Zoho Expense Reviews and Ratings

Use Cases and Deployment Scope

We utilize Zoho Expense for employee reimbursement expense reports. As well as corporation expense reporting for corporate credit cards held by employees. By being able to attach receipts and have the system read them it helps save time. Additionally the policy set up option is really good if you have multiple departments

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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

Likelihood to Recommend

It’s good for expense management. Travel management can be better suited if integrated with travel aggregators for seamless booking experience rather than offline mode. Zoho Expense app on phone is handy and easy to use, quiet intuitive. It’s banking integration can be improved upon especially when corporate cards are paid to the merchant

Use Cases and Deployment Scope

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.

Likelihood to Recommend

Zoho is well suited for organizations looking for simplified expense management. It helps in the tracking of expenses, documentation of expenses, submitting expenses to management, and getting approval and reimbursement. I love the mobile app feature and ease of use in submitting receipts and ultimately your expense report for approval.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

Most suitable for expense management. Less suitable for prospect management as compared to Pardot.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

Honestly probably works well for almost any company. I have used Expensify before and while Expensify may be a bit more polished, Zoho Expense is wonderful. Plus it integrates with all my other Zoho products including Books and CRM.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

Setting aside the minor inconvenience regarding the Chart of Accounts, the rest of the program is 100% accurate, 100% of the time. I have had zero downtime with this program and trust the information to be consistently accurate.