选择适合您需求的Zoho Expense版本
免费版 | 标准版 | 高级版 | 企业版 | |
---|---|---|---|---|
版本信息 | ||||
按年计费 | 3个用户免费 | ¥ 252 /用户/年 | ¥ 420 /用户/年 | ¥ 588 /用户/年 |
按月计费 | 3个用户免费 | ¥ 28 /用户/月 | ¥ 42 /用户/月 | ¥ 63 /用户/月 |
附加用户 | - | ¥ 28 /用户/月 | ¥ 42 /用户/月 | ¥ 63 /用户/月 |
最少用户数 | - | 5 | 5 | 100 |
收据及费用 | ||||
批量上传收据 | ✓ | ✓ | ✓ | ✓ |
离线上传(移动应用) | ✓ | ✓ | ✓ | ✓ |
多币种支出 | ✓ | ✓ | ✓ | ✓ |
自动汇率换算 | ✓ | ✓ | ✓ | ✓ |
里程费用 | ✓ | ✓ | ✓ | ✓ |
通过GPS进行里程跟踪 | ✓ | ✓ | ✓ | ✓ |
可计费费用 | ✓ | ✓ | ✓ | ✓ |
自动费用提醒 | ✓ | ✓ | ✓ | ✓ |
税务追踪 | ✓ | ✓ | ✓ | ✓ |
费用委托 | ✗ | ✓ | ✓ | ✓ |
收据存储限制 | 5 GB | ✓ | ✓ | ✓ |
收据转发电子邮件地址 | ✗ | ✓ | ✓ | ✓ |
收据自动扫描 | ✗ | ✗ | ✓ | ✓ |
自动化每日津贴 | ✗ | ✗ | ✓ | ✓ |
银行卡 | ||||
连接个人卡 | ✓ | ✓ | ✓ | ✓ |
卡对账单上传 | ✓ | ✓ | ✓ | ✓ |
公司卡管理 | ✗ | ✓ | ✓ | ✓ |
商业卡提要(Amex,MasterCard和Visa) | ✗ | ✓ | ✓ | ✓ |
自动分配持卡人 即将上线 | ✗ | ✓ | ✓ | ✓ |
自动匹配 | ✗ | ✓ | ✓ | ✓ |
基于MCC的自动分类 即将上线 | ✗ | ✓ | ✓ | ✓ |
在公司卡上标记个人支出 | ✗ | ✓ | ✓ | ✓ |
管理员的信用卡支出信息中心 | ✗ | ✓ | ✓ | ✓ |
公司卡对帐信息中心 | ✗ | ✓ | ✓ | ✓ |
自动提醒 | ✗ | ✓ | ✓ | ✓ |
费用报表 | ||||
成本分配 | ✓ | ✓ | ✓ | ✓ |
费用报告PDF | ✓ | ✓ | ✓ | ✓ |
Excel / CSV下载 | ✓ | ✓ | ✓ | ✓ |
现金垫款 | ✗ | ✓ | ✓ | ✓ |
行程分配* | ✗ | ✗ | ✓ | ✓ |
报表类型* | ✗ | ✗ | ✓ | ✓ |
费用报表自动化 | ✗ | ✗ | ✓ | ✓ |
报表提交提醒 | ✗ | ✗ | ✓ | ✓ |
自动提交费用报表 | ✗ | ✗ | ✓ | ✓ |
差旅* | ||||
差旅请求 | ✗ | ✗ | ✓ | ✓ |
行程管理 | ✗ | ✗ | ✓ | ✓ |
标记个人行程 | ✗ | ✗ | ✓ | ✓ |
差旅政策 | ✗ | ✗ | ✓ | ✓ |
差旅津贴/提前报销自动化 | ✗ | ✗ | ✓ | ✓ |
差旅人员资料管理 | ✗ | ✗ | ✓ | ✓ |
差旅文件管理 | ✗ | ✗ | ✓ | ✓ |
公司差旅服务管理 | ✗ | ✗ | ✓ | ✓ |
差旅代理分配 | ✗ | ✗ | ✓ | ✓ |
分享离线票务选项 | ✗ | ✗ | ✓ | ✓ |
机票费用审批 | ✗ | ✗ | ✓ | ✓ |
GDS PNR解析 | ✗ | ✗ | ✓ | ✓ |
差旅经理 | ✗ | ✗ | ✗ | ✓ |
HRMS上的考勤标记 | ✗ | ✗ | ✗ | ✓ |
审批 | ||||
快捷审批 | ✓ | ✓ | ✓ | ✓ |
审批委托 | ✗ | ✓ | ✓ | ✓ |
逾期提醒 | ✗ | ✓ | ✓ | ✓ |
阶段式审批 | ✗ | ✓ | ✓ | ✓ |
分级审批 | ✗ | ✗ | ✓ | ✓ |
指定审批 | ✗ | ✗ | ✓ | ✓ |
项目审批 | ✗ | ✗ | ✓ | ✓ |
异常审批 | ✗ | ✗ | ✓ | ✓ |
临时审批人 | ✗ | ✗ | ✓ | ✓ |
平行审批流程 即将上线 | ✗ | ✗ | ✓ | ✓ |
自定义审批工作流 | ✗ | ✗ | ✓ | ✓ |
自动批准/拒绝 | ✗ | ✗ | ✓ | ✓ |
审批逾期工作流 即将上线 | ✗ | ✗ | ✓ | ✓ |
来自HRMS的审批层次结构同步 | ✗ | ✗ | ✗ | ✓ |
分配 | ||||
客户 | ✗ | ✓ | ✓ | ✓ |
项目 | ✗ | ✓ | ✓ | ✓ |
会计代码 | ✗ | ✓ | ✓ | ✓ |
标签 | ✗ | ✓ | ✓ | ✓ |
参会者 | ✗ | ✓ | ✓ | ✓ |
成本中心 | ✗ | ✓ | ✓ | ✓ |
本地化 | ✗ | ✓ | ✓ | ✓ |
客户代码 | ✗ | ✗ | ✓ | ✓ |
预算 | ||||
预算管理 | ✗ | ✗ | ✓ | ✓ |
预算与实际报表 | ✗ | ✗ | ✓ | ✓ |
审批中的预算建议 即将上线 | ✗ | ✗ | ✓ | ✓ |
设置预算阈值 即将上线 | ✗ | ✗ | ✓ | ✓ |
超过阈值警报 即将上线 | ✗ | ✗ | ✓ | ✓ |
根据阈值限制进行批量审批 即将上线 | ✗ | ✗ | ✓ | ✓ |
控制 | ||||
政策数量 | 1 | 3 | 25 | ✓ |
费用规则 | 基础 | 高级 | 自定义 | 自定义 |
重复检测 | ✗ | ✓ | ✓ | ✓ |
纸质收据搜集 | ✗ | ✓ | ✓ | ✓ |
自定义规则 | ✗ | ✗ | 5 条/政策 | ✓ |
封锁规则 | ✗ | ✗ | ✓ | ✓ |
欺诈识别* | ✗ | ✗ | ✓ | ✓ |
验证者角色 即将上线 | ✗ | ✗ | ✓ | ✓ |
付款/结算 | ||||
手动报销 | ✓ | ✓ | ✓ | ✓ |
直接存款(美国,加拿大和印度) | ✗ | ✗ | ✓ | ✓ |
银行文件导出 | ✗ | ✗ | ✓ | ✓ |
将结算文件同步到任何ERP /工资软件 | ✗ | ✗ | ✓ | ✓ |
自动结算通知 | ✗ | ✗ | ✓ | ✓ |
批量付款 即将上线 | ✗ | ✗ | ✓ | ✓ |
商业/金融运营 | ||||
多地点管理 | ✗ | ✓ | ✓ | ✓ |
多分支管理 即将上线 | ✗ | ✓ | ✓ | ✓ |
分支管理员用户角色 即将上线 | ✗ | ✓ | ✓ | ✓ |
自定义报告导出 | ✗ | ✓ | ✓ | ✓ |
多GSTIN支持(仅印度) 即将上线 | ✗ | ✗ | ✓ | ✓ |
多种基础货币 | ✗ | ✗ | ✓ | ✓ |
自定义配置 | ✗ | ✗ | ✓ | ✓ |
审计与合规 | ||||
数据和收据备份 | ✓ | ✓ | ✓ | ✓ |
定期备份 | ✓ | ✓ | ✓ | ✓ |
管理PII数据 | ✓ | ✓ | ✓ | ✓ |
税务合规 | ✓ | ✓ | ✓ | ✓ |
阳光法案(仅美国) | ✓ | ✓ | ✓ | ✓ |
里程率 | ✓ | ✓ | ✓ | ✓ |
基本审计追踪报告 | ✗ | ✓ | ✓ | ✓ |
审核员角色 即将上线 | ✗ | ✗ | ✓ | ✓ |
自定义汇率 | ✗ | ✗ | ✓ | ✓ |
每日津贴率 | ✗ | ✗ | ✓ | ✓ |
高级审核跟踪报告 | ✗ | ✗ | ✗ | ✓ |
自动化 | ||||
审批 | 快捷审批 | 高级审批 | 高级审批 | 高级审批 |
工作流规则: | 0 | 3 | 25 | ✓ |
– 警报(电子邮件/应用内通知) | ✗ | ✓ | ✓ | ✓ |
– Webhooks | ✗ | ✗ | ✓ | ✓ |
– 字段更新 | ✗ | ✗ | ✓ | ✓ |
– 自定义功能 | ✗ | ✗ | 25 | 100 |
费用报表自动化 | ✗ | ✗ | ✓ | ✓ |
短信通知 | ✗ | ✗ | ✓ | ✓ |
自定义 | ||||
基本表格定制 | ✓ | ✓ | ✓ | ✓ |
自定义用户角色 | ✗ | ✓ | ✓ | ✓ |
自定义视图 | ✗ | ✓ | ✓ | ✓ |
网页标签 | ✗ | ✓ | ✓ | ✓ |
附加字段 | ✗ | ✗ | ✓ | ✓ |
查找字段* | ✗ | ✗ | ✓ | ✓ |
页面布局* | ✗ | ✗ | ✓ | ✓ |
定制模块* | ✗ | ✗ | 5 | 25 |
自定义按钮* | ✗ | ✗ | ✓ | ✓ |
自定义链接* | ✗ | ✗ | ✓ | ✓ |
自定义排程* | ✗ | ✗ | 10 | 100 |
相关清单 即将上线 | ✗ | ✗ | ✓ | ✓ |
资料管理 | ||||
数据和收据备份 | ✓ | ✓ | ✓ | ✓ |
定期备份 | ✓ | ✓ | ✓ | ✓ |
默认用户角色: | ✓ | ✓ | ✓ | ✓ |
– 提交者 | ✓ | ✓ | ✓ | ✓ |
– 审批者 | ✓ | ✓ | ✓ | ✓ |
– 管理员 | ✓ | ✓ | ✓ | ✓ |
– 会计 即将上线 | ✗ | ✓ | ✓ | ✓ |
– 差旅服务台 即将上线 | ✗ | ✗ | ✓ | ✓ |
自定义报表导出 | ✗ | ✓ | ✓ | ✓ |
银行文件导出 | ✗ | ✗ | ✓ | ✓ |
自定义用户规则 | ✗ | ✗ | ✓ | ✓ |
协作 | ||||
注释 | ✓ | ✓ | ✓ | ✓ |
普通聊天栏 即将上线 | ✓ | ✓ | ✓ | ✓ |
启动情景聊天对话 即将上线 | ✗ | ✓ | ✓ | ✓ |
应用内通知 | ✗ | ✗ | ✓ | ✓ |
集成 | ||||
– 会计与ERP | ||||
Zoho Books | ✓ | ✓ | ✓ | ✓ |
QuickBooks 在线版 | ✓ | ✓ | ✓ | ✓ |
Xero | ✓ | ✓ | ✓ | ✓ |
Sage One 即将上线 | ✓ | ✓ | ✓ | ✓ |
QuickBooks 桌面版 (仅限美国和加拿大) | ✗ | ✓ | ✓ | ✓ |
Oracle | ✗ | ✗ | ✗ | ✓ |
SAP | ✗ | ✗ | ✗ | ✓ |
Netsuite | ✗ | ✗ | ✗ | ✓ |
Microsoft Dynamics | ✗ | ✗ | ✗ | ✓ |
– 线上报销 | ||||
Forte (美国和加拿大) | ✗ | ✓ | ✓ | ✓ |
ICICI 银行 (印度) | ✗ | ✓ | ✓ | ✓ |
– 差旅 | ||||
GetThere* | ✗ | ✗ | ✓ | ✓ |
Itilite | ✗ | ✗ | ✓ | ✓ |
– Ride Hailing apps | ||||
Uber | ✓ | ✓ | ✓ | ✓ |
Lyft | ✓ | ✓ | ✓ | ✓ |
OLA | ✓ | ✓ | ✓ | ✓ |
– Zoho套件 | ||||
Zoho CRM | ✓ | ✓ | ✓ | ✓ |
Zoho People | ✓ | ✓ | ✓ | ✓ |
Zoho Projects | ✓ | ✓ | ✓ | ✓ |
Zoho Invoice | ✓ | ✓ | ✓ | ✓ |
Zoho Cliq | ✓ | ✓ | ✓ | ✓ |
Zoho Analytics* | ✓ | ✓ | ✓ | ✓ |
– 其他集成 | ||||
G Suite | ✓ | ✓ | ✓ | ✓ |
Office 365 | ✓ | ✓ | ✓ | ✓ |
Slack | ✓ | ✓ | ✓ | ✓ |
Amazon Business | ✓ | ✓ | ✓ | ✓ |
– 直接使用 | ||||
Visa | ✗ | ✓ | ✓ | ✓ |
MasterCard | ✗ | ✓ | ✓ | ✓ |
AMEX | ✗ | ✓ | ✓ | ✓ |
– 云存储 | ||||
Zoho Docs | ✓ | ✓ | ✓ | ✓ |
Dropbox | ✓ | ✓ | ✓ | ✓ |
box | ✓ | ✓ | ✓ | ✓ |
Google Drive | ✓ | ✓ | ✓ | ✓ |
OneDrive | ✓ | ✓ | ✓ | ✓ |
Evernote | ✓ | ✓ | ✓ | ✓ |
移动应用 | ||||
iOS | ✓ | ✓ | ✓ | ✓ |
Android | ✓ | ✓ | ✓ | ✓ |
iPad | ✓ | ✓ | ✓ | ✓ |
Mac | ✓ | ✓ | ✓ | ✓ |
Apple watch | ✓ | ✓ | ✓ | ✓ |
安全性 | ||||
SSL加密 | ✓ | ✓ | ✓ | ✓ |
多因素认证 | ✓ | ✓ | ✓ | ✓ |
基于角色的访问权限 | ✗ | ✗ | ✓ | ✓ |
单点登录(SAML) | ✗ | ✗ | ✗ | ✓ |
IP 限制 | ✗ | ✗ | ✗ | ✓ |
支持 | ||||
邮件 | ✓ | ✓ | ✓ | ✓ |
电话 | ✓ | ✓ | ✓ | ✓ |
线上聊天 | ✗ | ✗ | ✗ | ✓ |
专属客户经理 | ✗ | ✗ | ✗ | ✓ |
*可供早期使用的功能