Zoho Expense
Zoho Expense helps NGOs track spending against each grant, approve staff claims and reimburse volunteers quickly. EdZola sets up the approval workflows.
Streamline your expense reporting processes with features such as automated expense tracking, custom approval workflows, and integrations with popular accounting software. So, track and manage your expenses more efficiently, ultimately saving time and reducing costs
Implemented with context by EdZolaBest used when
Your team has a clear workflow owner, representative data and time to test the setup before a wider rollout.
Nonprofit use cases
Where Zoho Expense can help.
- Track expenses related to grant-funded programs. Categorize expenses based on specific grants, ensuring that funds are spent appropriately and that reporting requirements are met.
- Track expenses incurred by board members and staff. This allows the nonprofit to ensure that expenses are within budget and that funds are being used appropriately
- Manage volunteer reimbursements. Allow volunteers to submit their expenses for reimbursement, and nonprofit staff can approve and process those reimbursements quickly and easily.
Capabilities
Useful building blocks—not a substitute for process design.
- Travel and expense management
- Receipt management
- Approvals
- Expense reporting
- Workflow rules
- Alerts and notifications
- Custom functions
- Purchase requests
- Audit & compliance
Product capabilities and commercial terms change over time. Confirm current features, eligibility and pricing with Zoho before purchasing.
Compare before you commit
Start with the job, not the app.
EdZola can help map the workflow, select the right Zoho products, configure the system, migrate agreed data and train the people who will own it.