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Cater to all aspects of an ideal expense management process

Zoho Expense handles your business travel and expense management with expertise. Manage everything related to expenses, from setting up your expense policies to employee reimbursements.

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Stages of an ideal expense management process and how Zoho Expense helps

1

Setup Process

Expense Policies
Expense Policies

To implement a proper expense management process, you need a clear vision of your spending policies. Zoho Expense lets you add multiple expense policies for different cost centers.

Customized Approvals
Customized approval

Set up non-linear, multi-level approval flows and ensure that expense reports are submitted to the right people.

2

Before a business trip

Advance Payments
Advance payments

Allow your business travelers to request advance payments before embarking on a business trip. You can also configure a dedicated approval flow for advances.

Travel requests
Travel requests (Beta)

Before going on a business trip, employees can create a travel request, including information about the trip like the duration, destination, and flight preferences, and submit it for approval.

3

During a business trip

Automatic Expenses
Automatic expenses

While on a business trip, all it takes for employees to add expenses is the Zoho Expense app. Just clicking a picture of the receipts will add them as expenses automatically.

Additional Advances
Additional advances

Sometimes, expenses may go overboard and employees may be in need of more cash. They can request more advance payments using the app, and the approver will be notified of the request immediately.

4

After a business trip

Reimbursment
Reimbursement

After an expense report is approved, you can reimburse the employee online. ICICI Bank enables you to directly transfer the amount from your bank account to your employee's, via NEFT, IMPS, RTGS, or ICICI Bank transfer.

Expense Reports
Complete expense reports

Once back from the trip, employees can consolidate their expenses and advances into a single expense report and submit it for approval.

Expense Management anywhere, anytime
Expense Management anywhere, anytime.

Zoho Expense facilitates your expense management process with mobile apps for iOS and Android

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