Avis clients sur Zoho Expense

Suivi et gestion des dépenses

Commentaires : Logiciel très pratique dans le quotidien pour gérer et suivre ces dépenses proffessionelles de façon simple et efficace

Avantages :

Suivi et gestion simplifiée pour les dépenses professionnelles, la visibilité sur les remboursements en cours est fluide et l’enregistrement des dépenses est facile à réaliser

Inconvénients :

Pas de fonctionnalités manquantes, celles ci sont suffisantes pour mon quotidien et l’utilisation professionnelle

Quite useful tool to track and record company expenses

Commentaires : In overall I just love the Zoho Expense, now I'm able to record my monthly expenses for a company and can mark them reimbursement item that means once approved I will get reimbursed for that expense from a company which is not only helping me but also helping the company in smoothing the whole process of monitoring the expenses and providing reimbursements.

Avantages :

I have started using Zoho Books initially and gradually I explored other Zoho products as well. In a few days, I got to know about the Zoho Expense and I was like this is the tool I need. It makes my life really easy by offering the easiest way to record my expenses for the company and other employees as well. Once the expenses are recorded in the Zoho Expense, it will directly be shown in the Zoho Books. I just love this feature.

Inconvénients :

Well, there are no cons I have noticed but for the unfamiliar person, it might be a little tricky at initial to learn and to use it. But, believe me, the Zoho team will provide any required support to make sure you are having a good experience with their services/tools.

I love how friendly it is Zoho to new users

Commentaires : There are several positive aspects to this program. Although it is well-designed, some of the functionality is still not entirely functional. I appreciate the user-friendly design and the ease with which expenses can be submitted. The bespoke procedures for approval make it simple to route costs for secondary approvals depending on their monetary worth, saving time and money.

Avantages :

The pricing of the program is attractive to me because it is competitively priced in comparison to its competitors. I do a lot more for my company now, which is why I switched to a different software package. I feel that this program will be beneficial to someone who is just getting started. The program is incredibly simple to use and has proven to be really beneficial in keeping me organized with my company expenses as well as in keeping me on track with my tax preparation.

Inconvénients :

Overall, this is an excellent tool. At first sight, the supplementary papers that are connected to the reports may be disregarded, although this is not a serious cause for concern.

Good tool for expenses and reports

Commentaires : We received the monthly reports, selected managers and approvers, and close the period on time for the payment.

Avantages :

The easy of use and the simplicity of the main page

Inconvénients :

The purpose of the tool was this, and it was accomplished

Great Potential, Poor Execution & Customization

Commentaires : Overall I have not been pleased. Customer service is very nice but incomplete in their responses and you don't realize it until something occurs and you lose weeks worth of work. They punt to other Zoho teams a lot for helping you. And you cannot speak with anyone in the US. I would not normally have a problem with this, but they don't seem to understand that as the administrator of the account, I pay the bill and should be able to access the account of employees who no longer work for us.

Avantages :

This software has been relatively easy for our team to use in the field to record expenses. I would say that the ability to snap a picture of receipts and auto-recognize the vendor and amount is good. And the reconciliation process with credit card statements is great.

Inconvénients :

Too many problem to list here. The biggest problem I have is that as the administrator, I do not have complete control over all our user accounts. Our employees are truck drivers out on the road. They occassionally miss a receipt and I have to follow up later. But I can't just get the receipt and upload it. I must reject their report and they must re-submit. We've had employees who were terminated and they turned in their final receipts in hard copy, but I am unable to gain access to their account. Zoho won't give me access to their account so I can remove their credit card and delete the user from our account, along with any old receipts that are still "unsubmitted" in their queue. The onboarding process has been incredibly long because customer service was incomplete in their information. They never told me that credit card transactions had to be uploaded prior to employees submitting their expense reports. Thus, the auto reconcilitation did not occur and I must get employees to go in and manually match their receipts. This must be done on a computer and is virtually impossible when the users are truck drivers without laptops. If you use Capitol One credit cards, run far away from Zoho. Even though our cards are all corporate cards and our employees don't have access to their own account online, that is what we must do if we want to use the auto-import feature. Otherwise, each employee has to download their own credit card transactions.

Great Program for SMB like me!

Commentaires : I have had great experiences using Zoho Expense. Ive tried other programs and they were clunky, messy, hard to use. I was on the phone with the help desk all the time. With Zoho Expense - I did it all by myself in a few hours. Now I am set up to run my business much better!

Avantages :

Easy to set up! Easy to use! Easy to see what needs ot be done. Maybe they should be called ZO-EASY Expense! I was up and running in no time. Imported changes from my corporate credit card, set up personal and business expenses. This made the separation so easy! Tax time will be so much better in 2024 !

Inconvénients :

There aren't any CONs as the product fit exactly what I needed. I do like how I can add new apps to integrate with Expense if I need it in the future. The seamlessness of that is worth $$$!

Easy to use - automatically scans the receipts

Commentaires : we've been using it, and it's been pretty good. It's not too hard to figure out, and scanning receipts is cool, saves time for sure. Tracking our spending as it happens helps us stay on top of things. It talks to our other tools, which is handy, and those reports give us a heads-up on where our money's going. Got the app too, for when we're out and about. Had a question once, and Zoho's support didn't leave us hanging. :)

Avantages :

auto scans of the receipts I can easily report my expenses as a pdf format at the end of the month

Inconvénients :

none, working pretty well so far, definitely does its job

Seamless, user-friendly, intuitive, full-featured app

Commentaires : I LOVE Zoho Expense. I will be continuing using it for as long as I can see!

Avantages :

I love that it's so seamless. Getting expenses into Zoho Expenses is easier than any other app I've ever used. I love it!

Inconvénients :

I haven't entirely figured out how it integrates to CRM. I'll get there though I'm sure!

Big upgrade

Commentaires : Great customer service and great product.

Avantages :

I would describe this as the Porsche of expense reporting. Very user friendly and intuitive. I love that my information is backed up on the cloud and accessible on the go (phone) and at work (computer). Very easy to use.

Inconvénients :

The only thing I didn't like is .csv reports could only be accessed on the computer.

Love it, use it daily.

Avantages :

Easy to use, fast. Accurate scanning system. Very convenient receipt forwarding system.

Inconvénients :

I wish it was easier to un-approve expense reports, as a single user it is very hard if I make a mistake and need to update a previous expense report. There should be an undo button, at least for a few min.

Great app and part of the suite

Avantages :

It is connected with all the products Zoho books, projects and invoicing that makes it very simple to use specially for small organizations where one has to control a lot of stuff

It Just Works!

Commentaires : I have a mantra, Simplicity, Clarity & Confidence. Zoho Expense is Simple and easy to learn and use. It provides Clarity on how their system works and all the tools which gives me confidence that, that this one area of our business I do not need to spend too much time or worry about it getting the job done.

Avantages :

We had previously used Expensify (Ramp) and it worked well I thought until I tried Zoho Expense. It is more user-friendly and consistent in operation. We spend so little time putting together and processing expense reports now that this area of responsibility is an afterthought. I love it because it just works, and it is simple. On top of that Zoho does not send you political emails and social agenda propaganda that you receive through the company formally known as Expensify which is now called Ramp. In business I purchase products and services to do business, I do not purchase your political and social agenda for you to send me when I am purchasing your services. I could not recommend the services of Zoho Expense more...it has been a great decision to move from Expensify (Ramp) to Zoho.

Inconvénients :

At this point, it is hitting all the areas in an easy and effective way.

User-Friendly and Intuitive

Commentaires : Zoho provides us with a good tool for categorizing and approving credit-card and reimbursement transactions.

Avantages :

The software has been adopted well by our users, who say that they find it easy to use.

Inconvénients :

The export function creates a file that has formatting that is incompatible with our existing ERP solution. Also, while expenses can be split among multiple categories, they cannot be split among multiple departments and funds.

Beats Expensify

Commentaires : Everything's so good, that I became wary that it must be too good to be true. I mean, this literally beats Expensify in price and features -- everything. I'm very appreciative of the free trial because I was even able to sample how good Zoho's customer support is. I can now confirm it is NOT too good to be true; it's the real deal. We'll be using this for our startup company which has a 100+ headcount.

Avantages :

I love how granular you can get with Zoho Expense, you can create custom rules so employees don't go over a stipend policy. Freaking love the price. I've demo'd with a bunch of other vendors, dude. You cannot beat the price of Zoho Expense.

Inconvénients :

I only wish managers could see their direct report's spend in the Analytics module.

Zoho Expense has increased productivity, quality, and accuracy for our business

Commentaires : Our expense reports are easier to analyze and we have been able to put a new travel policy in place thanks to the ease of function and intel it has given our company.

Avantages :

The reminders are vital when you are juggling 100's invoices and then additional travel. It helps us evaluate the time spent on traveling and to schedule trips in the most cost-effective manner both for our company and our clients. It provides ease of communication between staff members and allows issues to be resolved quickly. The integration with Quickbooks is an added bonus.

Inconvénients :

I do not currently have any complaints about the software and have had a similarly great experience with a number of Zoho products.

Perfect for beginners to advanced users

Commentaires : I really liked it but the features could work better. For example the invoices look mint and the editor is great but editing line options on the invoice was difficult to find. I thought that when doing each invoice it may be an idea to either show your input into it in real time or allow you to edit the template with your input in real time. I would prefer inputting directly into the invoice template than the system back end.

Avantages :

I like the access to various apps that support each other and fully integrate

Inconvénients :

You have to learn a lot of it yourself and it can be time consuming to setup.

Zoho Expense is a great tool!!!!

Commentaires : We are very satisfied with the product. We have had good feedback from our clients, who use Zoho to submit their expense reports. They meet the deadlines without any problem. It is an ongoing process that facilitates them with easy ways to edit expenses, attach receipts, and send reports.

Avantages :

Set-up, implementation and training was simple. Zoho support was all the time helping us to go through all the steps to customize the application according to our needs. It is a friendly user application. Integration with QuickBooks Online was not an issue at all and doesn't need extra software to connect.

Inconvénients :

There are some banks that don't facilitate the automatic integration. However, this can be done manually. The statements are uploaded into Zoho without any problem.

There isn't anything that Zoho doesn't cover!

Commentaires : Being able to report expenses from a mobile device is really helpful!

Avantages :

Zoho Expense is a brilliant tool to add onto Zoho Books and having used Zoho in a previous role, I am looking forward to using Projects and other modules which will help our business run smoothly!

Inconvénients :

Getting it set up as I am not a software developer but the Zoho team make it very easy!

Always Improving

Commentaires : I have used Zoho products in the past. They are always improving and developing. This app meets my needs for the moment but I am definitely looking forward to seeing it improved.

Avantages :

The mobile receipt capturing and auto scan features are great. Processing is fast.

Inconvénients :

Running/exporting reports or searching for certain items is very difficult. I don't always get what I'm looking for or have to alter it later. The workflow of the app/site could be better, there are some crossovers and gaps that don't work well. Merging of duplicate receipts, merchants, and categories specifically. It would be nice to integrate online banking and credit cards for receipt verification purposes.

Great features and free tier available

Commentaires : Very helpful, have been using it for quite a while now.

Avantages :

That it's free! At least the entry tier, and that is enough for here. And the print quality of the receipts is better than what we used before (Expensify, I think) It's feature-rich without appearing bloated. Good mix.

Inconvénients :

When you apply an advance payment, the report no longer gives its total, but rather the remaining rest of the advance payment, and that's irritating. The header could be just a little more customizable.

Say Goodbye to Manual Expense Management

Commentaires : In conclusion, while Zoho Expense has a few areas where it could improve, the platform's strengths far outweigh any minor limitations. With its powerful features, user-friendly interface, and ability to automate and streamline the expense management process, Zoho Expense is a top choice for businesses of all sizes looking to simplify their expense tracking and reporting.

Avantages :

Zoho Expense is a lifesaver for small business owners. It simplifies the expense management process by automating receipt scanning, data extraction, and categorization, saving me valuable time and resources. The platform's ability to link directly to bank accounts and credit cards further streamlines the process, making it even easier to stay on top of expenses.The user interface is user-friendly and intuitive, with a range of features that make it easy to customize and tailor the platform to individual business needs. Zoho Expense makes it simple to set up expense policies, create custom fields and categories, and even track mileage.Another benefit of Zoho Expense is the ability to generate real-time expense reports that provide a detailed breakdown of expenses by category, department, or employee. The reports are customizable, so you can generate the information you need to make informed financial decisions quickly and easily.

Inconvénients :

While Zoho Expense is an excellent platform, there are a few areas where it could improve. One of the main challenges is the limited integrations with other business applications. While Zoho offers a range of tools that integrate with each other, there are few options for connecting Zoho Expense with third-party applications, which can be frustrating.Another potential downside of Zoho Expense is the limited options for customization. While the platform offers a range of customization features, including custom fields and categories, some users may find the options limiting. Additionally, the mobile app can be a bit buggy at times, which can be frustrating when you're on the go and need to access your expenses quickly.Despite these minor limitations, Zoho Expense is a powerful and easy-to-use platform that can help businesses of all sizes simplify and streamline their expense management process. The platform's range of features and user-friendly interface make it a great choice for businesses looking to automate and optimize their expense management.

A unique system for documenting, following up and auditing expenses accurately

Commentaires : By utilizing Zoho Expense, we ensure that all expenses are documented correctly and that no receipts are lost. This ensures that approvals are obtained directly and payments are paid on time. With Zoho Expense, we can monitor exchange activities, produce statistics, and spot unneeded or exaggerated spending, ensuring budgets aren't exceeded.

Avantages :

I enjoy how easy Zoho Expense is to use and the clarity of all the tools on the fantastic user interface. I particularly like that I can simply scan proof of expenses documents and invoices, and that Zoho Expense dumps data from them immediately and saves a duplicate of the document original. I love how spending are segregated and categorized, taxes and fees are computed separately, all in one report, making audits and approvals quick. The notification system tells you of revisions to your submitted reports or accounting department enquiries, allowing you to respond directly and avoid delays in receiving payments.

Inconvénients :

Overall Zoho Expense is easy to use and doesn't have a lot of dislikes. I only face a problem when loading receipts and unloading data from them, where the user has to make sure that all the data has been recorded correctly, and sometimes we may need to manually modify it before sending, which can result in errors and mismatches between the receipt and the numbers in the reports.

Very well done application!!

Commentaires : Reporting for government tax agencies. CRA in Canada is getting very aggressive about checking out the small business expenses and eliminating them. ZOHO provides an easy to see, email ready reporting system to the CRA. We will soon be ready in another area of financial reporting. ZOHO expense has easy receipt capture as well as robust reporting that captures all the areas of receipt information. Very pleased with it.

Avantages :

When our company President brought me ZOHO's website link and asked me to look into it, I was impressed with the website and the number of different applications that ZOHO had. Sam wanted me to look into ZOHO expense as a necessary reporting tool that the previous owners had not utilized. I used the chat feature to help me set it up and our Comptroller brought in the feed from the bank credit cards in order to match transactions from our corporate credit cards. Support was great and I was careful to get it set up during the week (support is 24/5) and I learned to use ZOHO Expense over the weekend creating expense reports for the two corporate cardholders using different methods of receipt capture. Both corporate cardholders have different approaches to receipt capture and ZOHO expense makes their choice the best for them. Very well done application!!

Inconvénients :

We did have difficulty with our bank feed and are working that out but support was again very helpful with set up and we should have the correct feed done quite quickly. Sam wants the ability to match receipts and credit card feed to make his life easier and eliminate one more job for our very busy Comptroller.

Life saver, I wish I had started using it earlier !!!

Avantages :

Super convenient... I setup my company and employees once and now it is very easy to record expenses and payments. It required minimal training and all employees were able to use it within no time. Invoice auto scanning feature works like a charm for standard bills like utilities etc. and saves lot of time. One extremely helpful feature is auto identification of duplicate invoices which you by mistake upload. It helps in catching silly issues which could have become serious if overlooked. Look and feel and UI/UX is so great that I have asked my development lead to use it as benchmark for our product :) Hope Zoho team wont mind this ...

Inconvénients :

Only problem I have faced so far is with the Advance Management. Somehow, I was not able to adjust advance paid to an employee with his expenses. This looks to be a simple feature. Hope team could implement this in future. Secondly, not related to Zoho expense but I wonder why Zoho people does not have full blown salary module into it. It put me into lot of trouble of identifying another vendor for this and now I am forced to use that to main employee salary accounts. If possible, please pass this message to the relevant team. Zoho people is a very important module and it should be tightly integrated with Zoho expense. But some how I found Zoho people recommending other 3rd party software for salary management. Why not integrate that feature in Zoho expense itself and make it more useful for overall accounts management.

Manage all your organization from single Dashboard with Realtime tracking

Commentaires : Zoho expense helps us to improve the overall efficiency of the expense approval system. This helps us to reduce expense approval time and we can easily track the type of expense done by a particular department of the organization to get useful insights.

Avantages :

We used to have to manually track and manage all of our expenses, which was time-consuming and prone to errors. With Zoho Expense, we can now manage all of our expenses from a single dashboard and ensure timely reimbursement.

Inconvénients :

It's so easy to use and also it ensures reimbursements on time. The only issue I had initially faced was that we have to arrange a small training for new users to make them understand how it works, but it wasn't a big deal as the convenience of tracking their expenses helps them to track why and where the expenses are getting delayed.