Zoho Expense

We use Zoho Expense to gather all expenses from our credit card company and to allow team members to complete and submit expense reports and documentation for all expenses related to them.

The intent of using Zoho Expense is to increase our efficiency and the timeliness of closing our monthly financials.

Zoho Expense management is leveraged for Expense Workflow Management & Travel Request workflow management There was a need to digitize expense reimburse management including corporate cards and manage travel requests and its approval workflow to track all in one place. Reports, Audit trail, Manager approval, spending trends and dashboards for management insights & decision making

Zoho Expense is being used across the entire organization for expense management, submission and reimbursement. It has helped streamline our expense management. It has taken Ripple Street from the old days of filling out Excel expense spreadsheets to modernizing our expense reports and digitizing them. It has made this task much easier for all parties involved.

We are using the Expense management application from Zoho CRM. This is being used by all the employees to submit their expenses, both personal and client related.

Used across the whole organization. In the past, all receipts had to be kept and turned in. Then our office manager had to categorize each manually so that it could get accounted to the correct GL code. Now our users just take a picture, it self-loads all the details, they just select the category and it's done.

Zoho Expenses is one of my most favorite apps. I cannot praise this software enough for the time and headaches it has taken away from me. Once you take the time on the front-end to set this up with your parameters, protocols, accounts, and users, it is very easy to train end-users. Our sales force can enter their expenses on the fly, attach images of receipts and never worry about forgetting to submit their reports by the closing date. We set up the program to auto-close the reporting period and submit the reports for approval/reimbursement in accordance with our specifications. Reps are notified when their reports are approved (or rejected), as well as when they have been reimbursed. Besides the ease of use and keeping my reps informed, Zoho Expenses is one of the only affordable expense reporting systems to integrate with QuickBooks Desktop.