Page Layouts

Page layouts allow you to configure fields that you wish to enable or disable for your users in the creation page of trips and expenses. You can choose whether you would like to show certain fields in the creation page by enabling or disabling them, adding default values or hints to the different fields.

Note: Auto-scanned expenses and Expenses matched with card transactions will have default values pre-populated based on the page layout default values set for specific categories.

Let’s consider a scenario where Mark your employee goes for a lunch with a client and records an expense under the category ‘meals’. However, you wish to ask for additional information such as location, attendees etc from all your employees when they record expenses under this category. You also want to add default value to the ‘payment mode’ field as corporate card. You can mark the fields ‘location’,’ attendees’ mandatory and enter the default value as corporate card in payment mode using page layouts.

This feature is available for early access. Email us at support@zohoexpense.com to get access.

In this section, you will learn to

Create Page Layout

To create a new page layout for expenses:

  • Go to Admin section and click Settings.
  • Navigate to Expenses > Page Layouts.
  • Select the Categories for which you wish to create a page layout for expenses.
  • Enable the fields which you want to display in the creation page of expenses.
  • If you wish to enable the fields that are disabled in page layout, you would need to enable them globally in Expense Preferences. Similarly, you cannot mark the fields optional here that are mandatory in Expense Preferences.

Note: Each category will be associated with a single page layout. Also, if there are no page layouts associated with a particular category, then the fields set globally in Expense Preferences will appear in the creation page.

Create Page Layout

To create a new page layout for trips:

  • Go to Admin section and click Settings.
  • Navigate to Trips > Page Layouts.
  • Select the Type for which you wish to create a page layout for trips.
  • Select the policies for which you want to create a page layout for trips.
  • Enable the fields which you want to display in the creation page of trips.
  • If you wish to enable the fields that are disabled in page layout, you would need to enable them globally in Trips Preferences. Similarly, you cannot mark the fields optional here that are mandatory in Trips Preferences.
Create Page Layout

Edit Page Layout

You can make changes to any existing page layout that you have created in Zoho Expense such as changing the name of the page layout, editing default values for fields or hints for desired field. Here’s how:

  • Go to Admin section and click Settings.
  • Navigate to Expenses > Page Layouts
    OR
    Navigate to Trips > Page Layouts.
  • Select the page layout that you want to edit or hover over the page layout and click edit.
  • Make the necessary changes.
  • Click Save.
Edit Page Layout

Delete Page Layout

To delete a page layout:

  • Go to Admin section and click Settings.
  • Navigate to Expenses > Page Layouts
    OR
    Navigate to Trips > Page Layouts.
  • Hover over the page layout that you want to delete.
  • Click delete.
  • Click Confirm in the pop-up to delete the page layout.

Note: If you delete a page layout, the default fields enabled in the Expense or Trips Preferences page will appear in the creation page.

Delete Page Layout