Reports
General
- Can I set up notifications for report submissions?
- How to use the excess advances on future reports?
- When should I mark a report as reimbursed and how do I do it?
- Why can’t I make changes to a reimbursed report?
- Can I directly deposit the reimbursement amount to the employees' bank account?
- How do I edit an advance in the report?
- How do I remove an advance from the report?
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?
- What is an expense expiry period? Is it considered 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 a part of my report?
- How do I set up auto numbering of expense reports in Zoho Expense?
- What are custom fields? How do I add custom fields to my report?
- Are there any limitations to the number of custom fields that can be added?
- How do I set deadlines before which users are required to submit their expense reports?
- Can I 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 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?