Opiniones de Zoho Expense

Su capacidad de gestion de facturas es muy buena eficaz y rapida

Algunas opciones no quedan claras pero se entienden

Me gusta la facilidad de reportar los gastos desde un Smartphone, lo que agiliza la función.

No es un software intuitivo, hay que tomarse el tiempo necesario para conocer como funciona y poder utilizarlo.

Automatiza el registro de gastos rápidamente buenas herramientas

Quizás algún toturial de introducción al programa

A great alternative to Expensify... simple to use.

Nothing so far, but we're still trying out.

This is a great product which allows you to track expenses in a single view, shows duplicated charges, and its approval settings really help improve the expending culture in the company. In addition, has a Free Plan!

The issue, like any solution, depends on its compatibility with other solutions like Quickbooks, but it does have an easy workaround so that would be a minimum problem.

In the past it was easy to match things up now it take longer than if you were to photocopy and do an excel report

It keeps getting harder to use with every upgrade. Top enter an expense know you have to go to three different screen to match them up and most of the time you manually have to match them up which takes even longer. The worst part is they can even correctly do their own receipt

More affordable than the competitionMore features out of the box

None to be honest, I just love Zoho, they are very good

Ease of use and ZOHO integration with our PLUS

Nothing yet, but should be inlcuded in ZOHO PLUS

easy to use and setup. makes handling expense a breeze

i didnt see a reoccuring feature on the product.

its mobile and allows me to record my expenses any time, any place any where when convenient so I don't forget, and most of my expenses are billable to clients.

it's a learning curve to ensure all the integrations happen, I thought by downloading the app against the main ZOHO Books account it would sync and did not realise it would not work this way

We switched because Zoho Expense offered more features for less cost compared to what we were previously using. Expense reimbursement management made easy.

Sometimes it takes a chat/call to support to find a setting or remedy something not working as expected. I would prefer to have it be a little more intuitive in the finer settings, but support always comes through with help.

Thank You Zoho Expense for allowing me to utilize your "Neat" Expense Report Writing Software! I thorughly enjoyed the experience! I highly reccomend this package!!

Not much in the way of dislike. I think that the interface could be a little more graphic oriented to explain the goals of a particular task.

Reports are easy to create, change, and add to.

Nothing. The nav bar is simple and straightforward.

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

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.

I love how organized Zoho Expense keeps our company spending. It also integrates with our accounting software, Zoho Books which helps keep all of our expenses in sync.

It is somewhat difficult to figure out as a beginner. We also had issues with connecting Zoho expense with our Zoho Books.

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!

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

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

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.

I like the many options for submitting an expense and the ease at which you can do this instantly or store expenses for categorization and submission later on.
It is intuitive and covers pretty much all the aspects I need for financing a range of employees both office based and remote workers.

I would like to see the option of being able to create different report templates for different employees who have varying circumstances, e.g company or personal car. You can do this by creating separate company policies for individuals but that is not overly clear.

Function for the cost. It does everything we need and keeps us within budget. They even gave us a discount as a non-profit. It was also intuitive enough that I was able to get it up and running without a lot of extra training/issues. I watched a couple YouTube videos and called customer service with one question.

When I add a new budget category, it is automatically added to everyone's policy list instead of being able choose the often one or two who actually need it. I would also like to be able to completely eliminate mileage as a category.

Install: Easy to install and start up. Learning curve was minimal (but I have many years of finance systems experience, so I'm not sure if it would have been easy for those with no experience).
Mobile app: The ease of mobile input. Great features, easy enough to figure it out without help. Smart layout. There are excellent help instructions available online.
Desktop software: Easy to move around and find what you need. Love how you can jump to details from relevant screens. Can't get lost, you can always figure your way back from the convenient side bar. Good basic analytics. Edit functions are everywhere, so that's convenient too. Overall, I'm clearly a fan.

Mobile auto scan needs improvement. Although the scanning was helpful, it no doubt saved me lots of manual input time. The scanner picked up info, not even my eyes could see! But...
1- Doesn't pick up the name of vendor most of the time. Manual input required.
2- Auto scan AI categorization is clunky. Picks up at the vendor level, so assigns the same category to every item on the receipt, which is unrealistic. Should be at the line item, AI can learn through history and provide an accurate auto scanning feature worth paying for (significant $ upgrade for unlimited auto scans, expect it should scan better!).
3-It would also get data misaligned. The item description aligned to the wrong amount. So I had to fix quite a few mobile receipt scans.
4- Would get confused and pick up the line item description (example: price per unit) and create a new line item. So I have to do some clean-up on that too before submission.
5- Auto scans have a waiting period. So not in real-time. Thats inconvenient, especially since I'm not sure how long it takes. So have to keep checking. Would be good to get a text or something to alert when ready so I don't have to keep checking periodically.
6- Too bad my POS does not integrate with Zoho, only QuickBooks. It would be a huge improvement.
7- Quite a few modules...need to figure all that out. Improved storyline would be better on how it fits together.

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.

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.

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!!

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.

I've been using Zoho Expense as a sole proprietor as it most closely mirrors the larger expense tracking systems I used as a corporate employee. It was easy to set up and there is a minimal amount of work at the beginning of each year to ready the system for the upcoming year. I like that I am able to attach my receipts to each expense and it's all in one place. It's a very intuitive product and I can easily upload receipts when I'm on the road.

I have been using the free version but am upgrading to the next level so that I can easily run itemized reports for each category for tax purposes. I have tried other software but Zoho expense gives me what I need.

It is very easy to use even for novice and beginners. It categorizes all expenses into headings. It allows for Bank account to be linked and downloaded into the software. All expenses are downloaded and it is user-friendly. The navigation is perfect and easy to use. Chart of Account is well detailed. Account reconciliation makes accounting and bookkeeping accelerated. There is no delay in generating reports and tracking expenses based on budget.

I have not had any issue using this software and it has served the accounting department so well and it handles all discrepancies.

We like the transparency and ease to customize. For us as a company, it helps all levels of staff to know exactly where the report is and the timeline around processing. It helps us avoid the exchange of 100s of emails over petty issues.

I wish we could disable a few features that do not apply to our organisation. Zoho has already customised the software a lot for us, but having a features not in use disabled on everybody's dashboard would reduce some questions/ uncertainty.