Setting Default Values

While creating an expense, report or a trip, you might have some fields for which you might fill in the same details every time. Instead, you can prefill such details by setting default values for your trips, reports, and expenses. So every time, you create a trip, report or an expense, the fields will be pre-filled with the default values you’ve set.

For example, you might not change your meal preference for your trips or the paid through account for your expenses so often. So, selecting your meal preference or the paid through account every time you create a trip request can become redundant. You can now set the meal preference for your trips or the paid through account for your expenses as the default values while creating an expense or a trip.

Note: You can set default values for all the fields present while creating an expense, report or a trip, including the custom fields.

To set default values:

  1. Go to My Settings on the left sidebar and navigate to Preferences.
  2. Click Configure under the module for which you want to set default values.
    Settings
  3. Select the fields and enter the values.
  4. Click Save.
    Settings
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