Zoho Expense

Zoho Expense is a travel and expense management platform that lets employees submit expense claims and lets finance teams review, approve and control that spending. It suits any business that wants to move away from paper receipts and spreadsheets for expense reporting.

What Zoho Expense does

Employees record expenses (often by scanning a receipt), group them into reports, and submit them for approval. Admins configure the organisation, its users and its spending policies so that reporting and approval follow consistent rules.

Main capabilities

• Organisation setup, including profile, branding, branches and currencies for international spending.
• User management, with roles and departments to control access and reporting.
• Expense policies that set spending limits and automatically flag anything outside them.
• Tags for categorising expenses by department, project or branch.
• Reporting and analytics on spending across the organisation.

Topics covered in this section

This knowledge base section covers setting up your organisation in Zoho Expense, managing users and roles, and configuring expense policies.

Frequently asked questions

Is Zoho Expense only for large companies?

No, it suits businesses of any size, from a small team submitting occasional claims to a large organisation with multiple branches and approval chains.

Can Zoho Expense enforce our company’s spending rules automatically?

Yes, expense policies let you set limits and allowances, and Zoho Expense flags anything outside them.

Does Zoho Expense connect with accounting software?

Yes, it’s designed to integrate with accounting systems such as Zoho Books, so approved expenses can flow through to your books.

Need help?

Need help setting up Zoho Expense for your business? Contact support@thoughtlogik.com or see our Zoho implementation services.