How Zoho Spend Works

Zoho Spend is an online business spend management application that centralizes travel, expense, procurement, AP automation, and payroll, empowering businesses to track, control, and manage all aspects of business spending.

In the Zoho Spend employee portal, you can manage your business spending and payroll with ease. Upload receipts, record expenses, submit reports, and manage approvals. Request travel advances, manage trips and related expenses, raise purchase requests, and access your payroll details, including payslips and earnings summary.

Expenses

Whenever you incur a business expense, you can upload your receipt or record it manually in Zoho Spend. The receipt will be auto-scanned and converted to an expense. Once you’ve recorded the expense, you can consolidate them into an expense report and submit it for approval.

Reports

Once the reports are approved, you can claim reimbursement for your expenses. On the other hand, if the report is rejected, you can make the changes suggested by the approver and re-submit the same for approval.

Trips

You can raise trip requests before going on business trips and submit them to your managers to get approval. Record the trip related expenses and submit them to your approvers to claim reimbursement.

Advances

If you’re going on a business trip, your organization may provide you with an advance to spend and manage expenses incurred during the trip. Once you receive the advance, the admin will record the same.

You can then apply this advance to an expense report and submit it to your approver. This helps your organization track how much of the advance has been used and what remains.

Purchase Requests

Create a purchase request and get prior approval for your business purchases. Once approved, your organization will proceed with the procurement of the requested item.