Zoho Expense Erfahrungen

I love how easy it is to capture reciepts and expenses and that it links up to my Zoho Books so it only needs to be captured once. I love the approval feature for employees and the reimbursements too - it just makes admin much easier.

As a beginner, I found it a bit tricky to use. I am not an accountant and am just starting to manage my business accounts better, and I just found that the jargon of the software was not that straightforward. I ended up with a problem on my main Zoho Books because of logging the receipts incorrectly and some were duplicated which caused some confusion.

When my previous provider discontinued their service, I was in a panic. I immediately started searching and reading reviews. Zoho Expense was the closest I could find to support my needs. The cost was very reasonable, and the app is easy to use. It was important for me to be able to have access to an app that stored receipt photos and giving me a comment section where I could explain what each expense was for. Their app was self-explanatory easy to use, and the website allows you to review all information compiled on the app making changes, if necessary, before submitting.

The only downside I have experienced is when taking photos on the app, the photo store to my phone. There might be an easy fix to this, but I haven't had time to try. I just go and delete all the photos once my expenses have been submitted.

I love how simple and focused this app is. I don't need a million options, just something that makes it easy to keep track of and submit expenses. Zoho Expense does all of that an more at a very reasonable price.

I think that the only thing that could be improved in this app is the database of merchants in the United States could be more comprehensive. Not a big issue, but maybe something that could be updated.

The software has been adopted well by our users, who say that they find it easy to use.

The export function creates a file that has formatting that is incompatible with our existing ERP solution. Also, while expenses can be split among multiple categories, they cannot be split among multiple departments and funds.

We are using this tool mainly for corporate credit card reconciliation and employee expense reimbursements. For those uses, this tool is great. It took a while for Visa to get the direct credit card feeds implemented, but once they did, everything seems to be working great. I do a bit of manual work to get the reports imported to Sage 50, but it is not a huge burden considering the cost savings!

It would be nice to be able to split expenses by a set percentage. Right now you have to calculate manually. No big deal, but it would be a nice additional feature. I don't like that once a credit card has transactions that are "expensed", you can not delete the card. You just have to mark it as inactive.

I enjoy how easy Zoho Expense is to use and the clarity of all the tools on the fantastic user interface. I particularly like that I can simply scan proof of expenses documents and invoices, and that Zoho Expense dumps data from them immediately and saves a duplicate of the document original. I love how spending are segregated and categorized, taxes and fees are computed separately, all in one report, making audits and approvals quick. The notification system tells you of revisions to your submitted reports or accounting department enquiries, allowing you to respond directly and avoid delays in receiving payments.

Overall Zoho Expense is easy to use and doesn't have a lot of dislikes. I only face a problem when loading receipts and unloading data from them, where the user has to make sure that all the data has been recorded correctly, and sometimes we may need to manually modify it before sending, which can result in errors and mismatches between the receipt and the numbers in the reports.

Customizable: Zoho Expense is highly customizable and can be tailored to fit the unique needs of your business. You can create custom fields, categories, and reports to help you manage your expenses efficiently.Automated Expense Reporting: Zoho Expense offers automatic expense reporting, which saves you time and effort by eliminating the need for manual data entry. This feature helps you avoid errors and ensures that your reports are accurate.Mobile App: The Zoho Expense mobile app is available for both iOS and Android devices. With the mobile app, you can easily capture receipts and expenses on the go, and the app automatically syncs with your account.Integration: Zoho Expense integrates with other popular accounting software, such as QuickBooks and Xero. This integration makes it easy to transfer data between your expense management system and your accounting software.

Limited Free Version: While Zoho Expense does offer a free version, it has limited functionality. To access all the features of the software, you need to upgrade to a paid plan.Complexity: Zoho Expense can be a bit overwhelming for first-time users. The software has a lot of features and customization options, which can make it difficult to navigate.Learning Curve: The software has a steep learning curve, and it may take some time to get used to all the features and customization options. However, once you get the hang of it, Zoho Expense can be a powerful tool for managing your expenses.

When our company President brought me ZOHO's website link and asked me to look into it, I was impressed with the website and the number of different applications that ZOHO had. Sam wanted me to look into ZOHO expense as a necessary reporting tool that the previous owners had not utilized. I used the chat feature to help me set it up and our Comptroller brought in the feed from the bank credit cards in order to match transactions from our corporate credit cards. Support was great and I was careful to get it set up during the week (support is 24/5) and I learned to use ZOHO Expense over the weekend creating expense reports for the two corporate cardholders using different methods of receipt capture. Both corporate cardholders have different approaches to receipt capture and ZOHO expense makes their choice the best for them. Very well done application!!

We did have difficulty with our bank feed and are working that out but support was again very helpful with set up and we should have the correct feed done quite quickly. Sam wants the ability to match receipts and credit card feed to make his life easier and eliminate one more job for our very busy Comptroller.

We like the transparency and ease to customize. For us as a company, it helps all levels of staff to know exactly where the report is and the timeline around processing. It helps us avoid the exchange of 100s of emails over petty issues.

I wish we could disable a few features that do not apply to our organisation. Zoho has already customised the software a lot for us, but having a features not in use disabled on everybody's dashboard would reduce some questions/ uncertainty.

Fairly straight forward to deploy - team needed a bit of training but picked it up quickly. Best feature is that staff can see balances owed. From an finance manager perspective, the integration with Quickbooks is excellent.

There is a steep learning curve and the concept of reports is a bit unclear for junior staff. Occasionally the app stops working.