Zoho Books & Expense Management

Our business already runs on Zoho Books for accounting and Zoho Expense for receipt capture and reimbursements, yet neither system is as tidy or insightful as it should be. I need an experienced Zoho specialist to jump in, bring both apps up to best-practice standards, and keep the ledgers and expense reports current.

Scope of work
• Clean up and organise existing Zoho Books transactions: correct chart-of-accounts mapping, bank feed rules, and monthly reconciliations.
• Configure Zoho Expense so every receipt, mileage log, and card charge flows cleanly into the right account with automated approval paths.
• Set clear categories and reporting tags so I can see real-time spending by project and department.
• Train me on any new workflows you create so I can approve items quickly without breaking the process.

Acceptance criteria
• All historical transactions for the current fiscal year reconciled and matched to statements.
• Expense policies and categories reflected accurately in Zoho Expense, with test submissions showing correct automation.
• A short hand-off document (or video) outlining the workflows, custom fields, and reports you set up.

This assignment could expand into a recurring monthly close and expense-review role once the initial clean-up is complete, so efficiency and clear communication are especially important.