Stay on top of your expenses, people! Integrating Zoho Expense with Zoho People.

Administering an expense reporting system can be a lot of work. To start using it, you need to invite all of your employees to the software, configure an approval hierarchy, and set up departments and projects. And every time there's a new hire, a promotion, or an employee leaving the company, you have to update them in the expense software again. Maybe it seems like so much work that you'd rather stick to your old spreadsheets​.

Well, not anymore! We are happy to announce a perfect solution to these problems: the integration between Zoho Expense and Zoho People.  With the two systems integrated, you no longer have to set aside time to configure your expense reporting software. We'll take care of everything in one click. Enable the integration and we'll automatically bring all your employees, departments, projects, and clients into Zoho Expense. And once you're in Zoho Expense, you can set up spending limits for individual employees, run analytics, and do much more.

Real-time data sync. 

When you hire, promote, or change the approval hierarchy of your employees, you won't have to manually make the changes in Zoho Expense. Once you integrate your systems, we'll update all these changes in real time, leaving you free to tackle those huge profit numbers​.

Automatically import your approval hierarchy. 

Setting up the approval flow can be quite tiresome. You have to ensure that all your employees report their expenses to the right person. With the Zoho Expense-People integration, you don't have to worry about setting up the approval hierarchy, because all the reporting managers will automatically become the approvers for their employees' expenses. After that, you can customize it to your liking.

Know where your money is going.

It's always better if we let the numbers do the talking. Using Analytics, see how much was spent on each project, who spent the most, and where exactly they spent it. That's essential information for a business owner to have, especially if you're trying to make decisions to control costs​.

Can't wait to try it out? Our user guide will help you get started. Take it for a test drive and let us know what you think​.


2 Replies to Stay on top of your expenses, people! Integrating Zoho Expense with Zoho People.

  1. After activating the integration, please redirect to Zoho expense on clicking "Travel Expense" in People. It will also be helpful if the approved travel request ids from People are available for selection in expense while creating an expense report.

    1. Hi Ravi, I am really sorry for the delay in replying. We do have plans to enhance this integration further. Can you please email to support[at]zohoexpense[dot]com? We would like to know more about your requirement. Regards Smriti

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