How does Zoho Expense simplify travel and reimbursement management for clients?

How does Zoho Expense simplify travel and reimbursement management for clients?


Info

Zoho Expense is designed to automate and control employee spending while offering a smooth reimbursement experience. MSPs managing finance operations for clients can implement strict spending controls and provide full visibility into expense claims.

Core functionalities include:

  • Mobile Expense Capture: Employees photograph receipts which are auto scanned using OCR for instant entry.

  • Policy Enforcement: Client-specific spending limits, per diem rules, and allowed categories can be enforced.

  • Approval Chains: Create multi-level approval workflows based on amount or expense type.

  • Credit Card Reconciliation: Match expenses with corporate card feeds for faster processing.

  • Expense Analytics: Reports on top spenders, policy violations, and travel vs. non-travel claims.

  • Integration with Zoho Books: Approved reimbursements sync directly for final settlement or payroll processing.

This significantly reduces delays, errors, and non-compliant expense claims.