Item: Zoho Expense
Rating: 10
Author: Margaret Wood

Overall Satisfaction with Zoho Expense

Use Cases and Deployment Scope

Zoho Expenses is one of my most favorite apps. I cannot praise this software enough for the time and headaches it has taken away from me. Once you take the time on the front-end to set this up with your parameters, protocols, accounts, and users, it is very easy to train end-users. Our sales force can enter their expenses on the fly, attach images of receipts and never worry about forgetting to submit their reports by the closing date. We set up the program to auto-close the reporting period and submit the reports for approval/reimbursement in accordance with our specifications. Reps are notified when their reports are approved (or rejected), as well as when they have been reimbursed. Besides the ease of use and keeping my reps informed, Zoho Expenses is one of the only affordable expense reporting systems to integrate with QuickBooks Desktop.

Pros and Cons

Pros

The program will notify users if they have entered a duplicate charge.
Once the end-users understood that receipts were mandatory, attaching those receipts has become second-nature. The app makes it very easy to do so.

Cons

One of the biggest annoyances is that when I upload a file to QuickBooks, the entire Chart of Accounts is the uploaded from QuickBooks back into Zoho. I am constantly cleaning the Active List up. I have applied all the "fixes" from their IT dept, but this is a recurring occurrence.

Return on Investment

Expense reporting was a nightmare during the first year in our office. I was looking for a program that was user-friendly, affordable, accurate, and most of all -- integrated with QuickBooks Desktop. Zoho does all that. They also have a full suite of other apps that are able to be integrated.

Support Rating

The only reason I give Zoho a 9 is because of the issue with the Chart of Accounts skewing every time I export/import. I believe this is due to the fact that I use sub-accounts and Zoho cannot differentiate. Still hoping. :)

Key Insights

Do you think Zoho Expense delivers good value for the price?

Yes

Are you happy with Zoho Expense's feature set?

Yes

Did Zoho Expense live up to sales and marketing promises?

Yes

Did implementation of Zoho Expense go as expected?

Yes

Would you buy Zoho Expense again?

Yes

Other Software Used

Vonage Enterprise, HRdirect Smart Apps, Grammarly

Likelihood to Recommend

Setting aside the minor inconvenience regarding the Chart of Accounts, the rest of the program is 100% accurate, 100% of the time. I have had zero downtime with this program and trust the information to be consistently accurate.

Comments

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