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A Comprehensive Guide to Zoho Expense Features
All plansMonthly
Yearly
(Save More) Per user/month billed monthlybilled annually | Free | Standard | Premium | Custom |
| Free for 3 users | $ 4 3 | $ 6 5 | Custom pricing |
| Bulk upload receipts | ||||
| Offline upload (Mobile apps) | ||||
| Multi-currency expenses | ||||
| Automatic exchange rate conversion | ||||
| Mileage expenses | ||||
| Mileage tracking via GPS | ||||
| Billable expenses | ||||
| Automated expense reminders | ||||
| Tax tracking | ||||
| Receipt Autoscan | 20 Receipt Autoscans | 20 Receipt Autoscans per user | Receipt Autoscan with line item capture | Receipt Autoscan with line item capture |
| Receipt storage limit | 5 GB | |||
| Receipt forwarding email address | ||||
| Expense delegation | ||||
| Per diem automation |
| Connect personal cards | ||||
| Card statement upload | ||||
| Corporate card management | ||||
| Real-time card transactions (US, UK, and Canada only) | ||||
| Commercial card feeds | ||||
| Automatic assignment of card owners | ||||
| Auto matching | ||||
| Auto categorization based on MCCs | ||||
| Flag personal expense on corporate cards | ||||
| Card spend dashboard for admins | ||||
| Corporate card reconciliation dashboard | ||||
| Automated reminders | ||||
| Card automation |
| Expense report PDF | ||||
| Excel/CSV download | ||||
| Cash advances | ||||
| Report types | ||||
| Expense report automation | ||||
| Report submission reminders | ||||
| Auto-submission of expense reports |
| Travel requests | ||||
| Itinerary management | ||||
| Mark itinerary as personal | ||||
| Travel policy | ||||
| Travel allowance/advance automation | ||||
| Traveler profile management | ||||
| Travel document management | ||||
| Corporate travel desk management | ||||
| Travel agent assignment | ||||
| Ticket cost approval | ||||
| GDS PNR parsing | ||||
| Attendance marking on HRMS | ||||
| Trip automation |
| Hierarchical approval | ||||
| Approval delegation | ||||
| Overdue reminders | ||||
| Designation based approval | ||||
| Project based approval | ||||
| Exceptional approvals | ||||
| Custom approval workflows | ||||
| Automatic approvals/rejection | ||||
| Approval hierarchy sync from HRMS |
| Customer | ||||
| Project | ||||
| Accounting codes | ||||
| Tags | ||||
| Attendees | ||||
| Cost centers | ||||
| Locations |
| Budget management | ||||
| Budget vs actuals report | ||||
| Budget insights during approval | ||||
| Set budget threshold | ||||
| Threshold exceeded alerts | ||||
| Block approval based on threshold limits Early Access |
| Number of policies | 1 | 10 | 25 | |
| Expense rules | Basic | Advanced | Custom | Custom |
| Duplicate detection | ||||
| Custom rules | 5 per policy | |||
| Blocking rules | ||||
| Audit trail | Basic | Advanced | Advanced | Advanced |
| Fraud detection |
| Manual reimbursement | ||||
| Direct deposits (US, Canada, and India) | ||||
| Bank file export | ||||
| Syncing settlement file to ERP/Payroll software | ||||
| Automated settlement notifications | ||||
| Bulk payments |
| Multi-entity/country expense management | ||||
| Multi-branch management Early Access | ||||
| Multi-GSTIN support (India only) Early Access | ||||
| Multi currency reimbursement | ||||
| Branch admin user role Coming Soon |
| GDPR | ||||
| SOC 2 Type 2 | ||||
| ISO 27001 | ||||
| ISO 9001 | ||||
| Data and receipt backup | ||||
| Scheduled backup | ||||
| Manage PII data | ||||
| Tax compliance | ||||
| Sunshine Act (US only) | ||||
| Mileage rates | ||||
| Custom exchange rates | ||||
| Per diem rates |
| Workflow rules | 0 | 10 | 25 | |
| – Alerts (Email/In-app notifications) | ||||
| – Webhooks | ||||
| – Field updates | ||||
| – Custom functions | 25 | 100 | ||
| SMS notification (India only) |
| Basic form customization | ||||
| Custom user roles | ||||
| Custom views | ||||
| Web tabs | ||||
| Custom fields | ||||
| Lookup fields | ||||
| Page layouts | ||||
| Custom modules | 5 | 25 | ||
| Custom buttons | ||||
| Custom links | ||||
| Custom schedulers | 10 | 100 |
| Scheduled backup | ||||
| Default user roles | ||||
| – Submitter | ||||
| – Approver | ||||
| – Admin | ||||
| Custom report export |
| Comments | ||||
| Common chat bar | ||||
| Initiate contextual chat conversation | ||||
| In-app notifications |
Accounting and ERP | ||||
| Zoho Books | ||||
| QuickBooks Online | ||||
| Xero | ||||
| Sage Accounting (UK only) Early Access | ||||
| QuickBooks Desktop (US and Canada only) | ||||
| Oracle | ||||
| SAP | ||||
| Netsuite | ||||
| Microsoft Dynamics | ||||
Online Reimbursement | ||||
| CSG Forte (US and Canada only) | ||||
| HSBC (India only) | ||||
| Yes Bank (India only) | ||||
| ICICI Bank (India only) | ||||
| SBI Bank (India only) | ||||
Travel | ||||
| Sabre GetThere | ||||
| myBiz (India only) | ||||
| Routespring | ||||
| Lune (Plugin) | ||||
Ride Hailing apps | ||||
| Uber | ||||
| Lyft | ||||
| OLA | ||||
| Bolt | ||||
VAT Reclaim | ||||
| Fintua Recover | ||||
| WAY2VAT | ||||
Zoho Suite | ||||
| Zoho CRM | ||||
| Zoho People | ||||
| Zoho Projects | ||||
| Zoho Invoice | ||||
| Zoho Cliq | ||||
| Zoho Analytics | ||||
| Zoho Payroll | ||||
Other Integrations | ||||
| G Suite | ||||
| Office 365 | ||||
| Slack | ||||
| Amazon Business (US only) | ||||
Direct Feeds | ||||
| Visa | ||||
| Mastercard | ||||
| American Express | ||||
| AirPlus | ||||
| HSBC | ||||
Cloud storage | ||||
| Zoho Docs | ||||
| Dropbox | ||||
| Box | ||||
| Google Drive | ||||
| OneDrive | ||||
| Evernote | ||||
| iPhone | ||||
| Android phone | ||||
| iPad | ||||
| Mac | ||||
| Apple watch |
| SSL encryption | ||||
| Multi-factor authentication | ||||
| Role based access permission | ||||
| Single sign-on (SSO) with AD, Okta, and Jumpcloud | ||||
| IP restriction | ||||
| Custom authentication | ||||
| Web session management | ||||
| Native authenticator app | ||||
| SCIM provisioning |
| Support hours | 8 hours x 5 days | 8 hours x 5 days | Based on the support plan | Based on the support plan |
| Call | ||||
| Live chat | ||||
| Basic | ||||
| Classic | ||||
| Premium | Paid | Paid | ||
| Dedicated account manager |