If the receipts or the corporate card transactions that were fetched into Zoho Expense do not have a merchant, the expense will be uncategorized. However, admins can enable the option to permit users to include these uncategorized expenses in reports. If you disable this option, users will not be able to add uncategorized expenses to reports.
To enable this option:
- Click Admin View.
- Click the Gear icon on the top right corner of the page.
- Go to Policies under Users and Control.
- Click the policy for which you want to allow uncategorized expenses to be a part of reports.
- In the Policy Settings tab, mark the ‘Allow uncategorized expenses to be part of expense reports’ option under General Rules.
- Click Save.