Overview
From travel booking, to expense claim creation, reporting, approval, and accounting Zoho Expense streamlines and automates travel and expense management end-to-end.
Zoho Expense helps organizations save time and effort, and improve accuracy by automatically converting receipts to expense claims.
Costs and time spent in processing expense reports is reduced courtesy of automatic approval, compliance and corporate card reconciliation.
Instant notifications streamline approval and enable swift reimbursement.
For accountants, expenses are automatically coded, reconciled, and accounted, which means less time prepping and more time accounting.
Zoho Expense + Xero
The Zoho Expense, Xero integration eases the burden on finance teams and accountant sby streamlining the pre-accounting process and ensuring all expenses are properly accounted for. Automatic data sync between the applications ensures up-to-date, accurate data.
Expense accounts in Xero are imported as categories in Zoho Expense. While tracking categories are imported as Tags.
Approved expenses in Zoho Expense are automatically exported to Xero complete with attached receipts and accounted for.
Getting started
Within the admin view of Zoho Expense, admin users will see the option to integrate with Xero within the Settings option. Upon clicking "Connect to Xero" within Zoho Expense, users can log into Xero and choose the organization they want to connect with Zoho Expense.
Once connected, users can configure data that will be imported from Xero into Zoho Expense and data that will be automatically exported from Zoho Expense to Xero. The entire setup takes about 5 minutes. That's how simple it is.
Reviews & ratings
Good and easy tool to start with
KP