Zoho Expense Erfahrungen

Cost-effective feature rich expense management solution

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

Vorteile:

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

Nachteile:

- 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

Zoho Expenses is a must have product!

Vorteile:

Its been extremely easy to move from excel to Zoho Expenses. The time involved in training staff has been minimal and the process of uploading receipts and updating them has been extremely smooth. The auto scan feature in the platform is a must use! It saves so much time in uploading receipt details.

Nachteile:

I think they work towards improving vendor detection, especially during auto scan. I have several vendors with slightly different variations in name created during auto scan, when in fact all the receipts are from the same vendor. I think a simple (Create new vendor) option is sufficient after scanning the receipt.

Zoho Review Credit Card Reconciliation

Kommentare: Support has been great and it meets our needs

Vorteile:

Ease of set-up. Matches data from the credit card company quickly and accurately.

Nachteile:

It takes a while to get used to the navigation. There is alot there and alot of power.

No longer functional

Kommentare: It was great at first offering a great value but know we are force to look for a new option

Vorteile:

In the past it was easy to match things up now it take longer than if you were to photocopy and do an excel report

Nachteile:

It keeps getting harder to use with every upgrade. Top enter an expense know you have to go to three different screen to match them up and most of the time you manually have to match them up which takes even longer. The worst part is they can even correctly do their own receipt

Engineering Tracking Expenses for Personal Company and Corporate Use

Kommentare: I would highly recommend Zoho to any business or person looking to track expenses for travel or otherwise.

Vorteile:

Zoho easily integrates uploading and autoscanning receipts across multiple platforms.

Nachteile:

Offline use is limited and that it's not completely free is a small disappointment.

Great product for a Small / Medium Business

Kommentare: My experience, in this solution, is excellent. Zoho Expense provides great value to the operations by helping with the manage and control of expenses.

Vorteile:

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!

Nachteile:

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.

Zoho Expense is a life saver

Vorteile:

I have been implementing Zoho Expense for other businesses. It has solved recurring problems of document storage, expense capture and reimbursements.

Nachteile:

The number of reports are minimal. The should have a report section like Zoho Books.

Trial and evaluation

Vorteile:

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.

Nachteile:

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.

ZOHO Expense

Kommentare: The Zoho expense is easy to use, fast to start up and it could help to improve the operation efficiency for proceed claims

Vorteile:

The AI for identify the receipt content is high and it save the time for typing the description of the receipt

Nachteile:

There are only three receipts is allow to upload in one go. Hope it could accept more receipts file upload

Great product

Kommentare: Experience has been wonderful. It's easy for my team to access

Vorteile:

Love the AI scan. Also the fact that there's a mobile app. Makes it easier than using Google sheets. I also like that I can add my team members too. Also love that it syncs with zoho books.

Nachteile:

Nothing at all. I think it's all great.

Great Program for SMB like me!

Kommentare: I have had great experiences using Zoho Expense. Ive tried other programs and they were clunky, messy, hard to use. I was on the phone with the help desk all the time. With Zoho Expense - I did it all by myself in a few hours. Now I am set up to run my business much better!

Vorteile:

Easy to set up! Easy to use! Easy to see what needs ot be done. Maybe they should be called ZO-EASY Expense! I was up and running in no time. Imported changes from my corporate credit card, set up personal and business expenses. This made the separation so easy! Tax time will be so much better in 2024 !

Nachteile:

There aren't any CONs as the product fit exactly what I needed. I do like how I can add new apps to integrate with Expense if I need it in the future. The seamlessness of that is worth $$$!

Not expense-ive

Kommentare: Overall this is a good option and it won't break the bank.

Vorteile:

Not bad at all for the price. Everything expense related is included and if you can't find something it's likely available in another Zoho app. If you travel for work often like I do you'll also appreciate travel expense and mile tracker features. Employees can scan a receipt using their phone and upload it to Zoho Expense in probably around three seconds. No need to keep a shoebox full of crumpled up receipts.Don't forget SSL encryption. Skimping on that is a big no-no when it comes to expense and financial records.

Nachteile:

I didn't think it was easy to use at first. Probably for about two weeks. I'm fine with it now but it would be m7ch more convenient if it was easy to use from the first start up.

Zoho is Perfect for my Business

Kommentare: I don't need the entire functionality of Quickbooks. So Zoho is better for me, and I can add features and modules as I need them. I love Zoho's branding. Super modern, and user-friendly. I also love their customer service.

Vorteile:

A lot of accounting and expense tracking apps out there are too expensive and have features that I don't really need for a solopreneur operation, so it's refreshing that Zoho has many different apps that you can choose from to build your perfect enterprise solution, no matter how small or big your operation is. They're highly scalable too. One of the features I love is expense automation, and this is key so I don't have to be remembering to upload regular charges for my business. And automation was easy to setup following a few steps. Autoscan is fantastic. Amazing product.

Nachteile:

There are still some features that I don't need within Zoho Expense, and sometimes the app feels a bit cluttered for my operation, but I still manage to go around this and get what I need at an affordable price. For bigger operations, having these features though perfectly makes sense, and you won't go wrong on the price.

Beats Expensify

Kommentare: Everything's so good, that I became wary that it must be too good to be true. I mean, this literally beats Expensify in price and features -- everything. I'm very appreciative of the free trial because I was even able to sample how good Zoho's customer support is. I can now confirm it is NOT too good to be true; it's the real deal. We'll be using this for our startup company which has a 100+ headcount.

Vorteile:

I love how granular you can get with Zoho Expense, you can create custom rules so employees don't go over a stipend policy. Freaking love the price. I've demo'd with a bunch of other vendors, dude. You cannot beat the price of Zoho Expense.

Nachteile:

I only wish managers could see their direct report's spend in the Analytics module.

Seems to be Just What We Need

Kommentare: I definitely like Zoho expense better than QuickBooks. I will continue using this product and look forward to streamlining it with my Zoho books, email, and any other programs that we decide to utilize. Seems like a great solution for our small business.

Vorteile:

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.

Nachteile:

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.

Great for documenting, tracking and approving employee corp card charges or reimbursable expenses

Vorteile:

Zoho Expense is easy to use. It allows receipts to be entered via drag and drop, via email, or by taking a photo in the mobile app. It has optical character recognition to complete expense information. There are both default and customizable fields that can be used for tracking/ coding expenses. User roles include both submitters and approvers and approvers can be assigned to specific submitters.

Nachteile:

Would be helpful if some of the functionality available by splitting an expense were incorporated into the itemization feature. The itemization feature allows the expense to be coded to different categories of expense but not to a different project or client. To associate an expense to multiple clients or projects, it has to be "split" which really creates 2 separate expenses that are associated with each other. I would prefer the expense still be a single expense just itemized to different clients/ projects.

Perfect for beginners to advanced users

Kommentare: I really liked it but the features could work better. For example the invoices look mint and the editor is great but editing line options on the invoice was difficult to find. I thought that when doing each invoice it may be an idea to either show your input into it in real time or allow you to edit the template with your input in real time. I would prefer inputting directly into the invoice template than the system back end.

Vorteile:

I like the access to various apps that support each other and fully integrate

Nachteile:

You have to learn a lot of it yourself and it can be time consuming to setup.

There isn't anything that Zoho doesn't cover!

Kommentare: Being able to report expenses from a mobile device is really helpful!

Vorteile:

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!

Nachteile:

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

Zoho has met my needs

Kommentare: I'm a fan no doubt. But definitely needs improvement on the AI receipt Auto Scan to be a top product. I still have to figure out the integration and improved export of data. Need to automate as much as possible.

Vorteile:

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.

Nachteile:

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.

Zoho vs competition

Kommentare: Time savings for our employees and back office !

Vorteile:

Zoho was a natural choice for companies using Quickbooks. Expenses are easy to download into Quickbooks as a Bill. When it comes time to pay the credit card statement it's all ready to go !

Nachteile:

It would be nice if you could batch a weeks worth of food per diems into one entry rather than for each day.

Easy to Use

Vorteile:

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.

Nachteile:

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.

Good

Vorteile:

Most important is the Integration with other apps

Nachteile:

No such issue found in the app. It's convenient and easy to use app.

Life saver, I wish I had started using it earlier !!!

Vorteile:

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 ...

Nachteile:

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.

Expert Expenses Tracker

Kommentare: We had a lot of recording issues, tracking payments and expenses of the school including various remittances of students.

Vorteile:

It is very easy to use even for novice and beginners. It categorizes all expenses into headings. It allows for Bank account to be linked and downloaded into the software. All expenses are downloaded and it is user-friendly. The navigation is perfect and easy to use. Chart of Account is well detailed. Account reconciliation makes accounting and bookkeeping accelerated. There is no delay in generating reports and tracking expenses based on budget.

Nachteile:

I have not had any issue using this software and it has served the accounting department so well and it handles all discrepancies.

Zoho Expense : A Perfect Pocket Friendly Tool for your financial needs.

Kommentare: Zoho Expense is a versatile solution that is accessible both through a web-based interface and a mobile application, providing us with flexibility in managing our expenses. Zoho Expense seamlessly integrates with various other applications in our current software ecosystem, allowing for a streamlined workflow. Moreover, the high degree of customization available ensures that any organizations can implement Zoho Expense quickly and effectively, without the need to change their existing processes.

Vorteile:

Zoho Expense is a top-tier solution for managing travel and expenses. The software is designed with a focus on reducing overspending, automating expense reporting, and ensuring complete oversight over expenditures ultimately, this enables small sized businesses to enhance productivity with optimize cash flow, and improve overall financial health for any new born organizations.

Nachteile:

No negatives about the Zoho Expense as of now.