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Accounting & Invoicing
How do I create an expense report?
How can I include expenses to an expense report?
Can expenses with policy violation be part of an expense report?
What are the different statuses of expense reports?
Can I submit my report to multiple users?
Can I undo report submission?
Can I set up notifications for expense report submissions?
Can I download or print expense reports?
Can I attach files with my expense report?
What is the purpose of adding comments to an expense report?
How do I delete an expense report?
As an Admin, can I record the advance payment for my employees?
How to record an advance payment?
How do I edit an advance payment?
How do I delete an advance payment recorded for an employee?
Reporting an Expense
What happens to the expenses if I delete the expense report?
Can a non-reimbursable expense be added to a report?
Can I delete an expense associated with a report?
Policies and Violations
What is an expense amount limit?
What is receipt required limit?
How can I make description mandatory?
Who can define the expense policies in an account?
Can submitters and approvers view the expense policies?
What happens when the policy for a user is changed after she/he submits a report?
How is a user alerted when there is a policy violation while recording an expense?
How many policy violations can an expense report have?
How will the expense policies apply to users spending in foreign currencies?
Is expense expiry period counted as a policy violation?
Who can view my expense reports?
Who can I share my report with?
What is expense report archiving?
What are custom fields? How can I add a custom field to my expense report?
Are there any limitations to the custom fields I add for expenses and reports?
What are the formats in which I can import and export expense reports?
How do I allow uncategorized expenses to be part of my expense report?
How do I set up auto numbering of expense reports in Zoho Expense?
How do I notify an approver regarding submitted reports that are nearing their due dates?
As an admin, what should I do in order to receive a copy of the approved report upon its approval?
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