Zoho Expense - Bolt Business Integration

Bolt is a ride-booking app that helps users book rides for their business travel at affordable prices.

If you integrate with Bolt Business, every time a user books a work ride using the Bolt app, the receipt for the ride will be fetched into Zoho Expense and expenses will be created automatically, thereby saving the time and effort of your employees. Also, with this integration, you can keep your travel expenses ready for reporting, on time, every time.


Benefits

  • Fetch ride receipts easily: You or your employees need not import or record ride expenses manually anymore. Once a user completes a work ride in Bolt, the receipt will be fetched into Zoho Expense along with the ride details and an expense will be created automatically.

  • Report travel expenses promptly: Real-time fetching of ride receipts into Zoho Expense ensures that expenses are readily available for reporting. You can automate report creation by setting up report automation so that the work ride expenses that are created will be consolidated into a report on a timely basis.


Prerequisites

  • A Zoho Expense account and a Bolt Work profile.
  • The email address used for creating your Zoho Expense account and your Bolt Work profile should be the same.
  • Every user must create a Bolt Work profile and add Zoho Expense as their expense provider to fetch their ride receipts as this is a user-level integration.

Create Bolt Work Profile and Enable Integration

Users are required to set up a Bolt Work Profile to fetch their work ride receipts. To set up:

  1. Open the Bolt app and click the Hamburger icon on the top left corner.
    Create Bolt Work Profile
  2. Select Work trips.
    Create Bolt Work Profile
  3. In the page that opens, click Create profile to create your Bolt Work profile.
    Create Bolt Work Profile
  4. Enter the email address that you used to create your Zoho Expense account so that receipts can be sent to the entered email address. Click Next.
    Create Bolt Work Profile
  5. Enter your company details. Click Next.
    Create Bolt Work Profile
  6. Choose a payment method for your work trips. If you don’t want to use the existing payment methods, you can create a new one by clicking + Add Payment Method. Once you’ve added a payment method, click Next.
    Create Bolt Work Profile
  7. Click Done. Your Bolt Work profile has been set up and you can now choose Zoho Expense as your expense provider.
  8. Next, click Add expense provider.
    Create Bolt Work Profile
  9. Select Zoho Expense.
    Create Bolt Work Profile
  10. In the page that opens, click Verify. An email will be sent to your email address to verify.
    Create Bolt Work Profile
  11. Once you verify, open the Bolt app, click the Hamburger icon on the top left corner and click Work trips.
  12. Click Add expense provider and select Zoho Expense again. Your accounts will be integrated and every time an employee takes a work ride in Bolt, the receipt details will be sent to Zoho Expense.

Create a Bolt Work Ride

Users can create a work ride in Bolt. Hereโ€™s how:

  1. Open the Bolt app.
  2. Enter your destination address in the โ€œWhere to?โ€ field.
    Create a Bolt Work Ride
  3. Click Confirm Destination to confirm the place you want to travel to.
    Create a Bolt Work Ride
  4. Choose one of the vehicle options available for you.
  5. Select the payment method you’ve set up for your work rides.
  6. Click Select Bolt. Your work ride will be created and the ride receipt will be sent to Zoho Expense once you complete the ride.
    Disconnect Integration

Disconnect Integration

Once you disconnect the integration, your Bolt ride receipts will no longer be sent to Zoho Expense. To disconnect:

  1. Open the Bolt app and click the Hamburger icon on the top left corner.
  2. Select Work trips.
  3. Click Zoho Expense.
    Disconnect Integration
  4. In the page that opens, click the Trash icon next to Zoho Expense.
    Disconnect Integration
  5. Click Disconnect.
    Disconnect Integration
  6. A pop-up will appear on the screen. Click Confirm to disconnect the integration.

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