Zoho Expense Erfahrungen

This is a great product which allows you to track expenses in a single view, shows duplicated charges, and its approval settings really help improve the expending culture in the company. In addition, has a Free Plan!

The issue, like any solution, depends on its compatibility with other solutions like Quickbooks, but it does have an easy workaround so that would be a minimum problem.

Easy to set up! Easy to use! Easy to see what needs ot be done. Maybe they should be called ZO-EASY Expense! I was up and running in no time. Imported changes from my corporate credit card, set up personal and business expenses. This made the separation so easy! Tax time will be so much better in 2024 !

There aren't any CONs as the product fit exactly what I needed. I do like how I can add new apps to integrate with Expense if I need it in the future. The seamlessness of that is worth $$$!

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.

I have only used this on a trial basis so far but it's exactly we need - something better than an Excel worksheet and cheaper that QuickBooks. It has allowed us to manage company expenses and I think it will be a great solution once we purchase and integrate it into our systems.

Using Zoho can be a little confusing at first - nothing major - but the Zoho email program is asking me to verify my email (required to approve some expenses) - which is a Zoho email - and the way that the systems work together is a little confusing - but I am confident that with a couple of tutorials or if I schedule a session with a Zoho rep to walk me through - that I will get the hang of it and enjoy using this product for our small company.

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.

Zoho Expense is a lifesaver for small business owners. It simplifies the expense management process by automating receipt scanning, data extraction, and categorization, saving me valuable time and resources. The platform's ability to link directly to bank accounts and credit cards further streamlines the process, making it even easier to stay on top of expenses.The user interface is user-friendly and intuitive, with a range of features that make it easy to customize and tailor the platform to individual business needs. Zoho Expense makes it simple to set up expense policies, create custom fields and categories, and even track mileage.Another benefit of Zoho Expense is the ability to generate real-time expense reports that provide a detailed breakdown of expenses by category, department, or employee. The reports are customizable, so you can generate the information you need to make informed financial decisions quickly and easily.

While Zoho Expense is an excellent platform, there are a few areas where it could improve. One of the main challenges is the limited integrations with other business applications. While Zoho offers a range of tools that integrate with each other, there are few options for connecting Zoho Expense with third-party applications, which can be frustrating.Another potential downside of Zoho Expense is the limited options for customization. While the platform offers a range of customization features, including custom fields and categories, some users may find the options limiting. Additionally, the mobile app can be a bit buggy at times, which can be frustrating when you're on the go and need to access your expenses quickly.Despite these minor limitations, Zoho Expense is a powerful and easy-to-use platform that can help businesses of all sizes simplify and streamline their expense management process. The platform's range of features and user-friendly interface make it a great choice for businesses looking to automate and optimize their expense management.

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.

I love the ease in which I can take receipts and get them uploaded into a receipt management system. This has saved me HOURS of time working on my monthly expense reports and has saved me an enormous amount of money. One of our engineers was able to integrate Zoho with our project management software (Clio) so that the submitted expense reports immediately get uploaded to the appropriate project for billing.

There does not seem to be a way to set/edit the date span on a report once it has been set up. I have several "overdue" reports that need to be submitted because I created them a month in advance and the system thinks that it is now past due. Easy for the Zoho team to fix, if I get around to reporting the bug.