great.
• It clips a portion of a webpage and treats it as a receipt.
• Tired of coming up with different names and numbers for your reports?

Automation

Otherwise, all expenses charged to the corporate card will feed into Zoho Expense’s approval and reimbursements automatically. Companies can delegate certain employees with the Admin role so that they can oversee everything in the expense reporting and reimbursement process. Only users with the Admin role can add Submitters, Approvers, or other Admins. You can connect corporate, prepaid or personal credit cards to Zoho Expense, so purchases will automatically be logged in the system, making it easy to reconcile business expenses. You’ll appreciate Zoho Expense’s mileage tracker if you often travel for work or business-related purposes. While you can manually log your odometer reading, you can use the GPS tracker to track your trips automatically.

• FreshBooks is a great choice for businesses that are looking for an accounting software that includes expense tracking but don’t want to spend as much money as QuickBooks requires.
• Mark Calatrava is an accounting expert for Fit Small Business.
• Also, Zoho Expense has a “bulk add expenses screen” so you can organize a lot of expenses on one page.
• Otherwise, all expenses charged to the corporate card will feed into Zoho Expense’s approval and reimbursements automatically.
• This would ensure employees can only add expenses that fall under these expense types, giving you more control over what they report.

On the spreadsheet-like form, you enter an expense’s date, merchant, category, and amount, and link their receipts. The process is less tedious than multiple drag-and-drops, and it certainly would be convenient for getting organized after a business trip. But we wish Zoho Expense took this feature a little deeper, zoho expense login by letting us upload a spreadsheet to prepopulate all those fields. QuickBook is the industry standard in accounting software, and it offers receipt capture and expense management for all pricing tiers, which start at $30 a month. Its popularity means that every accountant will be familiar with it, while the same can’t be said for Zoho Expense. QuickBooks also incorporates everything into one platform, while Zoho breaks out functions into separate products like Zoho Expense, Zoho Books and Zoho Invoice.

Zoho Expense Card Programs

The efficiency of expense reporting and reimbursement has improved multifold. Not just for all business teams, Zoho has helped the accounting team as well. A remarkable thing about the Zoho experience, is the constant support they give us, for every little Bookkeeping for Veterinarians query.

Zoho Expense also offers customers an automated expense report generator they can use for free with the software. Zoho Expense is online expense reporting software, tailor-made for businesses worldwide to… The option to add new categories (expenses) and have the end users use them immediately is wonderful.

For managers, Zoho Expense also provides an analytics report that shows the mileage each employee or user has logged. I have several years of experience with writing about accounting software, including QuickBooks Online and Desktop, Xero, and FreshBooks. To help you decide if Zoho Expense is right for your business’s needs, we will do a deep dive into its pricing plans, features, pros and cons in this thorough Zoho Expense review. Set up policies for different branches, departments, or cost centers, and ensure no employee expense is outside the policy limits. Create mileage and per diem rates for different policies as well. When you have a meal while traveling, you might have a receipt with multiple line items on it, but tax may be applicable only to a few of these charges.