Zoho Expense Reviews

A great alternative to Expensify... simple to use.

Nothing so far, but we're still trying out.

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

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

Good for tracking of expenses, reimbursements, and vendor payments in a single platform. It has features such as receipt scanning and credit card integration, and analytics and reports to help you. Goof for identifying cost-saving opportunities.

I have not used the application enough to detect bugs, but the functionality of the mobile application is limited compared to the desktop version.

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.

We used to have to manually track and manage all of our expenses, which was time-consuming and prone to errors. With Zoho Expense, we can now manage all of our expenses from a single dashboard and ensure timely reimbursement.

It's so easy to use and also it ensures reimbursements on time. The only issue I had initially faced was that we have to arrange a small training for new users to make them understand how it works, but it wasn't a big deal as the convenience of tracking their expenses helps them to track why and where the expenses are getting delayed.

Easy to use and great to work with.Accounting and bookkeeping with the integration with Zoho books.

There is nothing that I dislike about Zoho

Easiness of use, friendly UI and portal for team to upload their expenses

So far I really love the product. No cons yet.

The features I like the most for expenses is the mobile app. You can easily scan a receipt and it uploads to the app. Very simple and easy to use.

The feature I like the least is how to add a receipt to a report. It seems that you cant create a report name and it appear in the drop down menu it seems that you have to create a new report of each receipt. Very confusing and not user friendly.

Soho Expense is a product that we didn't know was needed in the organization until we actually delved into it. It makes the organiztion's financial life a lot easier

The product may have been a little difficult to incorporate into the organization at the beginning stages

So easy and intuitive and the integration to QuickBooks

The AI features and automation will only grow in this product category

The software has been adopted well by our users, who say that they find it easy to use.

The export function creates a file that has formatting that is incompatible with our existing ERP solution. Also, while expenses can be split among multiple categories, they cannot be split among multiple departments and funds.

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

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

The reminders are vital when you are juggling 100's invoices and then additional travel. It helps us evaluate the time spent on traveling and to schedule trips in the most cost-effective manner both for our company and our clients. It provides ease of communication between staff members and allows issues to be resolved quickly. The integration with Quickbooks is an added bonus.

I do not currently have any complaints about the software and have had a similarly great experience with a number of Zoho products.

Set-up, implementation and training was simple. Zoho support was all the time helping us to go through all the steps to customize the application according to our needs. It is a friendly user application. Integration with QuickBooks Online was not an issue at all and doesn't need extra software to connect.

There are some banks that don't facilitate the automatic integration. However, this can be done manually. The statements are uploaded into Zoho without any problem.

Zoho Expense is a brilliant tool to add onto Zoho Books and having used Zoho in a previous role, I am looking forward to using Projects and other modules which will help our business run smoothly!

Getting it set up as I am not a software developer but the Zoho team make it very easy!

The mobile receipt capturing and auto scan features are great. Processing is fast.

Running/exporting reports or searching for certain items is very difficult. I don't always get what I'm looking for or have to alter it later. The workflow of the app/site could be better, there are some crossovers and gaps that don't work well. Merging of duplicate receipts, merchants, and categories specifically. It would be nice to integrate online banking and credit cards for receipt verification purposes.

I like the many options for submitting an expense and the ease at which you can do this instantly or store expenses for categorization and submission later on.
It is intuitive and covers pretty much all the aspects I need for financing a range of employees both office based and remote workers.

I would like to see the option of being able to create different report templates for different employees who have varying circumstances, e.g company or personal car. You can do this by creating separate company policies for individuals but that is not overly clear.

Zoho Expense fits out needs perfectly. We needed something that we could use for expense reporting and reimbursing employees. Zoho Expense allows us to create all the approval flows we need and has an easy to use app for our entire team.

The QBO integration pulls in your exact account names which employees outside of finance don't need to see this, so we just created our own categories for expenses and then can code them accordingly. Otherwise, the software works great and we have not had any issues so far.

A lot of automation built in that helps with building expense reports.

Generation of data built off scanned in receipt.
Email integration
Extension integration to scan a receipt

Found a few bug's where the support was very quick at responding and working on resolutions. (Fixed 1 and working on 2nd)
Would like the ability to customize expense report and see less "white space".

Install: Easy to install and start up. Learning curve was minimal (but I have many years of finance systems experience, so I'm not sure if it would have been easy for those with no experience).
Mobile app: The ease of mobile input. Great features, easy enough to figure it out without help. Smart layout. There are excellent help instructions available online.
Desktop software: Easy to move around and find what you need. Love how you can jump to details from relevant screens. Can't get lost, you can always figure your way back from the convenient side bar. Good basic analytics. Edit functions are everywhere, so that's convenient too. Overall, I'm clearly a fan.

Mobile auto scan needs improvement. Although the scanning was helpful, it no doubt saved me lots of manual input time. The scanner picked up info, not even my eyes could see! But...
1- Doesn't pick up the name of vendor most of the time. Manual input required.
2- Auto scan AI categorization is clunky. Picks up at the vendor level, so assigns the same category to every item on the receipt, which is unrealistic. Should be at the line item, AI can learn through history and provide an accurate auto scanning feature worth paying for (significant $ upgrade for unlimited auto scans, expect it should scan better!).
3-It would also get data misaligned. The item description aligned to the wrong amount. So I had to fix quite a few mobile receipt scans.
4- Would get confused and pick up the line item description (example: price per unit) and create a new line item. So I have to do some clean-up on that too before submission.
5- Auto scans have a waiting period. So not in real-time. Thats inconvenient, especially since I'm not sure how long it takes. So have to keep checking. Would be good to get a text or something to alert when ready so I don't have to keep checking periodically.
6- Too bad my POS does not integrate with Zoho, only QuickBooks. It would be a huge improvement.
7- Quite a few modules...need to figure all that out. Improved storyline would be better on how it fits together.

I enjoy how easy Zoho Expense is to use and the clarity of all the tools on the fantastic user interface. I particularly like that I can simply scan proof of expenses documents and invoices, and that Zoho Expense dumps data from them immediately and saves a duplicate of the document original. I love how spending are segregated and categorized, taxes and fees are computed separately, all in one report, making audits and approvals quick. The notification system tells you of revisions to your submitted reports or accounting department enquiries, allowing you to respond directly and avoid delays in receiving payments.

Overall Zoho Expense is easy to use and doesn't have a lot of dislikes. I only face a problem when loading receipts and unloading data from them, where the user has to make sure that all the data has been recorded correctly, and sometimes we may need to manually modify it before sending, which can result in errors and mismatches between the receipt and the numbers in the reports.

I've been using Zoho Expense as a sole proprietor as it most closely mirrors the larger expense tracking systems I used as a corporate employee. It was easy to set up and there is a minimal amount of work at the beginning of each year to ready the system for the upcoming year. I like that I am able to attach my receipts to each expense and it's all in one place. It's a very intuitive product and I can easily upload receipts when I'm on the road.

I have been using the free version but am upgrading to the next level so that I can easily run itemized reports for each category for tax purposes. I have tried other software but Zoho expense gives me what I need.

Super convenient... I setup my company and employees once and now it is very easy to record expenses and payments. It required minimal training and all employees were able to use it within no time. Invoice auto scanning feature works like a charm for standard bills like utilities etc. and saves lot of time.

One extremely helpful feature is auto identification of duplicate invoices which you by mistake upload. It helps in catching silly issues which could have become serious if overlooked.

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 ...

Only problem I have faced so far is with the Advance Management. Somehow, I was not able to adjust advance paid to an employee with his expenses. This looks to be a simple feature. Hope team could implement this in future.

Secondly, not related to Zoho expense but I wonder why Zoho people does not have full blown salary module into it. It put me into lot of trouble of identifying another vendor for this and now I am forced to use that to main employee salary accounts. If possible, please pass this message to the relevant team. Zoho people is a very important module and it should be tightly integrated with Zoho expense. But some how I found Zoho people recommending other 3rd party software for salary management. Why not integrate that feature in Zoho expense itself and make it more useful for overall accounts management.

Overall the product is very easy to use; I really like being able to scan receipts to automatically generate expense line items.

There is nothing I really dislike. I would say the reporting function could have a higher level of configurability to make it more useful.

This software removed huddle for businesses. The Auto Scan is the best solution for recording expenses receipts. It is very simple when you have a chance to see the demos.

The Manual Receipts Entries are the least that I did not like much about this software before the I can switch it to the Auto Scan. However, I really like this product. It will save headache for companies.