Zoho Expense

Audit Trail

Zoho Expense’s Audit Trail feature maintains a detailed, chronological record of all user activities and changes within the system. It provides transparency, accountability, and compliance by enabling administrators to track modifications, approvals, and transactions, thereby simplifying internal audits and ensuring integrity in financial and expense data management.

Bank Feed Sync

Zoho Expense’s Bank Feed Sync automatically imports transaction data from linked bank accounts, ensuring up-to-date expense records. This feature minimizes manual data entry, improves accuracy, and allows finance teams to reconcile expenses efficiently. It provides a real-time view of corporate spending, enhancing control over company finances.

Card Spending Tracker

The Card Spending Tracker in Zoho Expense monitors corporate card transactions, linking each purchase to users and expense categories. It provides visibility into spending patterns, enforces policy compliance, and simplifies reconciliation processes, helping organizations manage card usage responsibly and maintain budget control.

Dashboard

Zoho Expense’s Dashboard offers a centralized visual overview of key financial metrics, expense reports, and approval statuses. It delivers real-time insights through customizable widgets and graphs, enabling managers and finance teams to monitor spending trends, track budgets, and make informed decisions quickly.

Expense Approval

Zoho Expense’s Expense Approval feature supports customizable workflows for reviewing and authorizing submitted expenses. It enforces company policies by requiring manager sign-offs and reduces processing delays. This feature improves accountability, streamlines reimbursement, and ensures only compliant expenses proceed within the organization.

Expense Report

Zoho Expense automatically compiles submitted receipts and expense details into comprehensive Expense Reports. These reports are easily generated, reviewed, and shared, facilitating reimbursement and accounting processes. This feature enhances accuracy, transparency, and expedites financial documentation for both employees and finance teams.

Expense Tracking

Zoho Expense’s Expense Tracking captures and categorizes all employee spending, providing a consolidated view of organizational expenses. It supports real-time monitoring and detailed reporting, helping companies control costs, enforce policies, and maintain compliance with financial regulations across multiple departments and projects.

Mileage Tracking

Zoho Expense’s Mileage Tracking enables users to log business travel distances via manual entry or GPS. It calculates reimbursements based on customizable rates, ensuring accurate and policy-compliant mileage claims. This feature simplifies travel expense reporting and supports efficient reimbursement workflows.

Multi-factor Authentication

Zoho Expense employs Multi-factor Authentication to enhance account security by requiring users to verify identity through multiple methods, such as passwords and mobile codes. This feature protects sensitive financial data, prevents unauthorized access, and strengthens overall system security for organizations.

Multi-level Approval

Zoho Expense’s Multi-level Approval feature allows expense reports to pass through multiple managerial tiers based on amount or department. This layered review process enhances oversight, ensures policy adherence, and reduces risk by involving appropriate stakeholders in the approval of higher-value expenses.

Multiple Reporting Currency

Zoho Expense supports Multiple Reporting Currency, enabling users to submit expenses in different currencies while automatically converting them using real-time exchange rates. This feature facilitates global operations by providing accurate consolidated financial reporting across regions and simplifies cross-border expense management.

Receipt Management

Zoho Expense’s Receipt Management allows users to upload, store, and organize digital receipts securely. It links receipts to corresponding expenses, creating a complete audit trail. This feature reduces paper clutter, improves documentation accuracy, and simplifies compliance with company policies and tax regulations.

Receipt Scanner

Zoho Expense’s Receipt Scanner uses OCR technology to extract key details from photographed or scanned receipts, automatically populating expense fields. This reduces manual entry errors, accelerates report creation, and enhances accuracy, making expense submission faster and more user-friendly.

Reconciliation Summary

Zoho Expense’s Reconciliation Summary consolidates bank, card, and expense data, highlighting discrepancies and unmatched transactions. It helps finance teams verify accuracy before finalizing records, streamlining the reconciliation process, and ensuring financial data integrity across the organization.

Reimbursement Management

Zoho Expense’s Reimbursement Management tracks approved expense claims through to payment, ensuring employees receive timely and accurate reimbursements. It automates disbursement workflows and maintains compliance with company policies, improving employee satisfaction and reducing administrative workload.

Single Sign On

Zoho Expense supports Single Sign On (SSO), allowing users to access the platform using existing corporate credentials. This feature simplifies login processes, enhances security by centralizing authentication, and improves user convenience while reducing password management overhead.

Spend Control

Zoho Expense’s Spend Control enables organizations to set budget limits, spending policies, and automated alerts. It monitors real-time expenses to prevent policy violations and overspending, empowering finance teams to maintain financial discipline and optimize resource allocation effectively.

Tax Claim

Zoho Expense’s Tax Claim feature identifies reclaimable taxes like VAT or GST from expenses and prepares detailed reports for filing. It streamlines tax recovery processes, enhances compliance with tax regulations, and helps organizations maximize refunds from eligible expenditures.

Third-party Integration

Zoho Expense integrates seamlessly with various third-party accounting, ERP, and payroll systems. These integrations automate data synchronization, reduce manual entry, and ensure consistency across platforms. This feature improves operational efficiency and enables holistic financial management within the organization.

Time & Expense Tracking

Zoho Expense’s Time & Expense Tracking combines recording of billable hours with related expenses. It links data to specific projects or clients, enabling accurate billing and profitability analysis. This feature supports better resource management and enhances financial transparency for project-based organizations.