getting started system and browser requirements for zoho ... · zoho expense helps you manage...

5/9/2016 Getting Started

https://www.zoho.com/us/expense/help/getting-started/ 1/7

Getting Started

Welcome to Zoho Expense, a cloud-based expense reporting software to record and report all your

business expenses. Zoho Expense helps you manage complete expense reporting work �ow, right

from the uploading of a receipt, to its approval and reimbursement. With advanced features like

auto scan for receipts, Zoho Expense stands out as a simple, yet e�cient solution to manage and

optimize your organization’s expenditures.

System and Browser Requirements for Zoho Expense

Zoho Expense is a cloud-based software. So, all you need is a web browser and an internet

connection to get started.

Currently Zoho Expense has been tested to work �ne in all the latest browsers. Click on the

respective browser links to download/update your web browser.

Google Chrome (http://www.google.com/chrome/)

Mozilla Firefox (https://www.mozilla.org/en-US/)

Safari (https://www.apple.com/safari/)

Internet Explorer (http://windows.microsoft.com/en-IN/internet-explorer/download-ie)

Opera (http://www.opera.com/abtest/en-hp-key-bene�ts-a?utm_expid=8257061-

58.0fdTrny4Q0qjf4SFrBrQPw.1)

For mobile users, we have built the Zoho Expense app for iOS, Android, and Windows phone

platforms. Click here to know more about the Zoho Expense mobile app.

How is the user guide structured?

This user guide is structured based on the type of user roles available in Zoho Expense. As of now,

Zoho Expense has three user roles:

Submitter - Can upload receipts, create expenses, create and submit expense reports for approval.



Approver - Can perform all the actions of a submitter, and also has permission to approve

submitted reports. (including their own reports.)

Admin - Can access all the modules of the product; con�gure the product; assign user roles, and do

a lot more.

Before taking a deeper look into various modules of Zoho Expense, it is essential to know a few

common aspects of the product that will make things easier for you in the beginning.

Zoho Expense LoginIf you’re already a Zoho user ,you can sign in with your Zoho account’s username and password.

If you are a new user you can Sign up for free by clicking on the signup button on the Zoho Expense

website and you’ll be taken to the signup page where you will be asked to �ll the following details:



Name: Your name

Email: Your Email address

Password: Set a password

Choose a location: Select your country

Make sure that you read the terms and conditions before signing up.

Click the Sign up button.

A veri�cation email will be sent to your registered email address. Click on the link to verifyyour email address.

Your account is now activated.

Quick setupThe organizational setup page will ask you for particulars like the name of your organization, base

currency, time zone, etc. Setup the organization and you’re all set to go.



DashboardSoon after you log into your account, you will be taken to the dashboard. Your dashboard is more

like the homepage for your Zoho Expense account. It provides you a rough overview of what’s

happening with respect to your business expenditures.



It provides you information on:

Submitted and Unsubmitted reports

Amount that is yet to be reimbursed

Unreported expenses

Unexpensed transactions from your card

Recent reports, and

Associated credit cards

Getting access to your organization’s Zoho ExpenseaccountIf you are a submitter, or an approver, you can’t get access to your organization’s Zoho Expense

account unless you receive an invitation from your Admin. The Admin can send you an invite by

adding your email address to the organization.

Following that, you will receive an email asking you to join the account.



Click on the Join Account link and you will taken to a portal where you will be asked to enteryour email address (to which the invite was sent) and set a password in order to access youraccount.

Chrome extension of Zoho ExpenseZoho Expense is a Google Chrome extension of the web application of Zoho Expense. It enables you

to create web receipts from any webpages or emails and upload them to your Zoho Expense

account.

Steps to install the extension:

Download the extension here (https://chrome.google.com/webstore/detail/zoho-expense/jmlaohefegdedjnmgpedcoococlpdida) or search for it in the Chrome web Store(https://chrome.google.com/webstore/category/apps).

Click on the button + ADD TO CHROME and select Add extension in the pop up that follows.

The extension will now be installed in your Chrome browser.

Note: If you have multiple organizations and you need to switch among these organizations, Click

on the Hamburger icon located besides the name of your organization and select your required

organization.

getting started system and browser requirements for zoho ... · zoho expense helps you manage...

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