Zoho Expense Reviews & Product Details - Page 2

Zoho Expense Review

I’ve recently started using Zoho Expense, and so far, I’m really impressed! The app is incredibly helpful, especially with its automatic receipt upload feature, which saves me so much time. I use it for both personal and work expenses, and it’s been a game-changer for staying organized.

Even though I’m still getting familiar with the app, the experience has been smooth, and I already feel more in control of my finances. I’m really happy to have some help in this department! Highly recommend it to anyone looking to streamline their expense tracking! Review collected by and hosted on G2.com.

So far, nothing! Hope that stays the same :) Review collected by and hosted on G2.com.

Zoho Expense is an excellent tool for managing business expenses. The interface is clean, easy to use, and packed with features like receipt scanning, automated approvals, and seamless integration with accounting software. The mobile app makes tracking expenses on the go effortless. Highly recommended for businesses looking for an efficient expense management solution Review collected by and hosted on G2.com.

It does not have desktop option to work with Review collected by and hosted on G2.com.

Zoho One offers a comprehensive suite of tools that integrate well with each other, which is great for streamlining multiple business functions in one place. The level of customisation available in some modules is useful for adapting the system to different business needs. Review collected by and hosted on G2.com.

The lead management process is frustrating for B2B companies. Zoho’s requirement to map a “Last Name” for all leads, even when only working with companies, leads to inefficient workarounds. As a B2B business, I source company details, not individual contacts, and Zoho's CRM doesn't provide a proper solution for mapping company information efficiently. The support process was also slow, and the workaround offered added more manual work, which defeats the purpose of using a CRM to streamline operations. Review collected by and hosted on G2.com.

The best experience I have had with expenses has been with zoho expense. Not only does this app track everything, but you can upload receipts, save for review, request reimbursement and much much more. It is a must have for any business. Review collected by and hosted on G2.com.

Nothing, This is the best app there is!! Review collected by and hosted on G2.com.

Through Zoho Expense our Expense Admin who incurred expenses on behalf of the company directly submits all the expenses in the report and the Accounts Admin reviews it and approves it, this saves time for the Accounts Person as he doesn't need to record these expenses.

Further, there are 2 levels of approver so it helps to assure that all the expenses are as per the company's policy. Review collected by and hosted on G2.com.

We have found only one downside of Zoho Expense and that is Zoho Expense does not support two date factors i.e. date of invoice and date of payment. We can only record one date either the date of payment or the date of invoice. If we want to record two dates we have to record it through Zoho Books Bill features. Review collected by and hosted on G2.com.

We used Zoho pre-covid and really enjoyed the efficiency of the program. The app is very easy to use and convenient for the team to access and up;oad receipts Review collected by and hosted on G2.com.

Nothing really to dislike. The onboarding and set up can be a bit tedious, but its more work on the front end to ensure a smooth system overall Review collected by and hosted on G2.com.

Its easy to manage the expenses incurred by the employees in terms of handing reimbursements Review collected by and hosted on G2.com.

Interface can be better, nothing specific Review collected by and hosted on G2.com.

The site works well for dragging and dropping in receipts, which are then shared with Zoho books for easy bookkeeping management. Review collected by and hosted on G2.com.

It would be nice to have the option to turn off reports - sometimes you just want to be able to upload one expense without the rigmoral of clicking multiple pages to get to the end. Review collected by and hosted on G2.com.

The auto-detection feature when you upload PDF recipes is very convenient. Expense management hasn't been easier. Review collected by and hosted on G2.com.

Not all details are captured by auto-detection. I still have to fill in complicated SAIC or Product codes. They should be automated. Review collected by and hosted on G2.com.

Zoho Expense has been a fantastic tool for managing expenses. Here are some standout features I love:

Receipt Scanning with Auto-Cropping: The receipt scanning tool is excellent. It auto-crops receipts, making them clean and easy to read. This saves a lot of time and ensures the receipts look professional. Auto-Scan is cool but not my favorite.

Auto Sync with Cards: The auto-sync feature for credit cards is seamless, automatically pulling in expenses without any hassle.

Duplicate Detection: I appreciate the automatic duplicate detection, which helps maintain accurate records without manual oversight. Review collected by and hosted on G2.com.

However, there are a couple of areas where I'd love to see improvements:

It would be incredibly helpful if we could save search criteria into profiles for repeated searches, especially for complex queries.

My credit card statements come with pre-categorized transactions. If Zoho Expense could import those categories directly from the card statements, it would make categorization even more efficient. Review collected by and hosted on G2.com.