Shoeboxed vs. Zoho Expense

I'm not sure how Shoeboxed can be used in a large organization, but for our small business, it is perfect. I'm the only one who deals with our finances and works with our accountant and for that Shoeboxed is simply my lifesaver and worth so much more for not just all the time it saves me but all the worries and headaches too.

Zoho Expense is wonderful when you have a distributed or remote team or workforce that needs to submit expenses reports throughout the month into a single software and approval system. Zoho Expense does make it easy to train, onboard, and use all of the end-user features for submitting and generating expense reports.

Incentivized

• Hassle free ways to submit (mobile, snail mail, etc.) with virtually no workload for us
• Digitalizing business cards to facilitate contact management
• Categorizing of receipts to make them searchable

• 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.

Incentivized

• I had some issues with the mobile app in the past - where it crashes or gets stuck uploading. I think they fixed most of that, however, I transitioned to simply mailing my documents off to them.

• 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.

Incentivized

Probably the easiest Zoho Application to setup, which is to say quite easy. No user has complained about it being difficult. Admin staff like it as well.

Incentivized

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. :)

Incentivized

We felt we got more customized support through Shoeboxed and pricing was competitive.

I've used Concur in the past for managing and submitting expenses. When comparing what I know about Zoho to Concur, Zoho seems to be a more simplified tool focused on simply managing expenses, inputting, tracking, submitting and getting reimbursed. Based on what I know, Zoho gets the job done with no frills.

• It saves me, I would say, at least 2-3 hours each week
• We probably generate 'better' tax returns - more deductions and save on our accountant in the process, since they have everything perfectly prepped

• 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.

Incentivized