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In 2022, Zoho Expense charges a flat monthly fee and provides premium support for all users. Additionally, the company offers a digital assistant that helps you manage your expenses with ease.
The “Zoho Expense Review and Pricing for 2022” is a Zoho software that allows users to review their expenses and price them out. The software also allows users to compare prices with other vendors. Read more in detail here: zoho expense pricing.
In the Zoho software-as-a-service (SaaS) environment, Zoho Expense is one of the company’s cloud-based products. It’s an expenditure monitoring tool for growing companies that aims to make travel and spending management easier. Zoho Expense is integrated with Zoho Books, which is one of our top picks for small company accounting software. Small enterprises and freelancers may pick between a free plan with up to three users or a premium plan with additional users. Paid subscriptions cost $8 (Premium) and $12 (Enterprise) per active user each month. The app may be used on a computer, a smartphone, or a tablet.
Go to Zoho Expenses.
What Zoho Expense Is Good For
For monitoring, documenting, analyzing, authorizing, and reimbursing costs, Zoho Expense is our overall top business expense tracker app. It streamlines the recording and approval process while reducing the amount of paper paperwork required. Larger firms may utilize its Premium or Enterprise subscriptions, depending on their demands, while solopreneurs and freelancers can use its free version.
Zoho Is Particularly Beneficial For
- Free expenditure tracking: Zoho Expense is a free plan that is designed for freelancers and small companies on a budget. The free plan is limited to three users and is best used for basic spending monitoring. It comes with 5GB of receipt storage, which is more than enough for freelancers or small enterprises with little spending to keep track of.
- Employee expenditure approval for trips or fieldwork: To record and submit an expense, workers just need an internet connection and the Zoho App. Managers no longer have to wait for their staff to report their costs using Zoho Expense. Employees may submit expense reports on the fly using Zoho Expense.
- Companies who already use Zoho applications include: You will simply need a Zoho account to use Zoho Expense. You just need one account to access all of the Zoho applications to which you’ve enrolled. Companies who use Zoho products like Zoho CRM or Zoho Books will find it simple to integrate with Zoho Expense.
- Employees who work from home or in separate branches, cost centers, or departments: Zoho Cost allows you to categorize spend reports by the source of the expense. If your firm has many working groups or divisions, the app may categorise spending on group-specific reports. In exchange, reviewing, approving, and reimbursing expenditures is simplified.
For What Zoho Expense Isn’t a Good Fit
- Those seeking for a user interface that is simple to understand: You won’t be able to study Zoho Expense in a single day; mastering the app’s flow and functionalities will take many days to a week. FreshBooks is the app for you if you’re searching for something simpler and less complicated.
- Businesses with less than 500 users that need Enterprise capabilities like multilocation management, multibranch management, and travel manager: Zoho Expense’s Enterprise plan needs a minimum of 500 users, so businesses with fewer than that will have to pay for users they don’t need. Emburse Abacus is a wonderful option since higher-tier plans are custom-priced for the functionality and users your company need.
- Companies with minimal expenditure sources: If your firm merely has basic expenses like salary and wages, electricity, and office bills, Zoho Expense isn’t the best choice. While Zoho can still monitor your spending, you won’t need its more complex services, such as travel expense management for fieldwork personnel. Instead, Quickbooks Online is a viable option, with a built-in spending tracker that would suffice for your purposes.
Pros and Cons of Zoho Expense
Expense Pricing in Zoho
Free, Premium, and Enterprise are the three options offered by Zoho Expense. Small companies with low costs should use the Free plan, while larger firms should use the higher-level programs. The Premium plan is suitable for medium-sized enterprises since it allows for unlimited users and only costs active users on a monthly basis. The Enterprise plan is appropriate for businesses with more than 500 employees. Our best choice for a small company with more than three workers is the Premium plan.
Features of Zoho Expense
Zoho Expense is a tool for monitoring spending, particularly travel-related expenses. Because it operates and connects with Zoho Books, the company’s specialized accounting software, Zoho Spending gives you an edge over other expense trackers. Users of QuickBooks Online and Xero, on the other hand, may utilize Zoho Expense as well.
Dashboard
In the Admin view, you may access the dashboard. Companies may assign the Admin position to certain staff so that they can manage the whole process. Submitters, Approvers, and other Admins may only be added by users with the Admin status. You can get an overview of everything that’s going on on the dashboard, from pending trips to top violators. Overall, the dashboard offers managers with essential business information:
View the Zoho Admin Dashboard
Using the Admin View, you may add users to Zoho Expense.
On the Home Screen
The On the Home Screen welcomes users with a Drag & Drop Receipts feature. You can auto-scan receipts, upload them from your computer or the cloud, or manually enter them. This screen will appear only to employees with a Submitter role. Being one of the best receipt scanner apps available today, Zoho Expense makes documentation easier and faster:
Zoho Expense On the Home Screen for submitters
When manually inputting expenditures, click New Expense to bring up a popup window. You may also attach receipts here. You may select between a single-expense mode and an itemized-expense mode when enumerating costs. After you’ve finished filling out the forms, you may choose to Save and Close or Save and New:
All unreported costs are shown on the Tab Expenses.
Tab Expenses
When you visit the Tab Expenses, you’ll see all your expenses categorized as Unreported. To report expenses, just click Add to Report, and a popup window will appear. If you want to add it to existing reports, click the report’s name from the drop box:
Adding expenditures from an invoice that has been submitted
To see all of your spending, go to All Expenses and choose both unreported and reported expenses.
Creating New Categories
You may create a new category by clicking the + button in the category dropdown if you wish to add a new kind of expenditure. You may change the name of the category and make it a subsection of another one. You may also provide a description and an account code:
When creating a new record, you may add additional categories.
Approvals, Reporting Expenses, and Submitting Reports
All reports will be classed as Unsubmitted when they are created. A popup box will open when you click the Submit button, inviting you to input the approver’s name. The approver will view the report when it has been submitted for approval:
Summary of the Report
Incorporating Expenses into a Report
The approver may reject the report after examining it and entering the cause for rejection in the popup textbox window. The report will be marked as Rejected after it has been rejected. After resolving the cause for rejection, the responsible person may resubmit the report:
Report Submission and Approver Selection
Window for Approved Reports
After the report has been approved, click Record Reimbursement to repay it. The reimbursement will have to be done manually if the user does not have a corporate card. Otherwise, all charges made to the corporate card will be immediately sent to Zoho Expense for approval and reimbursement.
The status of the report will be indicated Reimbursed: when you click Record Reimbursement.
Screen for Reimbursement
Budgeting
You may also set budgets for your costs using Zoho Expense. In the admin view of the dashboard, click the Budgets tab to learn how to create a new budget.
Display of the budget
Advances
You may also include advances from staff in addition to expenditures. Advances are processed in the same way as Expenses are. The Advances tab will display when you’ve added an Advance entry. After that, you may click Submit. If the user has previously unreported costs, Zoho will prompt them to be immediately included in a new report.
When the item is incurred and filed, the advance will be used to offset the charge after it has been submitted and accepted. The report will be recorded as Reimbursed: when it is submitted.
Advances to workers are recorded.
Integrations
Third-party applications may also be integrated with Zoho Expense. It may be used with accounting and enterprise resource planning (ERP) software such as Oracle, Sage, SAP, and Xero, for example. It is, however, best used in conjunction with Zoho Books. Bookings and reservations for travel may be made via ITILITE or GetThere. For ride-hailing applications, Zoho Expense can now link with Uber and Lyft. G Suite, Office 365, and Slack are among the other connectors.
Apps for mobile devices
A mobile app for Zoho Expense is available for download from the App Store or Google Play store. The app has the same functionality as the online version. Submitters, on the other hand, may utilize the app’s mileage monitoring to keep track of their trip expenditures. They may also use the app to submit payments and reports for speedier expenditure reporting.
Security
To prevent unwanted access, Zoho Expense uses secure sockets layer (SSL) encryption and multifactor authentication (MFA). You may also set up authorization access to limit what workers inside your company can see and do. If your firm already uses other Zoho applications, Zoho offers a single sign-on (SSO) option. You simply need to login in to your Zoho account to be automatically signed in to all Zoho applications.
Alternatives to Zoho Expenses
Conclusion
Zoho Expense is an excellent add-on program to go along with your accounting software. It aids in the recording, approval, and reimbursement of expenses. Furthermore, Zoho app users simply need one account to seamlessly link with Zoho Expense. Overall, Zoho Spending is a fantastic expense monitoring and management program.
Emburse Abacus, on the other hand, may be a better alternative for small enterprises with less than 500 workers that want functionality like as multilocation or multibranch management. Apart from this constraint, Zoho Expense is still a viable option if you intend to use other Zoho products like Zoho Books or Zoho CRM.
The “zoho expense login” is a Zoho Expense review and pricing for 2022.
Frequently Asked Questions
What is the difference between Bill and expense in Zoho Books?
A: In Zoho Books, Bill is the total amount that you have paid while Expense belongs to your transactions.
Do I need Zoho Expense if I have Zoho Books?
A: If you want to use Zoho Books for your business, then yes, you will need a separate account with Zoho Expense. However if you just have one person using the app on the family account and they are not billing anything out of that account, then no additional expense is required.
What is Zoho Expense used for?
A: Zoho Expense is a cloud based software program that helps to keep your finances organized.
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