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Can I block employees from overspending?

Yes, you can block employees from overspending by creating budgets for employees in Zoho ERP. Here’s how:

  • Click Accounting on the left sidebar.
  • Navigate to the Budgets dropdown in the Modules bar and click Employee Expense Budgets.
  • Click + New Budget in the top right corner.
  • Select User Budget.
  • Select the User from the dropdown.
  • Select the Fiscal Year, Budget Period, Budget Type, and enter the Budget Amount.
  • Slide the toggle next to Block Submission of Reports.
  • Click Save.

With this, employees will be blocked from submitting reports with expenses that exceed the budget you’ve configured for them.