Fast and easy expense reimbursements
Process employee reimbursements in a faster, more efficient manner. Sync settlements with payroll and ERP software. Make employees happier with quicker expense reimbursements, delivered directly to their accounts. Implement expense reimbursement software for streamlined operations.
Key Features of our Expense Reimbursement Software
Deposit reimbursements directly
Zoho Expense users from the US or Canada can reimburse employees online with ACH transfers via CSG Forte. Just set up the organization and employee accounts in Zoho Expense and reimburse claims with the click of a button. Settlements will be processed in 3-5 business days, keeping your reimbursements fast and reliable.
Carry forward excess reimbursements
If an employee spends a lesser amount than the advance amount received, you can choose to carry forward the excess amount. This will be created as a new advance which can be applied to future expense reports.
Sync data with ERP or payroll solutions
Once the reimbursements are done, the next step is to ensure your ERP or payroll apps have the settlement information. Zoho Expense automatically syncs the settlement file for you so you don't have to lift a finger.
Keep employees updated
It's never nice to be in the dark about pending reimbursements. With automated reimbursement notifications, ensure that employees stay updated about their settlement at all stages of the reimbursement cycle.
Stay on top of reimbursements
With Zoho Expense, you get 5 analytic reports on your reimbursements. Get a reimbursement overview, track reimbursements by user, view pending settlements, and download reports on any online reimbursements you've made.
Testimonials
One of my responsibilities is to oversee the AP function, and expense reporting is by far one of the most tedious aspects. Zoho Expense helps alleviate a bit of that headache with their online and mobile app platforms that allow users to upload and submit information electronically. Moreover, Zoho Expense has the capability to export their information in far more detailed fashions than other desktop and mobile applications including AMEX and Citi. I also like the approver and reminder functionality the app enables for the management team.
Brittany Cisneros
AVP Finance, Impact Floors of Texas LP
I believe, the most convenient feature for our employees is the easy-to-use mobile version of the tool. You click a picture of the bill you just spent on, select the relevant expense head and hit submit. Additionally, scanned copies of bills/ receipts, expenses, approvals, comments are now available in one report which forms the basis for any reimbursement claim posted to our accounting software.
Janani
Director of Finance, Exotel
In the past, I spent a ton of time chasing down our company credit card users because they often did not provide me with the receipt or even notation of their spending, so when the statement came, I had no idea which budget areas to pay the invoice from. Now, they each have a Zoho Expense account to track their spending in, and since getting the receipts into the account is so easy, and they can see their own bank feeds, it is working tickety-boo!
Becky Retzlaff
Financial Manager, Lakeside Lutheran High School
Not just for all business teams, Zoho has helped the accounting team as well. Expense related reports are all available at one place. A remarkable thing about the Zoho experience, is the constant support they give us, for every little query. Zoho has made life easier for us.
Hector Beverages Paperboat
Expense reporting has been so easy after we started using Zoho Expense. The efficiency of expense reporting and reimbursement has improved multifold.
Razorpay
Zoho expense is a good tool. It is helping us to manage expense records in a seamless manner. In our line of business where international business travel is routine, Zoho Expense has helped us to create a paperless and fully traceable process. It is great value for money and extremely user-friendly!
Ms. Sushama Telang
COO, Sarla Advantech Pvt. Ltd
Switch to Zoho Expense & Simplify Employee Expense Reimbursement!
Stay CompliantOther Features
Receipt Management
Managing receipts shouldn't have to be tedious. With features that allow you to autoscan receipts, forward them automatically, import in bulk, or even import from other cloud applications, Zoho Expense ensures that no receipt goes untracked. The best part? Receipts are digitally stored in your Zoho Expense account, so you never have to worry about losing paper copies.
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Expense Management
Manage expenses more efficiently with Zoho Expense. We support multiple methods for uploading expenses, no matter the currency. They can be itemized, split, added as per diem allowances, or consolidated under one expense type. As an admin, edit the expense creation forms to suit your organization's requirements and choose what fields employees must fill in while submitting expenses.
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Mileage Tracking
Tracking business mileage is an important part of managing your organizational spending. Zoho Expense offers 100% accuracy when it comes to mileage tracking. Add mileage expenses through 4 different methods using your Android, iPhone, or even Apple Watch.
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Per diem
Zoho Expense automates per diem calculations. Set pre-defined rules based on country compliance and location. No more manual calculations, just accurate expense reports, fast.
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Petty Cash Management
Keeping track of petty cash does not have to be a hassle! Control petty cash expenses across branches with ease and gain full visibility at every step.
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Corporate Card Reconciliation
Connect your corporate cards to Zoho Expense and speed up the reconciliation process. Associate cards with specific employees and fetch card feeds instantly. Weed out any personal spending, and then automatically match and reconcile your business expenses. Our dashboard also gives you a complete reconciliation overview for your convenience.
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Expense Report Management
Make expense reporting for employees a cinch. They can create expense reports with all the important details they need. Apply cash advances, download expense report PDFs, and streamline the reporting process with report types.
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Expense Report Automation
Tired of creating reports manually? Or maybe you keep forgetting to add your expenses and submit the report online? With expense report automation, you can put the whole process on autopilot. Zoho Expense will automatically add expenses to a report and submit it for you.
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Trips
Provide ticket options, set up approval for trips and ticket costs, manage itineraries, handle expenses, and make the travel and expense management process easier with Zoho Expense.
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Purchase requests
Use Zoho Expense to manage your purchase requests and make your ordering process easy and problem-free.
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Simplified Approvals
If you're from an organization that follows a linear, hierarchical approval flow for your expense reporting, you can set up default approvals using Zoho Expense. You can configure out-of-office approvers and reminders for approvals as well.
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Custom Approvals
Every organization's approval requirements may vary. If you want a custom, non-linear, or multi-stage approval flow, Zoho Expense has you covered. Design multiple complex approval flows and ensure that all transactions are overseen by the proper set of people before being approved.
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Expense Auditing
Stay notified about policy violations or possible duplicate entries, run audit trail reports, detect fraudulent behavior, ensure expenses have digital records, and back up data instantly. Zoho Expense makes sure you are audit-ready for the tax season.
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Compliance
Zoho Expense is GDPR compliant and ISO certified. In addition to a global edition, Zoho Expense has 8 dedicated editions for the US, the UK, India, Canada, Australia, the UAE, and Saudi Arabia. Never worry about local compliance laws again.
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Policies
Set up policies for different branches, departments, or cost centers, and ensure no employee expense is outside the policy limits. If there are violations, you can be notified instantly. Create mileage and per diem rates for different policies as well.
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Expense Rules
Set up limit rules based on fixed amounts, expense count, mileage limit and more. Choose to warn or entirely block employees from submitting expense reports when a rule is broken. Set up daily, monthly, or yearly expense limits, or place a rule for a custom duration as well.
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Budgets
Create budgets for expense categories or expense types and put a lid on the spending. Warn or block employees from creating an expense when it exceeds the budget. Get analytics on the actual spending vs the budget initially set and stay on top of your spending.
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Automation
Historically, expense reporting has been a manual process predominantly. But, with amazing automation features from Zoho Expense, you don't have to carry out mundane expense reporting tasks anymore.
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Collaboration
Quit sending back and forth emails about expense reports. Collaborate with employees contextually and without delay.
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Customization
Set up custom components, customize what employees see when they use Zoho Expense, and personalize your expense management process.
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