Zoho Expense

Jumpstart

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:

✓Set up your organization
✓Add users and configure approval flows
✓Create policies and budget
✓Customize the modules and configure integrations
✓Train your employees on how to use Zoho Expense

Jumpstart your Zoho Expense experience!

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Module	Activities	Basic ( 10 hours) $500 <100 Users	Intermediate(40 hours) $2000 100-500 Users	Advanced(80 hours) $4000 501-1000 Users
Direct Feeds	Assistance in configuring corporate card direct feeds with AMEX or MasterCard or VISA or HSBC.
Integrations	Zoho
	QuickBooks
	Xero
	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
Trips	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
	Webhooks
	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:

For which subscription plans can I avail the Zoho Expense Jumpstart service?

Zoho Expense Jumpstart is available for the Standard and Premium plans of Zoho Expense.
Can my employees get trained as well?

Yes, all three Jumpstart plans provide training services to users and admins in varying frequencies.
What are the areas of Zoho Expense that will be completely set up for us?

Zoho Expense Jumpstart will help you with: User management, expense policy and budget setup, trip management, direct feeds configuration, approvals configuration, advanced customization, and accounting integrations setup.
We have more than 1000 users in our organization. Which plan do we choose?

If you have more than 1000 users in your organization, please drop a mail to onboarding@zohoexpense.com

Get a personalized demo from our experts

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Here's what our customers are saying about us

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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