Leave your organization setup process to us. Zoho Expense Jumpstart will help you get started with your travel and expenses in no time.
A highly skilled Zoho Expense expert will:
| Module | Activities | Basic
(
10
hours) C$700 <100 Users | Intermediate(40 hours) C$2800 100-500 Users | Advanced(80 hours) C$5600 501-1000 Users |
|---|---|---|---|---|
| Direct Feeds | Assistance in configuring corporate card direct feeds with AMEX or MasterCard or VISA or HSBC. | |||
| Integrations | Zoho | |||
| QuickBooks | ||||
| Xero | ||||
| Sage Accounting (UK only) | ||||
| User Management | User Setup | |||
| Configure departments | ||||
| Hierarchy configuration | ||||
| Cost Center configuration | ||||
| Branch Management | ||||
| Approval workflow configuration | Cash advance | |||
| Expense report | ||||
| Travel requests | ||||
| Travel cost approvals | ||||
| Auto approval/rejection | ||||
| Exceptional approvals | ||||
| Policy Configuration | Configure travel and expense policies | Up to 3 | Up to 25 | Up to 25 |
| Configure expense categories(GLs) | ||||
| Setup expense rules | Basic | Custom | Custom | |
| Customize milege rates | ||||
| Customize perdiem rates | ||||
| Customize rules | 5 per policy | 10 per policy | ||
| Multi-country setup | ||||
| Budgets | Budget setup | |||
| Budget limit | ||||
| Budget alert | ||||
| Budget vs actuals report | ||||
| Trips | Corporate travel desk setup | |||
| Setup travel agent allocation | ||||
| Advanced customization assistance | Custom user roles | |||
| Custom views configuration | ||||
| Configure additional fields | ||||
| Advanced form customization | ||||
| Custom Workflows | Up to 3 | Up to 25 | Up to 25 | |
| Webhooks | ||||
| Custom functions | Up to 25 | Up to 25 | ||
| Custom notifications | ||||
| Custom modules | Up to 3 | Up to 5 | ||
| Configure expense report automation | ||||
| User Training | Number of Demo sessions | 1 | 2 | 4 |
| Duration of the Demo | 40 minutes | 40 minutes | 40 minutes | |
| Q&A Session after Demo | ||||
| Q&A Session Duration | 20 minutes | 20 minutes | 20 minutes | |
| Total Duration | 1 hour | 2 hours | 4 hours | |
| Admin Training | Number of Training sessions | 1 | 2 | 3 |
| Training Duration | 30 minutes | 30 minutes | 30 minutes | |
| Q&A Session | ||||
| Q&A Session Duration | 30 minutes | 30 minutes | 30 minutes | |
| Total Duration | 1 hour | 2 hours | 3 hours |
For which subscription plans can I avail the Zoho Expense Jumpstart service?
Zoho Expense Jumpstart is available for the Standard and Premium plans of Zoho Expense.
Can my employees get trained as well?
Yes, all three Jumpstart plans provide training services to users and admins in varying frequencies.
What are the areas of Zoho Expense that will be completely set up for us?
Zoho Expense Jumpstart will help you with: User management, expense policy and budget setup, trip management, direct feeds configuration, approvals configuration, advanced customization, and accounting integrations setup.
We have more than 1000 users in our organization. Which plan do we choose?
If you have more than 1000 users in your organization, please drop a mail to onboarding@zohoexpense.com
The Zoho Expense team has been extremely supportive to all our unique requirements for each region, making our onboarding experience painless.
We have received quite a positive response from our employees since the time of implementation, and adoption rates are high.
