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 | ￥ 504 /用户/年 | ￥ 756 /用户/年 |
| 按月计费 | 3个用户免费 | ￥ 35 /用户/月 | ￥ 63 /用户/月 | ￥ 84 /用户/月 |
| 附加用户 | - | ￥ 35 /用户/月 | ￥ 63 /用户/月 | ￥ 84 /用户/月 |
| 最少用户数 | - | 3 | 3 | 500 |
| 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