Zoho Expense Features List

Zoho Expense

Expense reports, the easy way.

4.54/5 (110 reviews)

Zoho Expense Feature Summary

  • Credit and debit card transaction imports
  • iOS, Android and Windows apps
  • Mileage tracking
  • Multi stage workflow
  • Expense analytics
  • Mobile receipt upload
  • Integration with Zoho Books
  • Integration with Zoho CRM
  • Auto scan receipts
  • Pin expenses to reports
  • Expense sorting by category
  • Expense merge to avoid duplicate entries
  • Daily card transaction import
  • Feedback on rejected expense reports
  • Notifications for pending reports
  • Custom report fields
  • Customizable reporting preferences
  • Set due dates for approvals
  • Policy violation reports
  • Customized approval process
  • Per diem expenses
  • Multi-currency support
  • Corporate card integration
  • Online reimbursement (US only)
  • Custom policies
  • Integrate with Zoho People

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Invoice Processing (94 other apps)
Multi-Currency (91 other apps)
Real Time Data (88 other apps)
Receiving (86 other apps)
Recurring Billing (76 other apps)
Reporting & Statistics (99 other apps)
Third Party Integration (91 other apps)

Mobile apps

iOS App


59 reviews

See all iOS Apps

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

See all Android Apps

Zoho Expense Feature Reviews

25 reviewers had the following to say about Zoho Expense's features:

Anuj Aggarwal

Life saver, I wish I had started using it earlier !!!

2018-02-19

Pros

Look and feel and UI/UX is so great that I have asked my development lead to use it as benchmark for our product :) Hope Zoho team wont mind this ...

Cons

Secondly, not related to Zoho expense but I wonder why Zoho people does not have full blown salary module into it.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
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Marc Charlier

Wonderfull product and great services

2018-02-13

Which software ?

Pros

Make my expense reporting and billing super Easy - great reporting features - Very easy to customize.

Cons

Would be great to interface it with D365.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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VJ Batkeviciute

Easy and Fast to manage and use

2018-05-17

Saved me time having to review and correct excel expenses templates we use to have.

Pros

Easy to have separate companies for different currencies. The design is nice.

Cons

When you want to pay for an extra account it takes to a completely new page and then doesn't return you to the New User set up page, this process could be smoother.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Harri Mansikkamäki

Zoho expense has made our company expense claims easy and straightforward.

2018-05-15

More efficient expense management.

Pros

Having a possibility to photograph your receipts immediately when the expense occurs and then submit them to automated scanning that will pre-fill the forms is excellent.

Cons

There is still room for improvement in producing the project or client specific expense reports, for example to enable fully transparent cost reporting to clients.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Art Eustaquio

Easy to manage and track employee expense reports and settling outstanding employee payables.

2018-04-30

use of use, integration with zoho books

Pros

The way Zoho Expense seamlessly integrates with Zoho Books is a big plus for me.

Cons

I wish that Zoho Expense had the ability to use AI and make recommendations on expense classifications when postings.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Noah Hopping

Fantastic and affordable expense reports. Love the integration options.

2017-09-27

Pros

The ability to map expenses and receipts directly into Zoho Books for rapid rebilling has saved us time and made our invoicing process more accurate.

Cons

The default settings per expense are occasionally challenging.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Manjur Alad

one of the best option when it comes to expense management

2018-03-28

Pros

zoho expense literally can make expense reporting and reimbursement process hassle-free, which is generally a time-consuming task for any organization.

Cons

Though it is a mobile-like an app design and intended for, sometimes web version seems more intuitive to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Nagesh HV

everything under single platform

2018-05-16

smoothen the process of reimbursements and easy to track on each expense reports

Pros

The best thing is that the integration it offers with the Zoho suite of products.

Cons

there is an effort to implement some customisations as per our requirements over all its manageable

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Ashutosh Goel

Zoho Expense is a very useful software which we have just started using.

2017-11-01

For our employees, expense recording and submitting has become super easy with the mobile app which brings everyone into one simple structure.

Pros

Easy integration with Zoho Books.

Cons

The system of reporting and recording advances and settlement against the advance could do with some improvement.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Smit Patel

Control it all

2017-12-06

Helped us track and manage inventory systems

Pros

The user-interface is very simple and easily adoptable

Cons

Love all the third-party and module integrations, but need more.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
( company, 11-50 employees)

Great pragmatic tool for expense management

2017-12-05

Smooth expense management

Pros

- Great value for the money - Compatible with Zoho Accounts - All legal requirements in the system

Cons

- UI/UX not the most intuitive - Hard to find all/right features - Mobile app does not harmonize with web app

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer

Zoho Expense is easy to use for all employees and especially for people on the go.

2018-03-12

Pros

The app gives you an opportunity to immediately scan the receipt and add it to an expense report.

Cons

It is also confusing how recurring expenses in books is meant to work with zoho expense and you can't create a recurring expense in Zoho Expense.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Mervin Rosario

On-boarding to the software was very smooth. It beautifully manages reimbursements.

2018-05-15

Pros

It's clean and very easy to understand.

Cons

There are some things like the fields in expenses here cannot be imported to zoho books invoices; and I think matching etc isn't possible in expense

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Dave Schoof

Easy from the start

2018-02-06

Pros

-Easy to navigate -highly adaptable -Reports are easy to work with -expense entry and different ways to input are the best I've seen -Multi currencies is crtitcal for me

Cons

-OCR a bit less accurate than expensify -As a solo practitioner, I wish I could turn off all approval functions

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Prince P Varghese

Smart application to manage travel expenses well for both the domestic and international travels.

2018-05-15

Pros

Expense report part of the process gives us clarity in analyzing the different types of expenses made by an individual during a trip.This would facilitate the transactions easier and smoother and reduce the admin work.

Cons

Some logical calculations against certain expenses cannot be done automatically, manual efforts are required.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Marianne Baumchen

I have tested a number of features for this software. It has flexibility to meet our needs

2017-06-27

Electronic expense reports and quicker turn around on answering questions and getting approvals for field expenses.

Pros

Field staff has had an easy time learning and using it to capture expense while in the field.

Cons

Also an expense can not be split between more than 1 project.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Ryan Plester

Very powerful but easy to use expense management

2018-05-15

This product makes it very easy to manage all those expenses and make sure they get billed to the right place.

Pros

Easy to manage work flows, the email and webhook notifications are awesome.

Cons

Only complaint is that you can't connect something like Zapier to automatically create projects in Zoho Expense

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
K Siba Sankar Subudhi

Its a first application i used, where Support team is well trained and their response also very good

2018-05-17

More control over Expense approval process

Pros

Uninterrupted service, except two times we had to not use for 3-4 days due to some technical error.

Cons

Reporting's needs to be more useful, and reminder need to be sent to those approver who have reports pending for approval.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Mike Rivera

Excellent to keep track of expenses

2018-04-01

Pros

The current invoices are deleted and thanks to this software I can keep them in perfect condition.

Cons

It is a bit complicated to generate expense reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Aria Xu

Zoho is really user friendly. Love it

2018-05-15

Pros

Convert FX currencies to report currencies - this is really convenient especially for our company that needs to deal with multi currencies constantly

Cons

Can't preview excel & pdf - have to download first - not that inconvenient but it will be better if we can just see details in preview

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ildefonso Moyano

Fine but could be better

2018-04-17

Integration with other Zoho Solutions

Pros

Free version for a small or individual is more than enough but probably will end up having the whole Zoho Package and pay for it, which is OK and depending on needs recommended. Support replies within few hours but not always provide solution.

Cons

When taking pictures of receipts does not recognize edges automatically like other business card scanners or scan to PDF apps.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Great app for simple expense records. Free trial!

2018-03-14

Pros

I used this in conjunction with Zoho Invoice when first starting my business.

Cons

One thing I dislike is in the free trial there is a limit on the number of vendors/expense you can input.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
CEO ► Executive Chairman ► Founder ✔ HR Software Solutions ✔ Client Service (Computer Software company, 11-50 employees)
Verified Reviewer

Great Expense Reporting Tool

2017-05-14

Zoho Expense is an extremely valuable tool for expense reporting.

Pros

Tight integration with Zoho Books, Slack

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10

Recommendations to others considering Zoho Expense

Highly recommend Zoho Expense and there is a free version

Source: GetApp
Helpful?   Yes   No
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Chad George

This has greatly increase our ease in reporting and helped us with purchasing checks and balances

2017-09-22

Pros

The mobile app and easy set up are by far the best part of the software.

Cons

It would be nice if we could submit one off expenses without creating an expense report for them.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Valerie Chang-Russoniello

Easy to use, nice platform, excellent customer service

2017-10-03

Pros

Automatic reading of receipts and email receipts, ease of putting together expense reports, ability to recommend feature (LOVE this, and being able to see which ideas are being implemented by Zoho)

Cons

Inability to detect duplicate expenses, not sure how restaurant receipts work (with having to scan/submit both the itemized receipt and the credit card charge total)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more