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Use case
A software company has users across the globe and their mission statement is to meet each and every users needs. The more they engage in person with their customers, the more they grow as an organization. To achieve this, they arrange customer meetups in groups. They target the cities where their customers are more and arrange meetups in those cities. The employees of the organization travel to the cities to meet their customers. Sylvia, an employee in the organization, travels to Los Angeles, USA, for the customer meetups. The company provides a preloaded debit card, and the employee can use that card for any expenses. However, the bills of these expenses need to be submitted to the organization where the auditor validates these expenses. Each meetup is added as a project in Zoho Projects, and Sylvia needs to upload these expenses in the respective project. Although Zoho Projects helps to manage the meetups, there is a requirement for the client to add the expenses. This requirement can be sorted when the organization integrates Zoho Projects with Zoho Expense.
In the below screenshot, you can view a bill of the fuel expense incurred while travelling to the venue where the User meetup is conducted. This is added as an expense in the Expense tab directly from the respective Project in Zoho Projects.
Benefits
- Track expenses using Expense reports.
- View expense along with the actual cost and compare it with the project budget.
- Expenses need to be approved before they can be invoiced giving you more control over costs.
- Upload receipts and submit them for approval.
Delete Expense Claims
Delete Integration
The portal owner can delete the Zoho Expense integration.
- Click
in the upper-right corner of the top navigation band. - Navigate to Marketplace > Installed Apps.
- Select Zoho Expense.
- Click Delete Integration.
- Zoho Projects and Zoho Expense mapping will be removed. Projects synced from Zoho Projects to Zoho Expense will now be considered as projects of the Zoho Finance Suite.
See Also