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    Manage your expense reports more effectively

    Make employees look forward to adding expenses to a report and submitting it for approval. With Zoho Expense, you can make your expense report management process a breeze for your entire organization.

    Auto-generate expense report name and number

    Tired of coming up with different names and numbers for your reports? Leave it to us. Zoho Expense generates report numbers based on the prefix and first number you set, and report names based on the placeholders you provide.

    Expense report management software screen showing the auto-generated expense report name and number

    Create expense report types

    Group relevant expense types to create report types. For example, you can create a report type called Business Trip and include expense types like air travel, lodging, and food. This would ensure employees can only add expenses that fall under these expense types, giving you more control over what they report.

    Expense report manager app screenshot depicting the different expense report types

    Create comprehensive expense reports

    Compile all the expenses into a neat expense report and submit it for approval. Or just automate the whole process.

    Screenshot of a comprehensive expense report in Zoho Expense

    Apply cash advances

    Does your organization provide cash advances to employees before they embark on a business trip? No worries. Zoho Expense lets employees add these advances and apply them to their expense reports to automatically offset reimbursement amounts.

    Generate report PDFs

    Download reports as PDFs to store on your computer. Zoho Expense lets you choose what fields should be included on the PDF so you can export them accordingly.

    Testimonials

    One of my responsibilities is to oversee the AP function, and expense reporting is by far one of the most tedious aspects. Zoho Expense helps alleviate a bit of that headache with their online and mobile app platforms that allow users to upload and submit information electronically. Moreover, Zoho Expense has the capability to export their information in far more detailed fashions than other desktop and mobile applications including AMEX and Citi. I also like the approver and reminder functionality the app enables for the management team.

    Brittany Cisneros

    AVP Finance, Impact Floors of Texas LP

    I believe, the most convenient feature for our employees is the easy-to-use mobile version of the tool. You click a picture of the bill you just spent on, select the relevant expense head and hit submit. Additionally, scanned copies of bills/ receipts, expenses, approvals, comments are now available in one report which forms the basis for any reimbursement claim posted to our accounting software.

    Janani

    Director of Finance, Exotel

    In the past, I spent a ton of time chasing down our company credit card users because they often did not provide me with the receipt or even notation of their spending, so when the statement came, I had no idea which budget areas to pay the invoice from. Now, they each have a Zoho Expense account to track their spending in, and since getting the receipts into the account is so easy, and they can see their own bank feeds, it is working tickety-boo!

    Becky Retzlaff

    Financial Manager, Lakeside Lutheran High School

    Not just for all business teams, Zoho has helped the accounting team as well. Expense related reports are all available at one place. A remarkable thing about the Zoho experience, is the constant support they give us, for every little query. Zoho has made life easier for us.

    Hector Beverages Paperboat

    Expense reporting has been so easy after we started using Zoho Expense. The efficiency of expense reporting and reimbursement has improved multifold.

    Razorpay

    Zoho expense is a good tool. It is helping us to manage expense records in a seamless manner. In our line of business where international business travel is routine, Zoho Expense has helped us to create a paperless and fully traceable process. It is great value for money and extremely user-friendly!

    Ms. Sushama Telang

    COO, Sarla Advantech Pvt. Ltd

    Make the expense reporting process effortless

    Other Features

    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 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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    Puma has been using Zoho Expense in Oceania for over 3 years and our users have found the web interface and the phone apps to be feature rich and always improving.The look and feel is modern and pleasing to the eye. Puma has recently expanded the usage of Zoho Expense to multiple new regions around the globe, and throughout, the Zoho team has been extremely supportive to the unique requirements of each region and helped to make the onboarding experience painless.

    Mark Hawkins

    Director, Operations PUMA SEA

    We started using Zoho Expense across our whole IFFCO group for Travel and Expense Management as one of the key aspects to keep control on spends. It was a challenge to manage employee spend and expense reporting across our multiple office locations with disparate solutions. We found Zoho Expense as a very powerful and flexible tool which allows us to accommodate many different expense policies and compliances in respect to many different countries' regulations.

    Jaroslaw Pietraszko

    Director ERP & Digital Transformation, IFFCO Group

    The Zoho Expense team has provided us with the best features—especially the receipt auto-scan, which eases our expense reporting journey with its mobile functionality. Our employees use Zoho Expense and its features extensively, particularly the mobile app. Above all, with the Zoho Analytics integration, we always get the insights we need with multiple dashboards to analyze our business spend. We’re one of those happy customers who are looking forward to seeing many new features and integrations within the application.

    Amit Rai

    CHRO, Tata Play Fiber


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