Easy Expense Reporting for Remote Teams
January 03, 2024

Easy Expense Reporting for Remote Teams

Brian Hasenbauer | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with 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.
  • Submission and approval of reports
  • Ease of expense documentation
  • BCC to expenses
  • Automatically converting digital expenses to a Zoho Expense
  • Integration with credit card providers
  • Reporting
  • Dashboards
  • 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.
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.

Do you think Zoho Expense delivers good value for the price?

Yes

Are you happy with Zoho Expense's feature set?

Yes

Did Zoho Expense live up to sales and marketing promises?

Yes

Did implementation of Zoho Expense go as expected?

Yes

Would you buy Zoho Expense again?

No

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.

Zoho Expense Feature Ratings

Employee Expense Reporting
8
Corporate Card Reconciliation
1
Customizable Approval Policies
8
Financial Document Management
8
Payment Status Tracking
8
Payment Audit Trail
8
Duplicate Bill Detection
5
Advanced OCR
9
Electronic Funds Transfer
9