Zoho Expense: The Comprehensive Guide

In the first video of our the mobile section of lectures, we show an existing version of Zoho Expense through the mobile application. We walk the user through the initial dashboard and how to navigate to different areas within the application.

In this video, we go over the three different ways that a user can record the mileage that they drive through the Zoho Expense application

In this quick video, we go over how to submit a recorded expense within your organization and how you will be able to view a report once it is approved.

An important part of an expense system is categorizing the expenses. This video shows how to set up categories for your organization within Zoho Expense.

Defining who can approve an expense and under what conditions is important for an advanced approval process. In this video, we explain how to set up conditions and approvers within the Zoho Expense interface

A policy describes when and under what conditions a particular expense needs an approval process. In this video, we explain how to configure a policy to your organization's process.

Zoho Expense allows you to add corporate cards so expenses on these cards can be automatically added to Zoho Expense. In this video, we explain how to add new cards and how these expenses appear once imported.

A budget allows an organization to control the amount of spend by category, employee or even organization. In this video, we walk through how to set a budget for your organization.

A workflow allows for automatic reactions to a user's action within the system. This includes email notifications and internal tasks. In this video, we walk through how to set up the trigger, condition and action of a workflow.

Auto-reporting is a useful feature within Zoho Expense which allows reports to automatically be created at a pre-determined cadence. In this video, we walk through how to set up auto-reports and how it will appear to the user.

As with any cloud software, integrations can be important. Zoho Expense has a series of pre-defined integrations including QuickBooks. In this video, we explain how to setup the integration between QuickBooks and your instance of Zoho Expense.

Just like a corporate card, it is useful to add a corporate bank account to automatically record expenses. In this video, we walk through how to integrate Zoho Expense with your corporate account.

A merchant is the 3rd-party who is receiving the credit for your expense. Proper management of merchants allow for stronger reporting. In this video, we walk through how to configure the merchants within your Zoho Expense system.

Cloning an expense can be important to save time on data entry. This video explains how to clone an expense within your instance of Zoho Expense.

In some scenarios, including card de-activation, it's important to delete a corporate card in order to maintain a clean database. In this video, we walk through the process of deleting a corporate card from Zoho Expense.

If you have expenses in multiple currencies, it will be important to add foreign currencies to Zoho Expense. In this video, we walk through the process of adding new foreign currencies.

To find particular data, or to do some light reporting, filtering of your database can be very useful. This video walks through the basics of data filtering within Zoho Expense

An account is a way to categorize how expenses are being paid. Common examples of an account may be a particular bank account or "Petty Cash". This video provides the step-by-step guide on how to add new accounts to your Zoho Expense system.