Great app for business travel

Looking forward to trying the full suite of apps

Pros

It works like another travel expense app but easier to navigate

Cons

Sending the travel expense to another company i had to create another invoice. But really no big deal

Zoho Expense is a great tool!!!!

We are very satisfied with the product. We have had good feedback from our clients, who use Zoho to submit their expense reports. They meet the deadlines without any problem. It is an ongoing process that facilitates them with easy ways to edit expenses, attach receipts, and send reports.

Pros

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.

Cons

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.

Great Potential, Poor Execution & Customization

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.

Pros

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.

Cons

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.

Great support, works well!

Pros

Questions answered prior to purchase and during setup were answered quickly and comprehensively. Lots of customization and integration options.

Cons

Only allows you to account for reimbursement in a single home currency. Have to manually select tax type and input tax total on expenses vs. having it scanned.

Switching to Zoho Finance

Interface and user experience is good and easy to navigate. Instructions and tips are well placed and creating your first report and adding users is not a difficult task. Going to trial to see if we can move to a full roll out.

Pros

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.

Cons

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.