Egencia vs. Zoho Expense

Overall, Egencia is a good tool for my employees to use when I (or my work partner) aren't available to make the reservations. They can easily access their account and the charges will go on the corporate credit card. This makes it all around easy for the traveling employees.

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easy of use for the end users as well as to manage. The option to add new categories (expenses) and have the end users use them immediately is wonderful. The ease of creating a new user as well as customer support has been great. The customer support while having issues has been quick to resolve any issues

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• Egencia is an all-in-one booking tool so you can keep everything in once place.
• Egencia works with SAML, so it's easy for users to get set up and logged in.
• Egencia helps keep things in order by preventing bookings without the approval of managers. This can help keep costs low as well.

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• The program will notify users if they have entered a duplicate charge.
• Once the end-users understood that receipts were mandatory, attaching those receipts has become second-nature. The app makes it very easy to do so.

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• Customer service was awful. It was a running joke that when we had to call customer service for something (frequent), it was a crap-shoot whether we were going to get someone that knew what they were doing.
• The website was not intuitive and sometimes made it difficult to find the flights we wanted. Most of the admins resorted to looking for flights on other services and then searching for that flight specifically in Egencia.

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• Could have more default options. Instead of making my users select payment method, allow us to default it to one of the options.
• More room for customization by department. My service department needs different categories of expenses then my sales department.

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It is just so simple to use.

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Ease of use for the simple basic options. I wish the there was an option for reimbursement to be marked separately. Example for all corporate credit expense reports with $0 reimbursements still have to be marked as reimbursed in order to be removed from pending reimbursement section. For the cost the features offer benefits

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When I had a problem with cancelled and rescheduled flight Egencia team was not helpful at all. They claimed that in their system the flight is still happening hence they will not advise on anything else. I had to spend a lot of time calling the airline to clarify the details and to find out when my flight is happening in the end.

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The only reason I give Zoho a 9 is because of the issue with the Chart of Accounts skewing every time I export/import. I believe this is due to the fact that I use sub-accounts and Zoho cannot differentiate. Still hoping. :)

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My training was over the phone with some trial and error.

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It's not even close! Axios was much more difficult to navigate than Egencia. In my opinion, Egencia more closely mirrors travel booking systems we all use outside of work, which makes training much easier for new users. The ability to automatically download calendar invites, share itineraries, and download PDF receipts is such a big help

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We selected (switched) to Zoho Expense because it had similar features at a lower price and we were able to receive a discount through our partner relationship with another software company. We have considered moving from Zoho Expense to something else recently due to continued issues with being able to accurately import credit card charges and organize them correctly be team member. Creating some confusion among users.

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• More efficient booking - save time.
• We can specify when additional approval needs to take place based on perimeters that we set (price, class, etc) - save money!
• All electronic - bookings all online so have easy access to all staff trips.

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• We have had some issues with the credit card reconciliation process which has made our monthly accounting / close process. This has been a negative
• Positive ROI is that team members spend less time on expense reports due to the ease of reporting
• Positive ROI is that substantial training and onboarding is not needed due to the features and simplicity.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info