Expenses

Go paperless with an automated expense reporting system.

Stop wasting time with paper forms and worrying about losing receipts. Encourage employees to report expenses online, speed up the approval process, and make it more efficient for the finance team to reimburse them.

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Requests to reimbursements—all on a single platform.

  • Quickly create an employee database. 

    Directly add employees to your application, or import them from your CRM system. Classify them further as submitters or approvers, map them to their corresponding managers, and add your company's expense policies. 

  • Control travel expenses.  

    Make sure charges are within budget, according to your expense policies. Set limits by category or by department, and notify employees when they spend more than what is allocated.

  • Submit expenses on time, any time.

    With individual expense reports, employees can record charges as they occur. It's easy - upload receipts, categorize expenses, select the mode of payment, and enter the total amount. 

  • Speed up the approval process.

    Customize the approval process to match the needs of your organization. Managers can easily review and approve expense reports from any device to shorten the reimbursement cycle. Once the reports are approved, employees, as well as the finance team, will automatically receive a notification.  

  • Record employee advances and reimbursements.

    Give employees an advance either as petty cash, a check, or a prepaid card. These can then be reimbursed to the company through payroll deductions. All it takes to link the advance to an individual expense report is one click of one button.

  • Set alerts and reminders.

    Configure automated email notifications at every step of the expense reporting process, and keep things from slowing down. Set deadlines for submissions, and automatically remind employees and managers about pending reports or approvals. 

But that's not all—we've got more in store for you.

  • Manage your expense on the move. 

    With Zoho Creator apps instantly available on mobile, your employees and managers can complete all expense reporting tasks on the go. 

  • Integrate easily with existing systems. 

    Link your expense application with the apps you're already using for your HRMS or accounting system, for example, and streamline the entire expense process

  • Customize apps to fit your needs. 

    With Zoho Creator's drag-and-drop workflow builder, add new features or tweak existing workflows, even after you launch your apps. For example, you can modify your app to automatically convert global currencies, or enable receipt scanning to avoid manual expense entries.

Install, customize, and make it yours.

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