Zoho expense is available as both an internet-primarily based and mobile application; Zoho cost fits your present workflow utilizing seamlessly integrating with different applications on your modern software surroundings. It puts you at a bonus compared to different cost trackers because it works and integrates with Zoho Books, the business enterprise’s dedicated accounting software program. But QuickBooks Online and Xero users can integrate Zoho fees as nicely.

Moreover, a high diploma in customization guarantees organizations can put in force Zoho fees speedy, efficiently, and without converting existing processes.

Zoho fee’s AI-driven fraud detection engine helps you better audit your commercial enterprise prices and keeps you geared up for tax season. With committed united states variations, you get nearby compliance and mileage charges by using default.

Receipts and expenses: Utilizing powerful features, automate your receipt and expense organization so you can devote more time to significant activities.

• Receipt management– Auto-scan receipts, track and store them digitally, and forward them from your email.
• Expense management– Enable different kinds of expenses—multicurrency, per diem, billable, and non-billable—and automate expense creation.
• Mileage tracking-Track mileage using any of four different methods.

Payments: Accept cards and bank payments online. You can use corporate card reconciliation or, Synchronize your business credit cards and automate the matching process between outgoings and card deals.

Expense reports:

• Expense report management- Create expense reports with detailed information and submit them for approval.
• Expense report automation- Automate expense report creation and submission.

Purchase requests: Employees should be allowed to make purchase requests, and the buying process can be improved with tailored approval processes.

Approvals: Every expenditure, journey demand, purchase request, and cash advance request should be properly scrutinized with validation.

• Simplified approvals- Configure straightforward or nested approval processes and substitutes while out of the office to guarantee that no expense report or travel request is not given notice.
• Custom approvals- Configure multilevel, Design personalized green lights based on established metrics, and verify that allowance claims and vacation applications are sent to the suitable individual.

Control: All expenditures, travel requests, purchasing requests, and cash advance demands should be carefully assessed with proper authorizations.

• Policy- Adopt distinctive guidelines for your cost centers, divisions, and departments to have healthier control of worker expenses.
• Expense rules- Set up daily, monthly, or yearly limits on expense amount, Employees that exceed their limit should receive a warning notification or have their submission blocked instead of incurring per diem expenses.
• Budgets- Construct budgets corresponding to each expense category or kind, compare them to the actual costs, and stay informed of your expenditures.

Reimbursement:

Streamline reimbursements by using the online system, send notifications to personnel promptly concerning reimbursements, and document manual reimbursements if necessary.

Audit and compliance

Zoho Expense ensures that your expenditure is regularly audited, providing you with the ability to remain compliant with local tax regulations.

• Audit– Be audit-ready with digital receipts, instant audit trails, and analytic reports on policy violations.
• Compliance– In order to remain in compliance, there are devoted Zoho Expense editions accessible for the US, India, UK, Canada, Australia, UAE, and Saudi Arabia, and a worldwide edition as well.

Automation: Establish workflows for taking care of tedious expense reporting duties with the support of webhooks, custom functions, and field updates.

Customization: Tailor your Zoho Expense experience according to your requirements with advanced customization options.

• Page layouts– Choose how pages should look for employees based on the expense category.
• Custom roles– Create and customize user roles and provide or restrict employee access.
• Custom components– Customize the information you want to see inside Zoho Expense with custom modules, fields, and buttons.
• Web tabs– Access external URLs from inside Zoho Expense’s familiar UI.

Collaboration: Communicate better with employees via contextual comments on expense reports, in-app notifications, and automatic emails.

Integrations: Step onto the complete expense management platform. Integrate with in-house and third-party solutions to run your entire business operation smoothly.

Accounting and ERP: Zoho Expense integrates with all major accounting solutions like SAP, Oracle, Sage Accounting, Microsoft Dynamics, QuickBooks Online, Xero, and Zoho Books.

Trips: Manage travel itineraries, configure travel policies, and share offline ticket options.

Leverage apps made for your mobile device. It will Eliminate data security worries. Zoho Expense is secure by design with powerful data protection features. Which will ensure your data doesn’t end up in the wrong hands. 

Besides the three predefined user roles (Submitter, Approver, and Admin), Zoho Expense enables you to create custom roles and define their access permissions. This ensures that only the right people have access to sensitive data.