Product Information
What is Zoho expense?
Zoho Expense is a cloud-based expense reporting solution designed to automate your expense reporting process. It's built to streamline approvals, expedite reimbursements, and manage the expense reporting process from start to finish.
Users can simply take a photo of a receipt, upload it to Zoho Expense, and the automated scanning tool will instantly create an expense entry. These can then be added to a report and submitted for approval in just seconds.
Custom approval workflows can be set up, facilitating multiple non-linear approval levels. Spending policies can be configured based on company rules and conditions, including per diem and mileage rates. Approvers can also view all reports submitted to them and consolidate them under a single tab.
An intuitive dashboard provides insights into various aspects, such as summaries of unreported and submitted expenses, amounts due for reimbursement, the number of unreported expenses, and more. The analytics section offers detailed information on company expenditures, with reports covering everything from expense details to policy violations.
Zoho Expense integrates seamlessly across platforms through a wide range of applications. It works closely with the Zoho ecosystem—connecting with apps like Zoho CRM, Zoho Books, and Zoho People. It also integrates with QuickBooks Online, Xero, and other accounting software to handle your financial needs.
It is tailored for all mobile platforms (iOS, Android, iPadOS, macOS, and Apple Watch). Zoho Expense offers a free plan, with additional options available in monthly and annual subscription plans.
How to use Zoho expense?
Zoho Expense is a cloud-based expense reporting solution designed to automate expense reporting, simplify approvals, and accelerate reimbursements, offering end-to-end expense management.
Core Functions of Zoho expense
Expense Tracking
Expense Tracking
Usage Scenarios of Zoho expense
- Users take photos of receipts and upload them; automatic scanning tools create expenses
- Add expenses to reports and submit for approval
- Set up customized multi-level approval workflows
- Configure company spending policies, travel allowances, and mileage rates
- Approvers centrally view all reports submitted to them
- Gain company spending insights via intuitive dashboards and analytical reports
Common Questions about Zoho expense
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