Do you work for Zoho Expense?

Zoho Expense Reviews

Filter Reviews
Filter Reviews
Sort by
Ratings
Company Size
User Role
All Industries
Write a Review
1-50 of 199 total Zoho Expense reviews

Zoho Expense Reviews

Write a Review
Filter By
Connections
Show reviews that mention
1-50 of 199 total Zoho Expense reviews
Copy Review URL
Zoho Expense review by Elisabeth P.
Assistant Administrative
Oil & Energy
Mid-Market
(51-200 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Good piece of software"

What do you like best?

Being an expense approver I find Zoho a lot easier to deal with expenses as the submitter has already scanned receipts and entered most of the details so I just have to check them which wasn't the case before we purchased this software. All the expenses are in one place in date order so much easier to trace something if you need it.

What do you dislike?

There's not much that I dislike about Zoho other than not being able to add or delete things that the submitter may have forgotten to do. Its easier to amend things myself rather than reject and have to explain why it needs changing.

Recommendations to others considering the product

Train staff correctly

What business problems are you solving with the product? What benefits have you realized?

We have scientists travelling all over the world and this software enables them to log receipts through the app while they're on the move so it saves time when they get back. It also recognises figures and will automatically enter them into their expense report also saving time. We are also in discussion with our bank to have the corporate cards linked to their Zoho accounts so automatically updates purchases and currency conversions. This will again save admin time.

Copy Review URL
Zoho Expense review by Tara S.
Controller
Computer Games
Mid-Market
(51-200 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Very intuitive and easy to use tool. The price makes it great for small to medium sized businesses. "

What do you like best?

The app is extremely easy to use. We only have to give a very short training session on how to use the tool, the rest of the tool is extremely intuitive. From a cost and a functionality perspective the price point is extremely attractive and provides all the functionality a small to medium sized business would need. I have recommended this product to several people.

What do you dislike?

There is not much that I don't like about this product.

Recommendations to others considering the product

If you are looking for your first Expense Claim tool or looking to switch to a more cost-effective tool then you can't go past this one.

What business problems are you solving with the product? What benefits have you realized?

Our employees don't have to worry about losing their physical receipts or spending timeless hours at the end of the month to reconcile them and entering them into a report. It's extremely easy to use so after the initial quick training we rarely get any follow-up questions. It simplifies the approval process and allows us to manage our costs more effectively.

Copy Review URL
Zoho Expense review by Jaime S.
PMO
Small-Business
(2-10 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Great Tool"

What do you like best?

Ease of use. ZOHO expenses allows expense reporting for both employee and managers to be structured and easy to see. We like the mobile application for ZOHO expense also as this allows easy reporting on the go which most of us use regularly.

What do you dislike?

It's possible, but not easy to see expenses staff have reported but not submitted yet for the month. So as long as staff are proactive about their expenses - reporting as they go, you can prepare for month end accordingly, you can view their expenses reported but not submitted yet for each month.

Recommendations to others considering the product

ZOHO Expenses works great with the other ZOHO tools. We have integrated with ZOHO books, ZOHO Projects and ZOHO CRM. Our team are still being trained on using the tools but we can see the benefits already of linking our tools together.

What business problems are you solving with the product? What benefits have you realized?

Taking back control of expenses - can make certain reporting fields required/not required to ensure all expenses are accurate and complete before submitting.

Copy Review URL
Zoho Expense review by Jason B.
CEO
Information Technology and Services
Small-Business
(11-50 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Amazing price, simple to use and administrate, but with great control"

What do you like best?

Being able to create a solid workflow for team members for expense approval, yet so simply has been one of the best features of the platform. The mobile app works well and captures the receipt details and allows each of the team to accurately record their expenses and keep on top of the process simply. Linking this back to our accountancy platform has also been a great benefit.

What do you dislike?

Setting the context of an expenses report automatically would be great, as you have to capture receipts into the expenses section and then set which Report they are linked to. If it were possible to have a default report that would be much easier, but this is a small concern.

What business problems are you solving with the product? What benefits have you realized?

Tracking a number of employees expenses and giving them the power to record the receipts automatically, without having to use hundreds of excel spreadsheets every month, and then time for myself to go through and approve and organise payments.

Copy Review URL
Zoho Expense review by Katie D.
Small-Business
(11-50 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Excellent Product, Excellent Customer Service!!"

What do you like best?

Every time I needed help during implementation, the customer support team actually LISTENED to what I needed and found intelligent workarounds. This is not the case with many software products I've used. It makes Zoho stand out to me. Plus, I absolutely love the product itself. Intuitive for my employees to use, and was easily adopted as a practice.

What do you dislike?

There's nothing I dislike. I manage different work locations, the only improvement I would ask for in the future is a way to isolate each "project" (location), but with the reporting filters it's easy to manage this.

Recommendations to others considering the product

I've been using Zoho Expense for 6 months, and in this short time, they've unrolled new features and improvements, which is a great sign that this product will stay current and responsive to customer needs.

What business problems are you solving with the product? What benefits have you realized?

Zoho Expense has helped us have 100% accountability with our expense reporting and reconciliation. Prior, employees would lose receipts, and we were not able to reconcile our accounts daily. With Zoho expense my employees have become more responsible with receipts, and we've eliminated unauthorized purchases!

Copy Review URL
Zoho Expense review by Lola C.
Small-Business
(2-10 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Missing too many necessary features"

What do you like best?

Convenience of searching through past expenses, ability to send reports for approval to other users, easy to add multiple receipts. Offers mileage and currency conversion which is extremely helpful.

What do you dislike?

Unable to send to final approver if amount is a refund,or less than zero. Unable to split expenses, even though there is a "split" feature and button, it doesn't work - you have to itemize a charge in order to bill it to two different merchants. It does not process all cards, only a select few are updated through Zoho, other cards must be entered manually as expenses instead. It doesn't seem as though Zoho is making any updates to the program which is really unfortunate because it would be nice to see changes made or at least attempts of improvement. The application feels stagnant.

Recommendations to others considering the product

I think Expensify is better. Zoho Expense isn't cheap and for the price, it should be doing a lot more.

What business problems are you solving with the product? What benefits have you realized?

The ability for peers to approve expense reports is convenient, but you cannot have final approver approve a refund because you cannot change the approving amount to less than 0.

Copy Review URL
Zoho Expense review by User
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Slow, but affordable and organized"

What do you like best?

I like that I can submit this directly to our operating officer who then directs deposits my reimbursements. It is very handy.

What do you dislike?

It takes a few minutes for the picture of the receipt to be uploaded. This is a huge pain when I do all of my receipts at the same time. This would become easier when I get into the habit of taking pictures of the receipts immediately after the transaction, but I'm not interested in doing that because it might be disrespectful to the person whose meal and/or drink I purchased.

Recommendations to others considering the product

Don't save all of your receipts until the end of the month! The receipts take a bit of time to upload.

What business problems are you solving with the product? What benefits have you realized?

Simplifying reimbursements. Our system prior to this was filling out an Excel sheet. This technology gives me a digital record of the receipts, which allows me to toss that unsightly tower of receipts.

Copy Review URL
Zoho Expense review by Cesar L.
SALES AND OPERATIONS MANAGER / LATIN AMERICA
Small-Business
(11-50 employees)
Validated Reviewer
Review Source
Copy Review URL

"Best Expense Report Platform"

What do you like best?

Easy to use, Multicurrency, Great app. Easy workflow and flow establishment, easy advance set up, great capacity for receipt capture., customizable, can set it up in spanish also

Keep it up zoho, Best expense report decision we have taken, report review time cut in less than half, . Truly recommend it

What do you dislike?

we really have not seen any issues with the platform, if we would have to complain about anything it woud be that it is not free, however quality has its cost, we are really happy with it.

Recommendations to others considering the product

Use it, really easy and intuitive, the program speaks for itself, use it and you will wnat to keep it as a permanent solution, workers have greater idea of how much mpney they have left, if they owe the company or if the company owes them money.

Our users have forgotten about the problem of converting foreign currencies, the program does it itself to your default currency, fx rate is updated each day in every currency

Policy violation integrated makes easy to see if any duplicates are being submitted

The app is great and easy to install, the admin role is really easy to use and expense reports are really easy to review.

What business problems are you solving with the product? What benefits have you realized?

Multi currency reports made easy for our international travellers, expense report review is really easy to perform

Users really easy to add,, you set up your own currencies and there are a lot available

Copy Review URL
Zoho Expense review by Administrator
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Great expense management platform"

What do you like best?

The ability to forward emails and auto scan, ability to add receipts to expenses seamlessly and ability to map expenses to projects stand out. But overall it feels as if the software is custom built for our needs even though its an off the shelf product!

What do you dislike?

The auto scan features still need to go someway. A lot of emails get rejected due to attachment issues even when the attachment is an image (which should be ignored and focus left to body of mail)

What business problems are you solving with the product? What benefits have you realized?

We have a travel heavy organization where almost everyone travels multiple times in a month along with a ton of local claim reimbursement. Essentially, what an intense paper-based process has transformed into an easy to submit, easy to approve process. This is saving several hours each month for everyone across the organization while making the process more audit ready and reviewable. This has also enabled us to process claims faster which makes cashflows smoother for employees.

Copy Review URL
Zoho Expense review by Jhaylorde M.
Business Development Manager
Industrial Automation
Small-Business
(2-10 employees)
Validated Reviewer
Review Source
Copy Review URL
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Highly recommended app for busy people who wants everything organised!!!"

What do you like best?

Managing a small business has never been fun and easy because Zoho Expense made sure that our daily expenses are in order and recorded properly. Paper works for reimbursement and cash advances were minimised and we now have time and spaces for other important matters and documents. Having this as a mobile app in my phone means less time in my laptop, and that means comfort and convenience every time we record our expenses.

What do you dislike?

Scanning time for receipts has been difficult every morning till lunch in our area but goes smoothly in the afternoon. We prefer that scanning time should be smooth any time of the day because I have mentioned, we are busy people. We can't wait for the afternoon to come so as to start recording our expenses.

Recommendations to others considering the product

A highly recommended app for busy people who wanted their expenses and receipts monitored and recorded the most convenient way.

What business problems are you solving with the product? What benefits have you realized?

Monitoring individual employee expenses has been very difficult for us because our employees feel it was a tiring process, even for me. However, Zoho Expense solved that and it is now a way of life for us. And since we are into mobile phone all the time, the Zoho Expense app adds comfort and convenience. Cash advances are recorded regularly and orderly unlike before where we have to search emails and forms just to track how much each employee have requested in the past. Integration with Zoho Books makes it easy for our accounting people to do their job.

Copy Review URL
Zoho Expense review by User
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Generally good system, just needs a few tweaks"

What do you like best?

Integrates with Zoho books, and users don't need to be on payroll. Generally easy to submit and approve expenses.

What do you dislike?

Can't use tagging as in Zoho Books, which is really annoying because I then have to go through everyone's expenses in Zoho Books to add tags, and this has to be done before the expense is marked as reimbursed, otherwise I have to undo the whole thing and start again. Also, users find it tricky to find the system for adding mileage since it's different to adding any other expense. And they also find it irritating that you have to create a 'report' as well as an expense - it would be good if this was automatic.

What business problems are you solving with the product? What benefits have you realized?

Previously had paper record of expenses, so we now save paper and have a much more efficient system for keeping records. Much easier to find receipts when needed. Expenses are easier to claim, and tend to be claimed more promptly because of this, which helps business planning. Used to have to manually enter expenses from paper forms, so we now save time and are likely to have fewer errors.

Copy Review URL
Zoho Expense review by Dan M.
Small-Business
(2-10 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Convenient and helpful"

What do you like best?

This helps getting our staff to regularly report and track expenses and receipts. I love the free ACH reimbursement capability. The workflows are easy to create as well. The cost is unbeatable for under 10 users

What do you dislike?

Some things are not intuitive about the set up, but overall it is helpful. The credit card feeds need to update more often. I usually have to do so manually, and if you don't know where to look, doing it this way can be pretty hard. Staff have a hard time differentiating expenses and receipts, and finding both within the mobile and online apps

Recommendations to others considering the product

The cost effective solution for under 10 users.

What business problems are you solving with the product? What benefits have you realized?

Credit card reconciliation and reimbursements for expenses and mileage. Saves a lot of time and need for approvals via email.

Copy Review URL
Zoho Expense review by Saurabh J.
Senior DevOps Engineer
Marketing and Advertising
Enterprise
(1001-5000 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"We recovered our expense on Zoho Expense within the first month"

What do you like best?

Zoho Expense really simplifies the process of submitting, reviewing and reimbursing employee made expenses. As a small organisation, we thought we did not need formal expense reporting software, and that Google Sheets was just fine. However, the amount of time and hassle saved by using proper software over spreadsheets is simply amazing.

What do you dislike?

I have used Expensify and similar expense reporting software in corporate jobs. Compared to those, there isn't much to dislike in Zoho Expense. One big pain is that we must issue cheques for the exact balance value of a reimbursement, in order to settle it. We would like to make an adhoc payment through Zoho Books and then split that across settling one Expense, and using the balance as advance for the next one.

What business problems are you solving with the product? What benefits have you realized?

We have solved many problems with Expense. The first is getting real time data on per-day expenses when our field staff is traveling. Second, we now have an approvals process in place. Third, expenses are settled very quickly. Fourth, we do not need to wait for paper receipts to be filed in order to settle reimbursements (Zoho Expense lets you electronically capture receipts right from your smartphone).

Copy Review URL
Zoho Expense review by Eric K.
Small-Business
(2-10 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Very handy, some improvement possible"

What do you like best?

Use on mobile devices,

Processing bills further in an online environment by using the computer

auto scanning of bills, although it does not always recognize correctly.

Direct transfer to Zoho Books

Keeping track of reimbursements.

Possibility to indicate if costs need to be charged to the client.

What do you dislike?

There is no good way we could find yet, to link expenses directly to our projects, which are in Zoho Projects.

At the moment, it seems not possible to record expenses offline.

Recommendations to others considering the product

Just try if it works for you.

What business problems are you solving with the product? What benefits have you realized?

Structured approach for submitting expense claims

No need to process line by line

It saves time from our administration personnel

Copy Review URL
Zoho Expense review by Mara C.
COO and Founder
Translation and Localization
Small-Business
(2-10 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Very straightforward and user friendly"

What do you like best?

It is easy to tell what expenses have been processed and which not. There is a lot of personalization available and the reports are great to figure out where the money goes.

What do you dislike?

My business partner and I have to produce separate reports, even though we need just one for both. But we just produce separate reports in Excel and then merge the information in Excel.

What business problems are you solving with the product? What benefits have you realized?

We need to produce expense reports to present to our CPA for tax purposes. This is very helpful and we can photograph receipts on the go and edit later. We don't have to keep hundreds of little papers any more!!

Copy Review URL
Zoho Expense review by User
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Our experience with Zoho Expense product"

What do you like best?

The mobile application is wonderful. I can do everything easily on my phone with very little effort. It is intuitive and convenient. I hardly have a need to log on to the desktop application except for reporting and administrative functions for the organization.

What do you dislike?

While linking an expense to a report, if I have to create a new report, first I have to create the report and then come back and select it. It is a small inconvenience. Also, the delete function can probably be a bit better than it is today.

What business problems are you solving with the product? What benefits have you realized?

We are a small start up and needed a cost effective and easy to use expense reporting solution. We got a lot more than what we bargained for. We can use this tool not only for our US employees but also for our off-shore resources. It supports multiple currencies with currency conversion. This makes expense reporting very easy for us.

Copy Review URL
Zoho Expense review by Ryan M.
IT Systems & Communications Administrator
Small-Business
(11-50 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Shows great promise but lacks polish"

What do you like best?

Ability to auto-scan receipts is very handy.

What do you dislike?

iOS and Android versions are completely different, making training and supporting users more complex. Android doesn't even have integral features like being able to edit the tax amount.

Recommendations to others considering the product

Be aware that iOS and Android versions are completely different in both looks and features and know that this will complicate supporting the product.

What business problems are you solving with the product? What benefits have you realized?

We are able to avoid mailing/couriering receipts back to head office. Team members are able to stay on top of their expenses rather than spending half a day entering them at the end of the month.

Copy Review URL
Zoho Expense review by Daniel B.
Global Claims Business Analyst
Financial Services
Enterprise
(10,001+ employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"An excellent application in a great suite of tools"

What do you like best?

The smartscan functionality is by far the best feature. It makes the capture of receipts very easy.

What do you dislike?

No auto-reports at the end of each week (something that we had with Expensify). I would also like to see some smarter auto-categorisation when vendors are updated on reports.

Recommendations to others considering the product

The app is good and the website supports it really well. I would recommend it especially if you are looking at Zoho Invoice or Zoho Books.

What business problems are you solving with the product? What benefits have you realized?

It saves a significant amount of time for employees spread across different locations. It also saves time in terms of not having to type in all details of a receipt.

Copy Review URL
Zoho Expense review by Abhijit Singh A.
Founder and CEO
Computer Networking
Small-Business
(11-50 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Makes your life easier as an entrepreneur"

What do you like best?

I run an IT consultancy called Zindagi Technologies. My team travels all over the country meeting customers to provide solutions to their ICT problems. Before using Zoho Expense - everything was recorded in an excel file. It was a nightmare to keep track of expenses and reimbursements.

Zoho Expense has made life simple. All team members have the app installed on their phones where expense receipts are captured easily.

What do you dislike?

The ICICI bank integration is too flaky. It's not consistent. It's a pity coz otherwise this is a rock solid product.

What business problems are you solving with the product? What benefits have you realized?

It makes it easier to record and reimburse expenses.

Copy Review URL
Zoho Expense review by Consultant in Oil & Energy
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Nice tool for recording and reporting expenses"

What do you like best?

I like the combination of mobile app + cloud aspect of Zoho, where you can take quick photos of your expenses and and document them in PDF reports. Its reports are very useful to include in the official expense report of the company.

What do you dislike?

The receipt reports is a little buggy, with some receipts extrapolating it's allocated region covering other receipts. To fix this its usually necessary to change the report layout from 6 to 9 receipts per page or editing the photo and uploading it again. I would also like Office Lens or Cam Scanner capabilities of cropping the photos of the receipts automatically.

Recommendations to others considering the product

Don't expect the expense report experience to be flawless. When taking pictures of receipts, do so with the free Office Lens from Microsoft and save it to the photo gallery. Include pictures from the gallery for the expense report, your receipts will look nicer on the report.

What business problems are you solving with the product? What benefits have you realized?

Expense reporting is one of the most time consuming activities with little added value for the company. I actually pay the monthly bill out of pocket to save time and grief doing expense reports.

Copy Review URL
Zoho Expense review by Neeraj B.
Co-Founder & CEO
Small-Business
(11-50 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Automate Expenses"

What do you like best?

I love the feature of scanning the receipts which almost accurately captures all the data & build the expense report for you. Integration with ICICI Bank means payments can be made by the app itself.

What do you dislike?

No integration with Uber/Ola, Oyo/Treebo, MakemyTrip/Yatra is something which I miss

Recommendations to others considering the product

Great third party integrations, automated receipt scanning and amazing administration & analytics

What business problems are you solving with the product? What benefits have you realized?

Bandwidth of the team towards expense filing has reduced by more than 70% and the integration with Zoho books means no additional reconciliation. Also, payment via integrated bank means huge time saving

Copy Review URL
Zoho Expense review by Angelica F.
Science Teacher
Education Management
Small-Business
(11-50 employees)
Validated Reviewer
Review Source
Copy Review URL

"Expense Organization that keeps you organized"

What do you like best?

I like the way tat I can use it on Apple and Android products. This allows me to keep my expenses accurate and precise. I like the way that the software is easy to access on any device at home, work or school. That makes it convenient and useful for everyday use while I work on the go.

What do you dislike?

I dislike that the software has to be used with my work account for the business. I would like to use this for my personal use because I want my finances at home to be accurate and my accounts balanced. I need the organization at home because finances run my household and I need them clear and precise.

Recommendations to others considering the product

Use it to its full advantage by downloading the software and using it on all platforms as much as necessary.

What business problems are you solving with the product? What benefits have you realized?

We have solved many of the finance problems our company has. This way most of our accounts are organized and settled properly.

Copy Review URL
Zoho Expense review by User
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Streamlined our processes"

What do you like best?

Zoho is extremely user friendly, you can accomplish tasks several different ways. It is a quick and easy way to log expenses automatically into quick books. We have multiple users across many states and it has been a great addition to our reporting. It is helping us become more accurate and have quicker & better information.

What do you dislike?

Can be a little challenging getting individual users set up. However once done, it is great. Noticed on the mobile app that when you are uploading a lot of receipts at one time it will crash. Take your time and dont overload the system.

Recommendations to others considering the product

Have several different users try it out. We found that different users had different difficulty understanding certain areas. it helps in training new users how to avoid pitfalls.

What business problems are you solving with the product? What benefits have you realized?

Much better accuracy in our expenses and much quicker turn around on reports.

Copy Review URL
Zoho Expense review by David A.
Director
Small-Business
(11-50 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Makes my life easy"

What do you like best?

Its cloud functionality makes it easy for me to access anywhere in the world, the ease of setup is also a lovely feature.

What do you dislike?

The analytics can be a bit confusing and the csv exports always include irrelevant columns.

Recommendations to others considering the product

Zoho Expense is SME friendly and very easy to set up. The last three months have been seamless for me and my team.

What business problems are you solving with the product? What benefits have you realized?

Zoho expense has helped me solve the problem of unapproved expenses and also the challenges of posting and reconciling petty cash.

Copy Review URL
Zoho Expense review by Victoria B.
Chief Administrative Officer
Publishing
Small-Business
(11-50 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"A convenient way to record employee expenses, neatly tied in with Zoho Books"

What do you like best?

The best thing about Zoho Expenses is that it links seamlessly with Zoho Books, making banking reconciliations very easy. I also love the fact that expenses can be added in multiple currencies.

What do you dislike?

It isn't the most user friendly expenses reporting platform, and employees often have to ask me how to do things. The need to create a report and to add expenses to the report seems like a slightly laborious process.

What business problems are you solving with the product? What benefits have you realized?

It's a much better method than the Excel-based expenses that we used to use, which was very time consuming for expenses in foreign currencies. It streamlines the expenses reporting process, encourages employees to file their expenses more promptly because it is convenient, and makes reconciliation of expenses easier.

Copy Review URL
Zoho Expense review by Administrator in International Trade and Development
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Zoho Expense Is Helping Me Realize My Location Independent Dream"

What do you like best?

I love how easy and intuitive the interface is. Especially as company using Google Work it's easy to integrate our workflow from there into Zoho Expense and then the ease of invoice clients is great.

What do you dislike?

Wish Admin could customize the roles more, for example I want my project manager to be able to add new users without them having other admin privileges.

Recommendations to others considering the product

Jump in sooner than later.

What business problems are you solving with the product? What benefits have you realized?

Speeding up & automating the way we track our project expenses and get reimbursed by clients. As our company takes on more projects it becomes a full time job to simply log expenses in a spreadsheet and bill clients for those expenses which causes cash flow issues and naturally we miss the occasional expense and ultimately lose money.

Copy Review URL
Zoho Expense review by David  R.
Mid-Market
(51-200 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Great system "

What do you like best?

Zoho Expenses has really helped get rid of paper based expenses claims and is so easy to use. I would recommend it to anyone.

What do you dislike?

You have the odd little thing that may not be how you normally do things but the good features more than make up for these little ones.

Recommendations to others considering the product

Its a good system that is fairly easy to use and having the app on your phone is a massive help to me and my team

What business problems are you solving with the product? What benefits have you realized?

Time saving for the accounts team. Less paperwork flying about.

Copy Review URL
Zoho Expense review by Internal Consultant
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Affordable and efficient expense reporting solution"

What do you like best?

The receipt auto-scan feature is a true selling point. Not only does it reduce entry time for the team, but it also helps catch duplicates.

What do you dislike?

That said, sometimes the auto-scan feature is slow.

What business problems are you solving with the product? What benefits have you realized?

Our team was trying to find an affordable solution to reduce the burden of filling out paper forms (which eventually ended up in the cloud anyway!) to request expense reimbursements and were lucky enough to find Zoho Expense. Since switching over to Zoho, thanks to the many ways of submitting receipts for auto-scan (forwarding from email, taking a picture with the app), team members have eliminated lost receipts and can complete their expense reports in half the time. Not only that, team members no longer have to worry where in the approval process their request is because they can track it real-time in their personal dashboards.

Copy Review URL
Zoho Expense review by Karthik P.
Director and Head - Fundraising
Venture Capital & Private Equity
Small-Business
(11-50 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Excellent must-use tool for a small business "

What do you like best?

I experimented with Zoho Expense management tool for our organization given we partners travel extensively for work and expense reporting is a major bottleneck. The initial one month of usage itself was enough convince my entire team to switch over to this from paper/pen. While we did have some initial hiiccups in terms of ability to seamlessly use the tool, I was able to provide my feedback on the product which was promptly implemented making the tool very user-friendly. I would recommend every small and medium organization to use this system a it is highly efficient, very easy to use, auditable and gives a great experience.

What do you dislike?

The app is still not great, but then with the introduction of OCR, there is no need for the app as everything can be simply emailed to the email id and all receipts will be auto scanned which is fantastic.

Recommendations to others considering the product

Do start off with a few users to ensure users are comfortable with the work-flow and then implement in large scale

What business problems are you solving with the product? What benefits have you realized?

We are trying to solve the issue of reporting expenses on time and ensuring reimbursements happen on time. With the expense tool, this has become very quick and auditable.

Copy Review URL
Zoho Expense review by Mustafa O.
Co Founder
Maritime
Small-Business
(11-50 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Strong Tool for Expense Reporting"

What do you like best?

To be able to create reports for each sales/service case including applying advances. Simple and easy to use. Integration to zoho books enables to reflect cost into our books directly. Auto scan function is also saves significant time of the users.

What do you dislike?

It would have been nicer if there was an option to link the expense to a sales/service order in order to figure out the gross profit for each order similar to projects.

What business problems are you solving with the product? What benefits have you realized?

Mainly service team expense reporting and cost calculation.

Copy Review URL
Zoho Expense review by Mehmet .
President
Small-Business
(11-50 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Simple, practical and efficient !"

What do you like best?

Simple to understand and implement. Very practical way to collect all expenses from all employes. Reporting is also very effective for the accounting side. Very professional and user friendly.

What do you dislike?

Could you put the approval segment on the dashboard directly ?

Recommendations to others considering the product

DonT lose time with paper and approval cycle manualy, move to Zoho.

What business problems are you solving with the product? What benefits have you realized?

Now we don't forget any expenses and the employe are able to track their reimboursement online. Less time more services with minimum effort.

Copy Review URL
Zoho Expense review by User in Computer Software
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Excellent expense reporting with all the features of paid alternatives"

What do you like best?

- You can get a lot done with just the free community version

- Ability to add upto 3 users in an organisaion in the community version

- Other alternatives I looked at had a monthly fee but the features were more or less the same or lesser in comparison

- Very comprehensive reporting options

- System stability, elegant design and workflow

- Simple to use even for a novice

- Quickbooks integration

- Starter package for upto 10 users is $ 15 a month with additional users being $ 2 / month

What do you dislike?

- Requires internet connectivity which might not be available all the time when you are travelling

- Receipt scanning is not that great

Recommendations to others considering the product

Try their community (Free) version to get a first-hand assessment. I had signed up for a paid alternative only to find out that many of the advertised features didn't really work efficiently in practice.

What business problems are you solving with the product? What benefits have you realized?

We needed an inexpensive expense reporting tool. Most other apps in the same category limit the available features without which they are not useful (eg., limit on number of expenses or similar restrictions). Zoho expense provided an inexpensive, feature rich interface that was simple and user-friendly and yet had an extensive list of customisation options. We eventually switched to the enterprise version.

Copy Review URL
Zoho Expense review by Bethany J.
Systems Analyst
Mid-Market
(201-500 employees)
Validated Reviewer
Review Source
Copy Review URL

"Excellent Expense Reporting System"

What do you like best?

I love how easy it is to get users setup and working. The website is very intuitive and requires little to no training for new users. This is a great improvement over the prior system that we used.

What do you dislike?

While I have found the reporting to be sufficient, I think this is an area where some improvement time could be invested. It would be great to be able to query the data.

Recommendations to others considering the product

Consider allowing/advertising to your staff regarding the app. It makes expense reporting very easy for those on the go and employees will report expenses timely.

What business problems are you solving with the product? What benefits have you realized?

It allows us to make expense reporting a quick and easy process to submit and have approved. We have benefited from quicker submissions of expenses which allows for better expense recognition.

Copy Review URL
Zoho Expense review by User in Information Technology and Services
Validated Reviewer
Review Source
Copy Review URL

"Fantastic tool to work with."

What do you like best?

Zoho Expense is definitely a game changer compared to the bigger and branded systems out in the market. Great Application.Users are happy. Customisation is seamless. Good expense tracking system. Nice app.

What do you dislike?

Travel Module which by default comes with the Expense Management has lot of work that need to done before benching marking themselves against industry leaders like SAP (Concur)/Oracle Suite etc. Default reports under analytics are not up to the mark. Need improvement and better equip with customer requirements. Every customer has different way to analyse the data and with their available applications in Zoho, the default reports are not sufficient enough.

Recommendations to others considering the product

Zoho has been changing the landscape of how the application function compared to big and branded systems in the market and with it's easy customisation available within the application and a better support team to guide and resolve the issues 24x7 which are out of our scope definitely helps. There are updates on a monthly basis which is notified on time. Ready to use application out of the box. Bit of a learning curve initially but all will get a hang of how the system works and modify as per our requirements.

What business problems are you solving with the product? What benefits have you realized?

Submission,Tracking and Advance request and mapping the expenses against project/multiple project and users has better visibility on their claims raised and management has a better view of how the expenditures are turning out and helping them to better equip with a budget going forward.

Copy Review URL
Zoho Expense review by Administrator in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Very happy team manager"

What do you like best?

Zoho Expense was most straightforward, allowed minimum set-up (cut off all unnecessary fields), and was the easiest to configure of the few solutions we compared.

The mobile client with receipt scanning and automated form filling works quite well.

Daily automatic exchange rates are handy as well.

What do you dislike?

Client and project reports could be more comprehensive, i.e. provide a possibility create a project expense PDF containing expenses and scanned receipts from various users' expense reports that could be saved and sent to customer for their records and and evidence of the costs generated.

Recommendations to others considering the product

We did a trial with 3 pilot users, were convinced and have been using the software since - currently with the team of 17 users. We are also considering to take other Zoho family products in use and replace some of our other software products.

What business problems are you solving with the product? What benefits have you realized?

Zoho has made our expense process much more efficient than before.

Copy Review URL
Zoho Expense review by Eva L.
Sr. Financial Analyst
Mid-Market
(51-200 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Streamline software that's easy to use"

What do you like best?

The interface and customizable options, reports and overall analysis are very useful in keeping all our team's expenses organized.

What do you dislike?

It does not integrate with Xero, this makes our monthly process a bit more cummbersome.

What business problems are you solving with the product? What benefits have you realized?

We needed to move away from Excel and have a tool to manage the bill payments plus monthly expenses. We have found the team has been able to easily adopt Zoho and it's helped a ton with our monthly process!

Copy Review URL
Zoho Expense review by Gaurang M.
Small-Business
(11-50 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Easy Integration and Use"

What do you like best?

The linkage to other oho products and the management of accounting entries. Also like the policy management and the ability to pull receipts and expenses from credit card statements. Also really like the email receipt function as well as the mobile phone app.

What do you dislike?

Not much to dislike. Would like to have this integrate with our travel portal, Egencia. This would make receipt and expense management even easier.

What business problems are you solving with the product? What benefits have you realized?

Policy driven expense management. Automated report generation and processing, storage and cataloging of all reports processed for acconting purposes

Copy Review URL
Zoho Expense review by Jersey G.
Small-Business
(11-50 employees)
Validated Reviewer
Review Source
Copy Review URL

"Great and Affordable Expense Reimbursement Software"

What do you like best?

Zoho Expense has been a great option for our organization. It allows for easy expense reporting, is very customizable and I've been very happy with customer service. It also streamlines reimbursements for employees at the time of payroll. It's also more affordable than other platforms, which is wonderful since we are a non profit and always thinking of the budget.

What do you dislike?

It doesn't link with our People's United Bank credit cards.

What business problems are you solving with the product? What benefits have you realized?

Many of our employees are out in the field and the Zoho Expense app makes it a long easier to keep their receipts and track their expenses. It's also great to have a record of all the expenses at our fingertips as well as a more streamlined approval process. It saves everyone time.

Copy Review URL
Zoho Expense review by User
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Solid Expensing Platform for SME"

What do you like best?

Ability to auto-scan receipts and perform OCR on them

What do you dislike?

Receipts OCR quality varies wildly, and there needs to be a stronger prediction/AI engine to be able to auto-classify category and/or rename business names based on prior entry.

Recommendations to others considering the product

Quick and efficient platform for expensing quickly and handling the approvals workflow with ease. Although pricing is a little on the higher side for those with less then the 10 employees needed for the standard level, it more or less pays off in the long run due to the time saved.

What business problems are you solving with the product? What benefits have you realized?

Reducing administrative overhead on handling and categorizing expense claims as well as approvals process is much more efficient.

Copy Review URL
Zoho Expense review by Tyler S.
Co-Founder, Partner, Executive Vice President Of Customer Success, Information Security Engineer
Computer & Network Security
Small-Business
(2-10 employees)
Validated Reviewer
Review Source
Copy Review URL

"Zoho Expense Simplifies a Normally painful process"

What do you like best?

Email receipt feature and auto-analysis are amazingly well-designed capabilities. I can forward emails with receipts in the body or attachment to my unique email address and it will automatically analyze the email and produce a populated expense item. Once that is complete, it is just a matter of confirming the item was correctly populated with information by clicking a button. After all of your receipts are submitted the process of creating and submitting a complete expense report takes only a few clicks more.

What do you dislike?

Nothing really, but it would be nice if they gave you the ability to chose and purchase a core set of offerings up front, and then choose which of those to include employees on when you add them as a new user.

Recommendations to others considering the product

The integration with Zoho Books makes this tool even more valuable, but even without that, it is still better than other expense tracking methods I have used previously. The solution also has the ability to link in with CRM software and a project management solution to track project and client billable expenses and time.

What business problems are you solving with the product? What benefits have you realized?

It makes a process that usually takes me at least an hour and a half every two weeks to something that takes less than 15 minutes. It also ties into Zoho Books to automatically account for the expenses and stores the receipts electronically. Zoho expense is a multifaceted time saver and simplifies a number of normally clunky processes.