Zoho Expense

Zoho Expense is an expense management solution that makes it easy to track, manage, and report expenses including tools for travel, mileage, and receipts.

Zoho Expense offers many different options for uploading expenses, regardless of currency. You can include itemized or split expenses added as per diem allowances or grouped together under a certain type of expense. Admins can customize the expense form with fields that fit their requirements.

Autoscan your receipts and forward them immediately with the option to bulk import or import from other Cloud applications. Your receipts will be digitally stored in your Zoho Expense account so that you never lose another receipt.

Get 100% accurate mileage tracking. You can set up specific mileage rates for different departments or based on the vehicle. Track mileage via GPS, distance covered, point-to-point map locations, or odometer readings.

Get a comprehensive look at how your team is using corporate cards on the dashboard. You’ll get a spend summary, list of transactions that need to be expensed, and reconcile it immediately.

You can also see a list of active, inactive, and unassigned cards. Assign cards to owners inside the platform.

Create different expense report types and assign expense types. Automatically generate expense report numbers based on the prefix and first number you set and names based on placeholders provided. You can then combine everything into a report to submit for approval.

Manage purchase requests in Zoho Expense to make the ordering process simple and hassle-free. Streamline the process by defining custom, multi-level approval flows for purchase requests. You can also restrict employees from adding requests for items when they are close to the budget you’ve pre-set.

Team members can use the platform to submit travel trip requests including travel type, purpose, and budget. The team will be able to find all travel itinerary in one place while users can add meal and seat preferences and whether accommodations or rental cars are required.

Provide team members with multiple ticket options and let them choose one that works best for them. You can also create travel approval flows so that all travel requests are reviewed and approved before any money is spent.

Key features

• Receipt management with drag-and-drop functionality
• Expense management with bulk add expenses and ability to import card statements
• Mileage tracker app that records miles automatically through GPS
• Corporate card reconciliation with feeds for visibility into card use
• Expense report management with comprehensive reports you can export to PDFs
• Automated expense report generation and expense approvals
• Travel request management with itinerary details and offline plane ticket options
• Custom, multi-level approval flows for purchases