Reports
General
- Can I set up notifications for report submissions?
- As an Admin, can I record the advance refund or advance carry forward for my employees?
- How to use the excess advances on future reports?
- How do I record reimbursements?
- When should a report be marked as reimbursed?
- Why can’t I make changes to a reimbursed report?
- Can I do a direct deposit to the employees' bank account?
Policy and Violations
- What is an expense amount limit?
- What is a receipt required limit?
- How can I make the description mandatory?
- Can submitters and approvers view the expense policies?
- How is a user alerted when there is a policy violation in an expense?
- How many policy violations can a report have?
- Is expense expiry period also counted as a policy violation?
- What happens when the policy for a user is changed after they submit a report?
Advanced
- 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 set deadlines before which users are required to submit their expense reports?
- As an admin, what should I do in order to receive a copy of the approved report upon its approval?
- How do I create custom statuses for reports in Zoho Expense?
- Can I create a custom view to filter the reports based on a specific criteria?
- Can I generate expense reports automatically? If yes, how?
- Can I archive old reports? Will I be able to access them later?
- How can I download a report as an excel file?