Efficient expense management for clubs with Zoho Forms and Zoho Expense

Einfach, digital und ohne hohe Kosten: Spesenabrechnung für Ehrenamtliche

Associations thrive on the commitment of their members - and often incur expenses that have to be reimbursed. But how can a club Expenses simple, digital and without high licence costs manage? The solution: A Combination of Zoho Forms and Zoho Expense.

This method can be used to Volunteers can submit their expenses conveniently onlinewhile the finance team retains the administration without everyone needing an expensive Zoho Expense licence. Sounds exciting? Then find out how it works here!

Submit expenses digitally with Zoho Forms

Instead of submitting receipts by e-mail or on paper, volunteers simply use a Zoho Forms form. You can enter all relevant data there:

• Name & e-mail
• Date & amount of issue
• Category (e.g. travel costs, materials, catering)
• Upload photo or PDF of the receipt
• Enter IBAN for the refund

The form can be sent by Link shared so that all members can easily access it - andwithout any login or additional software. As soon as an expense request is submitted, the finance team receives a notification.

Check & reimburse expenses

As soon as an expense report is entered in Zoho Expense, the accounting department can:

• Check and approve vouchers
• Issue authorisations or make enquiries to volunteers
• Make refunds via the bank account or in cash
• Document all expenses for tax purposes

Conclusion: The perfect solution for clubs

With this simple combination of Zoho Forms & Zoho Expense an association can Professional expense management without high costs or complicated software.

• Volunteers simply submit expenses online
• The finance team maintains an overview
• Only a few paid licences required
• Automations save time & effort

The management of club expenses simpler, more transparent and more efficient!