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Zoho Expense - Amazon Business Integration

Amazon Business is a marketplace exclusively designed to purchase business supplies. Business owners get access to a vast network of suppliers with quantity discounts, tax exempt purchases, and other features tailored to suit all types of business purchases.

Note:

This integration is available for organizations with country as US in Zoho Expense.

How does the integration work

Zoho Expense fetches the invoice details of all the business purchases your employees make in Amazon Business and auto-creates expenses in Zoho Expense. If a user makes a purchase through the corporate card (Mastercard, Visa or Amex) which has a direct feed integration with Zoho Expense, the expense will be created in the user’s account automatically. Alternatively, if the user makes a purchase through other payment options, the admin can assign the expense to the user who made the purchase.

Key benefits

In this page, we’ll learn how to:

Set up the integration in Zoho Expense

Set up in Zoho Expense

Set up the integration in Amazon Business

Once you set up the integration in Zoho Expense, you have to configure the integration in Amazon Business. Here’s how:

Set up in Amazon Business Set up in Amazon Business Set up in Amazon Business Set up in Amazon Business Set up in Amazon Business

If you have multiple groups in your Amazon Business account, the integration has to be enabled for each group separately.

Set up in Amazon Business Set up in Amazon Business

Your integration with Amazon Business is now enabled. Once the purchase made on your Amazon Business account is shipped, it will be fetched as an expense into your Zoho Expense organization automatically.

Amazon Business dashboard

Get an overview of all your Amazon Business purchases from the dashboard. It gives you a graphical representation of the monthly spend summary of your Amazon Business account. Also, it gives you an aggregate of the expense amount that is yet to be assigned to the respective users and a total of expenses that are yet to be submitted for approval.

In the latter part of the page, all the expenses incurred in Amazon Business will be listed in the All tab along with the status of the expenses. In the Unassigned tab, you can find the expenses that are yet to be assigned to a user. The Unsubmitted tab will list all the assigned expenses that are yet to be submitted for approval.

Amazon Business dashboard

To view the dashboard:

Amazon Business Integration Details

Assign purchases to users

Once the integration is set up, Zoho Expense will fetch the purchase details and auto-create expenses in Zoho Expense. These expenses can then be assigned to the employees who have made the purchases so that the expenses will be created in the respective user’s account.

Prerequisite: Only admins can assign the expenses to the users who have made the purchases.

To assign purchases:

Assign expenses to users

Pro-tips:

Bulk assign expenses to users

Disable integration

If you no longer want to fetch the business purchases made in Amazon Business into Zoho Expense, you can disable the integration. To do this:

Disable Integration
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