- What are the different types of user roles in Zoho Expense?
- How do I create a custom role?
- Who can approve expense reports?
- Can Multi-stage approval be set up?
- Can a rejected report be approved again?
- Can reports with expired expenses be approved?
- As an approver, can I edit expenses that are submitted to me?
- Can a rejected report be reimbursed?
- Is it possible to reject the report after exporting it to QuickBooks?
- Can approvers approve their own report?
- Can I reject individual expenses in the report?
- Can reports with policy violations be approved?
- Can an admin approve a report submitted to another approver?
- I accidentally deleted the bill/journal/expense in my QuickBooks account. Do I have to re-enter the data manually in QuickBooks?
- Can admins view the expense reports submitted to another approver?
- Can I set up notifications when reports are approved/rejected?
- I am unable to export the report to QuickBooks. What could have went wrong?
Approval workflow
- How do I setup a hierarchical approval flow?
- How many levels of approval can be set in Zoho Expense?
- What happens when I select a user in the ‘Submits to’ section?
- What happens when I add criterion to ‘Submits to’ option?
- What happens when I select a user from ‘Approves and forwards to’ option?
- What happens when I add criterion to ‘Approves and forwards to’ option?
- During the absence of my next level approver, can I forward the expense report to someone else?
- When does a user become the final approver?
- How do I assign a final approver for an approval chain?
