How do I integrate with Zoho Expense?

You must first connect the Zoho Expense integration to reimburse your employees for their expenses in any of the current or upcoming pay runs in Zoho Payroll. Here’s how:

• Click Settings in the top right corner and select Zoho Apps from the dropdown.
• Click Connect next to the Zoho Expense integration.
• Click Connect Organisation in the pop-up that appears.

Note: You will only be able to connect with an Indian edition organisation of Zoho Expense with the same Organisation ID as your Zoho Payroll organisation. You will not be able to connect your Zoho Payroll organisation with a different edition or a different Organisation ID.

• Open Zoho Expense in a new tab.
• Click Access Zoho Expense
• If you do not have a organisation in Zoho Expense, click Join Existing Organisation.If you already have an organisation in Zoho Expense, click the organisation name in the top right corner.
• Click Manage.
• Click Join Existing Organisation.
• Click Join

You’ll be redirected to the organisation set up page of Zoho Expense where you can save your organisation details.

• Enter your organisation name.
• Select your industry.

Note: Kindly read the Terms of Service of Zoho Expense before you click Save and Continue. When you click Save and Continue, it is considered that you agree to our Terms of Service.

• Once you read the Terms of Service, click Save and Continue.

Next, you will have to set up the modules in Zoho Expense that best suites your business requirements.

• Slide the toggle switch next to Trips if you provide ticket options, set up approval for trips and ticket costs, and manage itineraries for your employees.
• Slide the toggle switch next to Advances if you want to provide your employees advance money for their expenses.
• Select the accounting software you want to integrate with your Zoho Expense organization.

If you do not have an existing accounting software, we would suggest you choose Zoho Books. By integrating Zoho Books with Zoho Expense, you can sync and view your expense data from within your Zoho Books account automatically. You can also view your list of approved expenses, automatically updated and matched under the existing Chart of Accounts (CoA).

• Click Get Started to kickstart your Zoho Expense organisation.

Once you create an organization in Zoho Payroll, you have to set up the integration. To do this:

• Click the Gear icon in the top right corner of the page in Zoho Payroll.

• Click Zoho Apps.

• Click Configure Now next to Zoho Expense.

• On the page that opens, you can set up the integration settings. The organization in Zoho Expense will be preselected.

• The user sync between Zoho Expense and Zoho Payroll has to be done manually. You can add the users in Zoho Expense as employees in Zoho Payroll and the employees in Zoho Payroll can be added as users in Zoho Expense. Refer to the screenshot below to know how manual sync works between the apps.

• Select Process employees’ reimbursements along with the monthly pay run.

• Click Save.

You’ve now connected your Zoho Payroll organisation with your Zoho Expense organisation.