About
The Zoho Expense Training Course is a two-day online training program that aims to enable businesses to set up their organizations in Zoho Expense and learn the best practices for using the tool. Each module includes a concept explanation, demonstration, hands-on exercises, and Q&A sessions.
Who can attend?
Administrators who set up and maintain their organization's configuration in the application.
Day One - 3 Hours
Module 1:
Introduction
- Introduction to Zoho Finance
- What is Zoho Expense?
Module 2:
Setting up the organization
- Signing up for Zoho Expense
- General guidelines
- User management
- General settings
Module 3:
Approval and permissions
- Reports approval
- Data export
- Analytics
- Role-based permissions
Day Two - 3 Hours
Module 4:
More settings
- Policies
- Integrations
- Budget tracking
Module 5:
Automation
- Report automation
- Workflow rules
- Custom alerts, field updates, and webhooks
Module 6:
Tips and tricks
- Best practices for admins
- Frequently asked questions
- What's next?
- Q&A session
Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.