Zoho Expense Reviews

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...

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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.

Fast and easy to setup and configure for new users

Some interface buttons and links were not intuitive, but they were fine once I became accustomed to where to look

The receipt auto expensing feature saves us time and money every day. Along with report visibility etc.

When setting up the cards initially, there has been hiccups, all resolved, but not necessarily smooth every time

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.

Hi Tracy, Thank you for sharing your valuable feedback. We would like to provide you with an in depth training to make use of Zoho Expense more effectively. Also, we would be going through the configurations that you have done and make sure that everything is properly set up. Please send an email to <support@zohoexpense.com> with more details so that we can get in touch with you. Awaiting your response. Regards, Nikhil Raj T - Zoho Expense

Ease of use and the fact that we can integrate with Zoho Books for ease of reporting.

Cards and purchase requisition. We do not have a local card integration with a financial institution.

Zoho expense has great functionality and is easy to use. As we launched the application the customer service team was very responsive.

Inability to have more than one delegate per user.

Zoho enables use to keep track of all our operation expenses easily

An excellent software ,overall meets our requirements

The best feature was that we can upload the invoices and it automatically creates the report. Yet to explore more features

Yet to explore but it is too complicated at times

Credit Card Syncing and automatic accounting

Nothing Really, Its doing the job i require so its fine

the application is so simple to use, i like the ability to generate online expense reports using the application, mobile phone applicability of the application makes it good

its too slow when running expense generation

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 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 love the ease of associating actual expenses with the expense reports. Our CPA loves it too.

The one thing that initially got us hung up, was the ability to edit a submitted expense.

Zoho expense is a wonderful product. It does everything you expect of an expense management software. It's simple to use, easy to setup, and the API and documentation is top notch. There are many ways to customize it to do exactly what you want. Furthermore, it does everything other expense management software does at half the cost!

Unfortunately, they use actual humans to do the "auto scan" which is a privacy concern. Furthermore, we couldn't itemize taxes, but we found a workaround for that.

All of the basic user GUI tools and features work flawlessly. I have never once had one of those SalesFarce moments where it took me 3 weeks to figure out the issue why new phone could not capture receipt images and other similar experiences that my associates have had. Really, understanding the operation and navigation was suprisingly intuitive. I really enjoy the aethetics; and compared to the bowl of spaghetti GUI with QuickBooks, I have never found myself in a situation where I obligated to seek out and pay for additional training because I was completely lost. The only people critical of Zoho products are those working for cometitors and folks who have never used any of the products.

In the past, many products including Expense could be a little light on features and more challenging in large, multi-platform, multi-facility, multi-user implementations. But honestly, think about SalesFarce and another three-dozen or more competitors in that space and find one that is an "everything for everyone" product - they dont exist. Zoho seems to be commited and persistent and building out the feature-set in the entire product suite.

Zoho was a natural choice for companies using Quickbooks. Expenses are easy to download into Quickbooks as a Bill. When it comes time to pay the credit card statement it's all ready to go !

It would be nice if you could batch a weeks worth of food per diems into one entry rather than for each day.

Hi Steve, Thank you for reviewing Zoho Expense and sharing your feedback. We're glad to know that you find Zoho Expense to be a natural choice for companies using Quickbooks. We understand you would like it if multiple per diem expenses for different dates could be batched into a single entry. Currently, that would not be possible since a single entry is not possible for multiple dates. Sorry about that. If you have any further queries or suggestions, feel free to reach out to us at support[at]zohoexpense[dot]com. Regards, Yohvan - Zoho Expense

We love the autoscan feature! Take a photo of your receipt, and it creates the expense, including Merchant and Cost. Even more, we love the Email Receipt Forwarding feature! No need to print any email receipts or invoices! And the support team at Zoho Expense is fantastic! They respond quickly, work to answer our questions thoroughly, and are committed to resolving any glitches and improving their product.

We needed some time to learn how to use Zoho Expense and to tweak it for best processes. We encountered some software glitches, and always received great assistance from the support team. I wish the system recognized variations within Merchant names (eg Smith & Jones is the same as Smith and Jones), instead of having to work around.

Hi Christine, Thank you for taking the time to review Zoho Expense and share your feedback. We're glad to hear how you love the Autoscan capabilities as well as how our team has been able to assist you with the product. I have also passed on your feedback about improving merchant recognition in the application. Feel free to reach out again to us if you ever require any assistance. Regards, Yohvan - Zoho Expxense

Relatively easy to set up and administer with a link into Xero

Having to update GST tax on each account in Zoho (rather than pass through of info from Xero)

easy use, integration with other apps, integration with uber and zoho

nothing, i think that is a good tool in the business

Hi Andres, Thank you for reviewing Zoho Expense. We're so glad to hear that you find the application excellent and easy to use. Kindly reach out to support[at]zohoexpense[dot]com if you have any further feedback or queries. Regards, Yohvan - Zoho Expense

In my company it is very important to keep control of expenses, not only of what the company generates, but the administrative expense for each of the processes and documents made by the different departments. Based on this I can list certain positive characteristics of Zoho Expense: -It is incredible how intuitive software can be. When generating an invoice or a payment receipt, you can take a picture with our mobile device and the software automatically schedules it. - Not only schedules the expenses but also allows to make very complete reports of the average expenses according to the average time range that we indicate to the software

Actually this program has brought many solutions to our work environment, enhancing our administration thanks to a better management of economic resources. Of moments I do not have any type of complaint about this software

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.

Zoho Expense is a top-tier solution for managing travel and expenses. The software is designed with a focus on reducing overspending, automating expense reporting, and ensuring complete oversight over expenditures ultimately, this enables small sized businesses to enhance productivity with optimize cash flow, and improve overall financial health for any new born organizations.

No negatives about the Zoho Expense as of now.

Mobile application, ease of expense tracking, and corporate reporting are the reasons which the platform was initially purchased and Zoho has exceeded expectations on al.

An improvement would be to enable custom reporting on any and all fields plus time ranges. Currently reporting by category does not have a sub filter to select a specific person or report name

Hello, Thank you for taking the time to review Zoho Expense and share your feedback. We're glad to know that the mobile application, ease of use and corporate reporting features have met and exceeded your expectations. With regard to the expenses by category report, please note that it would be possible to filter the report for a particular user using the Customise option. Kindly reach out to us at support[at]zohoexpense[dot]com if you would like to know more about this. Regards, Yohvan - Zoho Expense

Easy to use, fast and great for small business

no pop instructions on the next step after scanning

Its ease of use. It's fantastically easy to use and our sales people are confident in using it which is positive as most new technology is met with resistance by our sales staff. I also love that it scans reciepts for you and enters in the data- this saves so much time. I find the app is easy to use but when I can I always try to do it via the laptop as the web browser version is awesome to use, so smooth.

The number of Merchants we have is becoming too long and we would like to reduce them or have each user have their own list of merchants, rather than a shared list. This would speed up the process (less to look through) and also reduce the amount merchants each user has on their list. An option to make a merchant a one of purchase not be added the list of merchants would be ideal as well. Sometimes the software on the app is buggy and has problems with assocaiting tax to an expense but this is not often.