Zoho Expense

Vorteile

Super easy to use. I like how it integrates seamlessly with quickbooks.

Nachteile

no complaints for us! Very simple to use and affordable too.

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Vorteile

For travel and management expenses, Zoho Expense has proved to be the best in class. With it's excellent advanced features it makes it a benefit to any organization. A unique user-friendly management tool for all of us. Offers automated credit and cards reconciliation to streamlined purchase. We can all agree that it's a must to have tool.

Nachteile

I am honest reviewer, it has never dissapointed us in any way.

Vorteile

Ease of use. It is very collaborative and easy to use

Nachteile

limited in entry points. There are some fields that i want to input but its hard to create the line items.

Vorteile

Zoho expense is easy to use; learning curve is low and can be used immediately -- no complicated setup needed

Nachteile

Have not explored much but so far have not found any issue that cannot be resolved yet

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Vorteile

The automated workflows across the board, to pull transactions straight from our corporate card, reminders to users to categorize their transactions and submit reports, reminders to managers to review and approve said reports, and MOST of all, the Z-Receipts feature where we can simply forward an email to a dedicated individualized address and it will read both the email and any attachments, and then turn them into attachments for reporting. It's beautiful in its simplicity and utility.

Nachteile

There were some kinks in the setup process, particularly issues with one user's access to the web portal, as it seemed to think he had set up 2FA on the mobile app when he had not and consequently locked him out. There was also a lot of legwork to setting up our accounting categories at the start, but that all worked out in the end.

Vorteile

Easy to set up and use. Intuitive platform. Can create trips and link associated expenses. Customer service replies quickly and provides good information about the products.

Nachteile

In the Quickbooks sync, it does not appear that you can associate non-reimbursable expenses (credit card expenses) to more than one payment account.

Vorteile

Zoho Expense makes managing business expenses simple with its user-friendly interface and seamless receipt scanning. It's a great tool for streamlining financial tracking and approvals.

Nachteile

The mobile app can sometimes be slow when uploading receipts, and the reporting features could be more customizable for specific needs.

Vorteile

The autoscan feature plus the ability to itemize expenses is a huge time saver!!

Nachteile

Scanning can be little slow and sluggish at times

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Vorteile

It was very easy to use and kept things organized

Nachteile

It worked well and there wasn't many cons

Vorteile

Easy to use and email expenses to one spot.

Nachteile

There are no significant issues with the program.

Vorteile

A lot of accounting and expense tracking apps out there are too expensive and have features that I don't really need for a solopreneur operation, so it's refreshing that Zoho has many different apps that you can choose from to build your perfect enterprise solution, no matter how small or big your operation is. They're highly scalable too. One of the features I love is expense automation, and this is key so I don't have to be remembering to upload regular charges for my business. And automation was easy to setup following a few steps. Autoscan is fantastic. Amazing product.

Nachteile

There are still some features that I don't need within Zoho Expense, and sometimes the app feels a bit cluttered for my operation, but I still manage to go around this and get what I need at an affordable price. For bigger operations, having these features though perfectly makes sense, and you won't go wrong on the price.

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Vorteile

The demo was well presented, and we will be moving forward with the system. It fits our needs, and it simple to use, and flexible. There are things you can customize.

Nachteile

It is not clear how to connect with the credit card. We are moving forward, and dealing with this connection at the moment of implementation.

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Vorteile

- Ease of use and setup
- Mobile access
- Auto scan feature
- Custom workflow approval

Nachteile

Zoho Expenses interface can work better, especially it has a lot of information in the dashboard when user log in. It will confuse users at the start.

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Vorteile

I like the scan receipt feature, which simply scan my bill and receipt and fetch expenses data from it, it saves my lots of time

Nachteile

Some time app take too much loading time during the initial level, they should improve this

Vorteile

Effective at providing and documenting transactions.

Nachteile

Nothing. I had a great experience with the app

Vorteile

Zoho Expense is a great expense management solution.
I like the capabilities of Zoho Expense.

Nachteile

Zoho Expense has brilliant features.
The features of Zoho Expense are flawless.

Vorteile

Zoho Expense streamlines expense tracking and reimbursement processes, making it an ideal tool for businesses of all sizes. With user-friendly features for receipt scanning, categorization, and real-time expense reporting, it reduces the hassle of manual expense management. Integrations with popular accounting platforms and easy team collaboration make Zoho Expense both practical and adaptable. While the initial setup may require some time, the overall experience and functionality make it a valuable asset for managing expenses efficiently.

Nachteile

The initial setup can be time-consuming, especially for larger teams.

Vorteile

Sending receipts to the platform is very convenient.

Nachteile

Sometimes, matching receipts to existing expenses can be cumbersome.

Vorteile

I liked the fact that it was online and mobile, very easy to use, and actually fun! The reaction of my clients employees has been wonderful.
Since they travel internationally, they really like the foreign exchange calculations.

Nachteile

Occasionally i have someone who just isn't techy and Ihave to teach them, but I'd be doing that with any software.

Vorteile

great template to ensure compliance to local tax authority

Nachteile

Flexibility to modify template to suite needs

Vorteile

Our employees have complimented the ease of use and the ability to easily log their expenses from anywhere. The autoscan feature along with the ability to tag expenses to project and have it sync with our financial systems automatically has been time saving and eliminates human errors with manual entry.

Nachteile

I wish that we could have a payroll integration with Gusto that would allow reimbursable expenses to be logged automatically into payroll. We run multiple Expenses systems for our subsidaries but one payroll software and there is no good way to sync these without the manual process.

Vorteile

Easy to figure out interface. Also great that it can be accessed on mobile app and web.

Nachteile

Can't make individual receipts full page

Vorteile

Scanning a receipt on both a computer and smartphone is very easy, and the AI reader does it properly, applying the categories as it learns the patterns, making the process faster and more accurate.

Nachteile

It could connect to other bookkeeping apps.

Vorteile

Automatic receipt scanning is so great. Then sending expense reports to zoho books.

Nachteile

Not much really its easy to use and does everything.

Vorteile

Zoho Expense provides a clean intuitive UI, that is bug free and easy to use across desktop and mobile.

While this may seem basic, I've used a number of expense management solutions that don't manage to get the basics right.

Getting it up and running was easy, although we aren't using any integrations at this point, which is normally where the challenges arise.

When you add on that the categorization algorithms seem to learn quickly, and the error rate on OCR is low, it all adds up to a great expense management solution.

Nachteile

While the initial trial period is great, working out which plan to land on could be easier if it was possible to explicitly trial the different plan levels.

Vorteile

I like how easy it is to file your receipts and expenses: all you need to do is to take a photo. Zoho Expense then sorts them out at about 90% accuracy. It really saves time. I also like that the trial period included a full version, it allows you to fully experience functionality

Nachteile

The so-called customer care is almost non-existent. It was a drag to schedule a demo with them: they kept sending me their calendars without bothering to connect personally. And once I finally booked a slot, their sales person cancelled on me at the last moment! They never bothered to follow up, didn't offer an alternative appointment ( oh, I had to sift through their calendars!) and once I purchased it since I liked the product anyway, they disappeared. If my accountant hadn't insist on Zoho vs Quickbooks, I would have gone with Quickbooks simply due to lack of customer care. Quickbooks sales folks were very attentive! I have two products from Zoho both professional versions and didn't hear from them once.

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Vorteile

Their tool seems very intuitive for users and admins.
I really appreciate how they have multiple ways to send expenses to the system (email, auto-scan, and manual upload)
They also have extremely fast support response time!

Nachteile

The only downsides I've seen so far is that they had a feature for Point to Point Mileage tracking by putting in your start and end points to determine miles, but I was told by support that this feature only exists on iOS (this should be disclosed somewhere on their site, but it is not).

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Zuvor genutzte Software

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Vorteile

Whats not to like, A simple mobile app that takes a clear and concise image of the reciept, it learns as you enter reciepts and as you process them so that the next photo import comes in with better information. Wow. Simple to find and edit and submit, great reminders thatyou have expenses not yet submitted.

Nachteile

At first I thought it was cumbersome, but quickly learned the software just needs to learn enough to be extremely practical.

Vorteile

The product is a reliable expense management platform with comprehensive suite of tools that ensures automation different business activities.

Nachteile

We have not found any downside of Zoho Expense during implementation.

Vorteile

- Ease of use, ease of set-up, robust functionality
- Knowledge and support of the per diem process
- Active user v. inactive user pricing model.

Nachteile

- we were confused between expense types and expense categories and credit card integration became a little complex and support for this area was not as strong

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Vorteile

Very simple to use, usable auto-scan, integrates with Zoho books nicely.

Nachteile

Auto-scan can get things wrong and will add currency selections you don’t need which makes the process go slower than it should.

Vorteile

Easy to use and very convenient to access through phone. It does the job very effectively compared to using excel.

Nachteile

None at the moment. Majority of inconveniences I encounter are more on my company side.

Vorteile

ease of use of features. do not need support to set up

Nachteile

one needs custom quote to access full suite of travel management features

Vorteile

excellent OCR
Minimal manual entry
excellent integration with books
extremely cost-effective
trip planning really good for authorisations

Nachteile

slightly convoluted onboarding
reconciliation process for company debit card expenses is complicated but fine once it is understood
trip planning could be templated to make life easier

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Vorteile

Customizable Reports: The ability to customize line items and reports helps me analyze spending in a way that makes sense for my needs.

Seamless Invoice Management: The integration with invoice management keeps everything organized, ensuring that expenses and invoices are aligned.

Nachteile

I just started using Zoho Expense, so I haven’t encountered any major issues yet. I’m looking forward to seeing how it enhances my business tool list as I explore its features further!

Vorteile

There are a lot of features in Zoho Expense however, the most liked feature of Zoho Expense is Zoho Extension which allows you to take screenshots from emails or messages and those screenshots get directly uploaded to zoho. It's also a feature that can exclude a personal transaction, automatically remember the expense, and remove it automatically. Travel expenses can be added based on mileage and per diem

Nachteile

I like everything in Zoho expenses except the reporting part which is not very customizable. It's user-friendly, however, for someone new who could get confused by the interface because it could be complex for beginners. mobile is not properly synced with the tool.

Vorteile

I am able to keep track to my credit card expenses easily.

Nachteile

I wish there were a place to put a work order number. It would also be nice if I could upload the credit card statement to match the invoices.

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Vorteile

Scanning or emailing a credit card receipt and splitting it between people or facilities is so convenient!

Nachteile

I wish it would split the amounts automatically without me having to play with the amounts to try and get it to balance.

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Vorteile

Ease of Use
Price
Customer Service
Fluff in order to meet minimum

Nachteile

Unfortunately I have to add in fluff her to meet the minimum. None.

Vorteile

can track easily expenses from my employees

Nachteile

my suggestion is to directly link it with zoho payroll

Vorteile

Reports module submition and reebursment

Nachteile

The purchase requesition should be same as purchase order in Zoho books

Vorteile

What I liked most about Zoho Expense is its intuitive and user-friendly interface, which simplifies the process of managing and tracking expenses. The mobile app integration made submitting receipts and expense reports effortless, significantly reducing manual entry and saving valuable time. Additionally, the automated workflows and real-time notifications streamlined approvals, resulting in improved efficiency and better control over company expenses.

Nachteile

Nice Software to use and get approval for all expenses

Vorteile

Easy to use, approvals are straight forward. Automation is useful. Role based access is easy to implement.

Nachteile

Online reimbursements are very hard to use. I wish they integrated with something like Plaid.

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Vorteile

The ease of use and the GUI. All items are easy to see and use. The expense approval process is also very straight forward.

Nachteile

Nothing comes to mind at the moment. I have not had any issues with Zoho.

Vorteile

I used it as an individual sales person. It helped me track mileage and stay more organized.

Nachteile

I only wanted to use the app for this function. Offered a lot of additional options that I did not need.

Vorteile

This software makes for easy uploading and compiling of receipts, as well as generation of expense reports. In addition, it allows for easy expense tracking, especially over specified business periods. When expenses start to add up and fall into different facets, the app makes it easier to separate into categories. Producing reports makes it much easier to file taxes.

Nachteile

With uploading/linking a specific card, it takes a long time and can be difficult to sift through credit card statements to find pertinent expenses. At times, the portal takes a long time and can produce error or timing out.

Vorteile

Very easy to use and navigate. Easy to import csv files from credit cards to make expense reporting easier.

Nachteile

Takes a while to figure out how to import credit card csv files. Not as clear as expensify on that end. But in all other aspects, much simpler than expensify.

Vorteile

The cloud implentation and interface which makes it easy to use

Nachteile

There is really nothing that we can dislike in this product

Vorteile

its has great features for the low the pricing

Nachteile

Customer support is not in country or local

Vorteile

It is easy to use. If you get caught up start a chat and they are super responsive to correct the issue.

Nachteile

The fact that I have to login separately from Books and pay separately from Books. I thought it would be linked together.