Travefy vs. Zoho Expense

Well Suited 1. Travefy allows me to keep clients in my bubble providing complete resort details and trip details all in one place. 2. I have used Travefy for groups traveling internationally and in numerous states in the US for family reunions, weddings, etc. All details right in one place Less Appropriate 1. It isn't quick for me to create itineraries if I have never quoted that hotel/resort before because I pull in ALL resort details as this has proven a great assistant at closing sales.

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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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• Organize customer’s thoughts into a workable plan.
• Create great looking itineraries.

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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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• Make it easier to use.
• Wider, more accurate photo searches of a destination.

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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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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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Quick turnaround on questions that need to be asked.

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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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Have not used other options

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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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• Travefy has helped the business grow 4x
• Travefy has impressed me clients with the interface
• Travefy has made my life easier with creating itineraries

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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