Zoho Expense Features

Creation of expense reports takes little time and is intuitive for new users

Can easily pull in receipts from all credit card statements

Automatically assigns categories/accounts based on past entries and credit card statements

Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.

Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system

Enables easy entry of expenses in other currencies and converts to expense report currency

Manage and track credit cards that are distributed to employees to use for authorized business expenses

Financial system that helps create and manage physical/digital credit cards and track transaction activities

Can book Flights, Hotels, and Rental cars directly from software.

Creates travel itineraries based on booking

Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.

Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.

Book meetings and appointments through a website or digital platform

Financial system that helps create and manage physical/digital credit cards and track transaction activities

Create, update, and manage bookings, itineraries, and reservations

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Establish limitations based on certain conditions

Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Design, communicate, and distribute incentives to perform a specific action

Create, design and manage workflows for repetitive tasks

Upload, track, and submit receipts in a central database

Manage all supplier data and operations

Track and manage adherence to policies for any service, product, process, or supplier

Create, manage, and track policies and procedures within an organization

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Notifications that are delivered to users as soon as an event occurs

Set up connections to third-party platforms to improve business processes

Track the amount of time spent on a job or task

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Notifications that are delivered to users as soon as an event occurs

Accepts electronic payments from clients

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

Facial or other physical recognition to confirm identity

Ability to recognize printed or written text within digital images or scanned documents

Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device

Allows users to track mileage from mobile device using maps or GPS.

Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes

Monitor and record expenses such as purchases or charges incurred

Receive system updates as soon as any changes are made

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

Enables administrators to create rules that enforce compliances of corporate time and expense policies

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Track the amount of time spent on a job or task

Manage employee salary processes, data, taxes, and records administration efficiently

Track employee schedules, availability, and performance across projects and tasks

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression

Access software remotely via mobile devices

Access software remotely via mobile devices

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Complies with PCI security standards

Access pre-built and custom reports and dashboards.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Provides users ability to create and access expense reports/timesheets while not connected to internet.

Integrate with a third-party accounting system

Integrates with QuickBooks

Active reporting of data and metrics

Set up connections to third-party platforms to improve business processes

Facilitates integration with multiple third-party payroll systems

Integrate with a third-party accounting system

Offers embedded AI/machine learning

Provides workflow for complex approval structures

Use AI to generate content in the form of text, images, videos, etc.

Manage various types of vehicles used for business travel such as company cars or cars owned by employees.

Identify the employees that use vehicles for business travel.

Define and manage different travel types such as business or personal.

Assign locations to employees, such as the office address or customer locations.

Track traveled distances by employee, vehicle, location, or time period.

Ability to automatically generate IRS compliant travel logs.

Define travel start and stop times to track miles automatically.

Define reimbursement rules and how many cents per mile employee should receive.

Allow employees to track expenses related to business travel such as gas bills.

Provide business rules for calculating reimbursements per employee.

Captures data using scanned receipts and electronic invoices and automatically aligns invoices and expenses

Integrates seamlessly and securely into IT ecosystems

Set regulations set forth by each company and keeps travel and reimbursement policies in compliance

Snaps receipts, capture and approve expense on the move, and track travel through GPS

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Incoporates company travel restrictions and guidelines to help stay in compliance and on budget

Creates a path of tasks that need to be completed and assigns approval tasks to individuals

Allows users to submit travel requests and expense reports directly to the correct approvers

Able to access dashboards and download logs and expenses in report format by managers or administrators filed by employees manually or automatically. Helps in documenting and filing.

Assist users with questions and concerns to ensure a smooth sailing experience for monitoring and generating reports.

Uses AI to offer highly personalized experiences by analyzing data from previous travel patterns, preferences, and behaviors

Uses ML and AI to analyze historical data to identify trends and make predictions for travel costs, peak travel times, weather conditions, or flight cancellations

Uses AI and ML to automate tasks such as booking, expense reporting, and itinerary management, to reduce admin costs

Uses AI and ML to analyze spending patterns to identify cost-saving opportunities, such as recommending alternative travel options of similar quality at lower prices

Provides AI guided chatbots to provide real-time assistance to travelers, answering questions, providing updates, and offering support 24/7

View and track pertinent metrics to find patterns and gain insights from data

Analyze and gain insights into data in real-time

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Improves performance based on feedback and experience

Grouping log entries based on similar attributes.

Generates reports on travel-related environmental impact for ESG tracking

Suggests lower-emission travel options such as alternative routes or transportation modes

Calculates and reports carbon footprint for flights, hotels, and other travel components

Active reporting of data and metrics

Connects travelers to emergency services and support providers during incidents

Enforces company travel policies at the time of booking to prevent out-of-policy spend

Monitors traveler locations in real time for safety, compliance, and emergency response

Sends real-time alerts about geopolitical risks, weather disruptions, or safety threats

Monitor and record expenses such as purchases or charges incurred

Receive notification of issues as soon as they occur

Converts images into a textual description, identifying key elements.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Application programming interface that allows for integration with other systems/databases

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Manage the process of evaluating documents or requests submitted for approval

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Creation and customization of dashboards

Create, manage, and send invoices or bills to customers

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Manage and monitor spending to align with the financial constraints or goals

Use AI to generate content in the form of text, images, videos, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Electronically collect payments for goods or services

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Manage and handle various international currencies

Receive system updates as soon as any changes are made

Manage and support multiple languages

Alter the layout and content of reports

Set allowances and ensure employees don't spend more than the allotted amounts

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Access software remotely via mobile devices

Review and uncover trends in spending activity

Organize and group data or items based on various criteria

Receive data and information in real time

Allow users to access multiple services after entering their login credentials once

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Gateway through which employees can access the system

A record of all activities within the system, including user access, changes made, etc.

Securely stores data to prevent data loss or breaches

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage the process of evaluating documents or requests submitted for approval

Import and export data to and from software applications

Compare new data with existing records to detect duplicate entries

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Create budgets based on historical data and future projections

Customize data fields to support various needs and use cases

Set allowances and ensure employees don't spend more than the allotted amounts

Pre-designed layouts that can be customized to match preferences and requirements

Define levels of authorization for access to specific files or systems

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Match digital receipt images or data with corresponding expense entries

Scan and upload receipts to a central database using a mobile device

Track billable hours and/or non-billable expenses for work performed

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Organize and group data or items based on various criteria

Allow users to access multiple services after entering their login credentials once

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

Log miles driven for tax deduction or reimbursement purposes

Digitally deposit correct payroll amounts into individual employee's bank accounts

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Manage and track credit cards that are distributed to employees to use for authorized business expenses

Track and manage adherence to policies for any service, product, process, or supplier

Measure and track time including hours worked and paid time off (PTO)

Review and uncover trends in spending activity

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Identify the physical location of an individual, asset, device, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Alter the layout and content of reports

Access software remotely via mobile devices

Track and monitor how vehicles are used

Upload, track, and submit receipts in a central database

Accept, record, and reconcile financial transactions

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Create new policies or alter existing policies

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Monitor and track fuel consumption and costs

Planning and organizing a detailed schedule or plan of activities for a particular event, trip, or project

Manage the process of evaluating documents or requests submitted for approval

Protect sensitive data for digital privacy

Use AI to generate content in the form of text, images, videos, etc.

Process of backing up of files and applications to cloud-based remote servers for protection of data

Monitor and record expenses such as purchases or charges incurred

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set up connections to third-party platforms to improve business processes

Application programming interface that allows for integration with other systems/databases