Zoho Expense reviews

A Comprehensive Expense Management Solution

Opmerkingen: Zoho Expense is a comprehensive expense management solution that offers a wide range of features and customization options. While the software can be complex and has a steep learning curve, it is highly customizable and can be tailored to fit the unique needs of your business. The mobile app is a great feature that allows you to capture expenses on the go, and the integration with other accounting software makes it easy to transfer data between systems. If you're looking for a powerful expense management solution, Zoho Expense is definitely worth considering.

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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.

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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.

You can't go wrong if you want a complete solution

Opmerkingen: We made this change from Quickbooks from our previous years and feel that ZOHO is superior.In addition, we were completely surprised at how intuitive the interface was.

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

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

Great Potential, Poor Execution & Customization

Opmerkingen: Overall I have not been pleased. Customer service is very nice but incomplete in their responses and you don't realize it until something occurs and you lose weeks worth of work. They punt to other Zoho teams a lot for helping you. And you cannot speak with anyone in the US. I would not normally have a problem with this, but they don't seem to understand that as the administrator of the account, I pay the bill and should be able to access the account of employees who no longer work for us.

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This software has been relatively easy for our team to use in the field to record expenses. I would say that the ability to snap a picture of receipts and auto-recognize the vendor and amount is good. And the reconciliation process with credit card statements is great.

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Too many problem to list here. The biggest problem I have is that as the administrator, I do not have complete control over all our user accounts. Our employees are truck drivers out on the road. They occassionally miss a receipt and I have to follow up later. But I can't just get the receipt and upload it. I must reject their report and they must re-submit. We've had employees who were terminated and they turned in their final receipts in hard copy, but I am unable to gain access to their account. Zoho won't give me access to their account so I can remove their credit card and delete the user from our account, along with any old receipts that are still "unsubmitted" in their queue. The onboarding process has been incredibly long because customer service was incomplete in their information. They never told me that credit card transactions had to be uploaded prior to employees submitting their expense reports. Thus, the auto reconcilitation did not occur and I must get employees to go in and manually match their receipts. This must be done on a computer and is virtually impossible when the users are truck drivers without laptops. If you use Capitol One credit cards, run far away from Zoho. Even though our cards are all corporate cards and our employees don't have access to their own account online, that is what we must do if we want to use the auto-import feature. Otherwise, each employee has to download their own credit card transactions.

Beats Expensify

Opmerkingen: Everything's so good, that I became wary that it must be too good to be true. I mean, this literally beats Expensify in price and features -- everything. I'm very appreciative of the free trial because I was even able to sample how good Zoho's customer support is. I can now confirm it is NOT too good to be true; it's the real deal. We'll be using this for our startup company which has a 100+ headcount.

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I love how granular you can get with Zoho Expense, you can create custom rules so employees don't go over a stipend policy. Freaking love the price. I've demo'd with a bunch of other vendors, dude. You cannot beat the price of Zoho Expense.

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I only wish managers could see their direct report's spend in the Analytics module.

Still in Set up phase

Opmerkingen: Good so far

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Is is inexpensive and looks like it has all the features I need

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Still don't know enough about it. I just stared using it.

The perfect solution for our company

Opmerkingen: We needed an easy way to help our employees see and keep track of their expenses, then report them for accounting purposes. Zoho has made this easy for us. What sets Zoho apart is that it truly is small business friendly; their pricing plans make this affordable for small businesses while providing enterprise level features and benefits.

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Zoho Expense is easy to setup, onboard and manage.

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We had a few challenges with importing accounts at first, but customer service was able to help us get it squared away.

Great Product

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I've used Zoho products in the past and this on keeps up the great software tradition.

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I Haven't found anything to note. Zoho software is 1st Class!

zoho user

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Some of the features that users appreciate about Zoho Expense include:User-Friendly Interface: Zoho Expense has a simple and intuitive user interface that makes it easy to navigate and use.Mobile App: Zoho Expense has a mobile app that allows users to capture receipts and submit expenses on-the-go.Integration with Other Zoho Products: Zoho Expense integrates seamlessly with other Zoho products such as Zoho Books and Zoho CRM.Multi-Currency Support: Zoho Expense supports multiple currencies, which is useful for businesses with international operations.Customizable Approval Workflows: Zoho Expense allows users to set up customizable approval workflows, which can help streamline the approval process.

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some of the common complaints about Zoho Expense include its limited customization options, difficulty in navigating the user interface, and occasional glitches or bugs. Additionally, some users have reported issues with the mobile app, such as slow loading times and syncing problems. It's important to note that these issues may have been addressed and resolved since my knowledge cutoff in 2021, as software companies are constantly updating and improving their products.

Great for small business

Opmerkingen: Beneficial

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Easy to use, fast and great for small business

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no pop instructions on the next step after scanning

an easy and efficient solution for expense management

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What I like most about Zoho Expense is that I can take a picture of my receipt with the mobile app and the tool automatically extracts key information such as the amount and date, which saves me time and avoids errors when manually entering data. In addition, I can send full expense reports to my boss with just a few clicks, which streamlines the approval process for my expenses.

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Although Zoho Expense is generally very effective, I have sometimes experienced problems with data synchronization between the mobile app and the web version. I also wish the tool had a feature to automatically capture recurring expenses so I don't have to manually re-enter them each time.

It Just Works!

Opmerkingen: I have a mantra, Simplicity, Clarity & Confidence. Zoho Expense is Simple and easy to learn and use. It provides Clarity on how their system works and all the tools which gives me confidence that, that this one area of our business I do not need to spend too much time or worry about it getting the job done.

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We had previously used Expensify (Ramp) and it worked well I thought until I tried Zoho Expense. It is more user-friendly and consistent in operation. We spend so little time putting together and processing expense reports now that this area of responsibility is an afterthought. I love it because it just works, and it is simple. On top of that Zoho does not send you political emails and social agenda propaganda that you receive through the company formally known as Expensify which is now called Ramp. In business I purchase products and services to do business, I do not purchase your political and social agenda for you to send me when I am purchasing your services. I could not recommend the services of Zoho Expense more...it has been a great decision to move from Expensify (Ramp) to Zoho.

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At this point, it is hitting all the areas in an easy and effective way.

Zoho Expense is the uncomplicated winner in this category!

Opmerkingen: Overall, my experience with Zoho Expense has been great. I see no reason to switch to any other service. This app offer everything I was looking for and more.

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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.

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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.

A very nice product

Opmerkingen: Everything has been satisfactory. At times support can be a bit difficult to work with, but people are busy - I get that.

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It was quite simple to setup the system. I was rushed through the process due to the fact that our old solution was being sunset, but the ease of use helped in the transition. Users found it easy enough to pick up and use without extensive training sessions.

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It does what we need it to do. The app isn't exactly user friendly for submitting. Good for taking photos of receipts but beyond that not useful.

Pretty Cool Expense Management Platform

Opmerkingen: Overall, I am very satisfied with my experience using Zoho Expense. It has made managing expenses much easier and more organized. The only downside is occasional issues with the mobile app.

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I have been using Zoho Expense for several months now, and I am extremely impressed with how user-friendly and efficient it is. The ability to easily track and report expenses has saved me a lot of time and hassle.

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One downside I have experienced with Zoho Expense is that the mobile app can be a bit buggy and laggy at times.

Zoho Expense is Awesome!

Opmerkingen: Our overall experience has been great! We would recommend it to anyone.

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I love how organized Zoho Expense keeps our company spending. It also integrates with our accounting software, Zoho Books which helps keep all of our expenses in sync.

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It is somewhat difficult to figure out as a beginner. We also had issues with connecting Zoho expense with our Zoho Books.

Very well done application!!

Opmerkingen: Reporting for government tax agencies. CRA in Canada is getting very aggressive about checking out the small business expenses and eliminating them. ZOHO provides an easy to see, email ready reporting system to the CRA. We will soon be ready in another area of financial reporting. ZOHO expense has easy receipt capture as well as robust reporting that captures all the areas of receipt information. Very pleased with it.

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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!!

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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.

Excellent tool

Opmerkingen: excellent,

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

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

Expert Expenses Tracker

Opmerkingen: We had a lot of recording issues, tracking payments and expenses of the school including various remittances of students.

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It is very easy to use even for novice and beginners. It categorizes all expenses into headings. It allows for Bank account to be linked and downloaded into the software. All expenses are downloaded and it is user-friendly. The navigation is perfect and easy to use. Chart of Account is well detailed. Account reconciliation makes accounting and bookkeeping accelerated. There is no delay in generating reports and tracking expenses based on budget.

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I have not had any issue using this software and it has served the accounting department so well and it handles all discrepancies.

It's been fantastic to be with Zoho. It has reduced our workload and errors drastically.

Opmerkingen: - We've been able to reduce processing time by 1/3rd as it has helped us create a system/ process for expenses.
- We've cut down on 100s of back and forth emails over payments as every staff member knows at which level does the payment lie. If it is not submitted, not approved by the head of the department or is lying for approval with finance. It helps everybody have a clear timeline.
- We've cut down on numerous impromptu payment requests coming in from different sources and we have zoho now as a one point source to request payments. It helps reduce the errors and keep our finance team sane!

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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.

Minpunten:

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.

Good Value for Money

Opmerkingen: We needed to move to a better expense management software (previously using googleforms) which would allow a clear audit trail of approval + direct integration into Quickbooks. Zoho Expense has solved this issue for us very well - and for an affordable price.

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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.

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

Well worth your money

Opmerkingen: Our organizations have been using ZOHO Expense for several years. Their subscription rates are very competitive - less than most, and every bit as good as the best.

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ZOHO Expense has done an excellent job making their software more efficient and intuitive. It is as simple as taking a snap shot of your receipt, hitting upload and filling in the details. Whether you do that on your mobile device or upload invoices right from your computer, it's so simple anyone can do it. In our case, we have two organizations - ZOHO Expense made it very simple to switch between one and the other. ZOHO Expense is always adding new features to make the process even better. The admin is able to customize the app to fit their organization - the customization are endless. When it comes to submitting it to our accountant, it one or two clicks and done. After tying several expense report apps, I highly recommend ZOHO Expense.

Minpunten:

I seem to have issues where my credit card does not sync between the bank account and ZOHO Expense. I'm not sure if it's the fault of ZOHO Expense or my bank.

You Really Messed Up Rolling Out The New Platform

Opmerkingen: It was great in the past. Now I can't even sync my expenses to QB Desktop like before. If you're going to offer the old version as well, then restore it to how it was originally. I am looking into a more user-friendly platform.

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Nothing at the moment...still struggling to find what I need

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The most recent upgrade has disrupted our interaction with this app. I haven't been able to locate all the features from the previous version and the previous version has also been changed and nothing is where it used to be. Working from home is challenging enough...I didn't need something else to re-learn. This was bad timing for the rollout of a redesigned website. The default information on the dashboard is annoying and you can't customize it. Bad, bad timing...this is a big FAIL. You really should get a group of your current customers to test drive new platforms in the future before rolling them out.

Zoho Expense is a fantastic product to use for when you have busy staff with lots of expenses

Opmerkingen: We are able to get our busy sales staff to put their multiple expenses on to a system that is easy to use. Our admin and finance team love the system as it makes invoicing and expensing easy to follow and requires less work on their part, freeing up their time for other important work.

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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.

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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.

Switched from Expensify

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Seems to have everything we need, at fraction of price Expensify wanted. We switched after Expensify raised our price and would not let us cancel service. (we canceled the card on file instead)

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Has taken forever to get our corporate feed setup. But that may be our banks fault.

Zoho is the Accounting Software for entrepreneurs of today!

Opmerkingen: Zoho Customer support is top notch! always there to help

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Zoho is extremely easy to use. You do NOT have to be an accountant or a computer genius to use it. The expenses module is an easy way for you to keep track of your travel expenses as well as your employees. And that is my favorite module to use! Books module is also very easy to use and we can easily see the net profits of the company. The reporting functionality is simple and to the point.

Minpunten:

It still has a few features that could be improved. the opportunities are all there it just needs to be expanded. i.e more filters, more customization