Expense Reports      

Receipt storage 5 GB (in total) Unlimited Unlimited

Multicurrency expenses YES YES YES

Importing card transactions YES YES YES

Customer / Project tracking YES YES YES

VAT tracking YES YES YES

Cost allocation YES YES YES

Mileage expenses YES YES YES

Cash advances NO YES YES

Delegation NO YES YES

Expense tags NO YES YES

Per diem expenses NO YES YES

Auto-scans NO YES YES

Trips (Beta)      

Travel requests NO YES YES

Pre-travel approval NO YES YES

Cost approval NO YES YES

Itinerary management NO YES YES

Travel allowance NO YES YES

Automation      

Approvals Simple approval Advanced approval Advanced approval

Workflow rules: 1 25 Unlimited

Alerts
(Email / In-app notification) YES YES YES

Webhooks NO YES YES

Field updates NO YES YES

Expense report automation NO YES YES

Policies      

Number of policies 1 25 Unlimited

Budgets      

Daily NO YES YES

Monthly NO YES YES

Yearly NO YES YES

Budget vs Actuals NO YES YES

Audit      

Data and receipt backup YES YES YES

Scheduled backup YES YES YES

Basic audit trail report NO YES YES

Advanced audit trail report NO NO YES

Customization      

Basic form customization YES YES YES

Additional fields:      

Expenses NO YES YES

Reports NO YES YES

Advance payments NO YES YES

Users NO YES YES

Trips NO YES YES

Custom report export NO YES YES

Custom roles NO YES YES

Integrations      

Accounting:      

Zoho Books YES YES YES

QuickBooks Online YES YES YES

QuickBooks Desktop (US only) x YES YES

Xero x YES YES

Online Reimbursements via ICICI (India only) NO YES YES

Online Reimbursements via ACH (US and Canada only) NO YES YES

Zoho Suite:      

Zoho CRM YES YES YES

Zoho Invoice YES YES YES

Zoho People YES YES YES

Zoho Cliq YES YES YES

Zoho Projects YES YES YES

G Suite YES YES YES

Office 365 YES YES YES

Slack YES YES YES

Lyft YES YES YES

Uber YES YES YES

Travel Management Companies NO NO YES

ERP NO NO YES

Direct feeds for corporate cards:      

Visa NO YES YES

Amex NO YES YES

MasterCard NO YES YES

Cloud solutions:      

Zoho Docs YES YES YES

Evernote YES YES YES

Google Drive YES YES YES

Dropbox YES YES YES

Box YES YES YES

OneDrive YES YES YES

Mobile apps      

Android YES YES YES

iOS YES YES YES

Support (24x5)      

Email YES YES YES

Call NO YES YES

Live chat NO NO YES

Dedicated account manager NO NO YES

Security      

SSL encryption YES YES YES

Multi-factor authentication YES YES YES

Single Sign On (SAML) NO NO YES