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1. Integrate as an addon in Zoho Projects

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   3 comments  ·  Zoho Expense » Integration  ·  Delete…  ·  Admin →
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   Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

   Hi,

   We have rolled out the Zoho Expense – Zoho Projects integration. Please refer the below help document to know more about the integration.

   https://www.zoho.com/expense/help/integrations/zoho-projects-integration.html

   Feel free to reach out to support[at]zohoexpense[dot]com if you need any assistance with the integration.

   Regards,
   Zoho Expense Team

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   Anonymous commented  ·  Jan 5, 2018  ·  Edit…  ·  Delete…

   We would like to have this option too. Zoho Projects does allow to enter "Expenses", but this is not suitable for expenses incurred by personnel.

   In our case, expenses incurred by consultants during travel, are typically charged to the client.
   Right now there is some limited possibility to do this through Zoho books, but the project manager should actually be the one to approve it and be able to keep the overview.

   Then also the project costs can be tracked better together with the invoices to clients.

   Finally, it would be great if the project manager then could also select if it would be charged to the client or not. Sometimes costs are to be booked to a project, but cannot be charged to the client according to the contract.

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   Anonymous supported this idea  ·  Jan 5, 2018