Zoho Books & Expense Management
Budget: $15 – $25 USD
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.
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.