- 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?
- Where can I view the VAT details of my expense report?
- What is the purpose of adding comments to an expense report?
- How do I delete an expense report?
- How can I retrieve deleted 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?
- How to use excess advance payments on future expense reports?
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?
Report actions
Advanced
- 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?
