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Zoho Expense

Leave your organization setup process to us. Zoho Expense Jumpstart will help you get started with your travel and expenses in no time.

A highly skilled Zoho Expense expert will:

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Module Activities
Basic ( 10 hours)
<100 Users
Intermediate(40 hours)
100-500 Users
Advanced(80 hours)
501-1000 Users
Direct Feeds Assistance in configuring corporate card direct feeds with AMEX or MasterCard or VISA or HSBC.
Integrations Zoho
Sage Accounting (UK only)
User Management User Setup
Configure departments
Hierarchy configuration
Cost Center configuration
Branch Management
Approval workflow configuration Cash advance
Expense report
Travel requests
Travel cost approvals
Auto approval/rejection
Exceptional approvals
Policy Configuration Configure travel and expense policies Up to 3 Up to 25 Up to 25
Configure expense categories(GLs)
Setup expense rules Basic Custom Custom
Customize milege rates
Customize perdiem rates
Customize rules 5 per policy 10 per policy
Multi-country setup
Budgets Budget setup
Budget limit
Budget alert
Budget vs actuals report
Trips Corporate travel desk setup
Setup travel agent allocation
Advanced customization assistance Custom user roles
Custom views configuration
Configure additional fields
Advanced form customization
Custom Workflows Up to 3 Up to 25 Up to 25
Custom functions Up to 25 Up to 25
Custom notifications
Custom modules Up to 3 Up to 5
Configure expense report automation
User Training Number of Demo sessions 1 2 4
Duration of the Demo 40 minutes 40 minutes 40 minutes
Q&A Session after Demo
Q&A Session Duration 20 minutes 20 minutes 20 minutes
Total Duration 1 hour 2 hours 4 hours
Admin Training Number of Training sessions 1 2 3
Training Duration 30 minutes 30 minutes 30 minutes
Q&A Session
Q&A Session Duration 30 minutes 30 minutes 30 minutes
Total Duration 1 hour 2 hours 3 hours
Some FAQs you might have:
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Puma has been using Zoho Expense in Oceania for over 3 years and our users have found the web interface and the phone apps to be feature rich and always improving.The look and feel is modern and pleasing to the eye. Puma has recently expanded the usage of Zoho Expense to multiple new regions around the globe, and throughout, the Zoho team has been extremely supportive to the unique requirements of each region and helped to make the onboarding experience painless.

Mark Hawkins

Director, Operations PUMA SEA

We started using Zoho Expense across our whole IFFCO group for Travel and Expense Management as one of the key aspects to keep control on spends. It was a challenge to manage employee spend and expense reporting across our multiple office locations with disparate solutions. We found Zoho Expense as a very powerful and flexible tool which allows us to accommodate many different expense policies and compliances in respect to many different countries' regulations.

Jaroslaw Pietraszko

Director ERP & Digital Transformation, IFFCO Group

The Zoho Expense team has provided us with the best features—especially the receipt auto-scan, which eases our expense reporting journey with its mobile functionality. Our employees use Zoho Expense and its features extensively, particularly the mobile app. Above all, with the Zoho Analytics integration, we always get the insights we need with multiple dashboards to analyze our business spend. We’re one of those happy customers who are looking forward to seeing many new features and integrations within the application.

Amit Rai

CHRO, Tata Play Fiber

Rated by the best

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