Zoho Expense is a powerful expense tracking software. Its integrated features with other financial software ensure that your expenses are properly recorded and reported. It also has Workflow Rules, which allow you to manage your expenses more efficiently. Another great feature is its easy integration with QuickBooks Online.
Workflow Rules
Workflow Rules allow you to customize the way that Zoho Expenses performs certain tasks. These actions can be time-based and include alerts, tasks, field updates, and webhooks. They are triggered on the Rule Trigger Date and can be associated with existing alerts, tasks, and field updates.
Zoho Expenses features custom workflows and automated multi-level approvals. Besides, the app provides system visibility and analytics. For example, it can provide per-diem rates for traveling workers so that they don’t exceed daily spending limits.
Easy expense matching
Zoho Expenses Payroll allows users to match expenses with employees. It integrates with QuickBooks and offers several customizable features. For instance, users can set their budgets and receipt requirements. They can also generate expense reports based on employee information and categories. In addition, they can export data to Microsoft Excel or CSV files.
Zoho Expenses Payroll’s expense matching feature helps users automatically match expense reports with invoices. This makes the expense report process much easier. It can also automatically generate report numbers and names. Users can also set up an automatic bank feed to automatically import credit card transactions into the system each month. Once the expense reports are submitted, users can review them and approve them. They can also edit submitted reports.
Integrated with other financial software
Zoho Expenses payroll is fully integrated with Xero, which syncs your accounts and tracking categories. You can also export Zoho expense reports to Xero. To do this, open your Zoho Expense account and go to the Integrations section. Then, click the Connect button.
Zoho Expenses allows you to keep track of your expenses and provides analytics. The Zoho payroll system is fully integrated with the other Zoho products, such as Zoho Books and KeyPay. With Zoho Expenses, you can track all your employees’ expenses and provide financial insights to your team.
Integration with QuickBooks Online
Zoho Expenses Payroll can be integrated with QuickBooks Online. With the help of the Zoho Expenses Payroll integration, users can import or export employee expenses from QuickBooks Online. The data will be synced automatically between both apps.
Zoho Books has a number of advanced invoicing features. It has a number of pre-built invoice templates and allows companies to place payment gateway and bank transfer links directly into invoices. It also tracks invoices and includes features like recurring invoices, reminders, and batch invoicing.