Zoho Expense

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!

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.

This software has been relatively easy for our team to use in the field to record expenses. I would say that the ability to snap a picture of receipts and auto-recognize the vendor and amount is good. And the reconciliation process with credit card statements is great.

Too many problem to list here. The biggest problem I have is that as the administrator, I do not have complete control over all our user accounts. Our employees are truck drivers out on the road. They occassionally miss a receipt and I have to follow up later. But I can't just get the receipt and upload it. I must reject their report and they must re-submit. We've had employees who were terminated and they turned in their final receipts in hard copy, but I am unable to gain access to their account. Zoho won't give me access to their account so I can remove their credit card and delete the user from our account, along with any old receipts that are still "unsubmitted" in their queue.

The onboarding process has been incredibly long because customer service was incomplete in their information. They never told me that credit card transactions had to be uploaded prior to employees submitting their expense reports. Thus, the auto reconcilitation did not occur and I must get employees to go in and manually match their receipts. This must be done on a computer and is virtually impossible when the users are truck drivers without laptops.

If you use Capitol One credit cards, run far away from Zoho. Even though our cards are all corporate cards and our employees don't have access to their own account online, that is what we must do if we want to use the auto-import feature. Otherwise, each employee has to download their own credit card transactions.

Implementation of Zoho was incredibly easy and training took almost no time due to how user friendly the interface is. This is only our second month reconciling our credit card to the expenses and receipts tracked in Zoho but the difference from manual collection and reconciliation to Zoho has been a game-changer for us. Additionally, the ability to export receipts as a single PDF report as well as an Excel file with our own GL accounts has saved the Finance team hours.

We had a little bit of trouble initially setting up our card feeds, but Zoho was very helpful in getting us back on the right track. It is also sometimes difficult to understand where all of the different settings can be changed from due to the number of options.