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    Zoho Expense
    Jumpstart

    Leave your organization setup process to us. Zoho Expense Jumpstart will help you get started with your travel and expenses in no time.

    A highly skilled Zoho Expense expert will:

    Jumpstart your Zoho Expense experience!

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    Module Activities
    Basic ( 10 hours)
    $500
    <100 Users
    Intermediate(40 hours)
    $2000
    100-500 Users
    Advanced(80 hours)
    $4000
    501-1000 Users
    Direct Feeds Assistance in configuring corporate card direct feeds with AMEX or MasterCard or VISA or HSBC.
    Integrations Zoho
    QuickBooks
    Xero
    Sage Accounting (UK only)
    User Management User Setup
    Configure departments
    Hierarchy configuration
    Cost Center configuration
    Branch Management
    Approval workflow configuration Cash advance
    Expense report
    Travel requests
    Travel cost approvals
    Auto approval/rejection
    Exceptional approvals
    Policy Configuration Configure travel and expense policies Up to 3 Up to 25 Up to 25
    Configure expense categories(GLs)
    Setup expense rules Basic Custom Custom
    Customize milege rates
    Customize perdiem rates
    Customize rules 5 per policy 10 per policy
    Multi-country setup
    Budgets Budget setup
    Budget limit
    Budget alert
    Budget vs actuals report
    Trips Corporate travel desk setup
    Setup travel agent allocation
    Advanced customization assistance Custom user roles
    Custom views configuration
    Configure additional fields
    Advanced form customization
    Custom Workflows Up to 3 Up to 25 Up to 25
    Webhooks
    Custom functions Up to 25 Up to 25
    Custom notifications
    Custom modules Up to 3 Up to 5
    Configure expense report automation
    User Training Number of Demo sessions 1 2 4
    Duration of the Demo 40 minutes 40 minutes 40 minutes
    Q&A Session after Demo
    Q&A Session Duration 20 minutes 20 minutes 20 minutes
    Total Duration 1 hour 2 hours 4 hours
    Admin Training Number of Training sessions 1 2 3
    Training Duration 30 minutes 30 minutes 30 minutes
    Q&A Session
    Q&A Session Duration 30 minutes 30 minutes 30 minutes
    Total Duration 1 hour 2 hours 3 hours
    Some FAQs you might have:
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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


    Rated by the best

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