Zoho Expense Reviews & Product Details - Page 2

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.

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.

Zoho one is very customizable. I liked being able to change forms or the layout and how I viewed certain modules. Review collected by and hosted on G2.com.

So many modules have similar capabilities but you have to go to a completely separate module to find the one that was necessary for that project. I also felt that even though I could email the support team, it was not ideal in the time it took to resolve issues. Review collected by and hosted on G2.com.

Each time I've needed to contact support, they have been really responsive (<2 min wait times) and I've gotten my issue resolved through the first time contacting their support chat.

On top of that, their system is very intuitive, easy to set up, and offers several integrations.

So far, it is a great decision to transfer over to their Expense system! Review collected by and hosted on G2.com.

The only thing that I found that could be improved is that there was 1 feature (point to point mileage tracking) that is only available on iOS. Review collected by and hosted on G2.com.

The entire system of Zoho and all its department like features not to mention the love to all the integrations into other major systems we use. Everything is so easy to use but very compact with details that make it easy to implement into our network of users. Great support that allows us to use it on a daily bases . Review collected by and hosted on G2.com.

I can not think of any. I have no dislikes. Review collected by and hosted on G2.com.

As a small business owner, tracking expenses formally and maintaining accounts was always a challenge - Used excels previously and shifting to zoho has been the best decision. Easy user interface, quick customer service, extensive features for efficient documentation (this was a refreshing change and I'm so content with the response time and quality)

It was also very easy for my employees to adapt and understand all the features which makes documentation very easy. Review collected by and hosted on G2.com.

Tried integrating it with Zoho Books for my accounting but that was not a smooth transition, might need to seek out their team for assistance but have not tried that yet. Review collected by and hosted on G2.com.

I like the autoscan receipts option the best! Review collected by and hosted on G2.com.

It can be tricky to understand if the expense has been added to your final account balance or not. Review collected by and hosted on G2.com.

I love how easy to use this program is. My favorite feature is how it links to Zoho Books and that you can enable/disable certain accounts for Zoho Expense to keep certain accounts from being used for an expense. I also really liked that their customer service gave me an extension of the free trial to better try-out the program. Review collected by and hosted on G2.com.

I wish that it better integrated with my other business applications, but Zoho is making me begin to consider switching to their ecosystem of offerings. Review collected by and hosted on G2.com.