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.
Set up non-linear, multi-level approval flows and ensure that expense reports are submitted to the right people.
Before a business trip
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.
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.
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.
After a business trip
After an expense report is approved, you can reimburse the employee online. CSG Forte enables you to directly transfer the reimbursement amount from your bank account to your employee's.