The Zoho Expense application and tracking customer related expenses

17.04.15 12:42 PM By Allan

Zoho have recently announced the online Zoho Expense tracker application that has been designed to save sales execs time when tracking their client related expenses.

Zoho Expense tracking and expense reporting application

Zoho Expense allows sales reps. to automate a number of financial management processes that takes away from the time that they should selling. 


The main features of Zoho Expense are: 

  • Automate expense recording.
  • Import card transactions.
  • Expense on the go.
  • Control expenditures.
  • Simplify approvals.
  • Gain visibility into spending.

Zoho expense tracking and reporting.

Sales people using the Zoho Expense tracking application’s auto scan feature can take images of their receipts and automatically upload them into the app. 


Furthermore they can also sync their credit cards with Zoho Expense and, with a quick click, the transaction is converted to an expense. 


Expense approval is streamlined with sales managers being able to approve requests that go over the expense budget. 


Additionally sales managers can be notified when a Zoho Expense user has breached an expense policy.


Integrated with Zoho Books and Zoho CRM


Zoho Expense integrates with Zoho Books which makes the reimbursement procedure much easier for the accounts department.


And for sales execs that are Zoho CRM users a user account is automatically created for them in Zoho Expense. 


And in the future the Zoho developers plan to have Zoho CRM users creating and submitting expense reports without leaving their CRM.


Expense Reporting


Zoho Expense makes it very easy to collate expenses and create expense reports which means that you can gain more visibility into spending. 


Expense Claims On the Go

Record expenses on the go and then submit them for approval with only a smartphone.


Furthermore a built in mileage tracking feature assists Zoho Expense users to keep track of the distance they have driven relating to a client.


Discover how Zoho Expense can assist your company to improve the control your expenditures, simplify expense approvals and gain better visibility into spending by contacting us today or drop us a note to info at mangoho dot com.


Crafting online business solutions for our Zoho clients in the U.K. is at the heart of what we do at Mangoho.


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Allan