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