Expense Auditing and Compliance

Receipt Management

Managing receipts shouldn't have to be tedious. With features that allow you to autoscan receipts, forward them automatically, import in bulk, or even import from other cloud applications, Zoho Expense ensures that no receipt goes untracked. The best part? Receipts are digitally stored in your Zoho Expense account, so you never have to worry about losing paper copies.

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Expense Management

Manage expenses more efficiently with Zoho Expense. We support multiple methods for uploading expenses, no matter the currency. They can be itemized, split, added as per diem allowances, or consolidated under one expense type. As an admin, edit the expense creation forms to suit your organization's requirements and choose what fields employees must fill in while submitting expenses.

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Mileage Tracking

Tracking business mileage is an important part of managing your organizational spending. Zoho Expense offers 100% accuracy when it comes to mileage tracking. Add mileage expenses through 4 different methods using your Android, iPhone, or even Apple Watch.

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Per diem

Zoho Expense automates per diem calculations. Set pre-defined rules based on country compliance and location. No more manual calculations, just accurate expense reports, fast.

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Corporate Card Reconciliation

Connect your corporate cards to Zoho Expense and speed up the reconciliation process. Associate cards with specific employees and fetch card feeds instantly. Weed out any personal spending, and then automatically match and reconcile your business expenses. Our dashboard also gives you a complete reconciliation overview for your convenience.

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Direct Feed Integration

If you're worried about the safety of using third-party channels to import corporate card feeds into Zoho Expense, we're here to reassure you. With Direct Feed Integration (DFI), you can fetch corporate card feeds directly from Visa, Mastercard, and Amex (American Express), eliminating the need for a middleman.

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Expense Report Management

Make expense reporting for employees a cinch. They can create expense reports with all the important details they need. Apply cash advances, download expense report PDFs, and streamline the reporting process with report types.

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Expense Report Automation

Tired of creating reports manually? Or maybe you keep forgetting to add your expenses and submit the report online? With expense report automation, you can put the whole process on autopilot. Zoho Expense will automatically add expenses to a report and submit it for you.

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Trips

Provide ticket options, set up approval for trips and ticket costs, manage itineraries, handle expenses, and make the travel and expense management process easier with Zoho Expense.

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Purchase requests

Use Zoho Expense to manage your purchase requests and make your ordering process easy and problem-free.

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Simplified Approvals

If you're from an organization that follows a linear, hierarchical approval flow for your expense reporting, you can set up default approvals using Zoho Expense. You can configure out-of-office approvers and reminders for approvals as well.

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Custom Approvals

Every organization's approval requirements may vary. If you want a custom, non-linear, or multi-stage approval flow, Zoho Expense has you covered. Design multiple complex approval flows and ensure that all transactions are overseen by the proper set of people before being approved.

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Expense Auditing

Stay notified about policy violations or possible duplicate entries, run audit trail reports, detect fraudulent behavior, ensure expenses have digital records, and back up data instantly. Zoho Expense makes sure you are audit-ready for the tax season.

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Compliance

Zoho Expense is GDPR compliant and ISO certified. In addition to a global edition, Zoho Expense has 8 dedicated editions for the US, the UK, India, Canada, Australia, the UAE, and Saudi Arabia. Never worry about local compliance laws again.

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Reimbursement

Process expense reimbursements in a faster, more efficient manner. Sync settlements with payroll and ERP software. Make employees happier with quicker expense reimbursements, delivered directly to their accounts.

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Policies

Set up policies for different branches, departments, or cost centers, and ensure no employee expense is outside the policy limits. If there are violations, you can be notified instantly. Create mileage and per diem rates for different policies as well.

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Expense Rules

Set up limit rules based on fixed amounts, expense count, mileage limit and more. Choose to warn or entirely block employees from submitting expense reports when a rule is broken. Set up daily, monthly, or yearly expense limits, or place a rule for a custom duration as well.

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Budgets

Create budgets for expense categories or expense types and put a lid on the spending. Warn or block employees from creating an expense when it exceeds the budget. Get analytics on the actual spending vs the budget initially set and stay on top of your spending.

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Automation

Historically, expense reporting has been a manual process predominantly. But, with amazing automation features from Zoho Expense, you don't have to carry out mundane expense reporting tasks anymore.

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Collaboration

Quit sending back and forth emails about expense reports. Collaborate with employees contextually and without delay.

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Customization

Set up custom components, customize what employees see when they use Zoho Expense, and personalize your expense management process.

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Audit expenses and maintain compliance

Perform extensive audits with the help of informative analytics and automation. Stay compliant with government regulations through dedicated editions.