How to set up limitation on the number of expenses a user can record under an expense category?

You can set up limitations on the number of expenses a user can record under an expense category by using the Rules feature in the Policy section. You can restrict the number of expenses a user can create, on a monthly or a yearly basis.

This feature is still in early access. Please write to support@zohoexpense.com to enable this feature.

To set up limitation on the number of expenses:

  1. Switch to Admin View.
  2. Click the icon in the top right corner.
  3. Go to Policies under Users and Control.
  4. Click the policy for which you want to set up rules.
  5. Navigate to Rules.
  6. Click the + Add Rule button.
  7. Provide a Name for the rule and select a Monthly Limit or a Yearly Limit Rule Type from the dropdown.
  8. Enter the amount limit in the Amount field.
  9. If you want to set a monthly or a yearly limit for a particular category, select a category from the dropdown.
  10. Select the action type as Warn or Block from the dropdown and click Save.
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