The Zoho Expense integration for Zoho Projects allows all the users to map their expenses to the respective projects. Expense reports can also be created and submitted for approval.
Key Features:
Upload bills and add all expenses to your projects
Check all the expenses at a global level, across all the projects
Create expense reports and submit them for approval
Check the approval status on your feed or the dashboard widget
We are sorry to hear this. It would be helpful if you can send us an email to support@zohoprojects.com along the error screenshot so that we can check and assist you accordingly.
We've just begun using the functionality, so we don't yet have a big base of experience. On the plus side, data recording and exporting seems pretty straightforward and simple; viewing the data in my dashboard is handy and incentivizes me to keep up with entry. The biggest negative is the absence of .csv import for personal credit card data. Yes, you can give Zoho direct access to your credit cards by sharing your credentials, but if you bother to read the associated agreement, you'll certainly think twice. Zoho takes no responsibility for security and says that if you give them your credentials it's on you. They almost say 'hey, we sure wouldn't do that.' And they're right. So if they don't have a liability-level of confidence in their security, I really wish they'd offer .csv imports as an option.
It appears that I was mistaken and it *is* possible to import expenses from a .csv file. The function is at the bottom of a ... menu on the 'add expense' page. I haven't tried it yet, but I looked at the sample .csv file and it seems reasonable.
With regard to the liability issue, here's the language from the agreement that you're required to accept when adding a card:
DATA SOURCE CREDENTIALS. YOU PROVIDE LOG-IN CREDENTIALS (“CREDENTIALS”) TO YOUR DATA SOURCE ACCOUNTS AT YOUR OWN RISK. BY USING THE FEED SERVICE YOU AGREE THAT (i) THE DATA SOURCES THAT MAINTAIN YOUR ACCOUNTS, (ii) ZOHO, (iii) YODLEE, AND (iv) ANY THIRD PARTIES THAT INTERACT WITH YOUR CREDENTIALS OR ACCOUNT DATA IN CONNECTION WITH THE FEED SERVICE ARE NOT LIABLE FOR ANY LOSS, THEFT, COMPROMISE, OR MISUSE WHATSOEVER IN CONNECTION WITH THE FEED SERVICE (INCLUDING NEGLIGENCE), EXCEPT TO THE EXTENT SUCH LIABILITY CANNOT BE LIMITED UNDER APPLICABLE LAW.
Thank you for your valuable feedback. We will take your feedback and consider adding it in our future roadmap. Regarding the security level details. Could you please send us an email with a screenshot that states that we are not liable? I will speak with the concerned department and see what can be done.
Please send us the email to support@zohoprojects.com. We will check and take it forward.
I would probably rate it a 5 if it would just integrate with projects. It's going on 8 days and support can't fix or email me with a status is on the fix. It took them 2 days to address the issue with books and projects.
It is really sad to know that it took us 8 days to resolve the issue with the integration. We will try to improve our process and see to it that it gets fixed sooner.
However, some bugs which you might encounter might be more complex compared to others and will require sometime to debug.
We do understand your frustration and will take it to our team for further improvement.
Thank you for the valuable feedback. We are really happy that you are satisfied with it on a first look but please do test it out in detail. If you are stuck and need help, please reach out to us at support@zohoprojects.com
The support is useless and so far the application is a major disapointment. Not user friendly to navigate. (time sheet entry). Not easy to make corrections. Would like the ability to correct some time reported and already invoiced, but there is not way to enter negative hours. Makes it difficult to follow a project.
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Hello,
I would recommend you to try Zoho Expense for Zoho Projects. It would add a lot more value to your Projects account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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It's really sad to hear this feedback. You can send the screenshots to support@zohoprojects.com so we can check and assist you accordingly.