Zoho Expense: The Comprehensive Guide

Zoho Expense: The Comprehensive Guide, available at $39.99, has an average rating of 4.4, with 22 lectures, based on 13 reviews, and has 85 subscribers.

You will learn about Complete Guide to Zoho Expense Zoho Expense Getting Started Zoho Expense Advanced Features Zoho Expense Troubleshooting This course is ideal for individuals who are Finance departments looking to simplify their expense process or Zoho administrator within an organization or Zoho partner helping an organization It is particularly useful for Finance departments looking to simplify their expense process or Zoho administrator within an organization or Zoho partner helping an organization.

Enroll now: Zoho Expense: The Comprehensive Guide

Summary

Title: Zoho Expense: The Comprehensive Guide

Price: $39.99

Average Rating: 4.4

Number of Lectures: 22

Number of Published Lectures: 22

Number of Curriculum Items: 22

Number of Published Curriculum Objects: 22

Original Price: $24.99

Quality Status: approved

Status: Live

What You Will Learn

Complete Guide to Zoho Expense
Zoho Expense Getting Started
Zoho Expense Advanced Features
Zoho Expense Troubleshooting

Who Should Attend

Finance departments looking to simplify their expense process
Zoho administrator within an organization
Zoho partner helping an organization

Target Audiences

Finance departments looking to simplify their expense process
Zoho administrator within an organization
Zoho partner helping an organization

The course starts by going over the basics for both a person who needs to create and submit and expense, to a user who needs to approve and reimburse an expense. This is explained for both the desktop and mobile application.

From here, we go into the advanced features of configuring the correct budget, policy and approval settings to meet the particular needs of your organization. In this advanced features section, we also describe how automations can streamline your business’ workflow and create efficiencies within your work.

Finally, we go over the most common Zoho Expense questions and provide answers in video form.

Course Curriculum

Chapter 1: Getting Started – Desktop

Lecture 1: Introduction (Desktop)

Lecture 2: Submitting an Expense (Desktop)

Lecture 3: Approve and Reimburse an Expense (Desktop)

Lecture 4: Exploring Reports and Analytics (Desktop)

Chapter 2: Getting Started – Mobile

Lecture 1: Introduction 2 (Mobile)

Lecture 2: How to track car mileage (Mobile)

Lecture 3: How to submit an expense (Mobile)

Chapter 3: Advanced Features – Setting Up Your Company Details

Lecture 1: How to Create Categories

Lecture 2: How to Set Up an Approval Process

Lecture 3: How to Manage Policies

Lecture 4: How to Add a Corporate Card

Lecture 5: How to Set a Budget

Lecture 6: How to Set Up Workflow Automations

Lecture 7: How to Configure Auto-Reporting

Lecture 8: How to Integrate with QuickBooks

Chapter 4: Troubleshooting: Common Questions Answered

Lecture 1: How to Add a Bank Account

Lecture 2: How to Add Merchants

Lecture 3: How to Clone an Expense

Lecture 4: How to Delete a Corporate Card

Lecture 5: How to Add a Foreign Currency

Lecture 6: How to Filter Your Data

Lecture 7: How to Create an Account

Instructors

Tom Hall
Product Manager

Rating Distribution

1 stars: 0 votes
2 stars: 2 votes
3 stars: 0 votes
4 stars: 5 votes
5 stars: 6 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

Menu