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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:

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:

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:

Edit Page Layout

Delete Page Layout

To delete a 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
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