Zoho Expense Reviews

Cost-effective feature rich expense management solution

Comments: So far the experience has been very positive - good product supported by a friendly team

Pros:

- Ease of use, ease of set-up, robust functionality - Knowledge and support of the per diem process - Active user v. inactive user pricing model.

Cons:

- we were confused between expense types and expense categories and credit card integration became a little complex and support for this area was not as strong

Alternatives Considered: Unanet ERP GovCon, Deltek Costpoint, Emburse Expense Professional (formerly Certify Expense), Rippling and Fyle

Reasons for Choosing Zoho Expense: cost and user license structure made Unanet too expensive for our organization

Switched From: Unanet CRM GovCon

Reasons for Switching to Zoho Expense: Zoho had the best cost v. functionality mix

Ease of Use

Pros:

ease of use of features. do not need support to set up

Cons:

one needs custom quote to access full suite of travel management features

Difficult to use, doesn't have customization for specific regional needs

Pros:

I like that I can autoscan receipts easily within the mobile app

Cons:

I constantly get error messages that come with little to no explanation and take up a lot of time for resolution with my company.

Zoho for Expense Tracking

Comments: I use Zoho for expense tracking and recording. It has been very easy to use and I do enjoy logging into it every time I need to create a new expense.

Pros:

The ease of use and the GUI. All items are easy to see and use. The expense approval process is also very straight forward.

Cons:

Nothing comes to mind at the moment. I have not had any issues with Zoho.

Not too bad

Comments: Overall it was pretty good experience using this service

Pros:

its has great features for the low the pricing

Cons:

Customer support is not in country or local

Effortless Expense Management with Zoho Expense

Comments: My experience with Zoho Expense has been positive. It simplifies expense management with automated receipt capture, easy reimbursements, and seamless accounting integrations. The interface is user-friendly, making it easy to use without a steep learning curve.

Pros:

Zoho Expense offers automated receipt capture, a user-friendly interface, and seamless integrations with accounting tools like QuickBooks. It also provides customizable approval workflows and a mobile app for easy expense tracking.

Cons:

The free plan is limited, and integrations may have occasional sync delays. Some advanced features require a learning curve, and customer support response times can be slow during peak hours.

Cost effective software

Pros:

Zoho expense makes life a lot easier and feeds into my Zoho Books. It's also well priced.

Cons:

I think the interface is maybe a bit basic and could be upgraded.

Great for expenses

Pros:

It is much easier to use then the software that my previous employer used.

Cons:

No cons to speak of, we have the system very customized for our needs

Great Software for Expense Reports

Comments: Very pleased overall. Tough to beat on price and utility

Pros:

Ease of use, solid app, great integration, reasonable price

Cons:

No real issues - its a solid expense program

Zoho expense tool - very helpful in managing expenses

Comments: Overall experience is nice and effective

Pros:

Settings and customization as per your organizations, workflow management and visualization

Cons:

Need more feasibility in terms of setting up country level budgets and expense and a possibility to upload budget through excel

excellent value, full featured expense managment

Pros:

excellent OCR Minimal manual entry excellent integration with books extremely cost-effective trip planning really good for authorisations

Cons:

slightly convoluted onboarding reconciliation process for company debit card expenses is complicated but fine once it is understood trip planning could be templated to make life easier

Alternatives Considered: Expensify, QuickBooks Online and Xero

Reasons for Choosing Zoho Expense: value and better UI, the mobile app expense process was simpler

Switched From: Rydoo

Reasons for Switching to Zoho Expense: UI, OCR capability and cost per user are better

Easy to use and Convenient

Comments: Love it! Very easy to use and it makes tracking so much easier for reimbursement.

Pros:

Scanning or emailing a credit card receipt and splitting it between people or facilities is so convenient!

Cons:

I wish it would split the amounts automatically without me having to play with the amounts to try and get it to balance.

Alternatives Considered: Expensify

Reasons for Switching to Zoho Expense: The Zoho platform seemed to have more in terms of need.

Trial and evaluation

Pros:

The demo was well presented, and we will be moving forward with the system. It fits our needs, and it simple to use, and flexible. There are things you can customize.

Cons:

It is not clear how to connect with the credit card. We are moving forward, and dealing with this connection at the moment of implementation.

Alternatives Considered: Expensify

Reasons for Switching to Zoho Expense: Can produce budget vs actual reports to keep track of expending.

Review for Zoho Expenses

Pros:

- Ease of use and setup - Mobile access - Auto scan feature - Custom workflow approval

Cons:

Zoho Expenses interface can work better, especially it has a lot of information in the dashboard when user log in. It will confuse users at the start.

Alternatives Considered: Expensify

Reasons for Switching to Zoho Expense: Price, ease of set up and use, mobile access feature, custom approval

Very easy to use, real time-saver!

Comments: Product is excellent. Customer service - terrible. A person from the UK ( not my jurisdiction or timezone) did a lazy attempt to suggest a demo at the time convenient for HIM, and then disappeared - guess he figured, why bother since I purchased it anyway having been pressured by my accountant ( not your sales team).

Pros:

I like how easy it is to file your receipts and expenses: all you need to do is to take a photo. Zoho Expense then sorts them out at about 90% accuracy. It really saves time. I also like that the trial period included a full version, it allows you to fully experience functionality

Cons:

The so-called customer care is almost non-existent. It was a drag to schedule a demo with them: they kept sending me their calendars without bothering to connect personally. And once I finally booked a slot, their sales person cancelled on me at the last moment! They never bothered to follow up, didn't offer an alternative appointment ( oh, I had to sift through their calendars!) and once I purchased it since I liked the product anyway, they disappeared. If my accountant hadn't insist on Zoho vs Quickbooks, I would have gone with Quickbooks simply due to lack of customer care. Quickbooks sales folks were very attentive! I have two products from Zoho both professional versions and didn't hear from them once.

Alternatives Considered: QuickBooks Desktop

Best expense Management app

Comments: Great. They even hook me up with it free subscription

Pros:

Effective at providing and documenting transactions.

Cons:

Nothing. I had a great experience with the app

Simplifying Expense Management with Zoho Expense

Pros:

Customizable Reports: The ability to customize line items and reports helps me analyze spending in a way that makes sense for my needs. Seamless Invoice Management: The integration with invoice management keeps everything organized, ensuring that expenses and invoices are aligned.

Cons:

I just started using Zoho Expense, so I haven’t encountered any major issues yet. I’m looking forward to seeing how it enhances my business tool list as I explore its features further!

I am very much satisfied

Pros:

can track easily expenses from my employees

Cons:

my suggestion is to directly link it with zoho payroll

A Positive Experience

Pros:

Very thorough and flexible. I can customize the features and add functions that I need.

Cons:

It has so many features that it takes some study on start up, but it's worth it.

Alternatives Considered: QuickBooks Online

Reasons for Switching to Zoho Expense: Cost and word of mouth of colleagues.

Great but costly compared to other services

Comments: Seamless, accurate and clutterfree are a few adjectives I may use to describe my UI experience with ZoHo Expense. The only factor I don't like is the cost of it. Maybe there could be a free solution that allows only particular expenses/costs reports to be generated, rather than paying for the full features, which I don't use at all.

Pros:

ZoHo Expense has great features for micro to mega businesses.

Cons:

I personally use it to maintain costs and expenses reports, which is almost a free feature with many other platforms. I would like it to be free for me, since I already use their paid version of ecommerce platform.

Alternatives Considered: Swipe

Switched From: Swipe

Easy to Use

Pros:

Our employees have complimented the ease of use and the ability to easily log their expenses from anywhere. The autoscan feature along with the ability to tag expenses to project and have it sync with our financial systems automatically has been time saving and eliminates human errors with manual entry.

Cons:

I wish that we could have a payroll integration with Gusto that would allow reimbursable expenses to be logged automatically into payroll. We run multiple Expenses systems for our subsidaries but one payroll software and there is no good way to sync these without the manual process.

Great way to stay on top of expenses.

Comments: Excellent experience so far. Very pleased to have everything integrated with a single provider.

Pros:

Integration with banking and other Zoho apps makes a huge improvement in managing and monitoring expenses. If using Zoho CRM there is no reason to look elsewhere for expense management.

Cons:

I wish that the receipts were auto-analyzed better but this technology is similarly employed elsewhere.

Construction expenses & time and tracking

Comments: Excellent because easy to learn and makes the life easier while tracking expense

Pros:

Zoho software is easy to understand, and its helps me to track all the invoices in one place

Cons:

GST AND HST need to be automatically calculated when taking the picture, but its doesn't have the feature

Claims and Expense platform rolled into 1.

Comments: Overall a pleasant experience with Zoho Expense - the experience itself is superb!

Pros:

I particularly like the mobility features whereby on the go I can request via mobile and ipad. One of the awesome features as well is it’s transparency on approval flow.

Cons:

Not entirely a “con” but would love to see its capability on Ai i.e. if i uploaded a receipt automatically it will fill out the relevant fields such as merchant name and amount to be reimbursed.

Very nice tool

Pros:

Very nice and easy to use and easy to personalize to our own needs

Cons:

Takes a bit of time to get used to everything as an admin