Expense Report Management

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{ .ze-solutions .ze-dropdown-list, .ze-resources .ze-dropdown-list { padding: 50px; } .ze-dropdown-menu.ze-features-list .ze-dropdown-list { padding: 30px 30px 0; } .ze-dropdown-menu .dropdown-item { width: 250px; } } @media screen and (max-width: 767px) { .ze-solutions.ze-dropdown-menu, .ze-resources.ze-dropdown-menu, .accountants, .ze-features-list.ze-dropdown-menu { display: none !important; } .sub-menu-mobile, .sub-menu-integrations, .sub-menu-accountants, .sub-menu-resources, .sub-menu-faq, .sub-menu-help, .sub-menu-features-list { display: block !important; } } </style> <link href="/expense/expense-reports/index.min.css?v=ygNBTwol" rel="stylesheet" type="text/css"> <link href="/expense/styles/demo-request.css" rel="stylesheet" type="text/css"> </head> <body> <div class="header"> <a class="logo" href="/"> ZOHO </a> <div class="signing"> <span class="user-det">"Welcome "+username+</span> <a class="signup" href="/expense/signup/">Sign Up Now</a> <a class="signin" href="https://accounts.zoho.com/signin?servicename=ZohoExpense&signupurl=https://www.zoho.com/expense/signup/">Sign In</a> </div> </div> <div class="product-header"> <div class="product-header-inner clearfix"> <a class="prd-logo" href="/expense/"></a> <span class="sub-menu-icon">Menu</span> <ul class="product-menu scale"> <li class="ze-dropdown-menu ze-features-list"> <a href="#"> Features <span class="ze-arrow-down"></span> </a> <div class="ze-dropdown-list"> <ul class="ze-features"> <li class="features-item receipts-and-expenses"> <div class="feature-header"> <div class="feature-icon"></div> <a href="/expense/receipts-and-expenses/">Expenses</a> </div> <ul class="features-sub-item"> <li><a href="/expense/receipt-tracking/">Receipt Management</a></li> <li><a href="/expense/expense-management-software/">Expense Management</a></li> <li><a href="/expense/mileage-tracking-app/">Mileage Tracking</a></li> <li><a href="/expense/per-diem/">Per diem</a></li> </ul> </li> <li class="features-item corporate-card-management"> <div class="feature-header"> <div class="feature-icon"></div> <a href="/expense/corporate-card-management/">Cards</a> </div> </li> <li class="features-item expense-reporting"> <div class="feature-header"> <div class="feature-icon"></div> <a href="/expense/expense-reporting/">Expense Reports</a> </div> <ul class="features-sub-item"> <li><a href="/expense/expense-reports/">Expense Report Management</a></li> <li><a href="/expense/expense-report-automation/">Expense Report Automation</a></li> </ul> </li> <li class="features-item corporate-travel-management"> <div class="feature-header"> <div class="feature-icon"></div> <a href="/expense/corporate-travel-management/">Travel</a> </div> </li> <li class="features-item purchase-request"> <div class="feature-header"> <div class="feature-icon"></div> <a href="/expense/purchase-request/">Purchase requests</a> </div> </li> <li class="features-item approval-management"> <div class="feature-header"> <div class="feature-icon"></div> <a href="/expense/approval-management/">Approvals</a> </div> <ul class="features-sub-item"> <li><a href="/expense/expense-report-approval/">Simplified Approvals</a></li> <li><a href="/expense/custom-approval/">Custom Approvals</a></li> </ul> </li> <li class="features-item audit-and-compliance"> <div class="feature-header"> <div class="feature-icon"></div> <a href="/expense/audit-and-compliance/">Audit and compliance</a> </div> <ul class="features-sub-item"> <li><a href="/expense/expense-report-audit/">Expense Auditing</a></li> <li><a href="/expense/compliance/">Compliance</a></li> </ul> </li> <li class="features-item expense-reimbursement-software"> <div class="feature-header"> <div class="feature-icon"></div> <a href="/expense/expense-reimbursement-software/">Reimbursement</a> </div> </li> <li class="features-item spend-control"> <div class="feature-header"> <div class="feature-icon"></div> <a href="/expense/spend-control/">Expense Control</a> </div> <ul class="features-sub-item"> <li><a href="/expense/policies/">Policies</a></li> <li><a href="/expense/expense-rules/">Expense Rules</a></li> <li><a href="/expense/budgets/">Budgets</a></li> </ul> </li> <li class="features-item for-enterprises"> <div class="feature-header"> <div class="feature-icon"></div> <div class="enterprise-header">For Enterprises</div> </div> <ul class="features-sub-item"> <li><a href="/expense/expense-automation/">Automation</a></li> <li><a href="/expense/collaboration/">Collaboration</a></li> <li><a href="/expense/customization/">Customization</a></li> </ul> </li> </ul> <div class="ze-all-features-btn-wrapper"> <a href="/expense/expense-features" class="btn ze-all-features-btn"> See all features <span class="arrow"><svg xmlns="http://www.w3.org/2000/svg" viewbox="220 -220 512 512"> <path d="M719.5 7.4L526.7-185.5c-15.8-15.8-41.5-15.8-57.3 0-15.8 15.8-15.8 41.5 0 57.3L593.1-4.5H261.5C239.2-4.5 221 13.6 221 36s18.1 40.5 40.5 40.5h331.6L469.4 200.2c-15.8 15.8-15.8 41.5 0 57.3 7.9 7.9 18.3 11.9 28.6 11.9s20.7-4 28.6-11.9L719.5 64.6c15.9-15.8 15.9-41.4 0-57.2z"/> </svg> </span> </a> </div> </div> </li> <li class="pricing"> <a href="/expense/pricing/">Pricing</a> </li> <li class="ze-dropdown-menu ze-solutions"> <a href="#"> Solutions <span class="ze-arrow-down"></span> </a> <div class="ze-dropdown-list"> <div class="group-header"> By Industry </div> <div class="dropdown-list-container"> <div class="dropdown-item"> <div class="solution-icon consultants"></div> <div> <a href="/expense/expense-reporting-for-consulting-firms/"> <span class="dropdown-item-header"> Consultants </span> <div class="dropdown-item-desc"> Solution to help consultants manage their expenses </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon education"></div> <div> <a href="/expense/expense-management-software-for-universities/"> <span class="dropdown-item-header"> Universities </span> <div class="dropdown-item-desc"> Educational institutions need not worry about their expenses </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon healthcare"></div> <div> <a href="/expense/expense-reporting-software-for-hospitals/"> <span class="dropdown-item-header"> Healthcare </span> <div class="dropdown-item-desc"> Healthcare manufacturers can manage expenses easily </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon manufacturing"></div> <div> <a href="/expense/expense-reporting-software-for-manufacturing-industry/"> <span class="dropdown-item-header"> Manufacturing </span> <div class="dropdown-item-desc"> Manufacturing expenses are no longer a pain </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon non-profits"></div> <div> <a href="/expense/expense-reporting-for-nonprofits/"> <span class="dropdown-item-header"> Non-profits </span> <div class="dropdown-item-desc"> Go on your mission and don't worry about expense reporting </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon marketing"></div> <div> <a href="/expense/marketing-expense-management/"> <span class="dropdown-item-header"> Marketing </span> <div class="dropdown-item-desc"> Market your offering and leave your expense reporting to us </div> </a> </div> </div> </div> <div class="group-header"> By Size </div> <div class="dropdown-list-container"> <div class="dropdown-item"> <div class="solution-icon self-employed"></div> <div> <a href="/expense/self-employed-expense-tracking/"> <span class="dropdown-item-header"> Self-employed </span> <div class="dropdown-item-desc"> Be your own boss, we'll handle your expenses </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon small-business"></div> <div> <a href="/expense/free-expense-reporting-software/"> <span class="dropdown-item-header"> Small Business </span> <div class="dropdown-item-desc"> Grow your business, we'll handle your expense management </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon enterprise"></div> <div> <a href="/expense/enterprise-expense-management/"> <span class="dropdown-item-header"> Enterprise </span> <div class="dropdown-item-desc"> Major deals require your time, leave the expense management to us </div> </a> </div> </div> </div> </div> </li> <li class="customers"> <a href="/expense/case-study/">Customers</a> </li> <li class="accountants"> <a href="/expense/become-a-partner/">Partner With Us</a> </li> <li class="ze-dropdown-menu ze-resources"> <a href="#"> Resources <span class="ze-arrow-down"></span> </a> <div class="ze-dropdown-list"> <div class="dropdown-list-container"> <div class="dropdown-item"> <div class="resources-icon mobile-apps"></div> <div> <a href="/expense/mobile-apps/"> <span class="dropdown-item-header"> Mobile Apps </span> <div class="dropdown-item-desc"> Access Zoho Expense on iOS, Android, iPadOS, MacOS, and WatchOS </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon addons"></div> <div> <a href="/expense/addons/"> <span class="dropdown-item-header"> Integrations </span> <div class="dropdown-item-desc"> Make employees lives easier by integrating with several apps </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon webinars"></div> <div> <a href="/expense/webinars/"> <span class="dropdown-item-header"> Webinars </span> <div class="dropdown-item-desc"> Learn about Zoho Expense from our experts </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon forums"></div> <div> <a href="https://help.zoho.com/portal/en/community/zoho-expense/"> <span class="dropdown-item-header"> Forums </span> <div class="dropdown-item-desc"> Post your queries, get answers, and find important updates </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon faq"></div> <div> <a href="/expense/kb/"> <span class="dropdown-item-header"> FAQ </span> <div class="dropdown-item-desc"> Find answers to frequently asked questions here </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon help-docs"></div> <div> <a href="/expense/help/"> <span class="dropdown-item-header"> Help Docs </span> <div class="dropdown-item-desc"> Get comprehensive user guides for each module </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon business-guides"></div> <div> <a href="/expense/resources/"> <span class="dropdown-item-header"> Business Guides </span> <div class="dropdown-item-desc"> Get insights into travel and expenses in the business world </div> </a> </div> </div> </div> <div class="ze-all-resources-btn-wrapper"> <a href="/expense/support/" class="btn ze-all-resources-btn"> All Resources <span class="arrow"><svg xmlns="http://www.w3.org/2000/svg" viewbox="220 -220 512 512"> <path d="M719.5 7.4L526.7-185.5c-15.8-15.8-41.5-15.8-57.3 0-15.8 15.8-15.8 41.5 0 57.3L593.1-4.5H261.5C239.2-4.5 221 13.6 221 36s18.1 40.5 40.5 40.5h331.6L469.4 200.2c-15.8 15.8-15.8 41.5 0 57.3 7.9 7.9 18.3 11.9 28.6 11.9s20.7-4 28.6-11.9L719.5 64.6c15.9-15.8 15.9-41.4 0-57.2z"/> </svg> </span> </a> </div> </div> </li> <li class="sub-menu-features-list"> <a href="/expense/expense-features/">Features</a> </li> <li class="sub-menu-mobile"> <a href="/expense/mobile-apps/">Mobile Apps</a> </li> <li class="sub-menu-integrations"> <a href="/expense/addons/">Integrations</a> </li> <li class="sub-menu-accountants"> <a href="/expense/become-a-partner/">Partner With Us</a> </li> <li class="sub-menu-resources"> <a href="/expense/support/">Resources</a> </li> <li class="sub-menu-faq"> <a href="/expense/kb/">FAQ</a> </li> <li class="sub-menu-help"> <a href="/expense/help/">Help Docs</a> </li> </ul> </div> </div> <div class="product-header-top slide"> <div class="product-header-inner clearfix"> <a class="prd-logo" href="/expense/">Expense</a> <div class="signing"> <a class="signup" href="/expense/signup/">Sign Up Now</a> <a class="signin" 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<span class="dropdown-item-header"> Non-profits </span> <div class="dropdown-item-desc"> Go on your mission and don't worry about expense reporting </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon marketing"></div> <div> <a href="/expense/marketing-expense-management/"> <span class="dropdown-item-header"> Marketing </span> <div class="dropdown-item-desc"> Market your offering and leave your expense reporting to us </div> </a> </div> </div> </div> <div class="group-header"> By Size </div> <div class="dropdown-list-container"> <div class="dropdown-item"> <div class="solution-icon self-employed"></div> <div> <a href="/expense/self-employed-expense-tracking/"> <span class="dropdown-item-header"> Self-employed </span> <div class="dropdown-item-desc"> Be your own boss, we'll handle your expenses </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon small-business"></div> <div> <a href="/expense/free-expense-reporting-software/"> <span class="dropdown-item-header"> Small Business </span> <div class="dropdown-item-desc"> Grow your business, we'll handle your expense management </div> </a> </div> </div> <div class="dropdown-item"> <div class="solution-icon enterprise"></div> <div> <a href="/expense/enterprise-expense-management/"> <span class="dropdown-item-header"> Enterprise </span> <div class="dropdown-item-desc"> Major deals require your time, leave the expense management to us </div> </a> </div> </div> </div> </div> </li> <li class="customers"> <a href="/expense/case-study/">Customers</a> </li> <li class="accountants"> <a href="/expense/become-a-partner/">Partner With Us</a> </li> <li class="ze-dropdown-menu ze-resources"> <a href="#"> Resources <span class="ze-arrow-down"></span> </a> <div class="ze-dropdown-list"> <div class="dropdown-list-container"> <div class="dropdown-item"> <div class="resources-icon mobile-apps"></div> <div> <a href="/expense/mobile-apps/"> <span class="dropdown-item-header"> Mobile Apps </span> <div class="dropdown-item-desc"> Access Zoho Expense on iOS, Android, iPadOS, MacOS, and WatchOS </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon addons"></div> <div> <a href="/expense/addons/"> <span class="dropdown-item-header"> Integrations </span> <div class="dropdown-item-desc"> Make employees lives easier by integrating with several apps </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon webinars"></div> <div> <a href="/expense/webinars/"> <span class="dropdown-item-header"> Webinars </span> <div class="dropdown-item-desc"> Learn about Zoho Expense from our experts </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon forums"></div> <div> <a href="https://help.zoho.com/portal/en/community/zoho-expense/"> <span class="dropdown-item-header"> Forums </span> <div class="dropdown-item-desc"> Post your queries, get answers, and find important updates </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon faq"></div> <div> <a href="/expense/kb/"> <span class="dropdown-item-header"> FAQ </span> <div class="dropdown-item-desc"> Find answers to frequently asked questions here </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon help-docs"></div> <div> <a href="/expense/help/"> <span class="dropdown-item-header"> Help Docs </span> <div class="dropdown-item-desc"> Get comprehensive user guides for each module </div> </a> </div> </div> <div class="dropdown-item"> <div class="resources-icon business-guides"></div> <div> <a href="/expense/resources/"> <span class="dropdown-item-header"> Business Guides </span> <div class="dropdown-item-desc"> Get insights into travel and expenses in the business world </div> </a> </div> </div> </div> <div class="ze-all-resources-btn-wrapper"> <a href="/expense/support/" class="btn ze-all-resources-btn"> All Resources <span class="arrow"><svg xmlns="http://www.w3.org/2000/svg" viewbox="220 -220 512 512"> <path d="M719.5 7.4L526.7-185.5c-15.8-15.8-41.5-15.8-57.3 0-15.8 15.8-15.8 41.5 0 57.3L593.1-4.5H261.5C239.2-4.5 221 13.6 221 36s18.1 40.5 40.5 40.5h331.6L469.4 200.2c-15.8 15.8-15.8 41.5 0 57.3 7.9 7.9 18.3 11.9 28.6 11.9s20.7-4 28.6-11.9L719.5 64.6c15.9-15.8 15.9-41.4 0-57.2z"/> </svg> </span> </a> </div> </div> </li> <li class="sub-menu-mobile"> <a href="/expense/mobile-apps/">Mobile Apps</a> </li> <li class="sub-menu-integrations"> <a href="/expense/addons/">Integrations</a> </li> <li class="sub-menu-accountants"> <a href="/expense/become-a-partner/">Partner With Us</a> </li> <li class="sub-menu-resources"> <a href="/expense/support/">Resources</a> </li> <li class="sub-menu-faq"> <a href="/expense/kb/">FAQ</a> </li> <li class="sub-menu-help"> <a href="/expense/help/">Help Docs</a> </li> </ul> </div> </div> <main> <section class="ze-feature"> <div class="hero"> <div class="hero-text"> <p class="hero-links"> <a class="hero-link-home" href="/expense/expense-features/"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 40 40" fill="#AD8C6F"><path d="M35.6 19.6L20.7 4.3c-.4-.4-1-.4-1.4 0L4.4 19.6c-.6.5-.6 1.4 0 2 .3.3.6.4 1 .4H8v12c0 1.1.9 2 2 2h6c1.1 0 2-.9 2-2v-5c0-.6.4-1 1-1h2c.6 0 1 .4 1 1v5c0 1.1.9 2 2 2h6c1.1 0 2-.9 2-2V22h2.6c.8 0 1.4-.6 1.4-1.4 0-.4-.1-.7-.4-1z"/></svg> Home </a> / <a class="hero-link-parent" href="/expense/expense-reporting/">Expense Reports</a> / <a class="hero-link-current" href="/expense/expense-reports/">Manage Expenses</a> </p> <h1> Manage your expense reports more effectively </h1> <h2> Make employees look forward to adding expenses to a report and submitting it for approval. With Zoho Expense, you can make your expense report management process a breeze for your entire organization. </h2> <div> <a class="btn ze-btn-filled signup-btn ze-access" href="/expense/signup">TRY FREE FOR 14 DAYS</a> <button type="button" class="ze-btn-filled demo-request-button" onclick="showDemoRequestModal()"> REQUEST A DEMO </button> </div> </div> </div> </section> <section class="screenshot-center-container" > <div class="screenshot-center"> <div class="heading"> <h3> <img src="/expense/expense-reports/auto-generate-report-name-number.svg" class="icon" alt="" role="presentation"> Auto-generate expense report name and number </h3> <p>Tired of coming up with different names and numbers for your reports? Leave it to us. Zoho Expense generates report numbers based on the prefix and first number you set, and report names based on the placeholders you provide.</p> </div> <div class="screenshot"> <picture> <source srcset="/expense/expense-reports/auto-generate-report-1x.webp 1x, /expense/expense-reports/auto-generate-report-2x.webp 2x" type="image/webp"> <source srcset="/expense/expense-reports/auto-generate-report-1x.png 1x, /expense/expense-reports/auto-generate-report-2x.png 2x" type="image/png"> <img src="/expense/expense-reports/auto-generate-report-1x.png" alt="Expense report management software screen showing the auto-generated expense report name and number" > </picture> </div> </div> </section> <section class="two-col-padded-text-screenshot" > <div class="col"> <img src="/expense/expense-reports/create-report-types.svg" class="icon" alt="" role="presentation"> <div class="col-text"> <h3>Create expense report types</h3> <p>Group relevant expense types to create report types. For example, you can create a report type called Business Trip and include expense types like air travel, lodging, and food. This would ensure employees can only add expenses that fall under these expense types, giving you more control over what they report.</p> </div> </div> <div class="col"> <div class="screenshot"> <picture> <source srcset="/expense/expense-reports/create-report-types-1x.webp 1x, /expense/expense-reports/create-report-types-2x.webp 2x" type="image/webp"> <source srcset="/expense/expense-reports/create-report-types-1x.png 1x, /expense/expense-reports/create-report-types-2x.png 2x" type="image/png"> <img src="/expense/expense-reports/create-report-types-1x.png" alt="Expense report manager app screenshot depicting the different expense report types"> </picture> </div> </div> </section> <section class="screenshot-center-container" > <div class="screenshot-center"> <div class="heading"> <h3> <img src="/expense/expense-reports/comprehensive-expense-report.svg" class="icon" alt="" role="presentation"> Create comprehensive expense reports </h3> <p>Compile all the expenses into a neat expense report and submit it for approval. Or just automate the whole process.</p> </div> <div class="screenshot"> <picture> <source srcset="/expense/expense-reports/comprehensive-expense-reports-1x.webp 1x, /expense/expense-reports/comprehensive-expense-reports-2x.webp 2x" type="image/webp"> <source srcset="/expense/expense-reports/comprehensive-expense-reports-1x.png 1x, /expense/expense-reports/comprehensive-expense-reports-2x.png 2x" type="image/png"> <img src="/expense/expense-reports/comprehensive-expense-reports-1x.png" alt="Screenshot of a comprehensive expense report in Zoho Expense" > </picture> </div> </div> </section> <section class="two-col-padded-box" style="background-color: white;"> <div class="col"> <img src="/expense/expense-reports/apply-cash-advances.svg" class="icon" alt="" role="presentation"> <div class="col-text"> <h3>Apply cash advances</h3> <p>Does your organization provide cash advances to employees before they embark on a business trip? No worries. Zoho Expense lets employees add these advances and apply them to their expense reports to automatically offset reimbursement amounts.</p> </div> </div> <div class="col"> <img src="/expense/expense-reports/generate-report-pdf.svg" class="icon" alt="" role="presentation"> <div class="col-text"> <h3>Generate report PDFs</h3> <p>Download reports as PDFs to store on your computer. Zoho Expense lets you choose what fields should be included on the PDF so you can export them accordingly.</p> </div> </div> </section> <section class="ze-testimonials-container"> <h3>Testimonials</h3> <div> <div class="ze-testimonials"> <div class="ze-testimonial" data-tab="testimonial" onclick="setTab('testimonial', 0 )"> <div class="ze-testimonial-image avp-finance" role="img"> <div class="ze-testimonial-logo"></div> </div> <div class="ze-testimonial-text"> <p> 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. </p> <div class="ze-testimonial-customer"> <p class="name">Brittany Cisneros</p> <p class="company">AVP Finance, Impact Floors of Texas LP</p> </div> </div> </div> <div class="ze-testimonial" data-tab="testimonial" onclick="setTab('testimonial', 1 )"> <div class="ze-testimonial-image exotel" role="img"> <div class="ze-testimonial-logo"></div> </div> <div class="ze-testimonial-text"> <p> 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. </p> <div class="ze-testimonial-customer"> <p class="name">Janani</p> <p class="company">Director of Finance, Exotel</p> </div> </div> </div> <div class="ze-testimonial" data-tab="testimonial" onclick="setTab('testimonial', 2 )"> <div class="ze-testimonial-image lakeside-lutheran" role="img"> <div class="ze-testimonial-logo"></div> </div> <div class="ze-testimonial-text"> <p> 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! </p> <div class="ze-testimonial-customer"> <p class="name">Becky Retzlaff</p> <p class="company">Financial Manager, Lakeside Lutheran High School</p> </div> </div> </div> <div class="ze-testimonial" data-tab="testimonial" onclick="setTab('testimonial', 3 )"> <div class="ze-testimonial-image paperboat" role="img"> <div class="ze-testimonial-logo"></div> </div> <div class="ze-testimonial-text"> <p> 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. </p> <div class="ze-testimonial-customer"> <p class="name">Hector Beverages Paperboat</p> </div> </div> </div> <div class="ze-testimonial" data-tab="testimonial" onclick="setTab('testimonial', 4 )"> <div class="ze-testimonial-image razorpay" role="img"> <div class="ze-testimonial-logo"></div> </div> <div class="ze-testimonial-text"> <p> Expense reporting has been so easy after we started using Zoho Expense. The efficiency of expense reporting and reimbursement has improved multifold. </p> <div class="ze-testimonial-customer"> <p class="name">Razorpay</p> </div> </div> </div> <div class="ze-testimonial" data-tab="testimonial" onclick="setTab('testimonial', 5 )"> <div class="ze-testimonial-image sarla-advantech" role="img"> <div class="ze-testimonial-logo"></div> </div> <div class="ze-testimonial-text"> <p> 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! </p> <div class="ze-testimonial-customer"> <p class="name">Ms. Sushama Telang</p> <p class="company">COO, Sarla Advantech Pvt. Ltd</p> </div> </div> </div> </div> <div class="ze-testimonial-shadow"></div> </div> <div class="ze-testimonials-nav"> <button type="button" data-tab-button="testimonial" onclick="setTab('testimonial', 0 )"></button> <button type="button" data-tab-button="testimonial" onclick="setTab('testimonial', 1 )"></button> <button type="button" data-tab-button="testimonial" onclick="setTab('testimonial', 2 )"></button> <button type="button" data-tab-button="testimonial" onclick="setTab('testimonial', 3 )"></button> <button type="button" data-tab-button="testimonial" onclick="setTab('testimonial', 4 )"></button> <button type="button" data-tab-button="testimonial" onclick="setTab('testimonial', 5 )"></button> </div> </section> <section class="punchline"> <h2> Make the expense reporting process effortless </h2> <a class="btn ze-btn-filled signup-btn ze-access" href="/expense/signup">Stay Compliant</a> <button type="button" class="ze-btn-filled demo-request-button" onclick="showDemoRequestModal()"> REQUEST A DEMO </button> <div class="punchline-box"></div> <div class="punchline-box"></div> <div class="punchline-box"></div> </section> <section class="other-features-container"> <h2> Other Features </h2> <div class="other-features" role="tablist" aria-label="Other Features"> <button class="other-feature " data-feature="0" type="button" onclick="highlightOtherFeature(this)" role="tab" id="tab-expenses" aria-selected="false" > Expenses </button> <button class="other-feature " data-feature="1" type="button" onclick="highlightOtherFeature(this)" role="tab" id="tab-cards" aria-selected="false" > Cards </button> <button class="other-feature current-active" data-feature="2" type="button" onclick="highlightOtherFeature(this)" role="tab" id="tab-expense-reports" aria-selected="false" > Expense Reports </button> <button class="other-feature " data-feature="3" type="button" onclick="highlightOtherFeature(this)" role="tab" id="tab-travel" aria-selected="false" > Travel </button> <button class="other-feature " data-feature="4" type="button" onclick="highlightOtherFeature(this)" role="tab" id="tab-purchase-requests" aria-selected="false" > Purchase requests </button> <button class="other-feature " data-feature="5" type="button" onclick="highlightOtherFeature(this)" role="tab" id="tab-approvals" aria-selected="false" > Approvals </button> <button class="other-feature " data-feature="6" type="button" onclick="highlightOtherFeature(this)" role="tab" id="tab-audit-and-compliance" aria-selected="false" > Audit and compliance </button> <button class="other-feature " data-feature="7" type="button" onclick="highlightOtherFeature(this)" role="tab" id="tab-reimbursement" aria-selected="false" > Reimbursement </button> <button class="other-feature " data-feature="8" type="button" onclick="highlightOtherFeature(this)" role="tab" id="tab-expense-control" aria-selected="false" > Expense Control </button> <button class="other-feature " data-feature="9" type="button" onclick="highlightOtherFeature(this)" role="tab" id="tab-for-enterprises" aria-selected="false" > For Enterprises </button> <div class="ze-other-features-shadow"></div> </div> <div class="other-feature-tiles" data-feature-tiles="0" id="expenses" role="tabpanel" aria-labelledby="tab-expenses" > <div class="other-feature-tile"> <img class="icon" src="/expense/receipts-and-expenses/receipt-management.svg"> <div> <h4>Receipt Management</h4> <p>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.</p> <a href="/expense/receipt-tracking/">Learn More</a> </div> </div> <div class="other-feature-tile"> <img class="icon" src="/expense/receipts-and-expenses/expense-management.svg"> <div> <h4>Expense Management</h4> <p>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.</p> <a href="/expense/expense-management-software/">Learn More</a> </div> </div> <div class="other-feature-tile"> <img class="icon" src="/expense/receipts-and-expenses/mileage-tracking.svg"> <div> <h4>Mileage Tracking</h4> <p>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.</p> <a href="/expense/mileage-tracking-app/">Learn More</a> </div> </div> <div class="other-feature-tile"> <img class="icon" src="/expense/expense-features/perdiem-icon.svg"> <div> <h4>Per diem</h4> <p>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.</p> <a href="/expense/per-diem/">Learn More</a> </div> </div> </div> <div class="other-feature-tiles" data-feature-tiles="1" id="cards" role="tabpanel" aria-labelledby="tab-cards" > <div class="other-feature-tile"> <img class="icon" src="/expense/cards/corporate-card.svg"> <div> <h4>Corporate Card Reconciliation</h4> <p>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.</p> <a href="/expense/corporate-card-management/">Learn More</a> </div> </div> </div> <div class="other-feature-tiles" data-feature-tiles="2" id="expense-reports" role="tabpanel" aria-labelledby="tab-expense-reports" > <div class="other-feature-tile"> <img class="icon" src="/expense/expense-reporting/expense-report-automation.svg"> <div> <h4>Expense Report Automation</h4> <p>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.</p> <a href="/expense/expense-report-automation/">Learn More</a> </div> </div> </div> <div class="other-feature-tiles" data-feature-tiles="3" id="travel" role="tabpanel" aria-labelledby="tab-travel" > <div class="other-feature-tile"> <img class="icon" src="/expense/travel-expense-reporting/create-travel-request.svg"> <div> <h4>Trips</h4> <p>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.</p> <a href="/expense/travel-expense-reporting/">Learn More</a> </div> </div> </div> <div class="other-feature-tiles" data-feature-tiles="4" id="purchase-requests" role="tabpanel" aria-labelledby="tab-purchase-requests" > <div class="other-feature-tile"> <img class="icon" src="/expense/purchase-request/reduce-fraudulent-spending.svg"> <div> <h4>Purchase requests</h4> <p>Use Zoho Expense to manage your purchase requests and make your ordering process easy and problem-free.</p> <a href="/expense/purchase-request/">Learn More</a> </div> </div> </div> <div class="other-feature-tiles" data-feature-tiles="5" id="approvals" role="tabpanel" aria-labelledby="tab-approvals" > <div class="other-feature-tile"> <img class="icon" src="/expense/approval-management/simplified-approvals.svg"> <div> <h4>Simplified Approvals</h4> <p>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.</p> <a href="/expense/expense-report-approval/">Learn More</a> </div> </div> <div class="other-feature-tile"> <img class="icon" src="/expense/approval-management/custom-approvals.svg"> <div> <h4>Custom Approvals</h4> <p>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.</p> <a href="/expense/custom-approval/">Learn More</a> </div> </div> </div> <div class="other-feature-tiles" data-feature-tiles="6" id="audit-and-compliance" role="tabpanel" aria-labelledby="tab-audit-and-compliance" > <div class="other-feature-tile"> <img class="icon" src="/expense/audit-and-compliance/expense-auditing.svg"> <div> <h4>Expense Auditing</h4> <p>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.</p> <a href="/expense/expense-report-audit/">Learn More</a> </div> </div> <div class="other-feature-tile"> <img class="icon" src="/expense/audit-and-compliance/compliance.svg"> <div> <h4>Compliance</h4> <p>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.</p> <a href="/expense/compliance/">Learn More</a> </div> </div> </div> <div class="other-feature-tiles" data-feature-tiles="7" id="reimbursement" role="tabpanel" aria-labelledby="tab-reimbursement" > <div class="other-feature-tile"> <img class="icon" src="/expense/expense-reimbursement-software/directly-deposit-reimbursements.svg"> <div> <h4>Reimbursement</h4> <p>Process expense 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.</p> <a href="/expense/expense-reimbursement-software/">Learn More</a> </div> </div> </div> <div class="other-feature-tiles" data-feature-tiles="8" id="expense-control" role="tabpanel" aria-labelledby="tab-expense-control" > <div class="other-feature-tile"> <img class="icon" src="/expense/expense-features/policies.svg"> <div> <h4>Policies</h4> <p>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.</p> <a href="/expense/policies/">Learn More</a> </div> </div> <div class="other-feature-tile"> <img class="icon" src="/expense/expense-features/expense-rules.svg"> <div> <h4>Expense Rules</h4> <p>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.</p> <a href="/expense/expense-rules/">Learn More</a> </div> </div> <div class="other-feature-tile"> <img class="icon" src="/expense/expense-features/budgets.svg"> <div> <h4>Budgets</h4> <p>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.</p> <a href="/expense/budgets/">Learn More</a> </div> </div> </div> <div class="other-feature-tiles" data-feature-tiles="9" id="for-enterprises" role="tabpanel" aria-labelledby="tab-for-enterprises" > <div class="other-feature-tile"> <img class="icon" src="/expense/expense-automation/setup-workflow-rules.svg"> <div> <h4>Automation</h4> <p>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.</p> <a href="/expense/expense-automation/">Learn More</a> </div> </div> <div class="other-feature-tile"> <img class="icon" src="/expense/collaboration/reduce-turnaround-time.svg"> <div> <h4>Collaboration</h4> <p>Quit sending back and forth emails about expense reports. Collaborate with employees contextually and without delay.</p> <a href="/expense/collaboration/">Learn More</a> </div> </div> <div class="other-feature-tile"> <img class="icon" src="/expense/customization/customize-creation-forms.svg"> <div> <h4>Customization</h4> <p>Set up custom components, customize what employees see when they use Zoho Expense, and personalize your expense management process.</p> <a href="/expense/customization/">Learn More</a> </div> </div> </div> </section> <div class="footer"> <div class="footer-links footer-mobile"> <ul> <li>Features</li> <li><a href="/expense/receipts-and-expenses/">Expenses</a></li> <li><a href="/expense/mileage-reimbursement-tracker/">Mileage Tracking</a></li> <li><a href="/expense/expense-report-automation/">Expense Reporting Automation</a></li> <li><a href="/expense/corporate-card-management/">Corporate Card Reconciliation</a></li> <li><a href="/expense/direct-feed-for-corporate-cards/">Direct Feeds</a></li> <li><a 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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.</p> <div class="slider-logo-container"> <div class="slider-logo puma"></div> <div class="slider-heading"> <h3>Mark Hawkins</h3> <p>Director, Operations PUMA SEA</p> </div> </div> </div> <div class="slide-content"> <p>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.</p> <div class="slider-logo-container"> <div class="slider-logo iffco"></div> <div class="slider-heading"> <h3>Jaroslaw Pietraszko</h3> <p>Director ERP & Digital Transformation, IFFCO Group</p> </div> </div> </div> <div class="slide-content"> <p>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.</p> <div class="slider-logo-container"> <div class="slider-logo tataplay"></div> <div class="slider-heading"> <h3>Amit Rai</h3> <p>CHRO, Tata Play Fiber</p> </div> </div> </div> </div> <button class="dot active" onclick="currentDemoRequestModalTestimonial(0)"></button> <button class="dot" onclick="currentDemoRequestModalTestimonial(1)"></button> <button class="dot" onclick="currentDemoRequestModalTestimonial(2)"></button> <div class="rating-section"> <hr> <h3 class="rating-section-title">Rated by the best</h3> <img src="/expense/images/index/rating-image-1x.png?v=2" srcset="/expense/images/index/rating-image-2x.png?v=2 2x" width="500" height="73" > </div> </div> <div class="demorequest-right-section"> <button type="button" class="close-btn" aria-label="Close" onclick="hideDemoRequestModal()"> <img alt="close" src="/expense/images/cross-thin.svg" width="10px"> 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