Using Zoho Expenses to upload receipts to Zoho Accounts (sole trader, no employees)
I'm testing Zoho to see if it does what I need. The autoscan feature in Books is limited (i.e. a paid add on) so I'm exploring whether Expenses can be used as a work around.
In my current software (Wave) I use their receipt app to scan on the go, e.g. a coffee at a client meeting. It reads the receipt and I check it so it goes through as a transaction and is in my P&L etc. I don't need to pay myself for it, and often it would have been purchased on my company card and will come through on the bank feed and I merge the transactions. I now have everything in one place and (importantly for me) didn't have to keep a receipt hanging round until I did my end of month bookkeeping.
Is there a workflow like this for Zoho Expenses and Accounts? It looks like I've got to add expenses to an employee in Expenses, so I assume Accounts will expect an outward payment to match to?
Many thanks
Zoho Pagesense Resources
Zoho SalesIQ Resources
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Desk Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.