Zoho Expense is expense reporting software that aims to simplify the expense reporting process. It allows submitters to upload receipts and create expense entries, approvers to review and approve reports, and administrators to manage the system. Key features include receipt scanning, configurable expense policies and approval workflows, online reimbursements, analytics on spending patterns, and integrations with other apps. The document promotes Zoho Expense as an all-in-one solution for businesses to digitize, streamline, and control their expense management.

1. Expense Reporting Software
Expense reports, the easy way

2. What is an expense report?
• An expense report simply put, is a list of expenses made by your employees while
representing your organization on trips and meetings
Submitter Approver Administrator
Expense reporting typically involves three types of roles

3. • Submitter can upload receipts, create expense entries
and submit expense reports for approvals. (Employees)
• Approvers can perform all actions of the submitter and
also have the power to approve reports submitted to
them (Managers)
• Administrators can access all modules of the product, set
up policies and assign roles to users (Finance Teams)
Roles of expense reporting

4. • Submitter can upload receipts, create expense entries
and submit expense reports for approvals. (Employees)
• Approvers can perform all actions of the submitter and
also have the power to approve reports submitted to
them (Managers)
• Administrators can access all modules of the product, set
up policies and assign roles to users (Finance Teams)
Roles of expense reporting

5. • Submitter can upload receipts, create expense entries
and submit expense reports for approvals. (Employees)
• Approvers can perform all actions of the submitter and
also have the power to approve reports submitted to
them (Managers)
• Administrators can access all modules of the product,
set up policies and assign roles to users (Finance
Teams)
Roles of expense reporting
& more

6. The expense reporting process

7. From an employer's perspective
o Have policies in place before receiving
reimbursement requests from employees
o Distribute workload equally by assigning
approval flows to approvers
o Delegate access to appropriate approvers in
your absence
o Measure and track spending behavior to
make better informed decisions
The dos of expense reporting
From an employee's perspective
o Submit expenses on time, every time
o Have all details captured properly in
the expense report leaving no room for
inaccuracies
o Show proof of your spending with bills
and receipts
o Use your per diems intelligently

8. • Manual data entries
• Lengthy reimbursement times
• Policy incompliance
Challenges of
expense reporting
without software
• Inefficient corporate card management
• Low visibility into spending patterns

9. Zoho Expense -
Expense reports, the easy way
Try Zoho Expense for free
www.zoho.com/expense

10. Zoho Expense is online expense reporting
software built for businesses of all sizes. After
in-depth market research, Zoho Expense was
built to take on the most complex expense
reporting challenges with simple solutions
Zoho Expense

11. • Employees can scan receipts and create expense entries instantly with receipt auto-scans
• Scanning receipts captures the complete receipt details and makes an accurate
corresponding expense entry
• Employees can create expenses via the application in a matter of seconds with our inbuilt
expense creation forms
• Corporate and prepaid card transactions can also be brought in as expenses entries
• We've collaborated with Uber and Lyft so that your business cab travel expenses are
recorded directly in Zoho Expense.
Manual data entries - The solution

12. • Make reimbursements faster and safer with online reimbursements. Zoho Expense
allows you to make online reimbursements directly to your employee bank accounts
from within the Zoho Expense interface.
Lengthy reimbursement times -
The solution
Learn more on how you can make online reimbursements
https://www.zoho.com/us/expense/help/reimbursements/ach-forte.html

13. Policy incompliance - The solution
Gain more control
over your employee
spending using our
built-in policies.
Configure expense
amount limits for
each type of
expense.
Set up
daily/monthly/yearly
spending limits by
employee paygrade.

14. Connect corporate card
expense statements to
Zoho Expense to put
your card expenses on
record
Inefficient corporate card
management - The solution
Card expenses fetched
into Zoho Expense will be
auto-matched with
existing expense entries
on the fly
Finance teams get
complete visibility into
employee corporate card
spending and corporate
card expense entries

15. Analytics clarifies your spending in categories, giving you a deeper view of your company
spending With analytics, you can get a closer look at
• Expenses by specific categories
• Expenses by department
• Expenses by merchant
• Policy violations by users
• Trip stage analytics
Low visibility into spending patterns -
The solution

17. What more can Zoho expense
offer?
Customizable approval flows
Reports can be automatically routed
to the appropriate approver based on
your predefined criteria
Intuitive automation workflows
Set up customizable conditions that
would trigger a series of actions upon
occurence of a specific activity
Tax compliance
Configure taxes and apply them to your
expenses in a flash. Simply enter your
tax registration number to start creating
tax compliant expense reports
Expense reporting in multiple
currencies
Zoho Expense supports expense reporting
in all major currencies of the world
enabling reporting on a global stage

18. Check out our
sophisticated app that
keeps your expense
reporting mobile
https://www.zoho.com/expense/mobile-apps/

19. Elevate your expense reporting experience with in-house Zoho
applications and third-party integrations
Integrations
Explore more integrations
The terms and logo's are copyrighted

20. Our Customers love
Zoho Expense
Testimonials

21. Customer
Testimonials
Checkout our wall of love

22. Try Zoho Expense for a free 14 day trialTry Zoho Expense for a free 14 day trial
https://www.zoho.com/expense/