Zoho Expense

Quick View Dashboard

Dashboard for quick view: As a manager or as an employee, your dashboard gives you a snapshot of all of your expenses, reports and reimbursements in a single place.

Receipts and Expenses

Save your time by automating your receipt and expense management.

• Auto scanning – You can auto scan, store and track your receipts.
• Mileage Expense Tracking – You can use three different ways to create mileage related expenses namely GPS tracking, Odometer readings and simply putting the distance covered. GPS Accuracy is to the point so that you get the correct expense values in place.
• Expense Management – You can create and track multiple types of expenses. Be it per diem, multi-currency or billable/non-billable expenses, you can easily manage them. Zoho Expense offers you robust features to upload any business charge you encounter, saving you time, money, and stress. You will never have another expense to go unaccounted for.

Fraud Detection

With AI-driven Zoho expense app, you can check fraudulent and/or duplicate expenses. You do not have to review every transaction manually.

Cards

Connect your cards with Zoho expenses for easy expense tracking.

• Direct Feed Integration for corporate cards
• Corporate Card Reconciliation by fetching the expenses from card statements

Trips & Expense reports

You can plan, create, and approve trips. Based on approved trips, creating and submitting detailed expense reports is easy with Zoho Expense. You can have the advance taken for such trips approved.

• Create itineraries, share offline
• Automate Expense Report Creation & Submission for an efficient process

Expense report can be tagged to the trip, making it easy to tag expenses and advances for the creator and approver.

Approvals

You can set up a hierarchy or user base approval process in the organisation. In case approving authorities are not available, you can use the delegation feature. Custom based non-linear approvals allow you to have complete visibility on the expenses and purchases within your organisation.

Purchase requests

Create an efficient multi approval purchase process within the organisation. You can avoid duplicate or unnecessary purchases with this feature. Employees can be stopped when they are close to the budgets allocated. Criteria based on custom approvals also control cash flow and budgets.

Expense Control

You can control expenses in multiple ways. You will never lose touch over the ongoing trends in expenses. You can set up policies, expense rules and budgets so that nothing ever goes out of control.

Reimbursements

Processing reimbursements is efficient with this expense tracker app. With the email notifications to the submitter and approver, no one will ever be in the dark with regards to the status. You can integrate your payroll or financial ERP for quick payments to employees. Our Indian Clients, having ICICI Bank Accounts, can pay directly to the employees.

Policy Violations

The app will give an immediate alert to the submitter and approver in case of any policy violations. This will also give you a detailed report on habitual offenders.

Audit and Reports

With fraud detection, policy violation reports and custom approvals, Zoho Expense app will always keep you audit-ready at the end of the year. There are audit logs for all activities. You can also check when a report is created, modified or deleted.

Automation

With its well-defined automation, you don’t have to carry trivial manual tasks for expense management. You can create a customised work flow that will be triggered whenever set conditions are met. All the work flows are supported by Email alerts, in-app notifications and custom functions.

Customization

Customization allows you to create additional fields and/or layouts for a different set of employees. You can choose what they see and create/submit expense reports.