• How can I manually record an expense?
• Should an expense always have a receipt attached to it?
• Can I record expenses in multiple currencies?
• What are the different statuses of Expenses?
• What is policy violation? Will I know if there is a policy violation when recording an expense?
• How do I record negative expenses?
• Can I report an expense even if there is a policy violation?
• What happens if an expense that I record expires?
• Is it possible to add expenses in bulk?
• How do I balance out an over payment in Zoho Expense?
• Is it possible to update expenses in bulk? How is that done?
• What are reimbursable expenses?
• How do I modify a submitted expense?
• How do I delete an expense?

Billable Expense

• When do I mark an expense reimbursable/billable?
• Can I create a billable expense without adding a customer?
• Why am I not able to see the project which I created in Zoho Books?
• How do I raise an invoice for a billable expense?

Customers

• Who can create customers in Zoho Expense?
• Can the submitters and approvers add customers in Zoho Expense? If yes, how?
• Can I add an organization as my Contact?
• Can I add an individual person as my Contact?
• What should I do if I stop doing business with a customer?

Categories

• Why do I need expense categories?
• What are the default set of categories provided?
• Can I add a new category if needed?
• Where can I set general rules for categories?
• Can I set up special rules for few categories?
• Can I restrict some users from viewing all the categories?
• How do I view the category which I created in Zoho Books under Zoho Expense?

Mileage Expense

• How do I create a mileage expense?
• How do I track mileage?
• How to calculate mileage using odometer reading?
• How do I change the default unit for mileage?
• Where can I set up my mileage preference?
• What is a default category?
• Can I set a different category as my default category for mileage expenses?
• Can I add custom mileage rates in the UK edition of Zoho Expense?
• Can I record a mileage expense which I’ve made through my company card?
• In the UK edition of mileage expense, what happens when I cross the mark of 10000 business miles traveled in a tax year?

Reporting an Expense

• How many expenses can I add to an expense report?
• What is expense expiry period?
• Can I report an expired expense?

Itemization

• What is an itemized expense?
• Can I itemize my expense and apply different tax rates on each item?
• Can I split my expense into taxable and non-taxable portion?
• The meals are taxable while the tips are not. Can I record both of them together, without applying tax on the tip?

Splitting an expense

• Can I associate two categories with the same expense/receipt?
• Can I split the receipt with another employee?
• Can I split expenses based on the custom fields?
• Can I split an itemized expense?
• Can I split expenses based on reporting tags?
• Can I split the travel expense among multiple customers?

Currencies

• I could not find the currency I was looking for in the existing list. Can I add a new currency in Zoho Expense?
• How are exchange rates assigned for expenses incurred in foreign currencies?
• How often are the currency exchange rates updated?
• From where do you fetch exchange rates for foreign currencies?
• How do I enable/disable automated currency conversion in Zoho Expense?

VAT

• While logging an expense, how do I differentiate whether its VAT inclusive or exclusive?
• What is a value-added tax? How do I convert any tax into a value added tax?
• Can I set up VAT for my UK organization?

Advanced

• Why do you ask paid through account for non-reimbursable expenses?
• Can I add paid through accounts in Zoho Expense?
• As an Admin, I would like to obtain additional information about the expenses from my submitters. How do I do that?
• Can the Admin create an expense for another user?
• Can an admin assign a delegate for another user?
• What information does the history section provide about an expense entry or an expense report?
• Who are the Attendees in an expense?
• What are the formats in which I can import and export my expenses?
• Can I make all expenses reimbursable by default?
• Can I set up reminders for unreported expenses?
• How do I import approved expenses from Zoho Expense to Zoho Books?
• How do I merge duplicate expenses?
• How do I add a new payment mode to my expense?
• How do I set a default payment mode for my expenses?
• How do I bill my customers for the expenses that I have recorded in Zoho Expense?
• How do I create a new project in Zoho Expense?
• Can I associate all Users at once with a particular project?
• Why am I not able to see the Projects drop-down in the expense creation page?