Reports

General

1. Can I set up notifications for report submissions?
2. As an Admin, can I record the advance refund or advance carry forward for my employees?
3. How to use the excess advances on future reports?
4. How do I record reimbursements?
5. When should a report be marked as reimbursed?
6. Why can’t I make changes to a reimbursed report?
7. Can I do a direct deposit to the employees' bank account?

Policy and Violations

1. What is an expense amount limit?
2. What is a receipt required limit?
3. How can I make the description mandatory?
4. Can submitters and approvers view the expense policies?
5. How is a user alerted when there is a policy violation in an expense?
6. How many policy violations can a report have?
7. Is expense expiry period also counted as a policy violation?
8. What happens when the policy for a user is changed after they submit a report?

Advanced

1. How do I allow uncategorized expenses to be part of my expense report?
2. How do I set up auto numbering of expense reports in Zoho Expense?
3. How do I set deadlines before which users are required to submit their expense reports?
4. As an admin, what should I do in order to receive a copy of the approved report upon its approval?
5. How do I create custom statuses for reports in Zoho Expense?
6. Can I create a custom view to filter the reports based on a specific criteria?
7. Can I generate expense reports automatically? If yes, how?
8. Can I archive old reports? Will I be able to access them later?
9. How can I download a report as an excel file?