Zoho Expense Reporting Solution Reviews

“I recommended Zoho to all my clients

Pros

I liked it's online accessibility and mobile functionality, which made it simple and surprisingly enjoyable to use! The feedback from my clients' employees has been excellent, particularly those who travel internationally and rely on its foreign exchange calculations.

Cons

Occasionally, I encounter individuals who aren't very tech-savvy, and I need to provide some guidance, but that's typical with any software.

“Straight Forward Expense Capture

Pros

Entering expense information was a breeze.

Cons

I haven't had much opportunity to explore the software to develop a solid opinion yet.

“**Review is based on very little testing**

Pros

We're pleased with the cost-effectiveness of managing expenses and the simple interface it offers.

Cons

The setup process is taking some time, but we're eager to fully test it out.

“Very good product.

Pros

ZOHO Expense has been invaluable for our business, saving us considerable time with substantial benefits. Its seamless integration with ZOHO Books is a significant advantage.

Cons

Initially, it was confusing to distinguish between travel expenses and other types.

“Good fro tracking with approval matrix

Pros

The matrix approval process is crystal clear and effortlessly implemented.

Cons

The software can be expensive. Occasionally, categories don't sync correctly from Xero.

“Zoho for the win

Pros

It automatically imports my corporate payment expenses, streamlining the entire process.

Cons

There isn't a receipt assurance feature like some competitors offer for imported transactions from linked banking or credit card accounts. This would be beneficial for cases when I misplace or forget a receipt.

“Great and Easy to Use App

Pros

The software's simplicity coupled with its extensive feature set is impressive!

Cons

Integrating with Zoho Mail isn't as simple as with the expense app itself.

“Very good Expense Management & MIS Reporting

Pros

I was impressed by the reporting and analytics capabilities, along with its support for regional languages, making it accessible to a broader user base.

Cons

When printing reports, regional languages weren't supported in the PDF format.

“New User to Zoho

Pros

It appears highly capable and packed with numerous advanced features.

Cons

It's quite complex, and I wish it were more intuitive to learn.

“Expense Organising For Dummies

Pros

This is by far the most effective expense management tool I've used. It's simple for our church organization, even as we continue to build our tech proficiency.

Cons

The only drawback is that it occasionally fails to recognize our local currency. However, I can manually adjust this when needed.

“Zoho Expense for Small Business

Pros

It provides comprehensive support for travel expense reporting and reimbursement, with easy reporting of per diem expenses.

Cons

The PDF format reports have non-standard sizing.

“Zoho Expense - a helpful tool

Pros

Scanning receipts on both computer and smartphone is incredibly simple, with the AI reader correctly categorizing expenses, speeding up and improving accuracy.

Cons

It would be beneficial if it could integrate with other accounting apps.

“trying it out

Pros

While it seems intuitive to use, I'm still exploring its full potential. I like its ability to extract information from older receipts.

Cons

I had to switch to my laptop because it claimed my phone was full, even though it wasn't.

“Great way to stay on top of expenses.

Pros

Integration with banking and other Zoho applications significantly enhances our ability to manage and monitor expenses. For those using Zoho CRM, it's the ideal solution for streamlined expense management.

Cons

I wish the system would auto-analyze receipts more effectively, although this feature is similarly implemented elsewhere.

“Great for small business owner

Pros

A fantastic tool for tracking expenses linked to company credit cards.

Cons

It would be great to have a free option beyond the trial period, but unfortunately, that's not available.

“Zoho Expense has made life so much easier!

Pros

Our previous expense reporting was chaotic with manual spreadsheets. This tool offers numerous benefits; the receipt scanner alone makes it worthwhile.

Cons

Honestly, I haven't encountered any issues so far. I've seen some other concerns mentioned, but I haven't experienced them myself.

“Great Software

Pros

Easy to set up and simple to use. also my team found it very intuitive.

Cons

There are additional charges associated with almost everything.

“Easy to Use

Pros

The software is user-friendly, hassle-free, and simplifies bill tracking.

Cons

Overall, I don't see any downsides, although I wish there wasn't a minimum user requirement to purchase Zoho Expenses.

“Versatile yet user friendly

Pros

A cloud-based, mobile software solution that works seamlessly.

Cons

Automatic categorization of receipts is lacking.

“Trial and evaluation

Pros

The demo showcased its capabilities well, and we're eager to implement the system. It aligns perfectly with our needs, offering simplicity, flexibility, and customizable options.

Cons

Connecting with a credit card isn't simple. We're currently working through this during the implementation phase.

“Review for Zoho Expenses

Pros

Its ease of setup, mobile accessibility, automatic scanning feature, and customizable workflow approval process are standout features.

Cons

The interface of Zoho Expenses could be more user-friendly, especially with the amount of information displayed on the dashboard upon logging in, which can be overwhelming initially.

“Great Product!

Pros

It proved to be simple and quick to implement.

Cons

I'd like the ability to allocate expenses across multiple reports and to generate different types of reports such as yearly, monthly, and specific expense categories.

“Easy to Use

Pros

It's simple to navigate. If there's ever an issue, their chat support is highly responsive and promptly resolves any concerns.

Cons

It's inconvenient that I have to log in separately from Zoho Books and make payments separately as well. I expected them to be more seamlessly integrated.

“Zoho Expense

Pros

Its simple design, ease of use, and outstanding customer service are noteworthy.

Cons

There's a lack of practical business examples demonstrating how expenses can be matched with transactions.

“Highly Recommend for Program Managers

Pros

It helped me maintain payment records and generate financial reports detailing expenditures within my organization, proving invaluable for Program and Project Managers.

Cons

While it's a bit pricey, I believe the value it provides makes it worth the cost.

“Zoho Expense Review

Pros

It's incredibly intuitive to navigate. It offers a wide array of features with a simple setup process.

Cons

I would like more connections. Integrations with external apps such as Wave apps would be beneficial.

“Better and Quicker than Other Software!

Pros

The receipt scanning operates faster than other solutions I've tried. Creating expense reports feels simpler and more instinctive as well.

Cons

I haven't been using it long enough to identify any drawbacks yet. It's already simplifying my expense tracking, which is why I decided to try it out!

“Best ever expense tracking app

Pros

The cloud integration and interface make it simple to navigate and utilize.

Cons

There's honestly nothing about this product that we find displeasing.

“Zoho Expense Review

Pros

Managing and monitoring daily business expenses is effortless with this tool.

Cons

It would be useful if bills could also be generated directly on Zoho Expense.

“An Easy Tool for credit card expense management

Pros

The interface is simple, and the setup process is seamless. I like its ability to configure approval rules.

Cons

Currently in the process of setting up auto bank feeds. The support team typically responds to emails within 48 hours. It would be ideal if the response time could be shorter.

“A technology that actually makes things faster.

Pros

What's not to like? The mobile app is uncomplicated, capturing clear and concise receipt images. It learns and improves with each entry and processing, making subsequent imports more accurate. It's easy to locate, edit, and submit expenses, and the reminders for outstanding expenses are excellent.

Cons

Initially, I found it a bit cumbersome, but I quickly realized the software just requires a bit of learning to become extremely practical.

“Zoho Expense

Pros

It's user-friendly and intuitive. We particularly enjoy leveraging its automation features for a "set it and forget it" approach.

Cons

Including a receipt column in the expense details report retrieval would be quite helpful.

“Great for receipt management

Pros

I'm enjoying using Zoho Expense to upload all my receipts via the mobile Android app and then exporting them as .csv files from the web app.

Cons

I'd like to have the ability to add more expense categories directly from the mobile app. Thankfully, I can add those additional categories through the web app.

“Good Application

Pros

Very simple to use with rapid integrations.

Cons

I wasn't aware that it's not included in the Zoho premium version.

“Great but costly compared to other services

Pros

Zoho Expense offers excellent features suitable for businesses of all sizes, from small to large enterprises.

Cons

Personally, I use it to manage cost and expense reports, which is nearly a free feature with many other platforms. It would be great if it could be free for me, especially since I already use their paid version of the ecommerce platform.

“Zoho is a Game Changer for my Business

Pros

I like how easy it is to use, and the interface is exceptionally intuitive.

Cons

I don't have any cons to report at the moment, which is fantastic. So far, my experience has been enjoyable.

“Cost-effective feature rich expense management solution

Pros

The simplicity of use, ease of setup, and robust functionality are standout features. The support for per diem processes and the pricing model distinguishing active users from inactive ones are also noteworthy.

Cons

We initially struggled with differentiating between expense types and categories, and integrating credit card transactions became a bit complex. Support in this area wasn't as robust as we expected.

“Great product, but online reimbursements are complicated

Pros

It's user-friendly, with simple approval processes. The automation features are practical, and implementing role-based access is hassle-free.

Cons

Online reimbursements are challenging to navigate. I wish they integrated with something like Plaid to simplify the process.

“Such an easy to use app to scan & track checks

Pros

Scanning checks is a breeze! Highly recommended for its ease and speed.

Cons

I've only used it for checks, and I'm very satisfied with its performance.

“The software that simplifies expense reporting

Pros

The software has simplified expense reporting significantly, saving both time and costs.

Cons

Thus far, we have no complaints about the software. It's been serving us exceptionally well.

“Very Expensive

Pros

It automatically generates costs and allows for easy editing of any report.

Cons

The cost of using the service is significant for a one-person company like mine.

“Working Great So Far

Pros

It was simple to grasp the basics and start using it for our expense tracking needs.

Cons

We've encountered a notable weakness in the credit card billing feature that has been challenging to resolve. We're hopeful that the Zoho Support team will assist us in overcoming this issue.

“Excellent value for money

Pros

Setting up and using it is incredibly simple. It doesn't require much assistance during setup.

Cons

Having the ability to remove unnecessary options or headings would be liked.

“Wonderful product

Pros

Connecting credit cards and uploading receipts is effortless.

Cons

Navigation can be challenging. Assigning receipts to reports and trips takes some time to figure out.

“Great product

Pros

The AI scan feature is fantastic, and having a mobile app makes it more convenient than using Google Sheets. I also like the ability to add team members and the seamless sync with Zoho Books.

Cons

There's nothing at all that I find lacking. I think it's all great.

“Zoho review

Pros

Ease of use, especially with the effortless mobile upload feature!

Cons

It doesn't easily recognize when a report has been completed and reminds me to submit it.

“Convenience of use

Pros

It's highly convenient for managing expenses across multiple employees.

Cons

The submitter should be able to request approval from more than one approver.

“Zoho Expense - Clean functional UI

Pros

Zoho Expense offers a clean, intuitive UI that is bug-free and works seamlessly across desktop and mobile platforms. While this may seem basic, I've used other expense management solutions that struggle with these fundamentals. Setting it up was simple, even though we haven't integrated it with other systems yet, which is usually where challenges arise. The categorization algorithms learn quickly, and the OCR error rate is minimal, making it an excellent choice for managing expenses.

Cons

While the initial trial period is excellent, determining which plan to commit to would be easier if there was an option to explicitly trial the different plan levels.

“Excellent Product

Pros

Easy to navigate and affordable for small businesses.

Cons

Exporting expenses could be more simple, but overall, it's still top-tier.

“New Review

Pros

It's extremely user-friendly. Uploading expenses is simple, and it's easy to track what's been added, paid, pending approval, and already approved.

Cons

I haven't encountered any downsides with using this system so far.