Reports

General

1. Can I set up notifications for report submissions?
2. How to use the excess advances on future reports?
3. When should I mark a report as reimbursed and how do I do it?
4. Why can’t I make changes to a reimbursed report?
5. Can I directly deposit the reimbursement amount to the employees' bank account?
6. How do I edit an advance in the report?
7. How do I remove an advance from the report?

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. What is an expense expiry period? Is it considered 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 a part of my report?
2. How do I set up auto numbering of expense reports in Zoho Expense?
3. What are custom fields? How do I add custom fields to my report?
4. Are there any limitations to the number of custom fields that can be added?
5. How do I set deadlines before which users are required to submit their expense reports?
6. Can I receive a copy of the approved report upon its approval?
7. How do I create custom statuses for reports in Zoho Expense?
8. Can I create a custom view to filter the reports based on a specific criteria?
9. Can I generate reports automatically? If yes, how?
10. Can I archive old reports? Will I be able to access them later?
11. How can I download a report as an excel file?