Can I upload receipts from Zoho CRM?

Yes. Once you enable the Expenses and Reports module sync, all the users in Zoho Expense can upload the receipts for autoscan , record expenses, and submit the reports for approval from Zoho CRM. To enable the Expense and Reports module sync:

  1. Go to Admin View > Settings > Zoho Apps under Integrations.

  2. Click Show Details under Zoho CRM.

  3. Click Show Details.

  4. Under Sync Modules, click Enable next to the Enable Expenses and Expense Reports Modules in Zoho CRM option.


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